UNITED BROTHERHOOD OF CARPENTERS A… - Form 990 Financial Data

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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

2011

Legal Domicile

Principal Officer

KEITH HARRIS

Phone

8169313414

Tax Period

2023-07-01 to 2024-06-30

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LU NO 1127, founded in 2011, is a small nonprofit that reported $304K in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $290K left a modest 5% surplus.

Mission

LABOR UNION

Program Service Accomplishments

Program 1

TO PROMOTE AND PROTECT THE INTEREST OF MEMBERSHIP, TO ELEVATE THE MORAL, INTELLECTUAL AND SOCIAL CONDITIONS OF ALL WORKING MEN AND WOMEN AND TO ASSIST THE MEMBERS IN SICKNESS AND DISTRESS. TO PROMOTE SOLIDARITY AMONG THE MEMBERS AND TO ENABLE THEM TO PROTECT THEIR RIGHTS IN THE WORKPLACE, INCREASE JOB SKILLS THROUGH TRAINING AND TO INFORM THE GENERAL PUBLIC.

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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 $284,096

Investment Income $0

Other Revenue $20,300

TOTAL REVENUE $304,396

Expense Breakdown

Grants Paid $17,940

Salaries & Benefits $11,563

Fundraising Expenses $0

Other Expenses $260,510

TOTAL EXPENSES $290,013

Year-over-Year Comparison

	2023	2022	Change
Revenue	$304,396	$226,370	+0.3%
Expenses	$290,013	$249,364	+0.2%
Net Income	$14,383	$-22,994	-1.6%

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

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

$11,050

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON BARKLEY	PRESIDENT	1.00	Officer	$550	$0	$550
ROMUALDO CISNEROS	VICE PRESIDENT	1.00	Officer	$500	$0	$500
KEITH HARRIS	FINANCIAL SECRETARY/TREASU	3.00	Officer	$4,200	$0	$4,200
DEREK SMITH	RECORDING SECRETARY	2.00	Officer	$3,000	$0	$3,000
JEREMIAH FULTZ	WARDEN	1.00	Officer	$550	$0	$550
JASON GODFREY	CONDUCTOR	1.00	Officer	$500	$0	$500
GEORGE PENNY	TRUSTEE - PAST	1.00	Officer	$350	$0	$350
JAMES SCARBOROUGH	TRUSTEE	1.00	Officer	$500	$0	$500
PAUL DILL	TRUSTEE	1.00	Officer	$600	$0	$600
JERROD WALTON	TRUSTEE - NEW	1.00	Officer	$300	$0	$300

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	$304,396	$290,013	$154,791	$14,383
2023	$226,370	$249,364	$140,421	$-22,994

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LU NO 1127