UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA - LOCAL NO 363 (EIN 361894858) - 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

1901

Legal Domicile

Principal Officer

GARY PERINARY

Phone

6304660232

Tax Period

2018-07-01 to 2018-10-31

UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA - LOCAL NO 363, founded in 1901, is a micro nonprofit that reported $48K in total revenue in fiscal year 2018. Revenue fell 73% from the prior year — a significant decline worth monitoring. Expenses of $61K exceeded revenue, resulting in a 27% 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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $42,277

Investment Income $3,619

Other Revenue $2,512

TOTAL REVENUE $48,408

Expense Breakdown

Grants Paid $300

Salaries & Benefits $14,550

Fundraising Expenses $0

Other Expenses $46,407

TOTAL EXPENSES $61,453

Year-over-Year Comparison

	2018	2017	Change
Revenue	$48,408	$181,371	-0.7%
Expenses	$61,453	$173,596	-0.6%
Net Income	$-13,045	$7,775	-2.7%

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

N/A

Independent Members

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN RODEBACK	PRESIDENT - PAST	6.00	Officer	$0	$0	$0
MIROSLAW LAMASZ	VICE PRESIDENT - PAST	3.00	Officer	$0	$0	$0
BRIAN FLOWERS	FINANCIAL SEC'Y - PAST	5.00	Officer	$0	$0	$0
KEVIN SIPPLE	RECORDING SEC'Y - PAST	6.00	Officer	$0	$0	$0
JAMES OVERSTREET	TREASURER - PAST	12.00	Officer	$0	$0	$0
DANIEL MCLAUGHLIN	CONDUCTOR - PAST	3.00	Officer	$0	$0	$0
ALBERTO CHAVEZ	WARDEN - PAST	3.00	Officer	$0	$0	$0
WILLIAM SCHMIDT	TRUSTEE - PAST	3.00	Officer	$0	$0	$0
RONALD SMITH	TRUSTEE - PAST	3.00	Officer	$0	$0	$0
DANIEL PEREZ	TRUSTEE - PAST	3.00	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
2018	$48,408	$61,453	No data	$-13,045

UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA - LOCAL NO 363