LOCAL 1101 OF THE COMMUNICATIONS WORKERS OF AMERICA AFL-CIO RETIREMENT TR (EIN 132830730) - 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

1975

Legal Domicile

Principal Officer

KEVIN CONDY

Phone

2126332666

Tax Period

2023-10-01 to 2024-09-30

LOCAL 1101 OF THE COMMUNICATIONS WORKERS OF AMERICA AFL-CIO RETIREMENT TR, founded in 1975, is a small nonprofit that reported $152K in total revenue in fiscal year 2023. Revenue surged 81% from the prior year, signaling strong growth momentum. The organization ran a surplus of $69K, a strong 45% operating margin.

Mission

PROVIDE RETIREMENT BENEFITS FOR 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $152,037

Other Revenue $0

TOTAL REVENUE $152,037

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $47,800

TOTAL EXPENSES $82,924

Year-over-Year Comparison

	2023	2022	Change
Revenue	$152,037	$83,967	+0.8%
Expenses	$82,924	$114,579	-0.3%
Net Income	$69,113	$-30,612	-3.3%

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

N/A

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

Total Directors

$281,625

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEITH PURCE	TRUSTEE	1.00	Director	$0	$0	$141,199
KEVIN CONDY	TRUSTEE	1.00	Director	$0	$0	$140,426

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	$152,037	$82,924	$6,406,000	$69,113
2023	$83,967	$114,579	$5,514,076	$-30,612
2022	$75,039	$247,859	$5,130,004	$-172,820
2021	$1,737,595	$213,658	$6,254,730	$1,523,937
2020	$87,059	$216,350	$5,389,290	$-129,291
2019	$246,678	$201,617	$5,334,625	$45,061
2018	$242,545	$200,740	$5,516,698	$41,805

LOCAL 1101 OF THE COMMUNICATIONS WORKERS OF AMERICA AFL-CIO RETIREMENT TR