INT'L ASSOC OF SHEET METAL AIR RAIL AND TRANSP WORKERS LOCAL UNION #18 (EIN 391419063) - 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

1982

Legal Domicile

Principal Officer

BRADLEY KALIC

Phone

2627981832

Tax Period

2023-10-01 to 2024-09-30

INT'L ASSOC OF SHEET METAL AIR RAIL AND TRANSP WORKERS LOCAL UNION #18, founded in 1982, is a mid-sized nonprofit in the Employment sector that reported $10.7M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.2M, a strong 20% operating margin.

Mission

A UNION TO ORGANIZE EMPLOYEES AND SERVICE AND MAINTAIN WAGES, HOURS, AND WORKING CONDITIONS.

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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 $10,492,808

Investment Income $162,365

Other Revenue $65,516

TOTAL REVENUE $10,720,689

Expense Breakdown

Grants Paid $121,387

Salaries & Benefits $3,409,011

Fundraising Expenses $0

Other Expenses $5,006,096

TOTAL EXPENSES $8,536,494

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,720,689	$9,536,448	+0.1%
Expenses	$8,536,494	$8,153,122	+0.0%
Net Income	$2,184,195	$1,383,326	+0.6%

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

$2,322,482

Total Directors

$1,061,905

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT KNOCKE	PRESIDENT/BUSINESS MANAGER	48.00	Officer Director	$150,857	$69,663	$220,520
BRADLEY KALCIC	FINANCIAL SECRETARY TREASU	46.00	Officer Director	$119,564	$87,188	$206,752
SCOTT BARTZ THRU 722024	VICE PRESIDENT/BUSINESS RE	44.00	Officer Director	$118,593	$71,775	$190,368
CHAD RATZ	ORGANIZER	42.00	Officer Director	$113,509	$68,512	$182,021
CRAIG HOLZEM	ORGANIZER	42.00	Officer Director	$91,956	$65,542	$157,498
DANIEL NOVAK	ORGANIZER	42.00	Officer Director	$0	$0	$0
BENJAMIN HEBERT	EXECUTIVE BOARD	2.00	Officer Director	$10,397	$0	$10,397
BRIAN LARSON	EXECUTIVE BOARD	2.00	Officer Director	$8,967	$0	$8,967
MATTHEW WIED	EXECUTIVE BOARD	2.00	Officer Director	$18,238	$0	$18,238
ANDREW NORBERG	EXECUTIVE BOARD	2.00	Director	$8,399	$0	$8,399
BRETT CADMAN	EXECUTIVE BOARD	2.00	Officer Director	$12,628	$0	$12,628
MATTHEW FORSTER THRU 722024	EXECUTIVE BOARD	2.00	Officer Director	$0	$0	$0
KENNETH LIEBENSTEIN	EXECUTIVE BOARD	2.00	Officer Director	$7,178	$0	$7,178
ALEX OLDENBURG	TRUSTEE	2.00	Officer Director	$6,413	$0	$6,413
GARY HUNTER	TRUSTEE	2.00	Officer Director	$9,577	$0	$9,577
MARK LAMOTHE	TRUSTEE	2.00	Officer Director	$9,041	$0	$9,041
JESSE RUMPFF	TRUSTEE	2.00	Officer Director	$8,034	$0	$8,034
JOHN KRISTZONAS THRU 722024	CONDUCTOR WARDEN	2.00	Officer Director	$2,482	$0	$2,482
BRIAN NEUMAIER	VICE PRESIDENT/BUSINESS REP	44.00	Director	$0	$0	$0
SCOTT OLSON	EXECUTIVE BOARD	2.00	Director	$3,392	$0	$3,392
MICHAEL EWING	EXECUTIVE BOARD	2.00	Director	$0	$0	$0
BRANDON NUEMAIER	CONDUCTOR WARDEN	0.00	Director	$0	$0	$0
STEUART WILSON	BUSINESS REP.	44.00	Officer	$134,379	$61,479	$195,858
HALLIE JENNERMAN	DIRECTOR OF ORGANIZING	42.00	Officer	$128,176	$58,684	$186,860
DANIEL WIPPICH	BUSINESS REP.	44.00	Officer	$108,195	$63,424	$171,619
MATTHEW VANDERPUY	BUSINESS REP.	44.00	Officer	$102,689	$63,858	$166,547
CRAIG WAGNER	BUSINESS REP.	44.00	Officer	$96,267	$68,663	$164,930
MICHAEL THOMAS	RECORDING SECRETARY/BUSINE	44.00	Officer	$107,119	$20,849	$127,968
JEFFREY LENSINK	ORGANIZER	42.00	Officer	$106,288	$15,239	$121,527
JACOB OLSON	BUSINESS REP.	44.00	Officer	$102,350	$34,709	$137,059

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	$10,720,689	$8,536,494	$10,374,340	$2,184,195
2023	$9,536,448	$8,153,122	$8,189,950	$1,383,326
2022	$8,309,267	$7,161,512	$6,805,566	$1,147,755
2021	$7,027,923	$6,468,223	$5,658,038	$559,700
2020	$6,349,058	$5,662,456	$5,098,299	$686,602
2019	$5,572,307	$5,622,169	$4,411,938	$-49,862
2018	$5,607,188	$5,474,476	$4,461,592	$132,712

INT'L ASSOC OF SHEET METAL AIR RAIL AND TRANSP WORKERS LOCAL UNION #18