UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LOCAL NO 54 (EIN 361894831) - 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

1940

Legal Domicile

Principal Officer

DAN DORKIN

Phone

7085984554

Tax Period

2024-07-01 to 2025-06-30

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LOCAL NO 54, founded in 1940, is a small nonprofit that reported $316K in total revenue in fiscal year 2024. Expenses of $430K exceeded revenue, resulting in a 36% 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 $286,922

Investment Income $13,205

Other Revenue $15,959

TOTAL REVENUE $316,086

Expense Breakdown

Grants Paid $5,100

Salaries & Benefits $48,718

Fundraising Expenses $0

Other Expenses $373,517

TOTAL EXPENSES $429,521

Year-over-Year Comparison

	2024	2023	Change
Revenue	$316,086	$315,399	+0.0%
Expenses	$429,521	$396,006	+0.1%
Net Income	$-113,435	$-80,607	+0.4%

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

$45,220

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY BALLAY	PRESIDENT	3.00	Officer	$5,340	$0	$5,340
ROBERT LID	TREASURER - PAST	10.00	Officer	$5,300	$0	$5,300
DAN DORKIN	TRUSTEE - PAST	1.00	Officer	$0	$0	$0
RICHARD ZEITZ	TRUSTEE - PAST	1.00	Officer	$2,880	$0	$2,880
RICARDO VALENCIANA	RECORDING SECRETARY - PAST	3.00	Officer	$3,240	$0	$3,240
LUCIA ALVARADO AGUILAR	WARDEN	1.00	Officer	$1,520	$0	$1,520
JOSE MARTINEZ	TRUSTEE	1.00	Officer	$2,880	$0	$2,880
JOSE MALDONADO	VICE PRESIDENT	1.00	Officer	$3,900	$0	$3,900
JOHN GREGUS	FINANCIAL SECRETARY	10.00	Officer	$9,360	$0	$9,360
EDMUNDO RODRIGUEZ	CONDUCTOR	1.00	Officer	$1,440	$0	$1,440
ANDREW HORON	RECORDING SECRETARY - NEW	3.00	Officer	$4,320	$0	$4,320
DAN DORKIN	TREASURER - NEW	10.00	Officer	$5,040	$0	$5,040
ROBERT STACK	TRUSTEE - NEW	1.00	Officer	$0	$0	$0
LISA LUJANO	TRUSTEE - NEW	1.00	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	$316,086	$429,521	$552,286	$-113,435
2024	$315,399	$396,006	$646,895	$-80,607
2023	$327,095	$350,142	$713,971	$-23,047
2022	$330,887	$362,402	$737,458	$-31,515
2021	$293,793	$338,584	$800,706	$-44,791
2020	$356,415	$406,679	$837,470	$-50,264
2019	$347,399	$468,523	$867,860	$-121,124

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LOCAL NO 54