THE CARPENTERS WESTERN DISTRICT ORGANIZING EDUCATION AND CONVENTION PROGRAM (EIN 952394876) - 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

2001

Legal Domicile

Principal Officer

TIFFANY MERFELD

Phone

7029381111

Tax Period

2024-07-01 to 2025-06-30

THE CARPENTERS WESTERN DISTRICT ORGANIZING EDUCATION AND CONVENTION PROGRAM, founded in 2001, is a small nonprofit that reported $159K in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $86K, a strong 54% operating margin.

Mission

A LABOR ORGANIZATION FOR THE BETTERMENT AND ADVANCEMENT OF ITS 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 $146,697

Investment Income $12,339

Other Revenue $0

TOTAL REVENUE $159,036

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $73,089

TOTAL EXPENSES $73,089

Year-over-Year Comparison

	2024	2023	Change
Revenue	$159,036	$122,847	+0.3%
Expenses	$73,089	$112,534	-0.4%
Net Income	$85,947	$10,313	+7.3%

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
PETE RODRIGUEZ	Chairman - through 06/16/25	0.1	Officer Director	$0	$0	$0
RON TAKETA	COMMITTEE MEMBER	0.1	Director	$0	$0	$0
FRANK HAWK	Chairman	0.1	Officer Director	$0	$0	$0
JAY BRADSHAW	COMMITTEE MEMBER	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
2025	$159,036	$73,089	$726,498	$85,947
2024	No data	No data	No data	No data
2023	$117,057	$8,035	$630,238	$109,022
2022	$114,310	$50,201	$521,216	$64,109
2021	$160,453	$157,980	$457,107	$2,473
2020	$116,744	$374,118	$454,634	$-257,374
2019	$107,489	$46,787	$712,008	$60,702
2018	$104,983	$43,913	$651,306	$61,070

THE CARPENTERS WESTERN DISTRICT ORGANIZING EDUCATION AND CONVENTION PROGRAM