THEATRICAL EMPLOYEES UNION LOCAL B18 (EIN 940921406) - 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

1937

Legal Domicile

Principal Officer

Diane Burkert

Phone

4159328218

Tax Period

2025-01-01 to 2025-12-31

THEATRICAL EMPLOYEES UNION LOCAL B18, founded in 1937, is a small nonprofit that reported $216K in total revenue in fiscal year 2025. The organization ran a surplus of $49K, a strong 23% operating margin.

Mission

To represent theatrical employees through collective bargaining contract administration and advocacy for wages benefits 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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $215,796

Investment Income $19

Other Revenue $0

TOTAL REVENUE $215,815

Expense Breakdown

Grants Paid $0

Salaries & Benefits $90,986

Fundraising Expenses $0

Program Expenses $0

Other Expenses $76,094

TOTAL EXPENSES $167,080

Year-over-Year Comparison

	2025	2024	Change
Revenue	$215,815	N/A	N/A
Expenses	$167,080	N/A	N/A
Net Income	$48,735	$0	N/A

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

421

Independent Members

419

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

$84,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Johnny Moreno	Business Agent	25.00	Officer	$54,000	$0	$54,000
Diane Burkert	President Sec-Treasurer	25.00	Officer	$30,000	$0	$30,000
Kathy Dere	Vice President	0.50	Officer	$0	$0	$0
Jane Pendrey	Board Member	0.50	Officer	$0	$0	$0
Jenny Pollack	Board Member	0.50	Officer	$0	$0	$0
Dan Harrington	Trustee	0.50	Officer	$0	$0	$0
Rebecca Page	Trustee	0.50	Officer	$0	$0	$0
Christine Rowland	Trustee	0.50	Officer	$0	$0	$0
Robert Ortiz	Sergeant At Arms	0.50	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
2025	$215,815	$167,080	$110,502	$48,735

THEATRICAL EMPLOYEES UNION LOCAL B18