ELEVATOR CONSTRUCTORS LOCAL 5 CHARITABLE FUND (EIN 277090057) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

JOSEPH WILLIAMS

Phone

2156762555

Tax Period

2023-01-01 to 2023-12-31

ELEVATOR CONSTRUCTORS LOCAL 5 CHARITABLE FUND, founded in 2011, is a small nonprofit in the Health Care sector that reported $400K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $378K left a modest 6% surplus.

Mission

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

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $398,161

Program Service Revenue $0

Investment Income $515

Other Revenue $1,800

TOTAL REVENUE $400,476

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $377,722

Other Expenses $21,593

TOTAL EXPENSES $377,722

Year-over-Year Comparison

	2023	2022	Change
Revenue	$400,476	$328,548	+0.2%
Expenses	$377,722	$291,629	+0.3%
Net Income	$22,754	$36,919	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$572,605

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN CICHON	TRUSTEE	1.00	Director	$0	$84,799	$263,006
JOSEPH WILLIAMS	TRUSTEE	1.00	Director	$0	$96,558	$309,599
JOHN LAVELLE	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

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	$400,476	$377,722	$76,386	$22,754
2022	$328,548	$291,629	$53,632	$36,919

ELEVATOR CONSTRUCTORS LOCAL 5 CHARITABLE FUND