UNITED BROTHERHOOD OF CARP & JOINERS OF AMERICA MILLWRIGHT & TECH ENG LOCAL 2158 (EIN 366116480) - 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

1946

Legal Domicile

Principal Officer

KYLE SCOTT

Phone

5633322158

Tax Period

2024-07-01 to 2025-06-30

UNITED BROTHERHOOD OF CARP & JOINERS OF AMERICA MILLWRIGHT & TECH ENG LOCAL 2158, founded in 1946, is a small nonprofit that reported $927K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $797K left a modest 14% 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 $883,413

Investment Income $36,755

Other Revenue $7,178

TOTAL REVENUE $927,346

Expense Breakdown

Grants Paid $57,554

Salaries & Benefits $260,361

Fundraising Expenses $0

Other Expenses $465,798

TOTAL EXPENSES $797,213

Year-over-Year Comparison

	2024	2023	Change
Revenue	$927,346	$852,737	+0.1%
Expenses	$797,213	$746,806	+0.1%
Net Income	$130,133	$105,931	+0.2%

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

$9,762

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WADE BUTT	PRESIDENT - PAST	1.00	Officer	$402	$0	$402
CHAD WORRELL	FINANCIAL SECRETARY	1.00	Officer	$1,935	$0	$1,935
ETHAN EAKINS	RECORDING SECRETARY	1.00	Officer	$2,689	$0	$2,689
JERRY HOPKINS	TRUSTEE - PAST	1.00	Officer	$200	$0	$200
JACOB STUBBS	TRUSTEE	1.00	Officer	$861	$0	$861
BRIAN KRONE	CONDUCTOR	1.00	Officer	$798	$0	$798
KYLE SCOTT	VICE PRESIDENT - PAST/ PRESIDENT - NEW	1.00	Officer	$1,231	$0	$1,231
BEAU SMITH	TREASURER	1.00	Officer	$526	$0	$526
PHALEN VANCIL	TRUSTEE	1.00	Officer	$344	$0	$344
RAYMOND SAVAGE	WARDEN	1.00	Officer	$776	$0	$776
CHRIS HANSEN	VICE PRESIDENT - NEW	1.00	Officer	$0	$0	$0
BRYAN FINCH	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	$927,346	$797,213	$1,272,973	$130,133
2024	$852,737	$746,806	$1,136,345	$105,931
2023	$809,120	$838,340	$1,034,498	$-29,220
2022	$782,430	$866,611	$1,048,886	$-84,181
2021	$702,429	$786,561	$1,133,734	$-84,132
2020	$709,914	$653,403	$1,206,937	$56,511
2019	$767,881	$671,645	$1,148,417	$96,236

UNITED BROTHERHOOD OF CARP & JOINERS OF AMERICA MILLWRIGHT & TECH ENG LOCAL 2158