COMMUNICATION WORKERS LOCAL 4009 AFL-CIO (EIN 381971935) - 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

1968

Legal Domicile

Phone

2485594545

Tax Period

2024-10-01 to 2025-09-30

COMMUNICATION WORKERS LOCAL 4009 AFL-CIO, founded in 1968, is a small nonprofit that reported $351K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. Net assets of $4.4M represent 150 months of operating reserves.

Mission

COLLECTIVE BARGAINING, MEETINGS, EDUCATION, COMMUNICATION, ORGANZING, COMMUNITY ACTION, ADMINISTRATION OF THE ORGANIZATION, MAINTENANCE OF ITS PROPERTIES AND ASSETS, DELIVERY OF BENEFITS TO MEMBERS,FRATERNAL AND SOCIAL ACTIVITES AND RELATED ACTIVITIES WHICH FURTHER THE MEMBERSHIP

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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 $279,143

Investment Income $69,403

Other Revenue $2,590

TOTAL REVENUE $351,136

Expense Breakdown

Grants Paid $0

Salaries & Benefits $241,570

Fundraising Expenses $0

Program Expenses $368,050

Other Expenses $120,912

TOTAL EXPENSES $368,050

Year-over-Year Comparison

	2024	2023	Change
Revenue	$351,136	$459,885	-0.2%
Expenses	$368,050	$348,156	+0.1%
Net Income	$-16,914	$111,729	-1.2%

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

$188,799

Total Directors

$20,563

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES SIMONS	PRESIDENT	40.00	Officer	$76,649	$0	$76,649
SHAWN BANKS	EXECUTIVE VICE PRESIDENT	40.00	Officer	$61,256	$0	$61,256
DONNA HOFFA	SECRETARY-TREASURER	40.00	Officer	$50,894	$0	$50,894
CHRISTOPHER HARDY	DIRECTOR	4.00	Director	$8,724	$0	$8,724
THERESA ALLEN-HALL	DIRECTOR	4.00	Director	$7,583	$0	$7,583
PHIL MALEY	DIRECTOR	4.00	Director	$4,256	$0	$4,256
ERICK ADAMS	DIRECTOR	4.00		$1,333	$0	$1,333
FRACOSIE GOODWIN	DIRECTOR	4.00		$100	$0	$100

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	$351,136	$368,050	$4,406,112	$-16,914
2024	$459,885	$348,156	$4,276,020	$111,729
2023	$403,869	$369,027	$4,037,842	$34,842
2022	$398,469	$359,601	$4,008,973	$38,868
2021	$412,193	$360,863	$4,144,401	$51,330
2020	$489,416	$379,553	$4,139,065	$109,863
2019	$490,004	$365,249	$4,030,070	$124,755
2018	$386,257	$375,694	$3,904,910	$10,563

COMMUNICATION WORKERS LOCAL 4009 AFL-CIO