COMMUNICATION WORKERS OF AMERICA LOCAL 87140 (EIN 410588415) - 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

1950

Legal Domicile

Principal Officer

HOWARD TERRY

Phone

9524869750

Tax Period

2023-10-01 to 2024-09-30

COMMUNICATION WORKERS OF AMERICA LOCAL 87140, founded in 1950, is a small nonprofit that reported $317K in total revenue in fiscal year 2023. Expenses of $292K left a modest 8% surplus.

Mission

ORGANIZATION AND REPRESENTATION OF ITS UNION MEMBERS.

🔒

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 $0

Program Service Revenue $316,535

Investment Income $636

Other Revenue $0

TOTAL REVENUE $317,171

Expense Breakdown

Grants Paid $78

Salaries & Benefits $210,275

Fundraising Expenses $0

Other Expenses $81,859

TOTAL EXPENSES $292,212

Year-over-Year Comparison

	2023	2022	Change
Revenue	$317,171	$327,898	0.0%
Expenses	$292,212	$250,955	+0.2%
Net Income	$24,959	$76,943	-0.7%

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

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

$124,436

Total Directors

$129,415

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOWARD TERRY	PRESIDENT	40.00	Officer Director	$76,358	$44,814	$121,172
JIM GRUBER	VICE PRESIDENT	6.00	Officer Director	$803	$0	$803
JARED BICKNER	FINANCIAL SECRETARY	6.00	Officer Director	$1,861	$0	$1,861
BILLY CAMPBELL	SECRETARY	6.00	Officer Director	$0	$0	$0
STEVE VINE	TRUSTEE	6.00	Director	$146	$0	$146
MIKE LUNDGREN	TRUSTEE	6.00	Director	$533	$0	$533
PATRICK KELLER	SHOP CHAIR	6.00	Director	$833	$0	$833
ROBERT CRAWFORD	SHOP CHAIR	6.00	Director	$29	$0	$29
HOLLY ROMERO	SHOP CHAIR	6.00	Director	$0	$0	$0
RYAN TOBIN	SHOP CHAIR	6.00	Director	$0	$0	$0
AARON BOLSER	SHOP CHAIR	6.00	Director	$0	$0	$0
TOM ANDERSON	SHOP CHAIR	6.00	Director	$0	$0	$0
DUAYNE DIDLING	SHOP CHAIR	6.00	Director	$733	$0	$733
ROB GUTTZKE	SHOP CHAIR	6.00	Director	$0	$0	$0
TRAVIS BRUEGGEMAN	SHOPE CHAIR	6.00	Director	$1,477	$0	$1,477
JOE BIRKHOLTZ	SHOP CHAIR	6.00	Director	$0	$0	$0
JEFF GOPLEN	VICE PRESIDENT	6.00	Officer Director	$600	$0	$600
CHRISTAL HAYS	TRUSTEE	6.00	Director	$170	$0	$170
JILL ROY	TRUSTEE	6.00	Director	$168	$0	$168
DANIEL KURZ	SHOP CHAIR	6.00	Director	$890	$0	$890
BRIAN COBIN	SHOP CHAIR	6.00	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	$317,171	$292,212	$836,101	$24,959
2023	$327,898	$250,955	$811,142	$76,943
2022	$272,709	$273,825	$734,199	$-1,116
2021	$382,629	$249,689	$735,315	$132,940
2020	$242,193	$209,137	$602,375	$33,056
2019	$235,441	$246,742	$569,319	$-11,301

COMMUNICATION WORKERS OF AMERICA LOCAL 87140