UNITED CARPENTERS LOCAL #186 (EIN 340133487) - 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

1970

Legal Domicile

Principal Officer

NATHANIEL SPEARS

Phone

7402831491

Tax Period

2025-01-01 to 2025-12-31

UNITED CARPENTERS LOCAL #186, founded in 1970, is a small nonprofit that reported $293K in total revenue in fiscal year 2025. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $83K, a strong 28% operating margin.

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 (2025)

Revenue Breakdown

Contributions & Grants $290,471

Program Service Revenue $0

Investment Income $2,181

Other Revenue $0

TOTAL REVENUE $292,652

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,116

Fundraising Expenses $0

Program Expenses $209,562

Other Expenses $148,446

TOTAL EXPENSES $209,562

Year-over-Year Comparison

	2025	2024	Change
Revenue	$292,652	$215,329	+0.4%
Expenses	$209,562	$182,783	+0.1%
Net Income	$83,090	$32,546	+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

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
WILLIAM ROCK	TRUSTEE	10.00	Director	$0	$0	$0
BRENDAN POWLEY	TRUSTEE	10.00	Director	$0	$0	$0
LACEY DUVALL	TRUSTEE	10.00	Director	$0	$0	$0
NATHANIEL SPEARS	TREASURER	10.00	Officer	$0	$0	$0
WAYNE DAWSON	VICE PRESIDENT	10.00	Officer	$0	$0	$0
NATE ROSE	WARDEN	10.00	Officer	$0	$0	$0
TROY STEWART	PRESIDENT	10.00	Officer	$0	$0	$0
WILLIAM HECKERT III	CONDUCTOR	10.00	Officer	$0	$0	$0
ANTHONY LEONE	FINANCIAL SECRETARY	10.00	Officer	$0	$0	$0
BRIAN APPLEGARTH	RECORDING SECRETARY	10.00	Officer	$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	$292,652	$209,562	$731,740	$83,090
2024	$215,329	$182,783	$648,650	$32,546
2023	$210,096	$193,732	$616,104	$16,364
2022	$170,892	$167,805	$599,740	$3,087
2021	$197,305	$153,854	$596,653	$43,451
2020	$190,096	$137,332	$553,202	$52,764
2019	$194,286	$146,889	$500,438	$47,397
2018	$147,285	$132,711	$453,041	$14,574

UNITED CARPENTERS LOCAL #186