IAM & AW District Lodge 751 Local Lodge C (EIN 916055782) - 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

8007641310

Tax Period

2023-01-01 to 2023-12-31

IAM & AW District Lodge 751 Local Lodge C, founded in 1947, is a small nonprofit that reported $211K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $60K, a strong 29% 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 (2023)

Revenue Breakdown

Contributions & Grants $195,487

Program Service Revenue $15,095

Investment Income $0

Other Revenue $0

TOTAL REVENUE $210,582

Expense Breakdown

Grants Paid $0

Salaries & Benefits $76,835

Fundraising Expenses $0

Program Expenses $150,475

Other Expenses $73,640

TOTAL EXPENSES $150,475

Year-over-Year Comparison

	2023	2022	Change
Revenue	$210,582	$189,179	+0.1%
Expenses	$150,475	$174,689	-0.1%
Net Income	$60,107	$14,490	+3.1%

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

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

$65,637

Total Directors

$65,637

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Amber M Roulst	President	3.00	Officer Director	$0	$0	$65,637
Josh D Koopmans	Vice President	3.00	Officer Director	$0	$0	$0
Kenneth L Ogren	Recording Secretary	3.00	Officer Director	$0	$0	$0
Derrick J Christiani	Secretary/Treasurer	3.00	Officer Director	$0	$0	$0
Manuel A Briones III	Conductor/Sentinel	3.00	Director	$0	$0	$0
Richard A Clifford	Trustee	3.00	Director	$0	$0	$0
Roman G Vivarelli	Trustee	3.00	Director	$0	$0	$0
Cody R Mecham	Trustee	3.00	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	No data	No data	No data	No data
2023	$210,582	$150,475	$649,636	$60,107
2022	$189,179	$174,689	$589,529	$14,490
2021	$154,437	$66,872	$575,039	$87,565

IAM & AW District Lodge 751 Local Lodge C