United Assoc of Journeymen & Appren of Plumbing & Pipefitting Ind Local 469 (EIN 860063630) - 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

1941

Legal Domicile

Principal Officer

BUSINESS MANAGER

Phone

6029569350

Tax Period

2023-01-01 to 2023-12-31

United Assoc of Journeymen & Appren of Plumbing & Pipefitting Ind Local 469, founded in 1941, is a mid-sized nonprofit that reported $24.6M in total revenue in fiscal year 2023. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10.6M, a strong 43% operating margin.

Mission

LABOR ORGANIZING

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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 $24,111,659

Investment Income $411,782

Other Revenue $39,374

TOTAL REVENUE $24,562,815

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,282,959

Fundraising Expenses $0

Other Expenses $9,032,467

TOTAL EXPENSES $13,925,348

Year-over-Year Comparison

	2023	2022	Change
Revenue	$24,562,815	$15,759,907	+0.6%
Expenses	$13,925,348	$11,019,235	+0.3%
Net Income	$10,637,467	$4,740,672	+1.2%

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

$578,789

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AARON BUTLER	Business Manage	40.00	Officer	$211,871	$93,845	$305,716
Richard Hudson	Business Agent	40.00		$188,825	$86,931	$275,756
DEAN VAN KIRK	Business Agent	40.00		$177,857	$83,641	$261,498
TONY GAUTHIER	Fin Sec/Treasur	40.00	Officer	$166,637	$80,275	$246,912
Chad Jessee	Business Agent	40.00		$166,637	$80,275	$246,912
MARK GALLEGO	Business Agent	40.00		$166,637	$80,275	$246,912
Arthur Savage Jr	Business Agent	40.00		$166,637	$80,275	$246,912
FRANK GARCIA	Executive Board	1.00	Officer	$6,155	$0	$6,155
Mark Aguire	President	1.00	Officer	$4,977	$0	$4,977
WILLIAM SAVAGE	Executive Board	1.00	Officer	$4,181	$0	$4,181
BRYCE EDWARDS	Rec Sec	1.00	Officer	$3,265	$0	$3,265
RICHARD HOLIDAY	Vice President	1.00	Officer	$2,638	$0	$2,638
SHERWOOD BEGAY	Executive Board	1.00	Officer	$2,491	$0	$2,491
SCOT GOWANS	Executive Board	1.00	Officer	$2,454	$0	$2,454

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	$24,562,815	$13,925,348	$36,542,562	$10,637,467
2022	$15,759,907	$11,019,235	$32,691,695	$4,740,672
2021	$11,606,679	$10,360,934	$29,736,101	$1,245,745
2020	$9,970,797	$7,434,189	$20,412,010	$2,536,608

United Assoc of Journeymen & Appren of Plumbing & Pipefitting Ind Local 469