ILLOWA SHEET METAL WORKERS LOCAL UNION #91 JATC (EIN 362858961) - 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

1976

Legal Domicile

Principal Officer

MARK STEIN

Phone

3097870695

Tax Period

2023-01-01 to 2023-12-31

ILLOWA SHEET METAL WORKERS LOCAL UNION #91 JATC, founded in 1976, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $206K, a strong 19% operating margin.

Mission

EDUCATION AND TRAINING IN THE SHEET METAL TRADE.

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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 $62,881

Program Service Revenue $942,511

Investment Income $76,596

Other Revenue $17,445

TOTAL REVENUE $1,099,433

Expense Breakdown

Grants Paid $0

Salaries & Benefits $574,851

Fundraising Expenses $0

Program Expenses $757,355

Other Expenses $319,072

TOTAL EXPENSES $893,923

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,099,433	$999,888	+0.1%
Expenses	$893,923	$796,886	+0.1%
Net Income	$205,510	$203,002	+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

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

$120,646

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC MEIRHAEGHE	TRUSTEE	1.00	Officer Director	$0	$0	$0
MARK MURRAY	TRUSTEE	1.00	Director	$0	$0	$0
JIM MAYNARD	TRUSTEE	1.00	Director	$0	$0	$0
DAVID AVERY	TRUSTEE	1.00	Director	$0	$0	$0
PAUL ELGATIAN	TRUSTEE	1.00	Director	$0	$0	$0
BRAD ZOGG	TRUSTEE	1.00	Director	$0	$0	$0
JASON GERDES - PAST	APPRENTICE COORDINATOR	40.00	Officer	$23,509	$12,415	$35,924
MARK STEIN	APPRENTICE COORDINATOR	40.00	Officer	$56,410	$28,312	$84,722

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	$1,099,433	$893,923	$2,026,518	$205,510
2022	$999,888	$796,886	$1,826,870	$203,002
2021	$914,699	$730,538	$1,612,812	$184,161
2020	$865,371	$723,158	$1,428,663	$142,213
2019	$837,016	$741,596	$1,277,158	$95,420
2018	$764,610	$686,928	$1,201,744	$77,682

ILLOWA SHEET METAL WORKERS LOCAL UNION #91 JATC