UNITED BROTHERHOOD OF CARPENTERS & JOINERS LOCAL 1027 (EIN 363271773) - 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

1984

Legal Domicile

Principal Officer

ROBERT KARBARZ

Phone

6303231027

Tax Period

2024-07-01 to 2025-06-30

UNITED BROTHERHOOD OF CARPENTERS & JOINERS LOCAL 1027, founded in 1984, is a small nonprofit that reported $309K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Net assets of $1.1M represent 43 months of operating reserves.

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 $267,543

Investment Income $27,926

Other Revenue $13,872

TOTAL REVENUE $309,341

Expense Breakdown

Grants Paid $4,575

Salaries & Benefits $125,313

Fundraising Expenses $0

Other Expenses $195,528

TOTAL EXPENSES $340,025

Year-over-Year Comparison

	2024	2023	Change
Revenue	$309,341	$337,955	-0.1%
Expenses	$340,025	$354,716	0.0%
Net Income	$-30,684	$-16,761	+0.8%

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

$12,151

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER KASMER	PRESIDENT	2.50	Officer	$0	$0	$0
ROBERT KARBARZ	FINANCIAL SECRETARY	8.50	Officer	$0	$0	$0
RONALD BROADBENT	TRUSTEE	3.00	Officer	$0	$0	$0
MARK LITAVSKY	TRUSTEE	3.00	Officer	$3,364	$0	$3,364
FRANK DVORAK	CONDUCTOR	2.00	Officer	$0	$0	$0
PETER NEGOSKI	VICE PRESIDENT	2.50	Officer	$1,919	$0	$1,919
JAMES MCDONNELL	RECORDING SECRETARY	3.00	Officer	$0	$0	$0
KEVIN KARTHEISER	TREASURER	3.00	Officer	$1,919	$0	$1,919
THOMAS SMYTH	WARDEN	2.50	Officer	$1,919	$0	$1,919
JEREMY HANCHAR	TRUSTEE	2.00	Officer	$3,030	$0	$3,030

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	$309,341	$340,025	$1,110,826	$-30,684
2024	$337,955	$354,716	$1,092,697	$-16,761
2023	$321,897	$456,174	$1,040,593	$-134,277
2022	$318,642	$464,466	$1,131,038	$-145,824
2021	$366,056	$424,708	$1,390,547	$-58,652
2020	$352,334	$442,019	$1,363,432	$-89,685
2019	$266,936	$463,732	$1,404,286	$-196,796

UNITED BROTHERHOOD OF CARPENTERS & JOINERS LOCAL 1027