UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA LOCAL UNION 2007 (EIN 330721388) - 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

1996

Legal Domicile

Principal Officer

GALO TOAPANTA

Phone

7143852257

Tax Period

2018-07-01 to 2019-03-31

UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA LOCAL UNION 2007, founded in 1996, is a micro nonprofit that reported $4K in total revenue in fiscal year 2018. Revenue fell 98% from the prior year — a significant decline worth monitoring. Expenses of $14K exceeded revenue, resulting in a 263% operating deficit.

Mission

MEMBERS PAY DUES & OTHER FEES TO ENABLE OFFICERS & BUSINESS AGENTS TO ENSURE PROPER WAGES & WORKING CONDITIONS FOR 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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,802

Investment Income $1

Other Revenue $0

TOTAL REVENUE $3,803

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,845

Fundraising Expenses $0

Other Expenses $5,941

TOTAL EXPENSES $13,786

Year-over-Year Comparison

	2018	2017	Change
Revenue	$3,803	$216,961	-1.0%
Expenses	$13,786	$223,416	-0.9%
Net Income	$-9,983	$-6,455	+0.5%

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

$6,786

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PEDRO GONZALEZ	CONDUCTOR	2.00	Officer	$679	$0	$679
GALO TOAPANTA	FINANCIAL SECY	2.00	Officer	$1,018	$0	$1,018
RAYMOND CRUZ	RECORDING SECY	2.00	Officer	$1,018	$0	$1,018
CARLOS CARRILLO	President	2.00	Officer	$1,018	$0	$1,018
CARLOS MEDINA	Trustee	2.00	Officer	$679	$0	$679
BRIAN YOUNG	WARDEN	2.00	Officer	$339	$0	$339
DAN WHEELOCK	Vice President	2.00	Officer	$679	$0	$679
RODRIGO MACIAS	Trustee	2.00	Officer	$678	$0	$678
CALEDONIO LOPEZ	Trustee	2.00	Officer	$678	$0	$678

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
2019	$3,803	$13,786	No data	$-9,983
2018	$216,961	$223,416	$11,647	$-6,455

UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA LOCAL UNION 2007