UA LOCAL 343 JOURNEYMAN & APPRENTI… - Form 990 Financial Data

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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

1981

Legal Domicile

Principal Officer

STEVE MCCALL

Phone

7076444071

Tax Period

2023-07-01 to 2024-06-30

UA LOCAL 343 JOURNEYMAN & APPRENTICE TRAINING TRUST FUND, founded in 1981, is a small nonprofit that reported $925K in total revenue in fiscal year 2023. Expenses of $1.1M exceeded revenue, resulting in a 23% operating deficit.

Mission

TO PROVIDE APPRENTICESHIP TRAINING FOR PLUMBERS AND STEAMFITTERS IN NAPA AND SOLANO COUNTIES.

Program Service Accomplishments

Program 1

PROVIDED APPRENTICESHIP TRAINING FOR PLUMBERS AND STEAMFITTERS IN NAPA AND SOLANO COUNTIES.

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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 $1,038

Program Service Revenue $662,164

Investment Income $4,014

Other Revenue $257,375

TOTAL REVENUE $924,591

Expense Breakdown

Grants Paid $0

Salaries & Benefits $432,716

Fundraising Expenses $0

Other Expenses $700,147

TOTAL EXPENSES $1,132,863

Year-over-Year Comparison

	2023	2022	Change
Revenue	$924,591	$948,250	0.0%
Expenses	$1,132,863	$1,225,394	-0.1%
Net Income	$-208,272	$-277,144	-0.2%

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

Total Directors

$17,542

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG SIMON	COORDINATOR	40.0	Highest	$158,516	$30,925	$189,441
PAUL SCHULTZ	TRUSTEE	0.2	Director	$17,542	$0	$17,542
ALEX HALL	TRUSTEE/CHAIRMAN	0.2	Officer Director	$0	$0	$0
STEVE MCCALL	CO-CHAIR/SECRETARY	0.2	Officer Director	$0	$0	$0
TIM TYRRELL	TRUSTEE	0.2	Director	$0	$0	$0
DANIEL BARRETT	TRUSTEE	0.2	Director	$0	$0	$0
BILL CRAWLEY III	TRUSTEE	0.2	Director	$0	$0	$0
FRED LEHMAN	TRUSTEE	0.2	Director	$0	$0	$0
MIKE STIRLING	TRUSTEE	0.2	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	No data	No data	No data	No data
2024	$924,591	$1,132,863	$1,091,119	$-208,272
2023	$948,250	$1,225,394	$1,634,445	$-277,144
2022	$945,338	$1,191,713	$2,055,454	$-246,375
2021	$1,526,539	$1,155,348	$2,246,321	$371,191
2020	$849,735	$934,713	$1,492,282	$-84,978
2019	$997,359	$644,194	$1,424,417	$353,165
2018	$536,321	$446,214	$1,084,634	$90,107

UA LOCAL 343 JOURNEYMAN & APPRENTICE TRAINING TRUST FUND