INTL ASSOC OF HEAT & FROST INSULAT… - Form 990 Financial Data

🔒

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

1995

Legal Domicile

Principal Officer

JERRY FRANCIS

Phone

6158590131

Tax Period

2024-01-01 to 2024-12-31

INTL ASSOC OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL, founded in 1995, is a community nonprofit that reported $2.4M in total revenue in fiscal year 2024. Net assets of $7.1M represent 35 months of operating reserves.

Mission

THE PROVISION OF BENEFITS.

Program Service Accomplishments

Program 1

THE PROVISION OF HEALTH, DENTAL, TEMPORARY DISABILITY, MEDICARE GAP INSURANCE AND LIFE INSURANCE BENEFITS TO PLAN PARTICIPANTS.

🔒

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 $0

Program Service Revenue $1,940,866

Investment Income $457,509

Other Revenue $47,657

TOTAL REVENUE $2,446,032

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $601,648

TOTAL EXPENSES $2,598,882

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,446,032	$2,391,634	+0.0%
Expenses	$2,598,882	$1,556,375	+0.7%
Net Income	$-152,850	$835,259	-1.2%

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

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
JERRY FRANCIS	CHAIRMAN	2.00	Officer Director	$0	$0	$0
JASON KELLEY	SECRETARY	2.00	Officer Director	$0	$0	$0
RUSSELL KILLEN	TRUSTEE	2.00	Director	$0	$0	$0
ERIC ROBERTSON	TRUSTEE	2.00	Director	$0	$0	$0
JUSTIN WALKER	TRUSTEE	2.00	Director	$0	$0	$0
MIKE WEHR	TRUSTEE	2.00	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
2024	$2,446,032	$2,598,882	$8,964,582	$-152,850
2023	$2,391,634	$1,556,375	$8,696,280	$835,259
2022	$1,429,699	$2,323,241	$8,114,263	$-893,542
2021	$2,216,326	$2,040,145	$8,954,493	$176,181
2020	$2,199,188	$2,133,782	$9,085,252	$65,406
2019	$2,627,658	$2,394,817	$9,236,191	$232,841
2018	$2,483,692	$2,507,965	$9,177,317	$-24,273

INTL ASSOC OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL