UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LU NO 57 (EIN 263544916) - 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

2009

Legal Domicile

Principal Officer

BRIAN NEWKIRK

Phone

3146444800

Tax Period

2024-07-01 to 2025-06-30

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LU NO 57, founded in 2009, is a small nonprofit that reported $220K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $201K left a modest 8% surplus.

Mission

LABOR UNION

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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 $209,918

Investment Income $986

Other Revenue $8,604

TOTAL REVENUE $219,508

Expense Breakdown

Grants Paid $18,345

Salaries & Benefits $33,883

Fundraising Expenses $0

Other Expenses $148,906

TOTAL EXPENSES $201,134

Year-over-Year Comparison

	2024	2023	Change
Revenue	$219,508	$195,470	+0.1%
Expenses	$201,134	$188,669	+0.1%
Net Income	$18,374	$6,801	+1.7%

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

$29,093

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEREMIE BOLTE	PRESIDENT	1.00	Officer	$2,282	$0	$2,282
BRIAN NEWKIRK	FINANCIAL SECRETARY/TREASURER	4.00	Officer	$10,270	$0	$10,270
KENNETH MATT	CONDUCTOR	0.25	Officer	$571	$0	$571
ALEXANDER BESS	TRUSTEE	2.00	Officer	$1,431	$0	$1,431
DENIS BURLAGE	WARDEN	0.25	Officer	$287	$0	$287
NICHOLAS LOVELACE	VICE PRESIDENT	1.00	Officer	$2,282	$0	$2,282
NICHOLAS WAGONER	TRUSTEE	1.00	Officer	$2,282	$0	$2,282
MITCHELL BRYANT	TRUSTEE	1.00	Officer	$1,147	$0	$1,147
JASON CONNOR	RECORDING SECRETARY	1.50	Officer	$3,423	$0	$3,423
JUSTIN HUWER	PRESIDENT - PAST	1.50	Officer	$3,983	$0	$3,983
COREY LONGO	TRUSTEE - PAST	1.00	Officer	$1,135	$0	$1,135

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	$219,508	$201,134	$107,502	$18,374

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LU NO 57