COMMUNICATIONS WORKERS OF AMERICA IUE-CWA LOCAL 1004 (EIN 237086846) - 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

1960

Legal Domicile

Principal Officer

JASON VOGELE

Phone

6204026604

Tax Period

2024-10-01 to 2025-09-30

COMMUNICATIONS WORKERS OF AMERICA IUE-CWA LOCAL 1004, founded in 1960, is a small nonprofit that reported $361K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $406K exceeded revenue, resulting in a 13% operating deficit.

Mission

LOCAL UNION EXISTS TO PAY FOR MEMBERS OR THEIR DEPENDENTS OR GUEST. FACILITY OR SERVICES FOR THE BENEFIT OF THE 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 $335,056

Program Service Revenue $0

Investment Income $20,785

Other Revenue $4,660

TOTAL REVENUE $360,501

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,616

Fundraising Expenses $0

Program Expenses $406,364

Other Expenses $113,748

TOTAL EXPENSES $406,364

Year-over-Year Comparison

	2024	2023	Change
Revenue	$360,501	$256,510	+0.4%
Expenses	$406,364	$257,817	+0.6%
Net Income	$-45,863	$-1,307	+34.1%

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

544

Independent Members

544

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

$2,833

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAY BERRY	Trustee	0.00	Officer	$1,443	$0	$1,443
SIMON BENCK	Trustee	0.00	Officer	$1,390	$0	$1,390
SHELDON WISE	President	10.00	Officer	$0	$0	$0
ANTHONY BRANCO	Vice President	5.00	Officer	$0	$0	$0
JACOB VOGELE	Treasurer	10.00	Officer	$0	$0	$0
JOSH JACOBS	Trustee	5.00	Officer	$0	$0	$0
HEATHER MURPHY	Trustee	0.00	Officer	$0	$0	$0
JASON MILLS	Trustee	0.00	Officer	$0	$0	$0
JOSEPH BERG	Trustee	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	$360,501	$406,364	$1,127,935	$-45,863
2024	$256,510	$257,817	$1,173,798	$-1,307
2023	$236,004	$264,377	$1,175,105	$-28,373
2022	$234,590	$282,523	$1,203,478	$-47,933
2021	$248,186	$189,579	$1,251,411	$58,607
2020	$275,385	$140,776	$1,192,804	$134,609
2019	$288,053	$309,766	$1,058,196	$-21,713
2018	$257,391	$178,999	$1,079,909	$78,392

COMMUNICATIONS WORKERS OF AMERICA IUE-CWA LOCAL 1004