IUE-CWA SKILLS AND ADVANCEMENT FUND

EIN: 264520903

DAYTON, OH

Total Revenue
$36,852
Total Expenses
$235,100
Total Assets
N/A
Net Assets
N/A
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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
2009
Legal Domicile
OH
Principal Officer
JAMES D CLARK
Phone
9372989985
Tax Period
2018-01-01 to 2018-12-31

IUE-CWA SKILLS AND ADVANCEMENT FUND, founded in 2009, is a micro nonprofit that reported $37K in total revenue in fiscal year 2018. Revenue surged 123% from the prior year, signaling strong growth momentum. Expenses of $235K exceeded revenue, resulting in a 538% operating deficit.

Mission

PROMOTE AND PROTECT THE ECONOMIC INTERESTS OF DOMESTIC INDUSTRIAL MANUFACTURERS, SUPPLIERS AND EMPLOYEES IN THE UNITED STATES. ENCOURAGE ADOPTION AND ENFORCEMENT OF LAWS, REGULATIONS AND POLICIES THAT ADDRESS UNFAIR AND INJURIOUS IMPORT COMPETITION ON DOMESTIC MANUFACTURERS AND WORKERS.

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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%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $36,852
Other Revenue $0
TOTAL REVENUE $36,852

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $235,100
Other Expenses $235,100
TOTAL EXPENSES $235,100

Year-over-Year Comparison

2018 2017 Change
Revenue $36,852 $16,534 +1.2%
Expenses $235,100 $119,996 +1.0%
Net Income $-198,248 $-103,462 +0.9%
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

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Governance

Voting Members
3
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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES D CLARK CHAIRMAN N/A
Officer Director
$0 $0 $0
LAURA HAGAN SECRETARY N/A
Officer Director
$0 $0 $0
PETER MITCHELL TREASURER N/A
Officer 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
2018 $36,852 $235,100 No data $-198,248
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