UA Local 467 Apprenticeship And Training Trust For San Mateo County (EIN 941201260) - 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

1955

Legal Domicile

Principal Officer

Stephan Schnell

Phone

6506920442

Tax Period

2024-01-01 to 2024-12-31

UA Local 467 Apprenticeship And Training Trust For San Mateo County, founded in 1955, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring.

Mission

Operation of a training school for apprentice and journey-level pipe trade workers.

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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 $753,449

Program Service Revenue $1,961,477

Investment Income $86,288

Other Revenue $100

TOTAL REVENUE $2,801,314

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,766,099

Fundraising Expenses $0

Program Expenses $2,332,977

Other Expenses $977,042

TOTAL EXPENSES $2,743,141

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,801,314	$3,518,781	-0.2%
Expenses	$2,743,141	$2,704,669	+0.0%
Net Income	$58,173	$814,112	-0.9%

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

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

$854

Total Directors

$42,604

Key Employees

$389,563

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James J Kastelic	Chairman/Employer Trustee	5.00	Officer Director	$0	$0	$0
Jim Barrett	Co-Chairman/Labor Trustee	5.00	Officer Director	$854	$0	$854
Mark Burri	Secretary/Labor Trustee	8.00	Officer Director	$0	$0	$0
Scott Beale	Treasurer/Labor Trustee	5.00	Officer Director	$0	$0	$0
Ryan Marr-Wyatt	Labor Trustee	11.00	Director	$41,750	$0	$41,750
Eric Tassio	Labor Trustee	5.00	Director	$0	$0	$0
Mark Nelson	Labor Trustee (Until 9/2024)	5.00	Director	$0	$0	$0
Joel Balcioni	Labor Trustee (From 9/2024)	5.00	Director	$0	$0	$0
Ron Bellanti	Employer Trustee	5.00	Director	$0	$0	$0
Alex Hall	Employer Trustee	5.00	Director	$0	$0	$0
Phil Carlevaris	Employer Trustee	5.00	Director	$0	$0	$0
Don Taylor	Employer Trustee	5.00	Director	$0	$0	$0
Scott Denny	Employer Trustee (Until 5/2024)	5.00	Director	$0	$0	$0
Curtis Russell	Employer Trustee (From 5/2024)	5.00	Director	$0	$0	$0
Stephan Schnell	Advisor/Training Director	45.00	Key Emp	$247,558	$142,005	$389,563
Tom Johnson	Curriculum Coordinator	40.00	Highest	$200,168	$128,752	$328,920

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	$2,801,314	$2,743,141	$3,819,148	$58,173
2023	$3,518,781	$2,704,669	$5,961,262	$814,112
2022	$2,514,900	$2,489,965	$4,929,645	$24,935
2021	$3,010,486	$1,963,722	$2,792,616	$1,046,764
2020	$2,268,393	$1,559,292	$2,515,556	$709,101
2019	$2,537,174	$3,188,774	$2,012,107	$-651,600
2018	$2,300,365	$1,573,667	$2,531,292	$726,698

UA Local 467 Apprenticeship And Training Trust For San Mateo County