CWA AFL-CIO LOCAL 1123 (EIN 150621204) - 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

1961

Legal Domicile

Principal Officer

CHRISTOPHER RYAN

Phone

3154761123

Tax Period

2023-10-01 to 2024-09-30

CWA AFL-CIO LOCAL 1123, founded in 1961, is a small nonprofit that reported $673K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $102K, a strong 15% operating margin.

Mission

TO PROVIDE UNION RELATED SERVICES TO UNION EMPLOYEES.

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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 $589,790

Investment Income $57,216

Other Revenue $25,845

TOTAL REVENUE $672,851

Expense Breakdown

Grants Paid $8,675

Salaries & Benefits $410,203

Fundraising Expenses $0

Program Expenses $456,469

Other Expenses $151,809

TOTAL EXPENSES $570,687

Year-over-Year Comparison

	2023	2022	Change
Revenue	$672,851	$578,377	+0.2%
Expenses	$570,687	$521,495	+0.1%
Net Income	$102,164	$56,882	+0.8%

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

$128,312

Total Directors

$209,783

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER RYAN	PRESIDENT	12.00	Officer Director	$37,509	$0	$37,509
JASON WHITE	SECRETARY/TREASURER	18.00	Officer Director	$57,455	$0	$57,455
JAMES LEONE	EXECUTIVE VP	20.00	Officer Director	$33,348	$0	$33,348
ROBERT BRONNER	DISTRICT VP	3.00	Director	$9,297	$0	$9,297
TANYA MERRITT	DISTRICT VP	2.00	Director	$5,982	$0	$5,982
KELLY FASSINGER	DISTRICT VP	8.00	Director	$17,091	$0	$17,091
CHARLES SIMS	DISTRICT VP	20.00	Director	$27,705	$0	$27,705
DARRYL FLEMING	DISTRICT VP	8.00	Director	$21,396	$0	$21,396

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	$672,851	$570,687	$1,479,845	$102,164
2023	$578,377	$521,495	$1,377,681	$56,882
2022	$557,569	$510,535	$1,320,799	$47,034
2021	$581,614	$356,406	$1,273,765	$225,208
2020	$642,856	$387,675	$1,048,557	$255,181
2019	$807,218	$643,898	$793,176	$163,320
2018	$898,147	$707,859	$566,076	$190,288

CWA AFL-CIO LOCAL 1123