UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LOCAL UNION NO 599 (EIN 350723071) - 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

1988

Legal Domicile

Principal Officer

SAM GARDUNO

Phone

2199330555

Tax Period

2024-07-01 to 2025-06-30

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LOCAL UNION NO 599, founded in 1988, is a small nonprofit that reported $411K in total revenue in fiscal year 2024. Expenses of $498K exceeded revenue, resulting in a 21% operating deficit.

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $335,161

Investment Income $44,064

Other Revenue $31,694

TOTAL REVENUE $410,919

Expense Breakdown

Grants Paid $8,737

Salaries & Benefits $96,465

Fundraising Expenses $0

Other Expenses $377,897

TOTAL EXPENSES $498,147

Year-over-Year Comparison

	2024	2023	Change
Revenue	$410,919	$407,837	+0.0%
Expenses	$498,147	$408,885	+0.2%
Net Income	$-87,228	$-1,048	+82.2%

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

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

$68,218

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GLENN DOWNS	PRESIDENT	0.50	Officer	$5,369	$0	$5,369
THEODORE WEIGEL	VICE PRESIDENT - NEW	0.75	Officer	$784	$0	$784
MILAN DEZELICH	RECORDING SECRETARY	1.50	Officer	$7,448	$0	$7,448
DON CURTIS	FINANCIAL SECRETARY	2.00	Officer	$21,317	$0	$21,317
SAM GARDUNO	TREASURER - NEW	2.00	Officer	$4,338	$0	$4,338
ANTHONY DILLS	CONDUCTOR	0.25	Officer	$5,369	$0	$5,369
BRIAN DEDELOW	WARDEN	0.50	Officer	$1,039	$0	$1,039
SARAH JONES	TRUSTEE	0.50	Officer	$7,258	$0	$7,258
MIKE FREEMAN	TRUSTEE	0.50	Officer	$8,130	$0	$8,130
ROYCE HAMEDE	TRUSTEE	0.50	Officer	$2,079	$0	$2,079
JOSHUA DORAN	VICE PRESIDENT - PAST	0.75	Officer	$3,021	$0	$3,021
STEVE MAJORS	TREASURER - PAST	0.50	Officer	$2,066	$0	$2,066

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	$141,851	$182,404	No data	$-40,553
2025	$410,919	$498,147	$1,213,782	$-87,228
2024	$407,837	$408,885	$1,266,373	$-1,048
2023	$402,849	$394,885	$1,218,194	$7,964
2022	$411,785	$362,418	$1,190,862	$49,367
2021	$360,871	$323,290	$1,260,325	$37,581
2020	$652,267	$349,845	$1,156,928	$302,422
2019	$402,058	$428,069	$898,199	$-26,011
2018	$369,108	$399,120	$922,795	$-30,012

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LOCAL UNION NO 599