CARPENTERS LOCAL 318 (EIN 900673625) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

CHARLES J SCHUELLY

Tax Period

2023-07-01 to 2024-06-30

CARPENTERS LOCAL 318, founded in 2011, is a small nonprofit that reported $303K in total revenue in fiscal year 2018. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $83K, a strong 27% operating margin.

Mission

TO PROVIDE REPRESENTATION AND TRAINING FOR MEMBERS ENGAGED IN THE CARPENTRY TRADE IN AREAS OF WAGES, BENEFITS, WORKING CONDITIONS AND GRIEVANCES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $186,158

Program Service Revenue $0

Investment Income $10,019

Other Revenue $0

TOTAL REVENUE $196,177

Expense Breakdown

Grants Paid $0

Salaries & Benefits $91,940

Fundraising Expenses $0

Program Expenses $220,198

Other Expenses $128,258

TOTAL EXPENSES $220,198

Year-over-Year Comparison

	2023	2022	Change
Revenue	$196,177	$227,137	-0.1%
Expenses	$220,198	$214,720	+0.0%
Net Income	$-24,021	$12,417	-2.9%

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

$4,701

Total Directors

$1,036

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RALPH MADDOX	VICE-PRESIDENTTREASURER	2.00	Officer	$1,653	$0	$1,653
JESSALYN M TAYLOR	VICE-PRESIDENT	2.00	Officer	$1,509	$0	$1,509
HERMAN DUNN	TRUSTEE	2.00	Director	$869	$0	$869
CODY DAY	PRESIDENT	2.00	Officer	$778	$0	$778
RODNEY ANTHONY	PAST PRESIDENT	2.00	Officer	$560	$0	$560
CHARLES J SCHUELLY	FINANCIAL SECRETARY	40.00	Officer	$201	$0	$201
ADAM MCCURRY	TRUSTEE	2.00	Director	$167	$0	$167
CHQUANN PETTAWAY	RECORDING SECRETARY	2.00	Director	$0	$0	$0
SHAUNTA ADAMS	CONDUCTOR	2.00	Director	$0	$0	$0
TRAVIS MILLER	TRUSTEE	2.00	Director	$0	$0	$0
SILVESTRE RODRIGUEZ	WARDEN	2.00	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
2025	No data	No data	No data	No data
2024	$196,177	$220,198	$419,228	$-24,021
2023	$227,137	$214,720	$442,581	$12,417
2022	$237,356	$200,940	$430,376	$36,416
2021	$242,650	$205,915	$395,315	$36,735
2020	$297,200	$229,296	$359,085	$67,904
2019	$303,266	$219,872	$292,518	$83,394

CARPENTERS LOCAL 318