JOINT LABOR MANAGEMENT AND Work Preservation Fund (EIN 391703979) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

ROBB KAHL

Phone

6082404170

Tax Period

2024-06-01 to 2025-05-31

JOINT LABOR MANAGEMENT AND Work Preservation Fund, founded in 1992, is a community nonprofit that reported $5.1M in total revenue in fiscal year 2024.

Mission

INDUSTRY ADVANCEMENT

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,893,733

Investment Income $80,601

Other Revenue $137,895

TOTAL REVENUE $5,112,229

Expense Breakdown

Grants Paid $1,274,820

Salaries & Benefits $2,360,181

Fundraising Expenses $0

Other Expenses $1,617,402

TOTAL EXPENSES $5,252,403

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,112,229	$4,918,207	+0.0%
Expenses	$5,252,403	$4,514,131	+0.2%
Net Income	$-140,174	$404,076	-1.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STRAND BRANDON	TREASURER	3.00	Director	$0	$0	$0
KAHL WILLIAM	TRUSTEE	3.00	Director	$0	$0	$0
SCHOLZ BARRY	FORMER TRUSTEE	3.00	Director	$0	$0	$0
MCGOWAN TERRANCE	CHAIRMAN	3.00	Director	$0	$0	$0
RAAB AARON	TRUSTEE	3.00	Director	$0	$0	$0
BUFFALO STEVE	TRUSTEE	3.00	Director	$0	$0	$0
GRIESBACH SHANE	TRUSTEE	3.00	Director	$0	$0	$0
BIALCIK COREY	FORMER TRUSTEE	3.00	Director	$0	$0	$0
BRAUN PETE	FORMER TRUSTEE	3.00	Director	$0	$0	$0
BROWING TODD	FORMER TRUSTEE	3.00	Director	$0	$0	$0
DRETZKA CRAIG	TRUSTEE	3.00	Director	$0	$0	$0
WOLF GREG	NON VOTING TRUSTEE	3.00	Director	$0	$0	$0
MEHRHOFF JEFF	NON VOTING TRUSTEE	3.00	Director	$0	$0	$0
JOHNSON BURT	TRUSTEE	3.00	Director	$0	$0	$0
MCNAMEE KEITH	TRUSTEE	3.00	Director	$0	$0	$0
DURAN APOLONIO	TRUSTEE	3.00	Director	$0	$0	$0
TOFT MIKE	TRUSTEE	3.00	Director	$0	$0	$0
SPOEHR CHUCK	TRUSTEE	3.00	Director	$0	$0	$0
KAHL ROBB	EXECUTIVE DIRECTOR	60.00	Highest	$218,871	$92,228	$311,099
KNIPFER CYNTHIA	ATTORNEY	60.00	Highest	$215,285	$92,228	$307,513
DAVIS JOSEPH	DBE DEVELOPMENT DIRECTOR	40.00	Highest	$111,302	$75,016	$186,318

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	$5,112,229	$5,252,403	$2,596,278	$-140,174
2024	$4,918,207	$4,514,131	$2,436,964	$404,076
2023	$4,383,276	$4,459,037	$1,977,743	$-75,761
2022	$4,413,557	$4,124,370	$2,114,292	$289,187
2021	$3,741,928	$3,574,790	$2,087,493	$167,138

JOINT LABOR MANAGEMENT AND Work Preservation Fund