CARPENTERS LOCAL UNION 429 (EIN 752151105) - 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

1987

Legal Domicile

Principal Officer

SHAWN WALKER

Phone

8177840429

Tax Period

2024-07-01 to 2025-06-30

CARPENTERS LOCAL UNION 429, founded in 1987, is a small nonprofit that reported $387K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Net assets of $1.2M represent 36 months of operating reserves.

Mission

PROVIDE REPRESENTATION FOR MEMBERS OF THE ORGANIZATION.

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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 $0

Program Service Revenue $321,326

Investment Income $55,969

Other Revenue $9,928

TOTAL REVENUE $387,223

Expense Breakdown

Grants Paid $0

Salaries & Benefits $156,988

Fundraising Expenses $0

Other Expenses $219,755

TOTAL EXPENSES $376,743

Year-over-Year Comparison

	2024	2023	Change
Revenue	$387,223	$342,888	+0.1%
Expenses	$376,743	$337,582	+0.1%
Net Income	$10,480	$5,306	+1.0%

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

$350

Total Directors

$1,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
IVAN BANUELOS	TRUSTEE	1.00	Director	$400	$0	$400
KAMAR BARRET	TRUSTEE	1.00	Director	$350	$0	$350
EDUARDO MARTINEZ	TRUSTEE	1.00	Director	$500	$0	$500
ISRAEL ORTIZ	PRESIDENT	1.00	Officer	$0	$0	$0
ALEX ORNELAS	VICE PRESIDENT	1.00	Officer	$0	$0	$0
DEANDRE FLOYD	RECORDING SECRETARY	1.00	Officer	$0	$0	$0
SHAWN WALKER	FINANCIAL SECRETARY/TREASURER	1.00	Officer	$0	$0	$0
MARTIN LABASTIDA	CONDUCTOR	1.00	Officer	$350	$0	$350

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	$387,223	$376,743	$1,184,537	$10,480
2024	$342,888	$337,582	$1,200,177	$5,306
2023	$278,766	$306,926	$1,194,477	$-28,160
2022	$299,490	$381,963	$1,180,538	$-82,473
2021	$257,857	$287,656	$1,392,827	$-29,799
2020	$258,721	$228,791	$1,342,391	$29,930
2019	$366,528	$229,009	$1,338,736	$137,519

CARPENTERS LOCAL UNION 429