SOFT DRNKSBWERY WRKRS & DELVRY EMPL IND'L EMP WRHMEN HLPR & MISC L812 IBT (EIN 135045803) - 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

1942

Legal Domicile

Principal Officer

JOSEPH G VITTA

Phone

5163031455

Tax Period

2023-01-01 to 2023-12-31

SOFT DRNKSBWERY WRKRS & DELVRY EMPL IND'L EMP WRHMEN HLPR & MISC L812 IBT, founded in 1942, is a community nonprofit that reported $4.0M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

THE LOCAL ASSISTS ITS MEMBERS IN OBTAINING IMPROVEMENTS IN WAGES, BENEFITS AND WORKING CONDITIONS THROUGH COLLECTIVE BARGAINING AGREEMENTS WITH EMPLOYERS WITHIN ITS JURISDICTION. THE LOCAL ALSO REPRESENTS ITS MEMBERS IN THE ENFORCEMENT OF VARIOUS RIGHTS ARISING OUT OF THE COLLECTIVE BARGAINING RELATIONSHIP.

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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 $3,644,110

Investment Income $16,142

Other Revenue $336,413

TOTAL REVENUE $3,996,665

Expense Breakdown

Grants Paid $81,770

Salaries & Benefits $1,481,488

Fundraising Expenses $0

Other Expenses $2,326,528

TOTAL EXPENSES $3,889,786

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,996,665	$3,695,520	+0.1%
Expenses	$3,889,786	$3,624,295	+0.1%
Net Income	$106,879	$71,225	+0.5%

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

$1,023,128

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH VITTA	PRESIDENT	40.00	Officer	$202,684	$39,522	$242,206
JOHN VISCONTI	SECRETARY TREASURER	40.00	Officer	$161,017	$39,522	$200,539
ANGEL MARTINEZ	VICE PRESIDENT	40.00	Officer	$154,394	$39,557	$193,951
JEFFREY KNATZ	RECORDING SECRETARY	40.00	Officer	$158,651	$39,522	$198,173
RICHARD STASZEWSKI	TRUSTEE	15.00	Officer	$9,597	$0	$9,597
MARK POOLER	TRUSTEE	40.00	Officer	$133,192	$39,487	$172,679
ANTHONY BROQUADIO	TRUSTEE	15.00	Officer	$5,983	$0	$5,983
LORRAINE ROTANTE	OFFICE MANAGER	40.00	Highest	$100,333	$39,475	$139,808

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	$3,996,665	$3,889,786	$840,498	$106,879
2022	$3,695,520	$3,624,295	$611,510	$71,225
2021	$3,677,342	$4,080,180	$742,401	$-402,838
2020	$3,709,538	$3,639,628	$940,485	$69,910

SOFT DRNKSBWERY WRKRS & DELVRY EMPL IND'L EMP WRHMEN HLPR & MISC L812 IBT