INTERNATIONAL BROTHERHOOD OF 848 TCWH (EIN 951371985) - 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

1937

Legal Domicile

Principal Officer

Eric Tate

Phone

6267324700

Tax Period

2023-01-01 to 2023-12-31

INTERNATIONAL BROTHERHOOD OF 848 TCWH, founded in 1937, is a community nonprofit that reported $8.9M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $8.1M left a modest 9% surplus.

Mission

To organize all workers and to secure improved wages, hours, working conditions and other economic advantages through organization, negotiations and collective bargaining.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $8,658,349

Investment Income $208,785

Other Revenue $77,382

TOTAL REVENUE $8,944,516

Expense Breakdown

Grants Paid $37,018

Salaries & Benefits $3,979,508

Fundraising Expenses $0

Other Expenses $3,670,642

TOTAL EXPENSES $8,143,252

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,944,516	$7,649,794	+0.2%
Expenses	$8,143,252	$7,853,950	+0.0%
Net Income	$801,264	$-204,156	-4.9%

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

N/A

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

$265,550

Total Directors

$824,038

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Eric Tate	Sec-Treasurer	40.00	Officer Director	$162,930	$58,170	$265,550
Gilbert Baltazar	President	40.00	Director	$138,926	$52,853	$191,779
Louie Diaz	Vice President	40.00	Director	$119,377	$53,753	$173,130
Joe Pimentel	Business Agent	40.00		$112,119	$58,060	$170,179
Juan Medina	Business Agent	40.00		$116,373	$53,127	$169,500
Preston Richie III	Business Agent	40.00		$109,921	$53,748	$163,669
Erik Lagafuaina	Business Agent	40.00		$108,380	$53,748	$162,128
Jeremy Baltazar	Business Agent	40.00		$108,488	$53,081	$161,569
Sylvia Escobar	Rec Secretary	40.00	Director	$83,700	$53,718	$137,418
Charles Lepins	Trustee	2.00	Director	$19,505	$0	$19,505
John Carrillo	Trustee	2.00	Director	$18,750	$0	$18,750
Efren Hurtado	Trustee	2.00	Director	$17,906	$0	$17,906

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	No data	No data	No data	No data
2023	$8,944,516	$8,143,252	$9,838,872	$801,264
2022	$7,649,794	$7,853,950	$8,969,113	$-204,156
2021	$8,219,770	$7,939,878	$9,229,373	$279,892
2020	$7,760,191	$8,068,336	$9,057,065	$-308,145
2019	$7,370,470	$7,060,768	$8,942,086	$309,702
2018	$6,472,782	$6,586,884	$8,744,208	$-114,102

INTERNATIONAL BROTHERHOOD OF 848 TCWH