INTL ASSOC OF SHEET METAL AIR RAIL AND TRANSP WKRS LOCAL UNION 5 (EIN 621441333) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1951

Legal Domicile

Principal Officer

CHRISTIAN FULLER

Phone

8656892928

Tax Period

2024-09-01 to 2025-08-31

INTL ASSOC OF SHEET METAL AIR RAIL AND TRANSP WKRS LOCAL UNION 5, founded in 1951, is a community nonprofit in the Employment sector that reported $4.4M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 39% operating margin.

Mission

LABOR ORG TO PROMOTE THE TRADES INVOLVING SHEET METAL, AIR, RAIL, AND TRANSPORTATION WORKERS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,302,078

Program Service Revenue $0

Investment Income $113,723

Other Revenue $16,944

TOTAL REVENUE $4,432,745

Expense Breakdown

Grants Paid $626

Salaries & Benefits $1,130,593

Fundraising Expenses $0

Program Expenses $2,473,230

Other Expenses $1,576,324

TOTAL EXPENSES $2,707,543

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,432,745	$3,406,502	+0.3%
Expenses	$2,707,543	$2,150,465	+0.3%
Net Income	$1,725,202	$1,256,037	+0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

1332

Independent Members

1332

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

$105,425

Total Directors

$105,425

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSH PORTER	PRESIDENT	0.00	Officer Director	$0	$0	$0
LINCOLN FRITTS	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
CHRISTIAN FULLER	BUSINESS MANAGER	1.00	Officer Director	$105,425	$0	$105,425
STACY DEMONBRUN	RECORDING SECRETARY	0.00	Officer Director	$0	$0	$0
DANNY MCCORMICK	EXECUTIVE BOARD	0.00	Director	$0	$0	$0
DANIEL WOLFCALE	EXECUTIVE BOARD	0.00	Director	$0	$0	$0
SHANE BURGIN	EXECUTIVE BOARD	0.00	Director	$0	$0	$0
MIKE DANIELS	EXECUTIVE BOARD	0.00	Director	$0	$0	$0
JACK BUNDY	EXECUTIVE BOARD	0.00	Director	$0	$0	$0
HUNTER GOSSETT	EXECUTIVE BOARD	0.00	Director	$0	$0	$0
PETER POLICASTRO	EXECUTIVE BOARD	0.00	Director	$0	$0	$0
KEITH WEBB	EXECUTIVE BOARD	0.00	Director	$0	$0	$0
TIM SLOAN	EXECUTIVE BOARD	0.00	Director	$0	$0	$0
NATHAN COOPER	TRUSTEE	0.00	Director	$0	$0	$0
COLTON LASLEY	TRUSTEE	0.00	Director	$0	$0	$0
TONY OWENS	TRUSTEE	0.00	Director	$0	$0	$0
CHRIS SAPP	TRUSTEE	0.00	Director	$0	$0	$0
LANCE SMART	TRUSTEE	0.00	Director	$0	$0	$0
DON DETTE	BUSINESS AGENT	0.00	Officer Director	$0	$0	$0
GEORGE PAINTER	BUSINESS AGENT	0.00	Officer Director	$0	$0	$0
TODD BURGIN	BUSINESS AGENT	0.00	Officer Director	$0	$0	$0
DAVID MURRAY	WARDEN	0.00	Director	$0	$0	$0
RICHARD DANIELS	WARDEN	0.00	Director	$0	$0	$0
STEVEN RUGER	WARDEN	0.00	Director	$0	$0	$0
JUSTIN BARCLAY	CONDUCTOR	0.00	Director	$0	$0	$0
FRED OLIVER	CONDUCTOR	0.00	Director	$0	$0	$0
DAVID MELTON	CONDUCTOR	0.00	Director	$0	$0	$0
ERICK GRIFFEY	TRUSTEE	0.00	Director	$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	$4,432,745	$2,707,543	$6,324,233	$1,725,202
2024	$3,406,502	$2,150,465	$4,637,584	$1,256,037
2023	$2,637,678	$1,770,710	$3,349,415	$866,968
2022	$2,318,561	$1,763,613	$2,481,986	$554,948
2021	$2,042,942	$1,549,509	$1,900,592	$493,433
2020	$1,654,538	$1,327,502	$1,542,272	$327,036

INTL ASSOC OF SHEET METAL AIR RAIL AND TRANSP WKRS LOCAL UNION 5