BAKERY CONFECTIONERY TOBACCO WORKERS AND GRAIN MILLERS 464 LOCAL (EIN 230592894) - 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

1938

Legal Domicile

Principal Officer

DIANE E CARROLL

Phone

7175312162

Tax Period

2024-01-01 to 2024-12-31

BAKERY CONFECTIONERY TOBACCO WORKERS AND GRAIN MILLERS 464 LOCAL, founded in 1938, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024.

Mission

TO PROVIDE TRAINING, EDUCATION AND BENEFITS FOR MEMBERS; NEGOTIATE COLLECTIVE BARGAINING AGREEMENTS ON BEHALF OF ITS 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,227,858

Investment Income $105,485

Other Revenue $7,191

TOTAL REVENUE $1,340,534

Expense Breakdown

Grants Paid $0

Salaries & Benefits $761,044

Fundraising Expenses $0

Other Expenses $606,259

TOTAL EXPENSES $1,367,303

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,340,534	$1,243,284	+0.1%
Expenses	$1,367,303	$1,248,554	+0.1%
Net Income	$-26,769	$-5,270	+4.1%

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

Volunteers

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

$485,228

Total Directors

$486,935

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY JOHNSON	PRESIDENT	1.00	Officer Director	$1,856	$0	$1,856
SHARON SHEETZ	MANAGER	40.00	Officer Director	$113,042	$40,476	$153,518
DIANE E CARROLL	FINANCIAL SE	50.00	Officer Director	$110,207	$49,148	$159,355
COLLEEN GARRISON	RECORDING SE	2.00	Officer Director	$1,028	$0	$1,028
RODNEY CARROLL	SERGEANT-AT-	1.00	Director	$0	$0	$0
MICHAEL SAYLOR	FORMERBUSINE	40.00	Officer Director	$35,815	$4,249	$40,064
GLENN KOHR	TRUSTEE	1.00	Director	$235	$0	$235
KEVIN L BOLTZ	FORMERTRUSTE	1.00	Director	$274	$0	$274
WILLIAM HEILMAN	TRUSTEE	0.25	Director	$15	$0	$15
TODD DONMOYER	BUSINESS AGE	40.00	Officer Director	$78,322	$51,085	$129,407
JONATHAN KLEINFELTER	TRUSTEE	1.00	Director	$1,183	$0	$1,183

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	$1,340,534	$1,367,303	$1,189,233	$-26,769
2023	$1,243,284	$1,248,554	$1,189,910	$-5,270
2022	$1,119,410	$1,182,622	$1,120,737	$-63,212
2021	$1,176,827	$1,128,365	$1,330,266	$48,462
2020	$1,036,822	$1,122,089	$1,165,245	$-85,267
2019	$1,254,560	$1,181,465	$1,226,043	$73,095
2018	$1,412,165	$1,202,154	$996,493	$210,011

BAKERY CONFECTIONERY TOBACCO WORKERS AND GRAIN MILLERS 464 LOCAL