MILLWRIGHTS AND MACHINERY ERECTORS LOCAL UNION NO 1000 (EIN 590682116) - 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

1953

Legal Domicile

Principal Officer

MATTHEW BARTLES

Phone

8136261119

Tax Period

2024-07-01 to 2025-06-30

MILLWRIGHTS AND MACHINERY ERECTORS LOCAL UNION NO 1000, founded in 1953, is a small nonprofit that reported $337K in total revenue in fiscal year 2024. Revenue fell 36% from the prior year — a significant decline worth monitoring. Net assets of $2.6M represent 91 months of operating reserves.

Mission

TO REPRESENT AND ADVOCATE FOR THE INTERESTS OF ITS MEMBERS IN THE WORKPLACE.

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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 $0

Program Service Revenue $219,664

Investment Income $103,747

Other Revenue $13,793

TOTAL REVENUE $337,204

Expense Breakdown

Grants Paid $0

Salaries & Benefits $135,025

Fundraising Expenses $0

Other Expenses $200,079

TOTAL EXPENSES $340,204

Year-over-Year Comparison

	2024	2023	Change
Revenue	$337,204	$525,491	-0.4%
Expenses	$340,204	$306,302	+0.1%
Net Income	$-3,000	$219,189	-1.0%

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

N/A

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
GUY CARTER	PRESIDENT	1.00	Officer	$0	$0	$0
BILL JOLLEY	VICE PRESIDENT	1.00	Officer	$0	$0	$0
OMAR DIAZ	TREASURER	1.00	Officer	$0	$0	$0
MATTHEW BARTLES	FINANCIAL SECRETARY	1.00	Officer	$0	$0	$0
BENJAMIN SHEFMAN	CONDUCTOR	1.00	Officer	$0	$0	$0
ALEX SHEFMAN	WARDEN	1.00	Officer	$0	$0	$0
MARVIN ABEND	TRUSTEE	1.00	Officer	$0	$0	$0
BENJAMIN EMERSON	TRUSTEE	1.00	Officer	$0	$0	$0
KYLE COMPTON	RECORDING SECRETARY	1.00	Officer	$0	$0	$0

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	$337,204	$340,204	$2,550,640	$-3,000
2024	$525,491	$306,302	$2,557,530	$219,189
2023	$269,383	$328,216	$334,451	$-58,833
2022	$243,157	$275,060	$393,284	$-31,903
2021	$254,279	$264,497	$425,187	$-10,218
2020	$249,060	$261,016	$435,405	$-11,956

MILLWRIGHTS AND MACHINERY ERECTORS LOCAL UNION NO 1000