IAM & AW District Lodge 751-Local A (EIN 916055781) - 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

1947

Legal Domicile

Principal Officer

Richard E Jackson

Phone

8007631301

Tax Period

2024-01-01 to 2024-12-31

IAM & AW District Lodge 751-Local A, founded in 1947, is a small nonprofit that reported $187K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $45K, a strong 24% operating margin.

Mission

Provide members of their perspective locals with representation and support.

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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 $184,497

Program Service Revenue $2,090

Investment Income $524

Other Revenue $0

TOTAL REVENUE $187,111

Expense Breakdown

Grants Paid $0

Salaries & Benefits $63,521

Fundraising Expenses $0

Program Expenses $141,749

Other Expenses $78,228

TOTAL EXPENSES $141,749

Year-over-Year Comparison

	2024	2023	Change
Revenue	$187,111	$200,473	-0.1%
Expenses	$141,749	$125,760	+0.1%
Net Income	$45,362	$74,713	-0.4%

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

N/A

Volunteers

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

$49,782

Total Directors

$5,851

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Paul J Richards	Trustee	3.00	Director	$0	$0	$1,369
Steven P Morrison	Trustee	3.00	Director	$0	$0	$498
William Krause	Trustee	3.00	Director	$0	$0	$3,984
Levi S Wilson	President	3.00	Officer	$0	$0	$15,672
Jereme J Wise	Vice President	3.00	Officer	$0	$0	$7,807
Derek T Gottschalk	Recording Secretary	3.00	Officer	$0	$0	$11,370
Trevor D Knightley	Secretary Treasurer	3.00	Officer	$0	$0	$6,482
Michael E Mack Jr	Conductor/Sentinel	3.00	Officer	$0	$0	$8,451

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	$187,111	$141,749	$751,330	$45,362
2023	$200,473	$125,760	$701,773	$74,713
2022	$177,745	$151,064	$627,060	$26,681
2021	$154,879	$61,521	$600,379	$93,358
2020	$170,617	$52,431	$507,021	$118,186

IAM & AW District Lodge 751-Local A