INTERNATIONAL BROTHERHOOD OF 164 LOCAL UNION (EIN 221010190) - 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

1901

Legal Domicile

Principal Officer

Donald Heal

Phone

2012651700

Tax Period

2023-01-01 to 2023-12-31

INTERNATIONAL BROTHERHOOD OF 164 LOCAL UNION, founded in 1901, is a mid-sized nonprofit that reported $10.5M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $4.2M, a strong 40% operating margin.

Mission

PROMOTE INTELLECTUAL/MATERIAL WELL BEING OF MEMBERS

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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 $9,611,689

Program Service Revenue $0

Investment Income $620,295

Other Revenue $221,949

TOTAL REVENUE $10,453,933

Expense Breakdown

Grants Paid $22,000

Salaries & Benefits $3,645,645

Fundraising Expenses $0

Other Expenses $2,586,447

TOTAL EXPENSES $6,254,092

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,453,933	$11,209,186	-0.1%
Expenses	$6,254,092	$5,715,084	+0.1%
Net Income	$4,199,841	$5,494,102	-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

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

$1,421,270

Total Directors

$1,421,270

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS J SULLIVAN JR	BUSINESS AGENT & PRESIDENT	40.00	Officer Director	$225,393	$135,250	$360,643
WARREN BECKER	VICE PRESIDENT	1.00	Officer Director	$600	$0	$600
VALENTINE McHALE	TREASURER	1.00	Officer Director	$1,800	$0	$1,800
DONALD HEAL	BUSINESS AGENT & TREASURER	40.00	Officer Director	$200,377	$119,717	$320,094
DANIEL GUMBLE	BUSINESS MGR & FINANCIAL SECRETARY	40.00	Officer Director	$258,973	$156,171	$415,144
TODD HEUER	BUSINESS AGENT & RECORDING SECRETARY	40.00	Officer Director	$203,272	$119,717	$322,989
CHRISTOPHER LARSON	BUSINESS AGENT	40.00	Highest	$204,192	$119,717	$323,909
JASON REISER	BUSINESS AGENT	40.00	Highest	$200,822	$119,656	$320,478
KEITH MISCIAGNA	BUSINESS AGENT	40.00	Highest	$199,900	$119,656	$319,556
KEVIN D MARION	BUSINESS AGENT & ORGANIZER	40.00	Highest	$136,039	$82,428	$218,467

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	$10,453,933	$6,254,092	$49,460,999	$4,199,841
2022	$11,209,186	$5,715,084	$44,692,271	$5,494,102
2021	$10,589,821	$5,659,043	$39,303,863	$4,930,778
2020	$9,058,353	$5,554,859	$34,223,566	$3,503,494
2019	$10,880,991	$5,570,324	$30,815,096	$5,310,667
2018	$9,563,293	$5,405,914	$25,206,746	$4,157,379

INTERNATIONAL BROTHERHOOD OF 164 LOCAL UNION