Northern California Carpenters Regional Council (EIN 943271496) - 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

1997

Legal Domicile

Principal Officer

JAY BRADSHAW

Phone

5105684788

Tax Period

2024-07-01 to 2025-06-30

Northern California Carpenters Regional Council, founded in 1997, is a mid-sized nonprofit that reported $69.8M in total revenue in fiscal year 2024. Net assets of $257.2M represent 44 months of operating reserves.

Mission

TO PROVIDE SERVICES TO PROMOTE WELFARE AND WORKING CONDITIONS OF UNION MEMBERS.

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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 $54,699,679

Investment Income $14,602,948

Other Revenue $505,760

TOTAL REVENUE $69,808,387

Expense Breakdown

Grants Paid $1,368,847

Salaries & Benefits $44,878,608

Fundraising Expenses $0

Other Expenses $22,593,504

TOTAL EXPENSES $68,840,959

Year-over-Year Comparison

	2024	2023	Change
Revenue	$69,808,387	$65,779,370	+0.1%
Expenses	$68,840,959	$61,631,370	+0.1%
Net Income	$967,428	$4,148,000	-0.8%

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

198

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

$2,047,611

Total Directors

$2,075,095

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAY BRADSHAW	EXECUTIVE SECRETARY	40.0	Officer Director	$342,190	$130,874	$473,064
Thomas Lam	Director of IT	40.0	Highest	$236,803	$99,884	$336,687
JACOB ADIARTE	CONDUCTOR	40.0	Officer Director	$229,145	$100,184	$329,329
CHRIS PEDROZA	WARDEN	0.3	Officer Director	$0	$109,286	$327,127
RONALD ROWLETT	POLITICAL DIRECTOR	40.0	Highest	$223,485	$99,884	$323,369
JOHN BELPERIO	Vice President	40.0	Officer Director	$221,901	$100,184	$322,085
SEAN HEBARD	DISTRICT MANAGER	40.0	Highest	$220,551	$99,884	$320,435
SCOTT LITTLEHALE	EXECUTIVE RESEARCH ANALYST	40.0	Highest	$218,621	$99,884	$318,505
MARTIN ESPINOZA JR	DISTRICT MANAGER	40.0	Highest	$217,152	$98,848	$316,000
Arturo Rodriguez	TRUSTEE	40.0	Officer Director	$198,261	$91,646	$289,907
DANIEL MCCULLOCH	TRUSTEE	40.0	Officer Director	$191,661	$91,646	$283,307
LEONARD BRIA	TRUSTEE	1.0	Officer Director	$10,678	$3,457	$14,135
JARL HOWARD	EXEC COMMITTEE MEMBER	1.0	Director	$7,119	$2,304	$9,423
Lisa Tramonte	EXEC COMM MEM	1.0	Director	$7,119	$2,304	$9,423
LLOYD REBER	PRESIDENT	1.0	Officer Director	$6,543	$2,114	$8,657
MICHAEL ESPARZA	EXEC COMMITTEE MEMBER	1.0	Director	$6,508	$2,130	$8,638

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	$69,808,387	$68,840,959	$257,373,381	$967,428
2024	No data	No data	No data	No data
2023	$62,419,592	$54,386,097	$247,010,337	$8,033,495
2022	$61,714,670	$45,093,467	$238,924,887	$16,621,203
2021	$85,724,853	$42,152,976	$230,758,063	$43,571,877
2020	$73,419,654	$47,372,925	$181,573,914	$26,046,729
2019	$64,684,909	$42,836,418	$155,506,891	$21,848,491
2018	$64,032,534	$40,233,308	$133,682,373	$23,799,226

Northern California Carpenters Regional Council