LOCAL NO 5 COMMUNICATIONS AND PRODUCTIVITY FUND (EIN 521582315) - 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

1986

Legal Domicile

Principal Officer

TERRIEA SMALLS

Phone

3018897861

Tax Period

2023-01-01 to 2023-12-31

LOCAL NO 5 COMMUNICATIONS AND PRODUCTIVITY FUND, founded in 1986, is a small nonprofit that reported $624K in total revenue in fiscal year 2023. Revenue surged 82% from the prior year, signaling strong growth momentum. Expenses of $573K left a modest 8% surplus.

Mission

ENRICH AWARENESS IN THE UNION CAUSE AND SEAL OF EXCELLENCE.

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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 $0

Program Service Revenue $570,313

Investment Income $49,468

Other Revenue $3,755

TOTAL REVENUE $623,536

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $528,377

Other Expenses $573,250

TOTAL EXPENSES $573,250

Year-over-Year Comparison

	2023	2022	Change
Revenue	$623,536	$342,604	+0.8%
Expenses	$573,250	$264,800	+1.2%
Net Income	$50,286	$77,804	-0.4%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS BELLO	TRUSTEE	2.00	Director	$0	$0	$0
TERRIEA SMALLS	TRUSTEE	2.00	Director	$0	$0	$0
JULIUS WRIGHT	TRUSTEE	2.00	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	No data	No data	No data	No data
2023	$623,536	$573,250	$1,183,258	$50,286
2022	$342,604	$264,800	$1,103,557	$77,804
2021	$227,903	$151,082	$1,079,747	$76,821
2020	$210,038	$107,145	$1,002,926	$102,893
2019	$305,688	$213,686	$900,033	$92,002
2018	$397,688	$295,434	$808,031	$102,254

LOCAL NO 5 COMMUNICATIONS AND PRODUCTIVITY FUND