INTERNATIONAL ASSOC OF HEAT & FROST INSULATORS & ALLIED WORKERS LU 18 (EIN 350929098) - 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

1911

Legal Domicile

Principal Officer

JEREMY PETERS

Phone

3177863216

Tax Period

2025-01-01 to 2025-12-31

INTERNATIONAL ASSOC OF HEAT & FROST INSULATORS & ALLIED WORKERS LU 18, founded in 1911, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2025. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $891K, a strong 38% operating margin.

Mission

TO DEFEND BY ALL LEGAL AND HONORABLE MEANS THE RIGHTS OF ITS MEMBERSHIP, TO ADVANCE THEIR INTERESTS AS WORKERS, TO DEVELOP OPPORTUNITIES FOR EMPLOYMENT IN THE TRADE, AND BY EDUCATION AND COOPERATION TO RAISE THEM TO THAT POSITION IN SOCIETY TO WHICH THEY ARE JUSTLY ENTITLED.

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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 $1,951,824

Investment Income $294,273

Other Revenue $88,000

TOTAL REVENUE $2,334,097

Expense Breakdown

Grants Paid $19,996

Salaries & Benefits $553,336

Fundraising Expenses $0

Other Expenses $869,389

TOTAL EXPENSES $1,442,721

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,334,097	$2,621,592	-0.1%
Expenses	$1,442,721	$1,761,845	-0.2%
Net Income	$891,376	$859,747	+0.0%

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

Independent Members

N/A

Employees

Volunteers

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

$166,862

Total Directors

$475,203

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON SMITH	BUSINESS MAN	40.00	Director	$92,186	$60,065	$152,251
JEREMY PETERS	FINANCIAL SE	40.00	Officer Director	$91,143	$60,065	$151,208
AUSTIN BOONE	ORGANIZER	40.00	Director	$90,543	$60,065	$150,608
KIMBERLY PATRICK	PRESIDENT	6.00	Officer Director	$12,438	$0	$12,438
ROBERT SWORDS	VICE PRESIDE	2.00	Officer Director	$3,216	$0	$3,216
MATTHEW SHANNON	TRUSTEE	1.00	Director	$2,640	$0	$2,640
RACHEL JURAS	RECORDING SE	1.00	Director	$1,444	$0	$1,444
MICHAEL MCCLELLAN	EXEC. BOARD	2.00	Director	$421	$0	$421
JIM CAMPBELL	TRUSTEE	1.00	Director	$308	$0	$308
KEN HEATHERLY	EXEC. BOARD	2.00	Director	$229	$0	$229
JEREMY WALDON	EXEC. BOARD	2.00	Director	$191	$0	$191
ERIC BREEDLOVE	EXEC. BOARD	2.00	Director	$153	$0	$153
BRYAN CROSS	TRUSTEE	1.00	Director	$96	$0	$96
DAVID PRICE	TRUSTEE	1.00	Director	$0	$0	$0
BILL PUTNAM	TRUSTEE	1.00	Director	$0	$0	$0
CARL SPARKS	EXEC. BOARD	2.00	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
2025	$2,334,097	$1,442,721	$3,412,965	$891,376
2024	$2,621,592	$1,761,845	$2,748,531	$859,747
2023	$1,327,179	$1,432,967	$1,928,581	$-105,788
2022	$1,297,109	$1,474,365	$2,067,924	$-177,256
2021	$1,366,672	$1,256,315	$2,281,273	$110,357
2020	$1,374,010	$1,133,950	$2,210,136	$240,060
2019	$1,311,696	$1,570,311	$2,018,849	$-258,615
2018	$1,293,112	$1,371,499	$2,315,024	$-78,387

INTERNATIONAL ASSOC OF HEAT & FROST INSULATORS & ALLIED WORKERS LU 18