INTERNATIONAL ASSOCIATION OF HEAT 36 AWIA

EIN: 930115033

CLACKAMAS, OR

Total Revenue
$2,549,486
Total Expenses
$1,319,467
Total Assets
$8,487,558
Net Assets
$8,483,503
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1913
Legal Domicile
OR
Principal Officer
RON MATHIS
Phone
5032552692
Tax Period
2025-01-01 to 2025-12-31

INTERNATIONAL ASSOCIATION OF HEAT 36 AWIA, founded in 1913, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2025. The organization ran a surplus of $1.2M, a strong 48% operating margin.

Mission

THE ORGANIZATION IS A LOCAL LABOR UNION REPRESENTING MEMBERS OF THE INTERNATIONAL ASSOCIATION OF HEAT FROST WORKERS ALLIED TRADES LOCAL 36.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $2,243,765
Investment Income $250,601
Other Revenue $55,120
TOTAL REVENUE $2,549,486

Expense Breakdown

Grants Paid $0
Salaries & Benefits $618,483
Fundraising Expenses $0
Other Expenses $700,984
TOTAL EXPENSES $1,319,467

Year-over-Year Comparison

2025 2024 Change
Revenue $2,549,486 $2,658,787 0.0%
Expenses $1,319,467 $1,636,527 -0.2%
Net Income $1,230,019 $1,022,260 +0.2%
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

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Liquidity & Cash Position

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Governance

Voting Members
12
Independent Members
1
Employees
16
Volunteers
1

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
5
$462,292
Total Directors
12
$471,382
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERT BATES BUS. AGENT/TREASURER 040.00
Officer Director
$131,019 $103,019 $234,038
RON MATHIS FINANCIAL SECRETARY/BUS MANAGER 040.00
Officer Director
$133,058 $91,816 $224,874
LINCOLN CALDWELL EXECUTIVE BOARD 001.00
Director
$3,273 $0 $3,273
GABRIEL MARKOWSKI EXECUTIVE BOARD/TRUSTEE 001.00
Director
$1,923 $0 $1,923
MIKE CAUDLE VICE PRESIDENT 001.00
Officer Director
$1,882 $0 $1,882
JESSE MARKOWSKI TRUSTEE 001.00
Director
$1,711 $0 $1,711
MICHAEL THOMAS PRESIDENT 001.00
Officer Director
$1,212 $0 $1,212
JAMES FINNEY EXECUTIVE BOARD 001.00
Director
$849 $0 $849
JOEL HENDRICKSON TRUSTEE 001.00
Director
$849 $0 $849
JOSEPH GRAY EXECUTIVE BOARD 001.00
Director
$485 $0 $485
JAMES STIPKSY RECORDING SECRETARY 001.00
Officer Director
$286 $0 $286
DAN SMITH EXECUTIVE BOARD 001.00
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
2025 $2,549,486 $1,319,467 $8,487,558 $1,230,019
2024 $2,658,787 $1,636,527 $7,094,338 $1,022,260
2023 $2,366,716 $2,015,729 $5,858,905 $350,987
2022 $2,173,664 $1,439,221 $5,279,391 $734,443
2021 $2,322,086 $1,518,553 $4,834,511 $803,533
2020 $1,815,982 $1,511,179 $3,995,559 $304,803
2019 $1,898,248 $1,479,117 $3,602,988 $419,131
2018 $1,908,538 $1,365,001 $3,172,877 $543,537
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