UNITED ASSOCIATION OF JOURNEYMEN & PPF LOCAL 3 (EIN 840293634) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1890

Legal Domicile

Principal Officer

JOE KOCOL

Phone

3037399300

Tax Period

2024-07-01 to 2025-06-30

UNITED ASSOCIATION OF JOURNEYMEN & PPF LOCAL 3, founded in 1890, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $649K, a strong 22% operating margin.

Mission

TO REPRESENT AND ADVOCATE FOR THE INTERESTS OF ITS MEMBERS IN THE WORKPLACE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,680,013

Investment Income $209,325

Other Revenue $20,566

TOTAL REVENUE $2,909,904

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $883,133

Fundraising Expenses $0

Other Expenses $1,337,549

TOTAL EXPENSES $2,260,696

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,909,904	$2,541,180	+0.1%
Expenses	$2,260,696	$2,099,026	+0.1%
Net Income	$649,208	$442,154	+0.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✓ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$563,390

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE KOCOL	FINANCIAL SECRETARY	50.00	Officer	$142,465	$77,718	$220,183
JOE ZIO	PRESIDENT	1.00	Officer	$0	$0	$0
KURT JOHANN SR	EXECUTIVE BOARD	1.00	Officer	$0	$0	$0
STEVE MCLELLAN	EXECUTIVE BOARD	1.00	Officer	$0	$0	$0
ANDY FRANK	VICE PRESIDENT/ORGANIZER	50.00	Officer	$99,415	$10,977	$110,392
RYAN GENTRY	RECORDING SECRETARY	1.00	Officer	$0	$0	$0
DEWEY JACKSON	FINANCE COMMITTEE	1.00	Officer	$0	$0	$0
TODD FERGUSON	EXAM BOARD	1.00	Officer	$0	$0	$0
GREG HULL	FINANCE COMMITTEE	1.00	Officer	$0	$0	$0
SONNY WELCH	BUSINESS MANAGER	50.00	Officer	$153,207	$79,608	$232,815
TIM CURTIS	EXECUTIVE BOARD	1.00	Officer	$0	$0	$0
ROBERT KRANTZ	FINANCE COMMITTEE	1.00	Officer	$0	$0	$0
DYLAN HENDERSON	EXAM BOARD	1.00	Officer	$0	$0	$0
DAVID GAGLIARDI	INSIDE GUARD	1.00	Officer	$0	$0	$0
AARON ARRIETA	EXECUTIVE BOARD	1.00	Officer	$0	$0	$0
NICHOLAS STEENHOEK	EXAM BOARD	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$2,909,904	$2,260,696	$9,646,076	$649,208
2024	$2,541,180	$2,099,026	$8,506,656	$442,154
2023	$2,447,117	$1,999,161	$7,917,242	$447,956
2022	$2,072,881	$1,773,351	$7,310,989	$299,530
2021	$1,950,064	$1,646,987	$7,093,577	$303,077
2020	$1,944,300	$1,666,092	$6,794,375	$278,208
2019	$1,681,245	$1,548,823	$6,506,008	$132,422

UNITED ASSOCIATION OF JOURNEYMEN & PPF LOCAL 3