I A M A W LOCAL LODGE 1414

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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

1936

Legal Domicile

Principal Officer

Richard Bernal

Phone

6503412689

Tax Period

2024-01-01 to 2024-12-31

I A M A W LOCAL LODGE 1414, founded in 1936, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. The organization ran a surplus of $305K, a strong 27% operating margin.

Mission

For the betterment of wages hours of work and working conditions for all members

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

For the betterment of wages hours of work and working conditions for all members

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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 $574,788

Program Service Revenue $0

Investment Income $383,673

Other Revenue $160,347

TOTAL REVENUE $1,118,808

Expense Breakdown

Grants Paid $0

Salaries & Benefits $380,447

Fundraising Expenses $0

Program Expenses $0

Other Expenses $358,570

TOTAL EXPENSES $813,473

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,118,808	$1,149,769	0.0%
Expenses	$813,473	$837,516	0.0%
Net Income	$305,335	$312,253	0.0%

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

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

$78,631

Total Directors

$13,761

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Craig Ashford	Recording Secretary	2.00	Officer	$6,355	$4,083	$10,438
Richard Bernal	Secretary-Treasurer	2.00	Officer	$7,056	$4,038	$11,094
Bruce Keller	President	1.00	Officer	$4,893	$6,412	$11,305
Don Adonis	Vice President	1.00	Officer	$5,696	$3,955	$9,651
Scott Thompson	Conductor Sentinel	1.00	Officer	$2,200	$292	$2,492
Don Barbe	E-Board	1.00	Officer	$0	$0	$0
Richard Del Rosso	Trustee	1.00	Officer Director	$3,698	$5,913	$9,611
Jorge Portillo	Trustee	1.00	Officer Director	$2,350	$0	$2,350
Greg Manseau	Trustee	1.00	Officer Director	$1,800	$0	$1,800
Lawrence Pratap	E-Board	1.00	Officer	$3,815	$4,644	$8,459
David Ellis	E-Board	1.00	Officer	$250	$0	$250
Shelley Kessler	E-Board	1.00	Officer	$450	$1,116	$1,566
Jose Nolasco Jr	E-Board	1.00	Officer	$500	$0	$500
Chris Perry	E-Board	1.00	Officer	$500	$0	$500
Michael Reed	E-Board	1.00	Officer	$0	$0	$0
Roony Ruiz	E-Board	1.00	Officer	$4,698	$3,917	$8,615
Abel Suarez	E-Board	1.00	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	$1,118,808	$813,473	$2,754,671	$305,335
2023	$1,149,700	$837,516	$2,539,588	$312,184
2022	$831,811	$1,089,779	$2,227,404	$-257,968
2021	$952,010	$624,998	$2,485,372	$327,012
2020	$925,630	$756,103	$2,158,360	$169,527