UNITED BROTHERHOOD OF CARPENTERS LOCAL 1016 (EIN 351380673) - 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

1979

Legal Domicile

Principal Officer

DEREK DODD

Phone

7652887568

Tax Period

2023-07-01 to 2024-06-30

UNITED BROTHERHOOD OF CARPENTERS LOCAL 1016, founded in 1979, is a small nonprofit that reported $281K in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. The organization ran a surplus of $44K, 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $255,711

Investment Income $5,420

Other Revenue $19,453

TOTAL REVENUE $280,584

Expense Breakdown

Grants Paid $0

Salaries & Benefits $71,173

Fundraising Expenses $0

Other Expenses $165,656

TOTAL EXPENSES $236,829

Year-over-Year Comparison

	2023	2022	Change
Revenue	$280,584	$295,899	-0.1%
Expenses	$236,829	$268,147	-0.1%
Net Income	$43,755	$27,752	+0.6%

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

$6,075

Total Directors

$3,870

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM HINES	TRUSTEE	1.00	Director	$450	$0	$450
JAMES GRAY	CONDUCTOR	1.00	Director	$360	$0	$360
ADAM SCODA	TRUSTEE	2.00	Director	$1,750	$0	$1,750
JACOB RUNION	TRUSTEE	2.00	Director	$781	$0	$781
JOE GLASSFORD	WARDEN	1.00	Officer Director	$529	$0	$529
TODD WEINER	PRESIDENT	1.00	Officer	$518	$0	$518
DREW LLOYD	VICE PRESIDENT	1.00	Officer	$1,536	$0	$1,536
JOSEPH PERRY	RECORDING SECRETARY	2.00	Officer	$2,262	$0	$2,262
DEREK DODD	FINANCIAL SECRETARY	2.00	Officer	$1,230	$0	$1,230

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	No data	No data	No data	No data
2024	$280,584	$236,829	$400,467	$43,755
2023	$295,899	$268,147	$357,027	$27,752
2022	$232,118	$200,157	$328,584	$31,961
2021	$209,540	$189,598	$296,535	$19,942
2020	$219,419	$217,099	$276,522	$2,320
2019	$205,424	$198,528	$274,148	$6,896

UNITED BROTHERHOOD OF CARPENTERS LOCAL 1016