UNITED BROTHERHOOD OF CARPENTERS- LOCAL 1005 (EIN 351268208) - 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

1972

Legal Domicile

Principal Officer

TRAVIS WILLIAMS

Phone

2199420518

Tax Period

2024-07-01 to 2025-06-30

UNITED BROTHERHOOD OF CARPENTERS- LOCAL 1005, founded in 1972, is a small nonprofit that reported $571K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $503K left a modest 12% surplus.

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 $462,020

Investment Income $72,409

Other Revenue $36,548

TOTAL REVENUE $570,977

Expense Breakdown

Grants Paid $26,642

Salaries & Benefits $99,491

Fundraising Expenses $0

Other Expenses $373,516

TOTAL EXPENSES $503,410

Year-over-Year Comparison

	2024	2023	Change
Revenue	$570,977	$515,605	+0.1%
Expenses	$503,410	$509,989	0.0%
Net Income	$67,567	$5,616	+11.0%

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

$65,124

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE TOTH	PRESIDENT	1.00	Officer	$4,846	$0	$4,846
SAM MARASCO	CONDUCTOR	1.00	Officer	$5,027	$0	$5,027
DEREK SZYMANSKI	TRUSTEE	2.00	Officer	$8,825	$0	$8,825
MICHAEL DIPAOLA	TRUSTEE - PAST	1.00	Officer	$2,915	$0	$2,915
LARRY FUGETT	VICE PRESIDENT	2.00	Officer	$5,547	$0	$5,547
JOHN SCHOOP	TRUSTEE	1.00	Officer	$8,145	$0	$8,145
BRAD T MATTHEWS	FINANCIAL SECRETARY	1.00	Officer	$9,522	$0	$9,522
MATHEW LAUERMAN	RECORDING SECRETARY	2.00	Officer	$6,751	$0	$6,751
MICHAEL BEDNAREK	WARDEN	1.00	Officer	$1,039	$0	$1,039
TRAVIS WILLIAMS	TREASURER	3.00	Officer	$8,672	$0	$8,672
NICHOLAS MERKEL	TRUSTEE - NEW	1.00	Officer	$3,835	$0	$3,835

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	$182,593	$267,053	No data	$-84,460
2025	$570,977	$503,410	$1,103,267	$67,567
2024	$515,605	$509,989	$1,019,679	$5,616
2023	$496,053	$500,936	$982,172	$-4,883
2022	$482,284	$413,452	$981,318	$68,832
2021	$504,767	$454,801	$973,960	$49,966
2020	$481,800	$436,312	$775,344	$45,488
2019	$474,961	$475,594	$763,354	$-633

UNITED BROTHERHOOD OF CARPENTERS- LOCAL 1005