United Association of Journeymen &… - 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

1902

Legal Domicile

Principal Officer

JOSEPH RAYMOND

Phone

9098250359

Tax Period

2024-01-01 to 2024-12-31

United Association of Journeymen & Apprentices PPF Local 364, founded in 1902, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $1.9M left a modest 4% surplus.

Mission

TO ORGANIZE ALL WORK COMING WITHIN LOCAL UNION'S JURISDICTION FOR THE ECONOMIC, MORAL AND SOCIAL ADVANCEMENT OF ITS MEMBERSHIP THROUGH COLLECTIVE BARGAINING AND EDUCATIONAL ACTIVITIES.

Program Service Accomplishments

Program 1

TO ORGANIZE ALL WORK COMING WITHIN LOCAL UNION'S JURISDICTION FOR THE ECONOMIC, MORAL AND SOCIAL ADVANCEMENT OF ITS MEMBERSHIP THROUGH COLLECTIVE BARGAINING AND EDUCATIONAL ACTIVITIES.

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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 $1,554,091

Investment Income $33,091

Other Revenue $394,263

TOTAL REVENUE $1,981,445

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,129,955

Fundraising Expenses $0

Other Expenses $753,314

TOTAL EXPENSES $1,911,409

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,981,445	$1,694,396	+0.2%
Expenses	$1,911,409	$1,766,842	+0.1%
Net Income	$70,036	$-72,446	-2.0%

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

$269,661

Total Directors

$939,266

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH RAYMOND	BUSINESS MGR/FIN'L SEC'Y	40.0	Officer Director	$171,994	$97,667	$269,661
john sisley sr	EXAM BOARD/BUSINESS AGENT	40.0	Director	$158,499	$94,780	$253,279
JASON J SHEFTS	EXAM BOARD/BUSINESS AGENT	40.0	Director	$158,499	$94,780	$253,279
COURTNEY M DOTIMAS	RECORDING SEC'Y/OFFICE MGR	40.0	Director	$106,595	$56,452	$163,047
T JAY NORBY	VICE-PRESIDENT	1.0	Officer Director	$0	$0	$0
TODD MARSH	FINANCE COMMITTEE	1.0	Director	$0	$0	$0
nicholas petersen	EXECUTIVE BOARD	1.0	Director	$0	$0	$0
donald seeger	EXAMINING BOARD	1.0	Director	$0	$0	$0
tracy gipson	PRESIDENT	1.0	Officer Director	$0	$0	$0
brian dunbar	INSIDE GUARD	1.0	Director	$0	$0	$0
TIMOTHY TABOR	EXECUTIVE BOARD	1.0	Director	$0	$0	$0
JOHN SCHROEDER	EXECUTIVE BOARD	1.0	Director	$0	$0	$0
JOE VAZQUEZ	EXECUTIVE BOARD	1.0	Director	$0	$0	$0
BRANDON BURTON	FINANCE COMMITTEE	1.0	Director	$0	$0	$0
RUBEN HERNANDEZ	FINANCE COMMITTEE	1.0	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
2024	$1,981,445	$1,911,409	$2,310,061	$70,036
2023	$1,694,396	$1,766,842	$2,240,532	$-72,446
2022	$1,707,171	$1,636,882	$2,314,869	$70,289
2021	$1,583,899	$1,459,010	$2,243,151	$124,889
2020	$1,764,149	$1,508,972	$2,112,398	$255,177
2019	$1,955,527	$1,712,588	$1,858,239	$242,939
2018	$1,722,705	$1,425,818	$1,614,228	$296,887

United Association of Journeymen & Apprentices PPF Local 364