COMMUNICATIONS WORKERS OF AMERICA LOCAL 4123 (EIN 342059118) - 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

2006

Legal Domicile

Principal Officer

ANDY KOZICKI

Phone

2483324013

Tax Period

2024-10-01 to 2025-09-30

COMMUNICATIONS WORKERS OF AMERICA LOCAL 4123, founded in 2006, is a small nonprofit that reported $222K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $197K left a modest 11% surplus.

Mission

PROMOTE LABOR UNION ORGANIZATION

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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 $185,982

Program Service Revenue $0

Investment Income $5,405

Other Revenue $30,792

TOTAL REVENUE $222,179

Expense Breakdown

Grants Paid $3,392

Salaries & Benefits $154,596

Fundraising Expenses $0

Other Expenses $34,214

TOTAL EXPENSES $197,202

Year-over-Year Comparison

	2024	2023	Change
Revenue	$222,179	$236,214	-0.1%
Expenses	$197,202	$187,971	+0.0%
Net Income	$24,977	$48,243	-0.5%

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

276

Independent Members

276

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

$109,100

Total Directors

$3,479

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIMBERLY GALLARDO	VICE PRESIDENT	40.00	Officer	$31,408	$0	$32,317
KYLE ARTIS	EXECUTIVE BOARD	20.00	Director	$1,988	$0	$3,363
PHIL HALLAM	PRESIDENT	20.00	Officer	$37,858	$0	$43,006
ANDREW KOXICKI	SECRETARY/TREASURER	20.00	Officer	$29,340	$0	$33,777
JOHN KOVALAK	EXECUTIVE BOARD	20.00	Director	$116	$0	$116

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	$222,179	$197,202	$426,697	$24,977
2024	$236,214	$187,971	$402,721	$48,243
2023	$209,587	$222,481	$355,478	$-12,894
2022	$175,561	$213,619	$374,943	$-38,058
2021	$412,008	$226,702	$422,551	$185,306
2020	$238,579	$228,770	$231,974	$9,809
2019	$295,350	$296,544	$222,375	$-1,194

COMMUNICATIONS WORKERS OF AMERICA LOCAL 4123