NORTHERN CALIFORNIA CARPENTERSTHOMAS A MORTON MEMORIAL SCHOLARSHIP FOUNDATION

EIN: 943139933 501(c)(3) Unknown

OAKLAND, CA

Total Revenue
$569,599
Total Expenses
$329,742
Total Assets
$4,177,826
Net Assets
$4,177,826
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1992
Legal Domicile
CA
Principal Officer
TIFFANY MERFELD
Phone
5104309706
Tax Period
2024-01-01 to 2024-12-31

NORTHERN CALIFORNIA CARPENTERSTHOMAS A MORTON MEMORIAL SCHOLARSHIP FOUNDATION, founded in 1992, is a small nonprofit in the Unknown sector that reported $570K in total revenue in fiscal year 2024. Revenue fell 34% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $240K, a strong 42% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS TO SONS AND DAUGHTERS OF CARPENTER MEMBERS OF LOCAL UNIONS IN THE 46 NORTHERN CALIFORNIA COUNTIES.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $421,344
Program Service Revenue $0
Investment Income $123,816
Other Revenue $24,439
TOTAL REVENUE $569,599

Expense Breakdown

Grants Paid $292,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $296,560
Other Expenses $37,742
TOTAL EXPENSES $329,742

Year-over-Year Comparison

2024 2023 Change
Revenue $569,599 $858,949 -0.3%
Expenses $329,742 $557,229 -0.4%
Net Income $239,857 $301,720 -0.2%
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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Governance

Voting Members
11
Independent Members
4
Employees
N/A
Volunteers
4

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
2
$324,042
Total Directors
12
$2,200,585
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jay Bradshaw Director 0.1
Director
$0 $141,066 $482,671
Jacob Adiarte Director 0.1
Director
$0 $109,586 $330,789
John Belperio Director 0.1
Director
$0 $109,586 $329,667
Sean Hebard Director 0.1
Director
$0 $109,286 $328,092
Tiffany Merfeld Treasurer 0.1
Officer Director
$0 $109,286 $324,042
Martin Espinoza Jr Director, eff. 2/21/2024 0.1
Director
$0 $108,250 $323,426
Edward Gable Director, TERM. 2/21/2024 0.1
Director
$0 $20,478 $66,685
Phyllis Clima Director 0.1
Director
$0 $0 $15,213
Brian T Morton President 0.1
Officer Director
$0 $0 $0
Larry Pace Director 0.1
Director
$0 $0 $0
Chris Pedroza Director 0.1
Director
$0 $0 $0
Blythe Mickelson Director 0.1
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 $569,599 $329,742 $4,177,826 $239,857
2023 $858,949 $557,229 $3,937,969 $301,720
2022 $585,547 $270,641 $3,636,249 $314,906
2021 $960,225 $334,699 $3,321,343 $625,526
2020 $331,995 $377,333 $2,695,817 $-45,338
2019 $637,309 $322,576 $2,741,155 $314,733
2018 $572,529 $317,009 $2,426,422 $255,520
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