ELEVATOR CONSTRUCTORS LOCAL 5 CHAR… - Form 990 Financial Data

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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

JOHN KOCH

Phone

2156762555

Tax Period

2025-01-01 to 2025-12-31

ELEVATOR CONSTRUCTORS LOCAL 5 CHARITABLE FUND, founded in 2011, is a small nonprofit in the Health Care sector that reported $413K in total revenue in fiscal year 2025. Expenses of $371K left a modest 10% surplus.

Mission

TO RAISE CHARITABLE CONTRIBUTIONS TO PURCHASE AND INSTALL STAIR CHAIRS FOR DISABLED VETERANS.

Program Service Accomplishments

Program 1

Expenses: $370,858 Revenue: $412,546

THE PRIMARY EXEMPT PURPOSE OF IUEC LOCAL NO. 5 CHARITABLE FUND IS TO RAISE CHARITABLE CONTRIBUTIONS TO PURCHASE AND INSTALL STAIR CHAIRS FOR DISABLED VETERANS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $412,546

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $412,546

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $370,858

Other Expenses $14,848

TOTAL EXPENSES $370,858

Year-over-Year Comparison

	2025	2024	Change
Revenue	$412,546	$387,012	+0.1%
Expenses	$370,858	$390,693	-0.1%
Net Income	$41,688	$-3,681	-12.3%

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

N/A

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

Total Directors

$819,553

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUGLAS KIRKWOOD	TRUSTEE	1.00	Director	$0	$87,671	$284,426
JOSEPH WILLIAMS	TRUSTEE	1.00	Director	$0	$67,040	$232,855
STEVE LAWSON	TRUSTEE	1.00	Director	$0	$0	$0
DAN KOREJKO	TRUSTEE	1.00	Director	$0	$0	$0
DAVE LARSON	TRUSTEE	1.00	Director	$0	$0	$0
JOHN KOCH	TRUSTEE	1.00	Director	$0	$91,711	$302,272

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	$412,546	$370,858	$158,771	$41,688
2024	No data	No data	No data	No data
2023	$400,476	$377,722	$76,386	$22,754
2022	$328,548	$291,629	$53,632	$36,919

ELEVATOR CONSTRUCTORS LOCAL 5 CHARITABLE FUND