UNITED BROTHERHOOD OF ALUMINUM AND… - 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

1961

Legal Domicile

Principal Officer

CARLOS RODRIGUEZ

Phone

7182913434

Tax Period

2024-04-01 to 2025-03-31

UNITED BROTHERHOOD OF ALUMINUM AND METAL WORKERS OF NORTH AMERICA LOCAL 16 NOITU, founded in 1961, is a small nonprofit that reported $274K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $60K, a strong 22% operating margin.

Mission

TO PROVIDE COLLECTIVE BARGAINING REPRESENTATION TO BARGAINING UNITEMPLOYEES IN COVERED TRADES.

Program Service Accomplishments

Program 1

SECURED IMPROVED WAGES AND WORKING CONDITIONS FOR APPROX. 300 MEMBERS THROUGH ORGANIZING, NEGOTIATIONS, AND COLLECTIVE BARGAINING.

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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 $197,897

Investment Income $76,102

Other Revenue $0

TOTAL REVENUE $273,999

Expense Breakdown

Grants Paid $0

Salaries & Benefits $146,527

Fundraising Expenses $0

Other Expenses $67,599

TOTAL EXPENSES $214,126

Year-over-Year Comparison

	2024	2023	Change
Revenue	$273,999	$226,934	+0.2%
Expenses	$214,126	$209,664	+0.0%
Net Income	$59,873	$17,270	+2.5%

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

$1,466,625

Total Directors

$1,050

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Gerard A Jones	Vice President	1.00	Officer	$10,286	$99,363	$593,499
Michael Jones	Rec & Corre Sec	7.00	Officer	$52,643	$99,991	$351,682
Brian K Pepper	Sec - Treasurer	1.00	Officer	$2,117	$76,828	$271,287
Carlos Rodriguez	President	3.00	Officer	$21,165	$78,443	$250,157
Miguel Chalas	Union Representative	1.00		$2,984	$78,995	$210,755
Mark Green	Controller	2.00		$4,001	$4,540	$29,761
Richard Rentas	Trustee	1.00	Director	$600	$0	$600
Ronald Mulder	Trustee	1.00	Director	$450	$0	$450

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	$273,999	$214,126	$4,123,527	$59,873
2024	$226,934	$209,664	$3,853,704	$17,270
2023	$208,854	$244,236	$3,330,069	$-35,382
2022	$198,523	$220,750	$3,574,572	$-22,227
2021	$250,361	$217,709	$3,442,804	$32,652
2020	$188,654	$203,519	$2,884,366	$-14,865
2019	$172,018	$175,253	$2,957,241	$-3,235

UNITED BROTHERHOOD OF ALUMINUM AND METAL WORKERS OF NORTH AMERICA LOCAL 16 NOITU