United Metal Trades Association

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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

DAN BLAIR

Phone

5035952095

Tax Period

2023-01-01 to 2023-12-31

United Metal Trades Association, founded in 1947, is a small nonprofit that reported $565K in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $507K left a modest 10% surplus.

Mission

TO ASSIST INDUSTRY MEMBERS IN MATTERS OF COMMON INTEREST.

Program Service Accomplishments

Program 1

THE ASSOCIATION'S THREE LARGEST PROGRAM SERVICES BY EXPENSES RELATE TO MEMBERSHIP DUES, LABOR RELATIONS AND TRAINING. (THESE THREE PROGRAMS MAY BE CONSIDERED ONE PROGRAM). THROUGH ITS MEMBER SERVICES PROGRAM, UMTA SERVICED APPROXIMATELY 165 MEMBER COMPANIES' NEEDS RELATED TO EMPLOYMENT LAW AND EMPLOYEE BENEFITS WITH ITS EMPLOYER HOTLINE. UMTA HELD SEVERAL MONTHLY PUBLIC WORKSHOPS AND EDUCATION SESSIONS ATTENDED BY APPROXIMATELY 783 MEMBER EMPLOYEES. UMTA ALSO SUPPORTED 3 STAFF MEMBER COMPANIES WITH THEIR LABOR RELATIONS NEEDS, INCLUDING UNION NEGOTIATIONS. MEMBERS RECEIVE ACCESS TO EXPERTS AND RESOURCES TO EFFICIENTLY, EFFECTIVELY AND LEGALLY HANDLE EMPLOYMENT LAW AND HUMAN RESOURCE ISSUES THEY HAVE.

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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 $390,678

Program Service Revenue $115,598

Investment Income $5,947

Other Revenue $52,300

TOTAL REVENUE $564,523

Expense Breakdown

Grants Paid $0

Salaries & Benefits $339,322

Fundraising Expenses $0

Other Expenses $167,392

TOTAL EXPENSES $506,714

Year-over-Year Comparison

	2023	2022	Change
Revenue	$564,523	$856,981	-0.3%
Expenses	$506,714	$448,587	+0.1%
Net Income	$57,809	$408,394	-0.9%

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

$150,540

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN BLAIR	PRESIDENT	20.0	Officer	$62,195	$26,150	$150,540
MATT KENNEDY	EMPLOYMENT & LABOR LAW ATT	36.0	Highest	$110,119	$19,541	$141,895
KURT KASTER	DIRECTOR	0.5	Director	$0	$0	$0
RUSS COLE	DIRECTOR	0.5	Director	$0	$0	$0
GIL CARREON	DIRECTOR	0.5	Director	$0	$0	$0
BARRY POST	TREASURER	0.5	Officer Director	$0	$0	$0
JEFF RINK	DIRECTOR	0.5	Director	$0	$0	$0
DAN SWARTZ	DIRECTOR	0.5	Director	$0	$0	$0
MARK ROETER	DIRECTOR	0.5	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	$564,523	$506,714	$857,422	$57,809
2022	$856,981	$448,587	$801,571	$408,394
2021	$968,353	$440,143	$743,404	$528,210
2020	$458,078	$886,565	$683,724	$-428,487
2019	$567,560	$341,116	$665,339	$226,444
2018	$715,600	$39,844	$603,770	$675,756