IAM & AW District Lodge 751-Local F (EIN 916055784) - 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

1941

Legal Domicile

Principal Officer

Richard E Jackson

Phone

8007631301

Tax Period

2023-01-01 to 2023-12-31

IAM & AW District Lodge 751-Local F, founded in 1941, is a small nonprofit that reported $238K in total revenue in fiscal year 2023. Revenue surged 83% from the prior year, signaling strong growth momentum. The organization ran a surplus of $122K, a strong 51% operating margin.

Mission

To provide union 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 $0

Investment Income $38,306

Other Revenue $4,277

TOTAL REVENUE $238,070

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,581

Fundraising Expenses $0

Program Expenses $115,819

Other Expenses $71,238

TOTAL EXPENSES $115,819

Year-over-Year Comparison

	2023	2022	Change
Revenue	$238,070	$130,222	+0.8%
Expenses	$115,819	$130,580	-0.1%
Net Income	$122,251	$-358	-342.5%

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

$42,561

Total Directors

$42,561

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Diana P Noinala	President	2.00	Officer Director	$0	$0	$42,561
Kevin Currie	Vice President	2.00	Officer Director	$0	$0	$0
Tim A Davis	Recording Secretary	2.00	Officer Director	$0	$0	$0
Alberta R England	Conductor/Senitinel	2.00	Officer Director	$0	$0	$0
Michael Feilds	Trustee	2.00	Director	$0	$0	$0
Richard Anderson	Trustee	2.00	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	$238,070	$115,819	$716,792	$122,251
2022	$130,222	$130,580	$594,541	$-358
2021	$152,908	$60,206	$594,899	$92,702
2020	$170,864	$60,511	$502,197	$110,353

IAM & AW District Lodge 751-Local F