CARPENTERS LOCAL UNION 909

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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

Principal Officer

ORLANDO GARCIA

Phone

9098872524

Tax Period

2024-07-01 to 2025-06-30

CARPENTERS LOCAL UNION 909, founded in 2018, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $1.6M left a modest 7% surplus.

Mission

TO PROMOTE OR ESTABLISH APPROPRIATE WAGES, FRINGE BENEFITS, TRAINING, HOURS OF EMPLOYMENT AND WORKING CONDITIONS OF ITS MEMBERSHIP.

Program Service Accomplishments

Program 1

TO PROMOTE OR ESTABLISH APPROPRIATE WAGES, FRINGE BENEFITS, TRAINING, HOURS OF EMPLOYMENT AND WORKING CONDITIONS OF ITS MEMBERSHIP.

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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 $1,594,363

Program Service Revenue $63,203

Investment Income $0

Other Revenue $63,349

TOTAL REVENUE $1,720,915

Expense Breakdown

Grants Paid $0

Salaries & Benefits $237,166

Fundraising Expenses $0

Other Expenses $1,370,075

TOTAL EXPENSES $1,607,241

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,720,915	$1,500,569	+0.1%
Expenses	$1,607,241	$1,684,747	0.0%
Net Income	$113,674	$-184,178	-1.6%

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

$41,892

Total Directors

$21,402

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACOB KLEESPIES	PRESIDENT	2.00	Officer	$7,284	$0	$7,284
ANGEL ESPARZA	VICE PRESIDE	2.00	Officer	$6,834	$0	$6,834
JUAN OLMEDO	RECORDING SE	2.00	Officer	$7,746	$0	$7,746
ORLANDO GARCIA	FINANCIAL SE	2.00	Officer	$7,284	$0	$7,284
SEAN HARTFANFT	CONDUCTOR	2.00	Officer	$5,460	$0	$5,460
MIKE MADRID	WARDEN	2.00	Officer	$7,284	$0	$7,284
JEFFERY SCOTT	TRUSTEE	2.00	Director	$6,834	$0	$6,834
DELSHAWN MCCLELLON	TRUSTEE	2.00	Director	$7,284	$0	$7,284
LEO PADILLA	TRUSTEE	2.00	Director	$7,284	$0	$7,284

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	$1,720,915	$1,607,241	$309,670	$113,674
2024	$1,500,569	$1,684,747	$196,315	$-184,178
2023	$1,539,229	$1,494,990	$380,331	$44,239
2022	$1,505,659	$1,481,016	$336,245	$24,643
2021	$1,476,541	$1,553,953	$248,596	$-77,412
2020	$1,365,877	$1,152,209	$326,008	$213,668