CARPENTERS BENEFIT SERVICES INC (EIN 822755974) - 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

2018

Legal Domicile

Phone

2155680430

Tax Period

2018-01-01 to 2018-12-31

CARPENTERS BENEFIT SERVICES INC, founded in 2018, is a small nonprofit that reported $465K in total revenue in fiscal year 2018.

Mission

TO PROVIDE PROFESSIONAL, STANDARDIZED, COST EFFECTIVE THIRD PARTY SERVICES TO THE NORTHEAST CARPENTERS FUNDS, PHILADELPHIA CARPENTERS FUNDS, MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS FUNDS & CARPENTERS OF LOCAL 491 FUNDS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $463,868

Investment Income $697

Other Revenue $0

TOTAL REVENUE $464,565

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $464,565

TOTAL EXPENSES $464,565

Year-over-Year Comparison

	2018	2017	Change
Revenue	$464,565	N/A	N/A
Expenses	$464,565	N/A	N/A
Net Income	$0	N/A	N/A

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

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
WILLIAM WATERKOTTE EFF 0518	Director	1.00	Director	$0	$0	$0
ROBERT TARBY EFF 0518	Director	1.00	Director	$0	$0	$0
THOMAS FLYNN EFF 0518	Director	1.00	Director	$0	$0	$0
WILLIAM SPROULE EFF 0518	Director	1.00	Director	$0	$0	$0
TODD HELFRICH	Director	1.00	Director	$0	$0	$0
GEORGE MALONEY	Director	1.00	Director	$0	$0	$0
BENJAMIN CONNORS	Director	1.00	Director	$0	$0	$0
TODD WEITZMAN	Director	1.00	Director	$0	$0	$0
JOHN BALLANTYNE THRU 0518	Director	1.00	Director	$0	$0	$0
DAVID HAINES THRU 0518	Director	1.00	Director	$0	$0	$0
ROBERT NAUGHTON THRU 0518	Director	1.00	Director	$0	$0	$0
TROY SINGLETON THRU 0518	Director	1.00	Director	$0	$0	$0
PETER TONIA	President	5.00	Officer	$0	$0	$0
JOSEPH OBUCHOWICZ	Secretary	1.00	Officer	$0	$0	$0
IAN RUEGG	Treasurer	1.00	Officer	$0	$0	$0
ROSE ANN HAINES	Vice President	1.00	Officer	$0	$0	$0
AILEEN WILLIAMS	Vice President	1.00	Officer	$0	$0	$0
RYAN SICA	DIR OF FINANCE	1.00	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
2018	$464,565	$464,565	$1,183,131	No data

CARPENTERS BENEFIT SERVICES INC