NORTHERN CALIFORNIA CARPENTERS RELIEF FUND (EIN 823351432) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

STEVE GRANNIS

Phone

5105684788

Tax Period

2019-11-01 to 2020-10-31

NORTHERN CALIFORNIA CARPENTERS RELIEF FUND, founded in 2017, is a community nonprofit in the Human Services sector that reported $5.1M in total revenue in fiscal year 2019. Revenue surged 1143% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.9M, a strong 38% operating margin.

Mission

THE PRIMARY OBJECTIVE AND PURPOSE OF THIS CORPORATION SHALL BE TO PROVIDE EMERGENCY RELIEF ASSISTANCE TO MEMBERS OF A LOCAL UNION AFFILIATED WITH THE CARPENTERS 46 NORTHERN CALIFORNIA COUNTIES CONFERENCE BOARD.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $5,101,031

Program Service Revenue $0

Investment Income $1,895

Other Revenue $0

TOTAL REVENUE $5,102,926

Expense Breakdown

Grants Paid $3,150,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,183,867

Other Expenses $33,867

TOTAL EXPENSES $3,183,867

Year-over-Year Comparison

	2019	2018	Change
Revenue	$5,102,926	$410,643	+11.4%
Expenses	$3,183,867	$225,549	+13.1%
Net Income	$1,919,059	$185,094	+9.4%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
AUGIE BELTRAN	PRESIDENT	0.10	Officer Director	$0	$0	$0
STEVE GRANNIS	TREASURER	1.00	Officer Director	$0	$0	$0
ROBERT ALVARADO	SECRETARY	0.10	Officer Director	$0	$0	$0
CURTIS KELLY	DIRECTOR	0.10	Director	$0	$0	$0
JIM SMITH	DIRECTOR	0.10	Director	$0	$0	$0
ROBERT BALDINI	DIRECTOR	0.10	Director	$0	$0	$0
DAN MCCULLOCH	DIRECTOR	0.10	Director	$0	$0	$0
MICHAEL ESPARZA	DIRECTOR	0.10	Director	$0	$0	$0
JIM HALLORAN	DIRECTOR	0.10	Director	$0	$0	$0
JAY BRADSHAW	DIRECTOR	0.10	Director	$0	$0	$0
TIM LITTON	DIRECTOR	0.10	Director	$0	$0	$0
APRIL GUSTAVUS	DIRECTOR	0.10	Director	$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
2020	$5,102,926	$3,183,867	$2,303,475	$1,919,059
2019	$410,643	$225,549	$384,416	$185,094
2018	$300,632	$101,310	$199,322	$199,322

NORTHERN CALIFORNIA CARPENTERS RELIEF FUND