LOCAL 1209 UNITED BROTHERHOOD OF CARPENTERS (EIN 208802672) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

LOCAL 1209 UNITED BROTHERHOOD OF CARPENTERS, founded in 2007, is a small nonprofit that reported $232K in total revenue in fiscal year 2018. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $53K, a strong 23% operating margin.

Mission

PROVIDING REPRESENTATION AND TRAINING FOR MEMBERS ENGAGED IN THE CARPENTRY TRADE IN AREAS OF WAGES, BENEFITS, WORKING CONDITIONS AND GRIEVANCES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $217,728

Program Service Revenue $0

Investment Income $1,336

Other Revenue $0

TOTAL REVENUE $219,064

Expense Breakdown

Grants Paid $0

Salaries & Benefits $96,410

Fundraising Expenses $0

Program Expenses $241,695

Other Expenses $145,285

TOTAL EXPENSES $241,695

Year-over-Year Comparison

	2023	2022	Change
Revenue	$219,064	$234,114	-0.1%
Expenses	$241,695	$227,768	+0.1%
Net Income	$-22,631	$6,346	-4.6%

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

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

$1,555

Total Directors

$625

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNETH WALLACE	RECORDING SECRETARY	2.00	Officer	$280	$0	$280
MARLON ABERNATHY	TRUSTEE	2.00	Director	$250	$0	$250
ADAM KING	VICE-PRESIDENT	2.00	Officer	$250	$0	$250
BRIAN DUNLAP	CONDUCTOR	2.00	Officer	$250	$0	$250
JEFFERY S TUCKER	FINANCIAL SECRETARY	40.00	Officer	$250	$0	$250
THOMAS HOLIDAY	TRUSTEE	2.00	Director	$225	$0	$225
GARY DON RAPER	PRESIDENT	2.00	Officer	$175	$0	$175
JAMES WEEMS	TREASURER	2.00	Officer	$175	$0	$175
WILLIAM HICKMAN	WARDEN	2.00	Officer	$175	$0	$175
RYAN SWINDLE	TRUSTEE	2.00	Director	$150	$0	$150

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	No data	No data	No data	No data
2024	$219,064	$241,695	$211,880	$-22,631
2023	$234,114	$227,768	$233,957	$6,346
2022	$217,640	$222,798	$227,576	$-5,158
2021	$256,338	$217,756	$240,275	$38,582
2020	$265,024	$210,973	$194,670	$54,051
2019	$232,017	$179,331	$139,892	$52,686

LOCAL 1209 UNITED BROTHERHOOD OF CARPENTERS