IAM AND AW WILLAMETTE LOCAL LODGE 63 (EIN 930196203) - 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

1889

Legal Domicile

Principal Officer

CRAIG MARTEN

Phone

6048668877

Tax Period

2024-01-01 to 2024-12-31

IAM AND AW WILLAMETTE LOCAL LODGE 63, founded in 1889, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $4.0M exceeded revenue, resulting in a 53% operating deficit.

Mission

For the betterment of wages hours and working conditions

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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 $2,003,664

Program Service Revenue $0

Investment Income $449,326

Other Revenue $163,309

TOTAL REVENUE $2,616,299

Expense Breakdown

Grants Paid $0

Salaries & Benefits $186,671

Fundraising Expenses $0

Program Expenses $4,009,992

Other Expenses $3,823,321

TOTAL EXPENSES $4,009,992

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,616,299	$2,022,590	+0.3%
Expenses	$4,009,992	$937,191	+3.3%
Net Income	$-1,393,693	$1,085,399	-2.3%

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

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

$55,950

Total Directors

Key Employees

$5,600

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Eric Bitney	President	2.00	Officer	$9,759	$0	$9,759
Dan Patterson	VP	0.00	Officer	$6,708	$0	$6,708
John Kleiboeker	Communicator	0.00	Key Emp	$5,600	$0	$5,600
Dan Bricker	Sec-Treas	2.00	Officer	$17,213	$0	$17,213
Kenneth Wilsey	Trustee	0.00	Officer	$5,795	$0	$5,795
Michael Gagnier	Trustee	0.00	Officer	$0	$0	$0
Shannon Summers	Trustee	0.00	Officer	$5,187	$0	$5,187
William Lacey	Cond Sent	0.00	Officer	$11,288	$0	$11,288
Beth Lacey	Sec-Treas	0.00	Officer	$0	$0	$0
Kerry Young	Trustee	0.00	Officer	$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	$2,616,299	$4,009,992	$8,207,444	$-1,393,693
2023	$2,022,590	$937,191	$9,601,137	$1,085,399
2022	$966,715	$2,677,285	$8,515,738	$-1,710,570
2021	$1,811,764	$807,785	$10,226,308	$1,003,979
2020	$2,732,588	$1,698,482	$9,222,328	$1,034,106

IAM AND AW WILLAMETTE LOCAL LODGE 63