Burlingame, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)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.
To provide for the establishment and administration of an Apprenticeship and Training Trust for members of UA Local 467 and other UA Local Unions who are working primarily in the jurisdiction of the UA Local 467. The purposes include educating and training persons in all phases of the Plumbing and Pipe Fitting Industry to the end that there shall be an adequate supply of educated and skilled journeymen available for the jurisdiction.
The organization operates a vocational training school serving construction industry employers and employees. During the year we served approximately 1,000 apprentice and journey-level construction...
The organization operates a vocational training school serving construction industry employers and employees. During the year we served approximately 1,000 apprentice and journey-level construction workers.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 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% |
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
Sign In| 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 |
| 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 |
Compare UA Local 467 Apprenticeship And Training Trust For San Mateo County with other nonprofits in California and across the country.