ENTERPRISE ASSOCIATION LOCAL 638 (EIN 135056325) - 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

1884

Legal Domicile

Principal Officer

PATRICK DALY

Phone

7183923420

Tax Period

2023-01-01 to 2023-12-31

ENTERPRISE ASSOCIATION LOCAL 638, founded in 1884, is a mid-sized nonprofit that reported $26.8M in total revenue in fiscal year 2023. Net assets of $81.6M represent 36 months of operating reserves.

Mission

LABOR ORGANIZATION WHICH THROUGH COLLECTIVE BARGAINING SEEKS TO PROVIDE A FAIR WAGE AND BENEFIT

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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 $25,776,048

Investment Income $939,523

Other Revenue $130,501

TOTAL REVENUE $26,846,072

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,838,579

Fundraising Expenses $0

Other Expenses $14,711,757

TOTAL EXPENSES $26,686,432

Year-over-Year Comparison

	2023	2022	Change
Revenue	$26,846,072	$27,413,590	0.0%
Expenses	$26,686,432	$26,916,441	0.0%
Net Income	$159,640	$497,149	-0.7%

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

$4,320,448

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK DALY	SECRETARY-TR	40.00	Officer	$258,071	$147,183	$405,254
VINCENT GAYNOR	BUSINESS AGE	40.00	Officer	$214,349	$140,624	$354,973
BRIAN HUNT	BUSINESS AGE	40.00	Officer	$214,349	$140,624	$354,973
CLIFF JOHNSEN	BUSINESS AGE	40.00	Officer	$214,349	$140,624	$354,973
DAVID JOHNSON	BUSINESS AGE	40.00	Officer	$214,349	$140,624	$354,973
MICHAEL KOEBEL	BUSINESS AGE	40.00	Officer	$214,349	$140,624	$354,973
CHARLES PELLIGRINO	BUSINESS AGE	40.00	Officer	$214,349	$140,624	$354,973
JANET POWERS	BUSINESS AGE	40.00	Officer	$214,349	$140,624	$354,973
TIMOTHY SULLIVAN	VICE PRES	40.00	Officer	$214,349	$140,624	$354,973
BRIAN KEARNEY	PRESIDENT	40.00	Officer	$129,533	$127,902	$257,435
DANIEL MULLIGAN	BUSINESS MAN	40.00		$170,562	$79,560	$250,122
ROBERT PETRICCIONE	OFFICE MANAG	40.00	Highest	$232,429	$0	$232,429
ROBERT BARTELS	BUSINESS MAN	39.00	Officer	$153,990	$77,595	$231,585
JAMES SHEERAN	PRESIDENT	40.00		$143,484	$75,499	$218,983
MANUAL FERRER	BUSINESS AGE	40.00	Officer	$119,181	$71,853	$191,034
SEAN DOLAN	BUSINESS AGE	40.00	Officer	$109,053	$70,854	$179,907
RAY GOGER	BUSINESS AGE	40.00	Officer	$108,582	$70,783	$179,365
ANITA PALAZZO	FINANCE BOAR	2.00	Officer	$5,515	$0	$5,515
MICHAEL RICE	RECORDING SE	2.00	Officer	$4,202	$0	$4,202
SEAN BRENNAN	EXECUTIVE BO	2.00	Officer	$4,190	$0	$4,190
SEAN BRENNAN	EXECTIVE BOA	2.00	Officer	$4,190	$0	$4,190
MARYBETH CALLAHAN	FINANCE BOAR	2.00	Officer	$3,160	$0	$3,160
SEAN FENNER	EXECUTIVE BO	2.00	Officer	$3,026	$0	$3,026
WILLIAM GRUTER	EXECUTIVE BO	2.00	Officer	$2,719	$0	$2,719
DAVID ALEXIS	FINANCE BOAR	2.00	Officer	$1,471	$0	$1,471
SEAN MAGUIRE	EXECUTIVE BO	2.00	Officer	$1,471	$0	$1,471
DANIEL BRENNAN	TRUSTEE	2.00	Officer	$1,112	$0	$1,112
MATTHEW BRENNAN	TRUSTEE	2.00	Officer	$1,112	$0	$1,112
ERIC BROOKS	TRUSTEE	2.00	Officer	$1,112	$0	$1,112
DANIEL MCCORMICK	FINANCE BOAR	2.00	Officer	$1,112	$0	$1,112
DANIEL MCCORMICK	TRUSTEE	2.00	Officer	$1,112	$0	$1,112
STEVEN MANIACI	EXECUTIVE BO	2.00	Officer	$580	$0	$580

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	$26,846,072	$26,686,432	$81,653,130	$159,640
2022	$27,413,590	$26,916,441	$81,457,622	$497,149
2021	$29,703,227	$33,279,745	$80,989,566	$-3,576,518
2020	$28,151,036	$27,725,499	$85,543,591	$425,537
2019	$33,196,889	$28,020,990	$85,496,814	$5,175,899
2018	$32,758,468	$23,913,871	$79,997,846	$8,844,597

ENTERPRISE ASSOCIATION LOCAL 638