STEAMFITTERS LOCAL UNION NO 464 EDUCATIONAL TRUST FUND (EIN 470563371) - 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

1975

Legal Domicile

Principal Officer

GARY DIXON

Phone

4023335859

Tax Period

2024-04-01 to 2025-03-31

STEAMFITTERS LOCAL UNION NO 464 EDUCATIONAL TRUST FUND, founded in 1975, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2024. The organization ran a surplus of $937K, a strong 28% operating margin.

Mission

PROVIDE TRAINING TO STEAMFITTER APPRENTICES AND JOURNEYMEN

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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 (2024)

Revenue Breakdown

Contributions & Grants $227,428

Program Service Revenue $2,807,230

Investment Income $238,633

Other Revenue $51,470

TOTAL REVENUE $3,324,761

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,246,922

Fundraising Expenses $0

Program Expenses $2,255,479

Other Expenses $1,141,060

TOTAL EXPENSES $2,387,982

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,324,761	$3,205,934	+0.0%
Expenses	$2,387,982	$1,995,829	+0.2%
Net Income	$936,779	$1,210,105	-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

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

$129,879

Total Directors

$270,551

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY DIXON	TRUSTEE	52.00	Director	$0	$0	$132,397
RON BRASEL	TRUSTEE	0.00	Director	$0	$0	$0
STEVE BENA	TRUSTEE	0.00	Director	$0	$0	$0
BRETT DEHART	TRUSTEE	1.00	Director	$0	$0	$138,154
JOHN BARNES	COORDINATOR	52.00	Officer	$95,410	$0	$95,410
NICOLAS BELL	COORDINATOR	52.00	Officer	$34,469	$0	$34,469

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	$3,324,761	$2,387,982	$8,725,445	$936,779
2024	$3,205,934	$1,995,829	$7,788,308	$1,210,105
2023	$2,986,174	$2,013,644	$6,578,076	$972,530
2022	$2,688,722	$2,087,174	$5,598,361	$601,548
2021	$2,428,161	$1,749,827	$4,997,901	$678,334
2020	$2,694,534	$1,649,226	$4,320,962	$1,045,308
2019	$2,111,388	$1,579,237	$3,277,167	$532,151

STEAMFITTERS LOCAL UNION NO 464 EDUCATIONAL TRUST FUND