INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS LOCAL UNION NO 4 (EIN 041338415) - 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

1899

Legal Domicile

Principal Officer

PATRICK SAMPSON

Phone

6172881547

Tax Period

2023-01-01 to 2023-12-31

INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS LOCAL UNION NO 4, founded in 1899, is a community nonprofit that reported $4.0M in total revenue in fiscal year 2023. Expenses of $3.6M left a modest 11% surplus.

Mission

TO ASSIST MEMBERS IN SECURING EMPLOYMENT, TO MAINTAIN A FAIR STANDARD OF WAGES, ANDTO PROTECT THE JURISDICTION OF THE CRAFT.

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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 $3,743,976

Investment Income $244,752

Other Revenue $1,204

TOTAL REVENUE $3,989,932

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $1,578,109

Fundraising Expenses $0

Other Expenses $1,839,137

TOTAL EXPENSES $3,552,586

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,989,932	$3,752,168	+0.1%
Expenses	$3,552,586	$3,255,111	+0.1%
Net Income	$437,346	$497,057	-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

N/A

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

$1,238,111

Total Directors

$8,310

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN MEEHAN	TRUSTEE	1.00	Director	$2,843	$0	$2,843
ROBERT REED	TRUSTEE	1.00	Director	$2,843	$0	$2,843
JOHN M HAYES III	TRUSTEE	1.00	Director	$2,624	$0	$2,624
TIMOTHY MORGAN	BUSINESS MANAGER	56.00	Officer	$224,043	$96,462	$320,505
PATRICK SAMPSON	BUSINESS REP/FIN. SEC.	52.00	Officer	$208,044	$91,844	$299,888
ROBERT SCHOEN	EXECUTIVE BOARD/BUSINESS AGENT	52.00	Officer	$200,036	$83,580	$283,616
DOUGLAS CULLINGTON	PRESIDENT	1.00	Officer	$2,190	$0	$2,190
JAMES JIMENEZ	VICE PRESIDENT	1.00	Officer	$2,409	$0	$2,409
RYAN ALLEN	RECORDING SECRETARY	1.00	Officer	$10,512	$0	$10,512
PETER LANGER	TREASURER	1.00	Officer	$10,512	$0	$10,512
ROBERT WARD	EXECUTIVE BOARD	1.00	Officer	$2,628	$0	$2,628
JEFFREY HANDIBODE RESIGNED	BUSINESS REPRESENTATIVE	52.00	Officer	$155,921	$74,965	$230,886
MICHAEL CARON	EXECUTIVE BOARD/BUSINESS REPRESENTATIVE	52.00	Officer	$44,851	$14,565	$59,416
PAUL ROGERS	EXECUTIVE BOARD	1.00	Officer	$2,409	$0	$2,409
RICHARD ARCHIBALD	EXECUTIVE BOARD	1.00	Officer	$2,628	$0	$2,628
WILLIAM KENNEDY	SERGEANT AT ARMS	1.00	Officer	$1,314	$0	$1,314
ROBERT STONE	CORRESPONDENT TO JOURNAL	1.00	Officer	$1,533	$0	$1,533
KEVIN FITZPATRICK RESIGNED	CORRESPONDENT TO JOURNAL	1.00	Officer	$219	$0	$219
ROBERT BARROWS	EXECUTIVE BOARD	1.00	Officer	$2,409	$0	$2,409
JASON SMITH RESIGNED	SERGEANT AT ARMS	1.00	Officer	$876	$0	$876
RYAN IOVINO	EXECUTIVE BOARD	1.00	Officer	$2,409	$0	$2,409
ANDREW KLEMPA	EXECUTIVE BOARD	1.00	Officer	$1,752	$0	$1,752

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	$3,989,932	$3,552,586	$7,484,503	$437,346
2022	$3,752,168	$3,255,111	$7,017,157	$497,057
2021	$3,391,979	$3,134,018	$6,520,214	$257,961
2020	$3,504,529	$2,923,290	$6,262,174	$581,239
2019	$3,392,932	$3,074,760	$5,680,970	$318,172
2018	$3,381,324	$3,061,023	$5,362,833	$320,301

INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS LOCAL UNION NO 4