BAKERY CONFECTIONERY TOBACCO WORK & GRAIN MILLERS INT UNION 111 (EIN 751215844) - 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

1904

Legal Domicile

Principal Officer

DAVID D MENEFEE

Phone

6822249475

Tax Period

2024-01-01 to 2024-12-31

BAKERY CONFECTIONERY TOBACCO WORK & GRAIN MILLERS INT UNION 111, founded in 1904, is a small nonprofit that reported $332K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $311K left a modest 6% surplus.

Mission

ORGANIZE WORKERS AND REPRESENT UNION MEMBERS.

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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 $324,909

Program Service Revenue $0

Investment Income $7,047

Other Revenue $0

TOTAL REVENUE $331,956

Expense Breakdown

Grants Paid $0

Salaries & Benefits $127,618

Fundraising Expenses $0

Other Expenses $183,508

TOTAL EXPENSES $311,126

Year-over-Year Comparison

	2024	2023	Change
Revenue	$331,956	$301,904	+0.1%
Expenses	$311,126	$310,228	+0.0%
Net Income	$20,830	$-8,324	-3.5%

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

$73,222

Total Directors

$3,085

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID D MENEFEE	BUSINESS AGE	40.00	Officer	$63,748	$0	$63,748
RONALD THOMPSON	PRESIDENT	2.00	Officer	$1,668	$0	$1,668
MARTHA A KIBLINGER	VICE-PRESIDE	2.00	Officer	$3,798	$0	$3,798
MARIA ALFARO	EXECUTIVE BO	2.00	Officer	$1,380	$0	$1,380
KELVIN BROWN	TRUSTEE	2.00	Director	$1,835	$0	$1,835
ANITA STERLING	SECRETARY	2.00	Officer	$1,455	$0	$1,455
EDWIN V SAMPSON	TRUSTEE	2.00	Director	$625	$0	$625
ANTHONY JACKSON	EXECUTIVE BO	2.00	Officer	$673	$0	$673
FERNANDO GARCIA	TRUSTEE	2.00	Director	$625	$0	$625
JEROME CRAWFORD	EXECUTIVE BO	2.00	Officer	$375	$0	$375
MOSES GARCIA	EXECUTIVE BO	2.00	Officer	$125	$0	$125

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	$331,956	$311,126	$419,957	$20,830
2023	$301,904	$310,228	$398,976	$-8,324
2022	$308,448	$316,052	$407,145	$-7,604
2021	$315,227	$300,421	$415,193	$14,806
2020	$318,532	$260,575	$399,862	$57,957

BAKERY CONFECTIONERY TOBACCO WORK & GRAIN MILLERS INT UNION 111