United Association of Journeymen & Apprentices of Plumbing Industry LO 761 (EIN 951113250) - 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

1922

Legal Domicile

Principal Officer

Greg Lewis

Phone

8188438670

Tax Period

2024-02-01 to 2025-01-31

United Association of Journeymen & Apprentices of Plumbing Industry LO 761, founded in 1922, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024. The organization ran a surplus of $318K, a strong 16% operating margin.

Mission

Labor Union

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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 $1,805,577

Investment Income $83,468

Other Revenue $67,076

TOTAL REVENUE $1,956,121

Expense Breakdown

Grants Paid $51,458

Salaries & Benefits $813,420

Fundraising Expenses $0

Other Expenses $759,037

TOTAL EXPENSES $1,638,534

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,956,121	$1,952,285	+0.0%
Expenses	$1,638,534	$1,671,586	0.0%
Net Income	$317,587	$280,699	+0.1%

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

$242,523

Total Directors

$242,523

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Greg Lewis	Business Manager/Secr./Tre	40.00	Officer Director	$161,360	$81,163	$242,523
Luis Porres	Business Agent	40.00	Highest	$142,783	$76,671	$219,454
Cliff Petrikowski	President	1.00	Officer Director	$0	$0	$0
George Balli	Vice President	1.00	Officer Director	$0	$0	$0
Preston Riehl	Recording Secretary	1.00	Officer Director	$0	$0	$0
Frank Landeros	Inside Guard	1.00	Officer Director	$0	$0	$0
Michael De Francis	Executive Board	1.00	Director	$0	$0	$0
Tony Albarran	Executive Board	1.00	Director	$0	$0	$0
Daniel Boyd	Executive Board	1.00	Director	$0	$0	$0
Brian Morgan	Finance Committee	1.00	Director	$0	$0	$0
Chris Hecker	Finance Committee	1.00	Director	$0	$0	$0
John Strain	Finance Committee	1.00	Director	$0	$0	$0
Steve Valot	Examining Board	1.00	Director	$0	$0	$0
Dave Valot	Examining Board	1.00	Director	$0	$0	$0
Sergio Torres-Ortiz	Examining Board	1.00	Director	$0	$0	$0
Chris Herndon	Examining Board	1.00	Director	$0	$0	$0
Ralph Dvorsky	Executive Board (Left Mid Year)	1.00	Director	$0	$0	$0
Cory Woods	Executive Board (Left Mid Year)	1.00	Director	$0	$0	$0
Hans Gabriel	Examining Board (Left Mid Year)	1.00	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	$1,956,121	$1,638,534	$3,775,927	$317,587
2024	$1,952,285	$1,671,586	$3,805,745	$280,699
2023	$1,942,356	$1,628,844	$3,520,201	$313,512
2022	$1,959,201	$1,629,117	$3,206,414	$330,084
2021	$1,842,267	$1,455,735	$2,938,293	$386,532
2020	$1,968,027	$1,627,894	$2,489,513	$340,133
2019	$1,721,070	$1,666,572	$1,814,110	$54,498

United Association of Journeymen & Apprentices of Plumbing Industry LO 761