CINCINNATI SHAPER INDEPENDENT UNION

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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

1937

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

CINCINNATI SHAPER INDEPENDENT UNION, founded in 1937, is a micro nonprofit that reported $42K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Net assets of $222K represent 63 months of operating reserves.

Mission

MUTUAL PROTECT GENERAL WELFARE

Program Service Accomplishments

Program 1

Expenses: $41,764

GENERAL WELFARE OF UNION MEMBERS, WORK CONDITION OF UNION MEMBERSPROTECTING OF UNION MEMBERS JOBS AND BENEFITS

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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 $0

Program Service Revenue $40,243

Investment Income $2,150

Other Revenue $0

TOTAL REVENUE $42,393

Expense Breakdown

Grants Paid $0

Salaries & Benefits $23,781

Fundraising Expenses $0

Program Expenses $41,764

Other Expenses $17,983

TOTAL EXPENSES $41,764

Year-over-Year Comparison

	2023	2022	Change
Revenue	$42,393	$45,106	-0.1%
Expenses	$41,764	$31,220	+0.3%
Net Income	$629	$13,886	-1.0%

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

147

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICOLE SCHWEGLER	SEC	1.00	Officer	$0	$0	$0
JAMES SCHANTZ	BAR COM	1.00	Officer	$0	$0	$0
THOMAS STAUNTON JR	S OF A	1.00	Officer	$0	$0	$0
JESSICA MACKIE	SEC	1.00	Officer	$0	$0	$0
MARK MOORE	VP	1.00	Officer	$0	$0	$0
ROBERT JONAS	FIN COM	1.00	Officer	$0	$0	$0
BRIAN WEAVER	PRES	1.00	Officer	$0	$0	$0
BRENT BAUMAN	FIN COMM	1.00	Key Emp	$0	$0	$0
ROBERT BOWMAN	BARG COM	2.00	Key Emp	$0	$0	$0
CORY YOTHERS	BARG COM	1.00	Key Emp	$0	$0	$0
SHAUNDRA DOLE	TREASURER	1.00	Key Emp	$0	$0	$0
DAVID ROMANS	BARG COM	1.00	Key Emp	$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
2024	No data	No data	No data	No data
2023	$42,393	$41,764	$222,782	$629
2022	$45,106	$31,220	$221,988	$13,886
2021	$43,953	$47,495	$208,275	$-3,542
2020	$46,076	$30,722	$211,524	$15,354
2019	$46,513	$39,550	$195,936	$6,963
2018	$48,053	$32,920	$189,752	$15,133