UNITED ASSOCIATION OF JOURNEYMEN & APPRENTICES (EIN 910636728) - 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

1953

Legal Domicile

Principal Officer

SCOTT PETERSON

Phone

2064410737

Tax Period

2024-07-01 to 2025-06-30

UNITED ASSOCIATION OF JOURNEYMEN & APPRENTICES, founded in 1953, is a community nonprofit that reported $5.8M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.8M, a strong 49% operating margin.

Mission

TO PROVIDE MEMBERS A FAIR WAGE AND SAFE WORKING CONDITIONS, PROCESS GRIEVANCES AND PROTECT MEMBERS FROM UNJUST AND INJUROUS WORKING CONDITIONS THROUGH A COLLECTIVE BARGAINING AGREEMENT.

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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 $3,699,665

Investment Income $1,046,187

Other Revenue $1,038,715

TOTAL REVENUE $5,784,567

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,301,657

Fundraising Expenses $0

Other Expenses $1,627,557

TOTAL EXPENSES $2,972,671

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,784,567	$5,341,135	+0.1%
Expenses	$2,972,671	$3,293,339	-0.1%
Net Income	$2,811,896	$2,047,796	+0.4%

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

$157,489

Total Directors

$181,662

Key Employees

$556,732

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MILLER STEPHEN	JATC TRAININ	40.00	Key Emp	$175,852	$109,188	$285,040
REESE DONALD	ASST. TRAINI	40.00	Key Emp	$164,924	$106,768	$271,692
BONNELL STANTON	TREAS/BUSINE	40.00		$123,555	$84,152	$207,707
SCOTT PETERSON	BUSINESS MAN	40.00	Officer Director	$98,961	$51,718	$150,679
BAUER JACOB	EXECUTIVE BO	1.00	Director	$10,233	$4,721	$14,954
UNDERWOOD QUANITTA	EXECUTIVE BO	1.00	Director	$6,321	$2,898	$9,219
JOHNSTON KEVIN	VICE PRESIDE	1.00	Officer Director	$3,557	$997	$4,554
SOLIS REUBEN	PRESIDENT	1.00	Officer Director	$1,508	$748	$2,256
LINDSTROM JOSEPH	EXECUTIVE BO	1.00	Director	$0	$0	$0
STEWARD SEAN	EXECUTIVE BO	1.00	Director	$0	$0	$0
TJELDE STEVEN	INSIDE GUARD	1.00	Director	$0	$0	$0
HOKSBERGEN TANNER	RECORDING SE	1.00	Officer Director	$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	$5,784,567	$2,972,671	$14,592,709	$2,811,896
2024	$5,341,135	$3,293,339	$12,147,770	$2,047,796
2023	$3,992,892	$3,250,321	$9,325,916	$742,571
2022	$3,585,679	$2,840,257	$8,161,266	$745,422
2021	$3,647,151	$2,543,744	$8,148,202	$1,103,407
2020	$3,581,345	$2,514,592	$6,494,499	$1,066,753
2019	$3,365,705	$2,455,990	$5,433,701	$909,715

UNITED ASSOCIATION OF JOURNEYMEN & APPRENTICES