UNITED ASSOCIATION JOUR & APPR 398 PPF (EIN 951296324) - 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

1910

Legal Domicile

Principal Officer

William Steiner

Phone

9099455557

Tax Period

2023-01-01 to 2023-12-31

UNITED ASSOCIATION JOUR & APPR 398 PPF, founded in 1910, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023. Expenses of $1.6M left a modest 6% surplus.

Mission

Labor Union Organization

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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 $0

Program Service Revenue $1,642,827

Investment Income $60,299

Other Revenue $50,535

TOTAL REVENUE $1,753,661

Expense Breakdown

Grants Paid $0

Salaries & Benefits $777,108

Fundraising Expenses $0

Program Expenses $1,641,550

Other Expenses $864,442

TOTAL EXPENSES $1,641,550

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,753,661	$1,642,851	+0.1%
Expenses	$1,641,550	$1,503,041	+0.1%
Net Income	$112,111	$139,810	-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

N/A

Employees

N/A

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

$275,925

Total Directors

$269,371

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Hanson	Business Agent	44.00	Director	$157,671	$99,496	$257,167
Andres Valdivia	Executive Board	3.00	Director	$0	$0	$0
Jeff Edmiston	Finance Comm.	3.00	Director	$3,051	$0	$3,051
Mike Marietti	Executive Board	3.00	Director	$0	$0	$0
William Dotson	Exam Board	3.00	Director	$3,051	$0	$3,051
Jerry Kaliher	Finance Comm.	3.00	Director	$0	$0	$0
Duane Wright	Executive Board	3.00	Director	$0	$0	$0
Anthony Flores	Executive Board	3.00	Director	$0	$0	$0
Cecil Phelps	Inside Guard	3.00	Director	$0	$0	$0
Ethan Hachey	Exam Board	3.00	Director	$0	$0	$0
Cynthia Chavez	Exam Board	3.00	Director	$0	$0	$0
Martin Gonzalez	Exam Board	3.00	Director	$0	$0	$0
Michael Niez	Exam Board	3.00	Director	$0	$0	$0
Richard Sneed	Finance Comm.	3.00	Director	$0	$0	$0
Wesley Hutchison Jr	Exam Board	3.00	Director	$3,051	$0	$3,051
Sean Gaudreault	Exam Board	3.00	Director	$3,051	$0	$3,051
Jaime Valdivia	President	3.00	Officer	$2,681	$0	$2,681
Raymond E LeVangie III	Vice Presidents	3.00	Officer	$0	$0	$0
William Steiner	Bus Mgr/Fin. Sec'y/Treas	44.00	Officer	$170,221	$103,023	$273,244
Carl Segura	Recording Sec'y	3.00	Officer	$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
2024	No data	No data	No data	No data
2023	$1,753,661	$1,641,550	$4,727,613	$112,111
2022	$1,642,851	$1,503,041	$4,615,398	$139,810
2021	$1,486,151	$1,291,689	$4,474,739	$194,462
2020	$1,643,164	$1,233,412	$4,280,772	$409,752
2019	$1,493,825	$1,120,800	$3,867,456	$373,025
2018	$1,402,730	$1,023,256	$3,495,109	$379,474

UNITED ASSOCIATION JOUR & APPR 398 PPF