ORANGE COUNTY LOCAL NO 836 (EIN 141553966) - 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

1950

Legal Domicile

Principal Officer

DENISE FUCHS

Phone

8456496919

Tax Period

2024-10-01 to 2025-09-30

ORANGE COUNTY LOCAL NO 836, founded in 1950, is a small nonprofit that reported $434K in total revenue in fiscal year 2024. Net assets of $1.2M represent 34 months of operating reserves.

Mission

UNION MEMBER SERVICES

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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 $0

Program Service Revenue $417,011

Investment Income $16,784

Other Revenue $0

TOTAL REVENUE $433,795

Expense Breakdown

Grants Paid $7,500

Salaries & Benefits $16,800

Fundraising Expenses $0

Other Expenses $409,023

TOTAL EXPENSES $433,323

Year-over-Year Comparison

	2024	2023	Change
Revenue	$433,795	$406,859	+0.1%
Expenses	$433,323	$363,878	+0.2%
Net Income	$472	$42,981	-1.0%

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

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

$16,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSEMARIE KUKYS	PRESIDENT	15.00	Officer	$5,400	$0	$5,400
MARIETTA SCHULTZ	TREASURER	15.00	Officer	$5,400	$0	$5,400
KATHY RODRIGUEZ	SECRETARY	2.00	Officer	$3,600	$0	$3,600
LINDA JANSEN	2ND VICE PRE	1.00	Officer	$900	$0	$900
BRENDEN DOYLE	VICE PRESIDE	1.00	Officer	$750	$0	$750
DAVID FENNER	VICE PRESIDE	1.00	Officer	$750	$0	$750
DENISE FUCHS	PRESIDENT	15.00	Officer	$0	$0	$0
JAMES HAYES	VICE PRESIDE	1.00	Officer	$0	$0	$0
JOYCE HOWARD-CROCKETT	SECRETARY	8.00	Officer	$0	$0	$0
JOSEPH MALFA	TREASURER	8.00	Officer	$0	$0	$0
LISA TAYLOR	1ST VICE PRE	5.00	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
2025	$433,795	$433,323	$1,237,467	$472
2024	$406,859	$363,878	$1,241,995	$42,981
2023	$415,187	$403,153	$1,194,014	$12,034
2022	$392,788	$375,351	$1,181,980	$17,437
2021	$435,398	$335,508	$1,164,543	$99,890
2020	$416,878	$291,203	$1,064,653	$125,675
2019	$476,207	$314,232	$938,978	$161,975
2018	$694,619	$713,134	$777,003	$-18,515

ORANGE COUNTY LOCAL NO 836