UA LOCAL 81 (EIN 853095954) - 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

2020

Legal Domicile

Principal Officer

GREG LANCETTE

Phone

3154377397

Tax Period

2023-01-01 to 2023-12-31

UA LOCAL 81, founded in 2020, is a community nonprofit in the Employment sector that reported $3.6M in total revenue in fiscal year 2023.

Mission

TO ORGANIZE PLUMBERS AND STEAMFITTERS FOR THE ECONOMIC, SOCIAL, AND MORAL ADVANCEMENT OF THEIR CONDITION AND STATUS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,524,850

Investment Income $40,932

Other Revenue $6,846

TOTAL REVENUE $3,572,628

Expense Breakdown

Grants Paid $119,115

Salaries & Benefits $1,864,339

Fundraising Expenses $0

Other Expenses $1,700,594

TOTAL EXPENSES $3,696,948

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,572,628	$3,318,364	+0.1%
Expenses	$3,696,948	$3,143,290	+0.2%
Net Income	$-124,320	$175,074	-1.7%

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

$1,494,704

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREGORY LANCETTE	BUSINESS MANAGER	40.00	Officer	$154,153	$88,509	$242,662
PATRICK CARROLL	ASST. BUSINESS MANAGER	40.00	Officer	$141,468	$85,746	$227,214
BRAD WARD	BUSINESS AGENT	40.00	Officer	$134,122	$83,501	$217,623
GERALD MORLEY JR	BUSINESS AGENT	40.00	Officer	$134,010	$83,501	$217,511
ERIC SAUNDER	BUSINESS AGENT	40.00	Officer	$134,010	$83,780	$217,790
RICHARD WARNER	PRESIDENT (FORMER)	5.00	Officer	$852	$0	$10,997
GEORGE FAMILIO	VICE PRESIDENT (FORMER)	5.00	Officer	$608	$0	$608
THOMAS METCALF JR	RECORDING SECRETARY	5.00	Officer	$1,356	$0	$1,356
MARCUS WILLIAMEE	INSIDE GUARD/ORGANIZER	40.00	Officer	$135,010	$83,501	$218,511
TOM HAYWARD	EXECUTIVE BOARD	5.00	Officer	$734	$0	$74,110
SHAUN LOWER	EXECUTIVE BOARD	5.00	Officer	$1,238	$0	$33,563
CHRIS KING	EXECUTIVE BOARD	5.00	Officer	$489	$0	$489
ALLEN CLARKSON	EXECUTIVE BOARD	5.00	Officer	$1,119	$0	$13,336
WILLIAM JAY	FINANCE COMMITTEE	5.00	Officer	$0	$0	$9,876
CHRIS SOULE	FINANCE COMMITTEE	5.00	Officer	$504	$0	$504
JOHN JASKULA	FINANCE COMMITTEE	5.00	Officer	$0	$0	$0
RONALD VECCHIO	EXAMINING BOARD	5.00	Officer	$504	$0	$7,294
JACKIE GARNER	EXAMINING BOARD	5.00	Officer	$0	$0	$0
GARY PETERS	EXAMINING BOARD	5.00	Officer	$0	$0	$0
DAVID MCDONALD	PRESIDENT	5.00	Officer	$630	$0	$630
JAMES FREDENBURG	VICE PRESIDENT	5.00	Officer	$630	$0	$630

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
2024	No data	No data	No data	No data
2023	$3,572,628	$3,696,948	$2,458,892	$-124,320
2022	$3,318,364	$3,143,290	$2,575,397	$175,074
2021	$3,370,065	$3,257,920	$2,523,282	$112,145
2020	$1,628,518	$1,482,254	$2,693,745	$146,264

UA LOCAL 81