INTL ASSOC SHEET METAL AIR RAIL & TRANSPORTATION 9-SM LOCAL (EIN 840318035) - 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

1908

Legal Domicile

Principal Officer

JON ALVINO

Phone

3039221213

Tax Period

2024-07-01 to 2025-06-30

INTL ASSOC SHEET METAL AIR RAIL & TRANSPORTATION 9-SM LOCAL, founded in 1908, is a community nonprofit in the Employment sector that reported $3.4M in total revenue in fiscal year 2024.

Mission

LABOR UNION

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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 $154,566

Program Service Revenue $3,112,330

Investment Income $132,458

Other Revenue $17,438

TOTAL REVENUE $3,416,792

Expense Breakdown

Grants Paid $47,958

Salaries & Benefits $1,651,584

Fundraising Expenses $0

Other Expenses $1,868,040

TOTAL EXPENSES $3,567,582

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,416,792	$3,255,829	+0.0%
Expenses	$3,567,582	$3,417,517	+0.0%
Net Income	$-150,790	$-161,688	-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

$865,961

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HARDY WHITEHAIR	PRESIDENT	1.00	Director	$0	$0	$0
DANIEL BARFELS	VICE PRESIDENT	1.00	Director	$0	$0	$0
DANIEL GARCIA	FIN SECRETARY - PAST	1.00	Director	$0	$0	$0
JOSHUA UNCAPHER	RECORDING SECRETARY	1.00	Director	$0	$0	$0
JONATHAN WATSON	TRUSTEE	1.00	Director	$0	$0	$0
MARK FISCHER	TRUSTEE	1.00	Director	$0	$0	$0
TAYLOUR CHILDERS	TRUSTEE - PAST	1.00	Director	$0	$0	$0
JEREMY HUDSON	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
JOSHUA DRYER	EXECUTIVE BOARD - PAST	1.00	Director	$0	$0	$0
LARRY HALL	EXECUTIVE BOARD - NEW	1.00	Director	$0	$0	$0
DAHLIA JOHNSON	EXECUTIVE BOARD - NEW	1.00	Director	$0	$0	$0
DEREK COSTA	EXECUTIVE BOARD - PAST	1.00	Director	$0	$0	$0
MICHAEL CRANFORM	TRUSTEE - NEW	1.00	Director	$0	$0	$0
JON ALVINO	BUSINESS MANAGER	44.00	Officer	$116,683	$62,227	$178,910
LON COMSTOCK	BUSINESS REP	44.00	Officer	$111,601	$62,836	$174,437
IAN FICK	BUSINESS REP / FIN SECRETARY - NEW	44.00	Officer	$53,322	$24,773	$78,095
ERIC KIEFER	BUSINESS REP - NEW	44.00	Officer	$53,322	$24,773	$78,095
RANDY MITCHELL	BUSINESS REP - PAST	44.00	Officer	$59,476	$38,690	$98,166
ANTHONY GARCIA	EXECUTIVE BOARD - NEW	44.00	Officer	$53,485	$35,374	$88,859
JONATHAN DAVIS	EXECUTIVE BOARD/ORGANIZER	44.00	Officer	$109,163	$60,236	$169,399
DONALD PERKINS	ORGANIZER	44.00	Highest	$113,672	$62,250	$175,922
CHARLES TEDESCO	POLITICAL ORGANIZER	44.00	Highest	$106,955	$61,471	$168,426

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	$3,416,792	$3,567,582	$3,500,891	$-150,790
2024	$3,255,829	$3,417,517	$3,587,354	$-161,688
2023	$3,508,028	$3,240,848	$3,727,407	$267,180
2022	$3,002,235	$3,128,288	$3,483,586	$-126,053
2021	$2,878,121	$2,783,798	$3,843,358	$94,323
2020	$2,972,005	$2,733,463	$3,769,733	$238,542
2019	$2,794,173	$2,916,066	$3,480,501	$-121,893

INTL ASSOC SHEET METAL AIR RAIL & TRANSPORTATION 9-SM LOCAL