UNITED BROTHERHOOD OF CARPENTERS LOCAL 133 (EIN 350723069) - 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

1907

Legal Domicile

Principal Officer

JASON KING

Phone

8122326035

Tax Period

2024-07-01 to 2025-06-30

UNITED BROTHERHOOD OF CARPENTERS LOCAL 133, founded in 1907, is a small nonprofit that reported $277K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $45K, a strong 16% operating margin.

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $265,913

Investment Income $7,892

Other Revenue $3,285

TOTAL REVENUE $277,090

Expense Breakdown

Grants Paid $0

Salaries & Benefits $67,244

Fundraising Expenses $0

Other Expenses $164,640

TOTAL EXPENSES $231,884

Year-over-Year Comparison

	2024	2023	Change
Revenue	$277,090	$248,823	+0.1%
Expenses	$231,884	$219,458	+0.1%
Net Income	$45,206	$29,365	+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

$9,222

Total Directors

$8,049

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RODNEY FLEENER	WARDEN	1.00	Director	$2,642	$0	$2,642
CAMERON DAUGHERTY	CONDUCTOR	1.00	Director	$427	$0	$427
MATTHEW MULLENIX	TRUSTEE	1.00	Director	$427	$0	$427
SEAN FELLOWS	TRUSTEE	1.00	Director	$1,469	$0	$1,469
PETER DONOVAN	TRUSTEE	1.00	Director	$3,084	$0	$3,084
JOHN MCCOY	PRESIDENT	1.00	Officer	$2,096	$0	$2,096
JOSHUA LIVVIX	VICE PRESIDENT	1.00	Officer	$3,084	$0	$3,084
CURTIS HOWARD	RECORDING SECRETARY	1.00	Officer	$1,946	$0	$1,946
JASON KING	FINANCIAL SECRETARY	2.00	Officer	$2,096	$0	$2,096

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	$277,090	$231,884	$725,006	$45,206
2024	$248,823	$219,458	$679,940	$29,365
2023	$219,426	$195,542	$650,308	$23,884
2022	$207,842	$185,976	$626,538	$21,866
2021	$211,161	$200,324	$613,313	$10,837
2020	$221,425	$190,965	$602,879	$30,460

UNITED BROTHERHOOD OF CARPENTERS LOCAL 133