CALIFORNIA FIELD IRONWORKERS LABOR MANAGEMENT COOPERATIVE TRUST FUND (EIN 943168117) - Form 990 Financial Analysis & Trantor Score

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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

1981

Legal Domicile

Principal Officer

GREG MC CLELLAND

Phone

9167849118

Tax Period

2024-06-01 to 2025-05-31

CALIFORNIA FIELD IRONWORKERS LABOR MANAGEMENT COOPERATIVE TRUST FUND, founded in 1981, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. The organization ran a surplus of $257K, a strong 17% operating margin.

Mission

TO PROMOTE RELATIONS BETWEEN MANAGEMENT AND LABOR

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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 $0

Program Service Revenue $1,447,585

Investment Income $34,315

Other Revenue $0

TOTAL REVENUE $1,481,900

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,220,451

Other Expenses $1,225,393

TOTAL EXPENSES $1,225,393

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,481,900	$1,531,952	0.0%
Expenses	$1,225,393	$1,517,026	-0.2%
Net Income	$256,507	$14,926	+16.2%

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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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
FRANKIE JIMENEZ	Trustee	1.00	Director	$0	$0	$0
JESS CASTANEDA	Trustee	1.00	Director	$0	$0	$0
KARL PINEO	Trustee	1.00	Director	$0	$0	$0
RICH BARBOUR	Trustee	1.00	Director	$0	$0	$0
CHARLES KREBS	Trustee	1.00	Director	$0	$0	$0
CHARLIE HERNANDEZ	Trustee	1.00	Director	$0	$0	$0
DAVE MCEUEN	Trustee	1.00	Director	$0	$0	$0
DAVID OSBORNE	Trustee	1.00	Director	$0	$0	$0
KEITH HARKEY	Trustee	1.00	Director	$0	$0	$0
DYLAN OLSON	Trustee	1.00	Director	$0	$0	$0
DAN WELSH	Trustee	1.00	Director	$0	$0	$0
BEAU COLEMAN	Trustee	1.00	Director	$0	$0	$0
JASON SANGSTER	Trustee	1.00	Director	$0	$0	$0
DENNIS ANDERSEN	Trustee	1.00	Director	$0	$0	$0
JASON GALLIA	Trustee	1.00	Director	$0	$0	$0
BRYAN MATTHEWS	Trustee	1.00	Director	$0	$0	$0
CHRIS STOWERS	Trustee	1.00	Director	$0	$0	$0
DAVID PERKINS	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
2025	$1,481,900	$1,225,393	$904,904	$256,507
2024	$1,531,952	$1,517,026	$648,397	$14,926
2023	$1,734,855	$1,619,466	$633,471	$115,389
2022	$1,444,150	$1,486,521	$518,082	$-42,371
2021	$1,527,435	$1,528,440	$560,453	$-1,005
2020	$1,766,812	$1,701,901	$561,458	$64,911
2019	$1,676,728	$1,711,661	$496,547	$-34,933

CALIFORNIA FIELD IRONWORKERS LABOR MANAGEMENT COOPERATIVE TRUST FUND