INTERNATIONAL BROTHERHOOD OF 0071 LOCAL (EIN 310684282) - 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

1967

Legal Domicile

Principal Officer

JEFFERY KESSLER

Phone

6145391394

Tax Period

2024-01-01 to 2024-12-31

INTERNATIONAL BROTHERHOOD OF 0071 LOCAL, founded in 1967, is a community nonprofit that reported $8.7M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $3.2M, a strong 37% operating margin.

Mission

OPERATION OF A LOCAL UNION AND CONTRIBUTING TO AN INTERNATIONAL UNION ORGANIZED FOR THE BENEFIT OF MEMBERS IN THEIR EMPLOYMENT.

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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 $7,709,455

Investment Income $969,074

Other Revenue $3,631

TOTAL REVENUE $8,682,160

Expense Breakdown

Grants Paid $106,800

Salaries & Benefits $2,318,013

Fundraising Expenses $0

Other Expenses $1,621,815

TOTAL EXPENSES $5,472,901

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,682,160	$7,468,461	+0.2%
Expenses	$5,472,901	$4,696,001	+0.2%
Net Income	$3,209,259	$2,772,460	+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

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

$1,110,576

Total Directors

$567,183

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFERY KESSLER	BUSINESS MGR	40.00	Officer	$206,413	$66,144	$272,557
DIRK I DOZER	VP/ASST BUS	40.00	Officer	$167,029	$58,183	$225,212
WALTER W GRIBBLE III	PRES/ASST BU	40.00	Officer	$167,029	$58,183	$225,212
JASON HOSTETLER	EXEC BRD/REP	40.00	Director	$146,975	$53,401	$200,376
JAMES B ROESSNER	RECORDING SE	40.00	Officer	$146,975	$53,401	$200,376
KURT WILLIAMS	TREASURER	40.00	Officer	$137,004	$50,215	$187,219
CODY DAVIS	EXEC BRD/REP	40.00	Director	$133,614	$50,215	$183,829
CALVIN MARTIN	EXEC BRD/REP	40.00	Director	$107,919	$37,859	$145,778
MATTHEW BRUGGERMAN	EXEC BRD/REP	40.00	Director	$22,862	$13,138	$36,000
JOSHUA MALONE	EXECUTIVE BO	1.00	Director	$600	$0	$600
MITCH MCCLOSKEY	EXECUTIVE BO	1.00	Director	$600	$0	$600

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	$8,682,160	$5,472,901	$31,075,095	$3,209,259
2023	$7,468,461	$4,696,001	$27,865,836	$2,772,460
2022	$7,028,462	$4,186,640	$25,093,376	$2,841,822
2021	$6,321,275	$3,909,055	$22,251,554	$2,412,220
2020	$6,386,632	$3,950,473	$19,839,334	$2,436,159
2019	$7,472,783	$3,768,698	$17,403,175	$3,704,085
2018	$5,566,069	$3,268,465	$13,699,090	$2,297,604

INTERNATIONAL BROTHERHOOD OF 0071 LOCAL