CARPENTERS WORK PRESERVATION COMM TR FND (EIN 943018622) - 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

1987

Legal Domicile

Phone

9259300353

Tax Period

2024-01-01 to 2024-12-31

CARPENTERS WORK PRESERVATION COMM TR FND, founded in 1987, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Net assets of $11.6M represent 87 months of operating reserves.

Mission

INDUSTRY LABOR RELATIONS

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,313,705

Investment Income $295,450

Other Revenue $0

TOTAL REVENUE $1,609,155

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,764,256

TOTAL EXPENSES $1,764,256

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,609,155	$1,843,649	-0.1%
Expenses	$1,764,256	$1,863,520	-0.1%
Net Income	$-155,101	$-19,871	+6.8%

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
CHRIS PEDROZA	Trustee	1.00	Director	$0	$0	$0
MICHAEL W WALTON	SECRETARY	7.00	Officer Director	$0	$0	$0
LARRY NIBBI	Chairman	1.00	Director	$0	$0	$0
GERALD D OVERAA	TRUSTEE	1.00	Director	$0	$0	$0
BLAIR ALIISON	Trustee	1.00	Director	$0	$0	$0
JAY BRADSHAW	Chairman	1.00	Director	$0	$0	$0
MARTIN ESPINOZA	Trustee	1.00	Director	$0	$0	$0
SEAN HEBARD	Trustee	1.00	Director	$0	$0	$0
DAVID LEE	TRUSTEE	1.00	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
2024	$1,609,155	$1,764,256	$11,630,442	$-155,101
2023	$1,843,649	$1,863,520	$10,858,180	$-19,871
2022	$1,511,316	$1,457,188	$9,783,147	$54,128
2021	$2,022,133	$1,290,173	$11,173,344	$731,960
2020	$1,736,933	$1,400,650	$10,199,991	$336,283
2019	$2,507,243	$1,633,097	$9,202,140	$874,146
2018	$2,020,369	$1,674,439	$8,035,861	$345,930

CARPENTERS WORK PRESERVATION COMM TR FND