AUTO TRANSPORT LOCAL #604 DEMONSTRATORS & HELPERS LOCAL 604 (EIN 430166050) - 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

1934

Legal Domicile

Principal Officer

DANIEL SHOTT

Phone

3145342301

Tax Period

2023-01-01 to 2023-12-31

AUTO TRANSPORT LOCAL #604 DEMONSTRATORS & HELPERS LOCAL 604, founded in 1934, is a small nonprofit that reported $295K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $278K left a modest 6% surplus.

Mission

OPERATION OF LOCAL UNION TO MAXIMIZE THE WORKING BENEFITS OF 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 $293,135

Program Service Revenue $0

Investment Income $0

Other Revenue $1,773

TOTAL REVENUE $294,908

Expense Breakdown

Grants Paid $0

Salaries & Benefits $187,094

Fundraising Expenses $0

Other Expenses $90,857

TOTAL EXPENSES $277,951

Year-over-Year Comparison

	2023	2022	Change
Revenue	$294,908	$250,263	+0.2%
Expenses	$277,951	$260,348	+0.1%
Net Income	$16,957	$-10,085	-2.7%

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

$72,998

Total Directors

$81,568

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN SHOTT	SECRETARY-TREASURER	40.00	Officer Director	$64,656	$0	$64,656
DONALD FOSTER	VICE PRESIDENT	1.00	Officer Director	$2,400	$0	$2,400
MICHAEL DANIELI	RECORDING SECRETARY	3.00	Officer Director	$3,542	$0	$3,542
JERRY MASON	PRESIDENT	1.00	Officer Director	$2,400	$0	$2,400
BRIAN MANN	TRUSTEE	1.00	Director	$2,400	$0	$2,400
CURTIS WILSON	TRUSTEE	1.00	Director	$2,400	$0	$2,400
RUSSELL STREET	TRUSTEE	1.00	Director	$3,770	$0	$3,770

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	$294,908	$277,951	$76,200	$16,957
2022	$250,263	$260,348	$59,243	$-10,085
2021	$245,361	$252,757	$69,328	$-7,396
2020	$252,773	$228,956	$76,724	$23,817
2019	$271,619	$268,690	$52,907	$2,929
2018	$275,095	$298,737	$49,978	$-23,642

AUTO TRANSPORT LOCAL #604 DEMONSTRATORS & HELPERS LOCAL 604