International Brotherhood of 657 TCWH (EIN 740901477) - 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

1937

Legal Domicile

Principal Officer

Frank Perkins

Phone

2105902013

Tax Period

2023-01-01 to 2023-12-31

International Brotherhood of 657 TCWH, founded in 1937, is a community nonprofit that reported $4.6M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $842K, a strong 18% operating margin.

Mission

To organize all workers and to secure improved wages, hours, working condition and other economic advantages through organization, negotiations and 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 $0

Program Service Revenue $4,495,075

Investment Income $138,290

Other Revenue $0

TOTAL REVENUE $4,633,365

Expense Breakdown

Grants Paid $12,000

Salaries & Benefits $1,818,530

Fundraising Expenses $0

Other Expenses $1,873,533

TOTAL EXPENSES $3,791,120

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,633,365	$4,275,281	+0.1%
Expenses	$3,791,120	$3,615,735	+0.0%
Net Income	$842,245	$659,546	+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

108

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

$219,269

Total Directors

$666,389

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Frank Perkins	President	40.00	Officer Director	$168,174	$51,095	$219,269
Joel M Escobedo	Business Agent	40.00		$135,029	$51,095	$186,124
Jorge Martinez	Business Agent	40.00		$131,749	$51,095	$182,844
Ramon Gonzalez	Business Agent	40.00		$131,599	$51,095	$182,694
Symon Voss	Trustee	40.00	Director	$130,603	$51,095	$181,698
Paul Gaitan	Business Agent	40.00		$125,495	$51,095	$176,590
Kelly Jenkins	Vice President	40.00	Director	$121,703	$50,273	$171,976
Mary Lou Chavez	Sec Treasurer	2.00	Director	$39,894	$0	$45,768
Charles Jones	Trustee	2.00	Director	$19,180	$0	$19,180
Jesus Villarreal	Rec Secretary	2.00	Director	$18,286	$0	$18,286
Jose Valdez	Trustee	2.00	Director	$10,212	$0	$10,212

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	$4,633,365	$3,791,120	$5,155,142	$842,245
2022	$4,275,281	$3,615,735	$4,309,674	$659,546
2021	$3,924,271	$3,179,714	$3,650,042	$744,557
2020	$3,813,234	$3,234,973	$2,905,456	$578,261
2019	$3,431,068	$3,032,892	$2,327,073	$398,176
2018	$3,066,217	$2,790,885	$1,929,534	$275,332

International Brotherhood of 657 TCWH