CARPENTERS LOCAL UNION (EIN 580469516) - 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

Legal Domicile

Principal Officer

DANIEL MORRIS JR

Phone

7067224445

Tax Period

2023-07-01 to 2024-06-30

CARPENTERS LOCAL UNION is a small nonprofit that reported $384K in total revenue in fiscal year 2023. Expenses of $429K exceeded revenue, resulting in a 12% operating deficit.

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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $256,910

Investment Income $122,962

Other Revenue $3,932

TOTAL REVENUE $383,804

Expense Breakdown

Grants Paid $0

Salaries & Benefits $96,663

Fundraising Expenses $0

Other Expenses $332,763

TOTAL EXPENSES $429,426

Year-over-Year Comparison

	2023	2022	Change
Revenue	$383,804	$395,160	0.0%
Expenses	$429,426	$380,439	+0.1%
Net Income	$-45,622	$14,721	-4.1%

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

$4,389

Total Directors

$855

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL MORRIS JR	FIN SEC/TREA	1.00	Officer	$900	$0	$900
CHARLES HODGE	PRESIDENT	1.00	Officer	$720	$0	$720
JACOB PATTERSON	TRUSTEE	1.00	Director	$540	$0	$540
ARLON CLOER	TRUSTEE	1.00	Officer	$540	$0	$540
MICHAEL BURNS	TRUSTEE	1.00	Officer	$537	$0	$537
MATTHEW JONES	VICE PRESIDE	1.00	Officer	$450	$0	$450
KEVIN MABLI	CONDUCTOR	1.00	Officer	$450	$0	$450
GRAHAM YOCH	WARDEN	1.00	Officer	$447	$0	$447
ANTHONY CRISCIONE	TRUSTEE	1.00	Director	$315	$0	$315
CLINTON HARRIS	TRUSTEE	1.00	Officer	$225	$0	$225
CODY SCHMIDT	RECORDING SE	1.00	Officer	$120	$0	$120
DAN APPLEGATE	REC SECRETAR	N/A	Officer	$0	$0	$0
ADAM BLEDSOE	TRUSTEE	N/A	Officer	$0	$0	$0
BRIAN CARTER	TRUSTEE	N/A	Officer	$0	$0	$0
DAVE GOODWIN	TRUSTEE	N/A	Officer	$0	$0	$0
JASON MCCORKLE	TRUSTEE	N/A	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
2025	No data	No data	No data	No data
2024	$383,804	$429,426	$2,011,197	$-45,622
2023	$395,160	$380,439	$2,056,819	$14,721
2022	$458,974	$449,269	$2,042,098	$9,705
2021	$576,749	$387,225	$2,032,393	$189,524
2020	$537,218	$406,647	$1,842,869	$130,571
2019	$582,107	$352,319	$1,712,298	$229,788

CARPENTERS LOCAL UNION