CARPENTERS UNION LOCAL 1306 (EIN 454835136) - 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

2012

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

CARPENTERS UNION LOCAL 1306, founded in 2012, is a small nonprofit that reported $208K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $48K, a strong 23% operating margin.

Mission

REPRESENTING MEMBERS IN MATTERS OF COLLECTIVE BARGAINING.

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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 (2023)

Revenue Breakdown

Contributions & Grants $70,000

Program Service Revenue $132,248

Investment Income $2,962

Other Revenue $2,500

TOTAL REVENUE $207,710

Expense Breakdown

Grants Paid $17,650

Salaries & Benefits $4,820

Fundraising Expenses $0

Program Expenses $159,435

Other Expenses $109,881

TOTAL EXPENSES $159,435

Year-over-Year Comparison

	2023	2022	Change
Revenue	$207,710	$191,083	+0.1%
Expenses	$159,435	$211,310	-0.2%
Net Income	$48,275	$-20,227	-3.4%

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

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

$3,968

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL NAATZ	TRUSTEE	1.00	Officer	$763	$0	$763
ROB MEYERS	TREASURER	1.00	Officer	$763	$0	$763
JOE RUSSELL	VP	1.00	Officer	$702	$0	$702
CURTIS ROTH	REC SEC	1.00	Officer	$641	$0	$641
MITCH PECHA	WARDEN	1.00	Officer	$580	$0	$580
JON ZUERLEIN	CONDUCTOR	1.00	Officer	$519	$0	$519
JUAN ALVARADO	FINANCIAL SECRETARY	1.00	Officer	$0	$0	$0
JOE KIELION	PRESIDENT	1.00	Officer	$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	$207,710	$159,435	$179,963	$48,275

CARPENTERS UNION LOCAL 1306