THEATRICAL WARDROBE UNION LOCAL 764 OF IATSE (EIN 131374750) - 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

1942

Legal Domicile

Principal Officer

MARTHA SMITH

Phone

2129573500

Tax Period

2025-01-01 to 2025-12-31

THEATRICAL WARDROBE UNION LOCAL 764 OF IATSE, founded in 1942, is a community nonprofit that reported $3.5M in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. Net assets of $10.1M represent 35 months of operating reserves.

Mission

THE OBJECTIVES OF THE UNION, AS THE REPRESENTATIVE OF ITS MEMBERS, ARE TO IMPROVE WORKING CONDITIONS AND LIVING STANDARDS OF MEMBERS THROUGH COLLECTIVE BARGAINING, EDUCATION, TRAINING AND EMPLOYEE BENEFITS AND TO ESTABLISH NECESSARY PROCEDURES FOR THE AMICABLE ADJUSTMENT OF ALL DISPUTES WHICH MAY ARISE BETWEEN EMPLOYERS AND EMPLOYEES. IN ADDITION, THE UNION PROVIDES A LOAN PROGRAM TO MEMBERS IN NEED THROUGH THE WALLY HALL FUND.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,187,706

Investment Income $321,552

Other Revenue $0

TOTAL REVENUE $3,509,258

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,487,088

Fundraising Expenses $0

Other Expenses $1,668,385

TOTAL EXPENSES $3,633,965

Year-over-Year Comparison

	2025	2024	Change
Revenue	$3,509,258	$3,178,851	+0.1%
Expenses	$3,633,965	$2,657,394	+0.4%
Net Income	$-124,707	$521,457	-1.2%

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

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

$252,721

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA A WHITE	PRESIDENT	12.00	Officer	$45,471	$11,175	$56,646
VANGELI KASELURIS	VICE PRESIDENT	1.00	Officer	$2,040	$0	$2,040
MARTHA SMITH	SECRETARY/TREAS	39.00	Officer	$137,614	$41,518	$179,132
TERRY LAVADA	CHAIR OF TRUSTEE	1.00	Officer	$1,635	$0	$1,635
SHANNON KOGER	TRUSTEE	1.00	Officer	$2,460	$0	$2,460
JOSEPH SIBLEY	TRUSTEE	1.00	Officer	$2,110	$0	$2,110
KIMBERLY BAIRD	TRUSTEE	1.00	Officer	$2,030	$0	$2,030
KIMBERLY BUTLER-GILKESON	TRUSTEE	1.00	Officer	$2,748	$0	$2,748
RAVEN JAKUBOWSKI	TRUSTEE	1.00	Officer	$1,985	$0	$1,985
WILLIAM HUBNER	TRUSTEE	1.00	Officer	$1,410	$0	$1,410
CARMIA MARSHALL-DAVID	TRUSTEE	1.00	Officer	$525	$0	$525
FRANCIS D GALLAGHER	BUSINESS REP	40.00	Highest	$149,877	$43,480	$193,357
LEAH A OKIN	BUSINESS REP	40.00	Highest	$145,667	$40,622	$186,289

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	$3,509,258	$3,633,965	$10,498,686	$-124,707
2024	$3,178,851	$2,657,394	$10,275,004	$521,457
2023	$2,974,138	$3,083,518	$9,478,519	$-109,380
2022	$3,291,256	$2,677,014	$9,200,553	$614,242
2021	$2,364,249	$2,276,247	$9,354,219	$88,002
2021	$2,364,249	$2,276,247	$9,354,219	$88,002
2020	$1,603,983	$1,901,220	$9,193,092	$-297,237
2019	$3,253,087	$2,604,232	$9,123,927	$648,855
2018	$2,961,041	$2,360,278	$8,083,292	$600,763

THEATRICAL WARDROBE UNION LOCAL 764 OF IATSE