Construction & General Laborers Union Local 964 (EIN 250694421) - 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

1959

Legal Domicile

Principal Officer

Jeffrey Grinnell

Phone

7246545551

Tax Period

2023-01-01 to 2023-12-31

Construction & General Laborers Union Local 964, founded in 1959, is a small nonprofit that reported $471K in total revenue in fiscal year 2023. The organization ran a surplus of $79K, a strong 17% operating margin.

Mission

Local 964 is engaged in the business of organizing workers to secure improved wages, working conditions and other economic benefits through negotiations and collective bargaining.

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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 $459,727

Investment Income $10,865

Other Revenue $320

TOTAL REVENUE $470,912

Expense Breakdown

Grants Paid $500

Salaries & Benefits $269,739

Fundraising Expenses $0

Program Expenses $202,293

Other Expenses $116,189

TOTAL EXPENSES $391,417

Year-over-Year Comparison

	2023	2022	Change
Revenue	$470,912	$446,897	+0.1%
Expenses	$391,417	$396,154	0.0%
Net Income	$79,495	$50,743	+0.6%

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

$99,211

Total Directors

$103,961

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeffrey A Grinnell	President	40.00	Officer Director	$97,371	$0	$97,371
Michael McClenahan	Secretary-Treas	1.00	Officer Director	$800	$0	$800
Matthew J Fenati	Secretary	1.00	Officer Director	$800	$0	$800
Michael R Hudak	Sargent at Arms	1.00	Director	$800	$0	$800
Joe Bello	Trustee	1.00	Director	$680	$0	$680
Orlando S Waller	Trustee	1.00	Director	$590	$0	$590
Michael E Garland	Trustee	1.00	Director	$590	$0	$590
Mackenzie Palmer	Trustee	1.00	Director	$560	$0	$560
Seth Ayres	Trustee	1.00	Director	$560	$0	$560
Bob Murphy	Trustee	1.00	Director	$560	$0	$560
Brad Reagle	Trustee	1.00	Director	$410	$0	$410
Shawn Sullivan	Vice President	1.00	Officer Director	$240	$0	$240

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	$470,912	$391,417	$559,014	$79,495
2022	$446,897	$396,154	$478,355	$50,743
2021	$391,872	$406,187	$427,021	$-14,315
2020	$403,902	$416,948	$445,780	$-13,046
2019	$451,779	$431,847	$456,671	$19,932
2018	$481,643	$437,926	$434,500	$43,717

Construction & General Laborers Union Local 964