MACHINISTS INSTITUTE (EIN 831938059) - 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

2018

Legal Domicile

Principal Officer

JON HOLDEN

Phone

2067640329

Tax Period

2023-01-01 to 2023-12-31

MACHINISTS INSTITUTE, founded in 2018, is a community nonprofit in the Education sector that reported $8.3M in total revenue in fiscal year 2023. Revenue surged 61% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.0M, a strong 48% operating margin.

Mission

TO EMPOWER WORKERS TO BUILD A BETTER FUTURE THROUGH WORLD CLASS EDUCATION, TRAINING AND UNION RIGHTS ON THE JOB.

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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 $7,837,612

Program Service Revenue $82,205

Investment Income $255,091

Other Revenue $82,742

TOTAL REVENUE $8,257,650

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,243,593

Fundraising Expenses $39,904

Program Expenses $3,604,157

Other Expenses $2,058,967

TOTAL EXPENSES $4,302,560

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,257,650	$5,139,039	+0.6%
Expenses	$4,302,560	$3,266,592	+0.3%
Net Income	$3,955,090	$1,872,447	+1.1%

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

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

$623,915

Total Directors

$632,615

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JON HOLDEN	BOARD PRESIDENT	1.50	Officer Director	$0	$8,999	$212,412
RICHARD JACKSON	SECRETARY & TREASURER	1.50	Officer Director	$0	$26,184	$214,545
LEVI WILSON	BOARD MEMBER	1.00	Director	$0	$585	$14,013
AMBER ROULST	BOARD MEMBER	1.00	Director	$0	$8,563	$72,472
BRUCE MCFARLAND	BOARD MEMBER	1.00	Director	$0	$250	$2,446
LLOYD CAITLIN	BOARD MEMBER	1.00	Director	$0	$0	$58,965
JIM HENLE	BOARD MEMBER	1.00	Director	$0	$6,863	$23,655
DIANA NOINALA	BOARD MEMBER	1.00	Director	$0	$3,642	$34,107
SHANA PESCHEK	EXECUTIVE DIRECTOR	40.00	Officer	$159,245	$37,713	$196,958
ADAM GRIM	DEPUTY DIRECTOR	40.00	Highest	$129,976	$38,033	$168,009
SUSAN BRADSHAW	GRANT DIRECTOR	40.00	Highest	$114,021	$34,303	$148,324
BARTHOLOMEW KIMANI	PROGRAM DIRECTOR	40.00	Highest	$113,849	$36,754	$150,603
RUSSEL LITTLETON	REGIONAL DIRECTOR - TUKWILA	40.00	Highest	$106,323	$36,136	$142,459
JASON TROSINE	REGIONAL DIRECTOR - SPOKANE	40.00	Highest	$106,323	$36,136	$142,459

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	No data	No data	No data	No data
2023	$8,257,650	$4,302,560	$12,598,708	$3,955,090
2022	$5,139,039	$3,266,592	$11,480,036	$1,872,447
2021	$2,837,066	$1,788,204	$11,410,258	$1,048,862
2020	$523,113	$312,695	$494,678	$210,418

MACHINISTS INSTITUTE