CARPENTERS LOCAL UNION NO 136 (EIN 452530215) - 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

2011

Legal Domicile

Phone

5135392759

Tax Period

2024-07-01 to 2025-06-30

CARPENTERS LOCAL UNION NO 136, founded in 2011, is a small nonprofit in the Employment sector that reported $328K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $302K left a modest 8% surplus.

Mission

LABOR UNION

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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 $314,713

Investment Income $12,113

Other Revenue $1,000

TOTAL REVENUE $327,826

Expense Breakdown

Grants Paid $0

Salaries & Benefits $35,979

Fundraising Expenses $0

Program Expenses $134,868

Other Expenses $265,714

TOTAL EXPENSES $301,693

Year-over-Year Comparison

	2024	2023	Change
Revenue	$327,826	$297,889	+0.1%
Expenses	$301,693	$262,659	+0.1%
Net Income	$26,133	$35,230	-0.3%

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

$18,081

Total Directors

$15,156

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
AARON SCOTT	TRUSTEE	Director	$4,077	$0	$4,077
BRIAN HOOPS	TRUSTEE	Director	$4,077	$0	$4,077
JOSEPH TRAVIS	PRESIDENT	Officer	$4,077	$0	$4,077
KEITH STARRETT	VICE PRESIDENT	Officer	$4,077	$0	$4,077
DENNIS FUNK	FINANCIAL SECRETARY	Officer	$4,077	$0	$4,077
GREGG METZ	TRUSTEE	Director	$2,925	$0	$2,925
JOSEPH A PITTMAN II	TREASURER	Officer	$2,925	$0	$2,925
ALAN HIBBARD	RECORDING SECRETARY	Officer	$2,925	$0	$2,925
JOHN DILLON	DELEGATE	Director	$1,702	$0	$1,702
JOHN LAWSON	WARDEN	Director	$1,475	$0	$1,475
TRENT WEAVER	CONDUCTOR	Director	$900	$0	$900

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	$327,826	$301,693	$637,423	$26,133
2024	$297,889	$262,659	$603,302	$35,230
2023	$273,050	$248,552	$569,012	$24,498
2022	$289,306	$262,213	$543,972	$27,093
2021	$275,605	$239,561	$516,919	$36,044
2020	$328,638	$249,336	$480,848	$79,302
2019	$263,636	$261,208	$401,410	$2,428

CARPENTERS LOCAL UNION NO 136