Int Assn of Heat & Frost I & A W LU67 (EIN 590953230) - 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

1940

Legal Domicile

Principal Officer

Bruce W Carter

Phone

8136590067

Tax Period

2021-01-01 to 2021-12-31

Int Assn of Heat & Frost I & A W LU67, founded in 1940, is a small nonprofit that reported $344K in total revenue in fiscal year 2021. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $72K, a strong 21% operating margin.

Mission

The organizations activities are directed at improving the working conditions for workers in the heat and frost insulator industries.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $317,442

Investment Income $365

Other Revenue $26,682

TOTAL REVENUE $344,489

Expense Breakdown

Grants Paid $0

Salaries & Benefits $144,903

Fundraising Expenses $0

Other Expenses $124,373

TOTAL EXPENSES $272,171

Year-over-Year Comparison

	2021	2020	Change
Revenue	$344,489	$411,392	-0.2%
Expenses	$272,171	$345,218	-0.2%
Net Income	$72,318	$66,174	+0.1%

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

$48,738

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bruce W Carter	Treasurer	40.00	Officer	$48,738	$0	$48,738
Jacob Walker	Trainer	15.00		$28,670	$0	$28,670
William J McDougald	Trustee	2.00	Director	$0	$0	$0
Donald W Maxwell	President	4.00	Officer	$0	$0	$0
Stephen T Esler	Vice President	2.00	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
2021	$344,489	$272,171	$467,343	$72,318
2020	$411,392	$345,218	$400,899	$66,174
2019	$371,091	$340,622	$338,624	$30,469

Int Assn of Heat & Frost I & A W LU67