UNITED BROTHERHOOD OF CARPENTERS AND JOINERS LOCAL 224 (EIN 300780843) - 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

2013

Legal Domicile

Principal Officer

WILLIAM STEWART

Phone

8124900500

Tax Period

2023-07-01 to 2024-06-30

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS LOCAL 224, founded in 2013, is a small nonprofit that reported $447K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $405K left a modest 9% surplus.

Mission

THE ORGANIZATION'S PURPOSE IS TO SERVE ITS MEMBERS BY REPRESENTING THEM IN LABOR AND TO ASSIST IN SECURING EMPLOYMENT OPPORTUNITIES.

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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 $392,222

Investment Income $19,592

Other Revenue $34,756

TOTAL REVENUE $446,570

Expense Breakdown

Grants Paid $0

Salaries & Benefits $75,464

Fundraising Expenses $0

Other Expenses $329,187

TOTAL EXPENSES $404,651

Year-over-Year Comparison

	2023	2022	Change
Revenue	$446,570	$401,019	+0.1%
Expenses	$404,651	$366,190	+0.1%
Net Income	$41,919	$34,829	+0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF MAYS	PRESIDENT	1.00	Officer Director	$0	$0	$0
SID NELSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ROB SALA	RECORDING SECRETARY	1.00	Officer Director	$0	$0	$0
WILL STEWART	FINANCIAL SECRETARY	1.00	Officer Director	$0	$0	$0
JAMEY KENNADA	TREASURER	1.00	Officer Director	$0	$0	$0
DEREK PICKARD	WARDEN	1.00	Officer Director	$0	$0	$0
PAUL GLASER	CONDUCTOR	1.00	Officer Director	$0	$0	$0
JAMES BRAUN	TRUSTEE	1.00	Officer Director	$0	$0	$0
CHRIS SKIDMORE	TRUSTEE	1.00	Officer Director	$0	$0	$0
HARLEY METCALF	TRUSTEE	1.00	Officer Director	$0	$0	$0
JUSTIN ALEXANDER	TRUSTEE	1.00	Officer 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	No data	No data	No data	No data
2024	$446,570	$404,651	$748,913	$41,919
2023	$401,019	$366,190	$707,850	$34,829
2022	$418,183	$345,451	$672,280	$72,732
2021	$353,554	$296,977	$598,294	$56,577
2020	$370,760	$322,491	$541,717	$48,269
2019	$383,586	$366,035	$493,448	$17,551

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS LOCAL 224