INTL ASSOCIATION OF HEAT AND FROST LOCAL 49 AWIA (EIN 416038044) - 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

1903

Legal Domicile

Principal Officer

BEN DAHLSTROM

Phone

2187243223

Tax Period

2023-01-01 to 2023-12-31

INTL ASSOCIATION OF HEAT AND FROST LOCAL 49 AWIA, founded in 1903, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $559K, a strong 50% operating margin.

Mission

LABOR UNION REPRESENTING MEMBERS.

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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 $1,093,541

Investment Income $3,128

Other Revenue $27,412

TOTAL REVENUE $1,124,081

Expense Breakdown

Grants Paid $14,801

Salaries & Benefits $172,997

Fundraising Expenses $0

Other Expenses $376,838

TOTAL EXPENSES $564,636

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,124,081	$1,374,746	-0.2%
Expenses	$564,636	$661,885	-0.1%
Net Income	$559,445	$712,861	-0.2%

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

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

$189,432

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AARON ERICKSON	FINANCIAL SECRETARY (P)	1.00	Director	$240	$0	$240
ADAM KASPAR	EXECUTIVE BOARD (P)	1.00	Director	$0	$0	$0
BENJAMIN DAHLSTROM	RECORDING SECRETARY (P)	1.00	Director	$480	$0	$480
BRIAN HOWARD	EXECUTIVE BOARD (P)	1.00	Director	$0	$0	$0
BRIAN JACKSON	EXECUTIVE BOARD (P)	1.00	Director	$0	$0	$0
DAVID CARTWRIGHT	BUSINESS MANAGER (P)	1.00	Director	$114,080	$54,036	$168,116
DENNIS HOWARD	PRESIDENT (P)	1.00	Director	$14,541	$0	$14,541
KYLE LARSON	EXECUTIVE BOARD (P)	1.00	Director	$0	$0	$0
RUSSELL JOHNSON	VICE PRESIDENT (P)	1.00	Director	$1,200	$0	$1,200
SAM SCHULTZ	INTERNATIONAL TRUSTEE	1.00	Director	$0	$0	$0
TOMMY ENGER	EXECUTIVE BOARD (P)	1.00	Director	$0	$0	$0
JOSEPH PAXTON	FINANCIAL SECRETARY (P)	1.00	Director	$240	$0	$240
PAT MEISNER	BUSINESS MANAGER (P)	1.00	Director	$4,003	$0	$4,003
MATTHEW CHRISTIANSEN	EXECUTIVE BOARD (P)	1.00	Director	$0	$0	$0
DUSTEE ULSHAFER	EXECUTIVE BOARD (P)	1.00	Director	$0	$0	$0
MARK LINDHOLM	EXECUTIVE BOARD (P)	1.00	Director	$612	$0	$612

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	$1,124,081	$564,636	$1,749,141	$559,445
2022	$1,374,746	$661,885	$1,190,299	$712,861
2021	$492,343	$382,051	$477,438	$110,292
2020	$373,474	$331,109	$367,146	$42,365
2019	$432,948	$348,962	$324,781	$83,986
2018	$342,110	$332,182	$240,795	$9,928

INTL ASSOCIATION OF HEAT AND FROST LOCAL 49 AWIA