CPTFNC Funding Corporation

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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

2005

Legal Domicile

Principal Officer

Scott Darling

Phone

2132335700

Tax Period

2024-09-01 to 2025-08-31

CPTFNC Funding Corporation, founded in 2005, is a community nonprofit in the Mutual Benefit sector that reported $1.8M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $1.6M, a strong 88% operating margin.

Mission

Title Holding Company for promissory notes secured by real estate.

Program Service Accomplishments

Program 1

The organization holds title to promissory notes secured by real estate for an exempt organization (Carpenters Pension Trust Fund for Northern California) and collects income, pays expenses and...

The organization holds title to promissory notes secured by real estate for an exempt organization (Carpenters Pension Trust Fund for Northern California) and collects income, pays expenses and submits the excess of income over expenses to the exempt 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 $0

Program Service Revenue $0

Investment Income $1,515,780

Other Revenue $321,820

TOTAL REVENUE $1,837,600

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $213,898

TOTAL EXPENSES $213,898

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,837,600	$2,208,335	-0.2%
Expenses	$213,898	$345,442	-0.4%
Net Income	$1,623,702	$1,862,893	-0.1%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stanley L Iezman	Chairman & CEO	1.00	Officer Director	$0	$0	$0
Kirk Helgeson	President & Secretary	1.00	Officer Director	$0	$0	$0
Scott Darling	Executive Vice President	1.00	Officer 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
2025	$1,837,600	$213,898	$35,513,623	$1,623,702
2024	$2,208,335	$345,442	$36,427,276	$1,862,893
2023	$1,957,518	$188,136	$35,239,564	$1,769,382
2022	$1,657,242	$171,374	$33,044,945	$1,485,868
2021	$1,171,898	$108,953	$24,678,561	$1,062,945
2020	$797,236	$82,785	$18,577,988	$714,451
2019	$77,211	$16,025	$5,393,844	$61,186
2018	No data	$9,112	$25,838	No data