IAM & AW District Lodge 751 Building Co (EIN 910783066) - 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

1966

Legal Domicile

Principal Officer

Richard E Jackson

Phone

8007631301

Tax Period

2023-01-01 to 2023-12-31

IAM & AW District Lodge 751 Building Co, founded in 1966, is a community nonprofit that reported $6.5M in total revenue in fiscal year 2023. Revenue surged 1953% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.7M, a strong 88% operating margin.

Mission

A labor union corp. organized for the exclusive purpose of holding and managing property used by IAMAW District Lodge 751.

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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 $5,866,306

Program Service Revenue $494,190

Investment Income $97,407

Other Revenue $0

TOTAL REVENUE $6,457,903

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $755,838

Other Expenses $755,838

TOTAL EXPENSES $755,838

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,457,903	$314,524	+19.5%
Expenses	$755,838	$750,997	+0.0%
Net Income	$5,702,065	$-436,473	-14.1%

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

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

$391,773

Total Directors

$156,942

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Levi Wilson	Board Member	0.30	Director	$0	$0	$23,113
Amber Roulst	Board Member	0.30	Director	$0	$0	$65,637
Bruce McFarland	Board Member	0.30	Director	$0	$0	$4,877
Diana Noinala	Board Member	0.30	Director	$0	$0	$42,561
Jim Henle	Board Member	0.30	Director	$0	$0	$20,754
Jonathan Holden	President	0.30	Officer	$0	$0	$203,412
Richard E Jackson	Secretary/Treasur	0.30	Officer	$0	$0	$188,361

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
2023	$6,457,903	$755,838	$11,371,235	$5,702,065
2022	$314,524	$750,997	$5,669,170	$-436,473
2021	$430,406	$703,187	$6,105,643	$-272,781
2020	$445,402	$672,876	$6,378,424	$-227,474

IAM & AW District Lodge 751 Building Co