METAL TRADES DEPARTMENT AFL-CIO (EIN 530025758) - 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

1955

Legal Domicile

Principal Officer

EDWARD JONES

Phone

2025083705

Tax Period

2023-08-01 to 2024-07-31

METAL TRADES DEPARTMENT AFL-CIO, founded in 1955, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023. Revenue surged 87% from the prior year, signaling strong growth momentum. The organization ran a surplus of $520K, a strong 29% operating margin.

Mission

A LABOR ORGANIZATION ESTABLISHED TO COORDINATE, NEGOTIATE AND ORGANIZE LEGISLATIVE EFFORTS OF AFFLIATED METALWORKING AND RELATED CRAFTS AND TRADE UNIONS.

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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 $1,823,003

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,823,003

Expense Breakdown

Grants Paid $0

Salaries & Benefits $834,325

Fundraising Expenses $0

Other Expenses $468,244

TOTAL EXPENSES $1,302,569

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,823,003	$976,699	+0.9%
Expenses	$1,302,569	$1,341,333	0.0%
Net Income	$520,434	$-364,634	-2.4%

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

$247,375

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES HART	PRESIDENT (P)	40.00	Officer	$220,867	$26,508	$247,375
EDWARD JONES	PRESIDENT	40.00	Officer	$0	$0	$0
ROBERT MARTINEZ JR	VP - EXECUTIVE COUNCIL MEMBER (P)	1.00	Officer	$0	$0	$0
MARK MCMANUS	VP - EXECUTIVE COUNCIL MEMBER	1.00	Officer	$0	$0	$0
ERIC DEAN	VP - EXECUTIVE COUNCIL MEMBER	1.00	Officer	$0	$0	$0
JOSEPH SELLERS	VP - EXECUTIVE COUNCIL MEMBER (P)	1.00	Officer	$0	$0	$0
TERRENCE O'SULLIVAN	VP - EXECUTIVE COUNCIL MEMBER (P)	1.00	Officer	$0	$0	$0
JAMES CALLAHAN	VP - EXECUTIVE COUNCIL MEMBER	1.00	Officer	$0	$0	$0
JIMMY WILLIAMS	VP - EXECUTIVE COUNCIL MEMBER	1.00	Officer	$0	$0	$0
TERRY LARKIN	VP - EXECUTIVE COUNCIL MEMBER	1.00	Officer	$0	$0	$0
KENNETH COOPER	VP - EXECUTIVE COUNCIL MEMBER	1.00	Officer	$0	$0	$0
KEVIN SEXTON	VP - EXECUTIVE COUNCIL MEMBER	1.00	Officer	$0	$0	$0
TIM SIMMONS	VP - EXECUTIVE COUNCIL MEMBER	1.00	Officer	$0	$0	$0
BRENT BOOKER	VP - EXECUTIVE COUNCIL MEMBER	1.00	Officer	$0	$0	$0
MICHAEL COLEMAN	VP - EXECUTIVE COUNCIL MEMBER	1.00	Officer	$0	$0	$0
BRIAN BRYANT	VP - EXECUTIVE COUNCIL MEMBER	1.00	Officer	$0	$0	$0
WARREN FARLEY	VP - EXECUTIVE COUNCIL MEMBER (P)	1.00	Officer	$0	$0	$0
LONNIE STEPHENSON	VP - EXECUTIVE COUNCIL MEMBER (P)	1.00	Officer	$0	$0	$0
DALE M TROLL	GENERAL REPRESENTATIVE	40.00	Highest	$146,722	$62,588	$209,310
LISA JOHNSON	OPERATIONS DIRECTOR	40.00	Highest	$120,018	$62,588	$182,606

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	$1,823,003	$1,302,569	$874,717	$520,434
2023	$976,699	$1,341,333	$354,283	$-364,634
2022	$1,342,996	$1,449,406	$718,917	$-106,410
2021	$1,429,460	$1,328,063	$869,882	$101,397
2020	$1,565,761	$1,559,390	$915,685	$6,371
2019	$1,426,355	$1,434,737	$907,203	$-8,382
2018	$1,401,699	$1,317,045	$915,585	$84,654

METAL TRADES DEPARTMENT AFL-CIO