CARPENTER LOCAL UNION NO 322 (EIN 275022072) - 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

2011

Legal Domicile

Principal Officer

MARK STEPHENS

Phone

6513790272

Tax Period

2024-07-01 to 2025-06-30

CARPENTER LOCAL UNION NO 322, founded in 2011, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024.

Mission

TO PROVIDE FOR, PROTECT AND IMPROVE THE GENERAL WELFARE OF ITS MEMBERS AND THE EMPLOYEES REPRESENTED BY IT, BOTH DIRECTLY AND INDIRECTLY, BY ALL LAWFUL MEANS AND METHODS.

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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 $1,061,125

Investment Income $1,770

Other Revenue $2,435

TOTAL REVENUE $1,065,330

Expense Breakdown

Grants Paid $23,212

Salaries & Benefits $100,128

Fundraising Expenses $0

Other Expenses $977,896

TOTAL EXPENSES $1,101,236

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,065,330	$1,114,185	0.0%
Expenses	$1,101,236	$1,135,473	0.0%
Net Income	$-35,906	$-21,288	+0.7%

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

$26,213

Total Directors

$35,610

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMANDA PHILLIPS	PRESIDENT	8.00	Officer Director	$3,538	$0	$3,538
MATTHEW PRICE	VICE PRESIDENT	6.00	Officer Director	$2,182	$0	$2,182
RYAN BOUDREAU	RECORDING SECRETARY	10.00	Officer Director	$5,195	$0	$5,195
MARK STEPHENS	FINANCIAL SECRETARY	12.00	Officer Director	$6,542	$0	$6,542
CLAIRE BOEKE	TREASURER	10.00	Officer Director	$4,993	$0	$4,993
MATTHEW SOWELL	CONDUCTOR	5.00	Officer Director	$3,368	$0	$3,368
STEPHEN STENDER	WARDEN	5.00	Officer Director	$395	$0	$395
WOODROW PINER	TRUSTEE	6.00	Director	$3,117	$0	$3,117
ROBERT BUSCH	TRUSTEE	6.00	Director	$3,381	$0	$3,381
CHASE MCNULTY	TRUSTEE	6.00	Director	$455	$0	$455
JAMES LEUTHNER	TRUSTEE	6.00	Director	$2,444	$0	$2,444

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	$1,065,330	$1,101,236	$801,327	$-35,906
2024	$1,114,185	$1,135,473	$860,665	$-21,288
2023	$1,155,714	$1,147,641	$878,645	$8,073
2022	$1,187,512	$1,101,538	$871,043	$85,974
2021	$1,235,002	$1,141,060	$790,877	$93,942
2020	$1,310,446	$1,216,492	$699,113	$93,954
2019	$1,287,890	$1,258,043	$609,049	$29,847

CARPENTER LOCAL UNION NO 322