UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA LOCAL UNION NO 1051 (EIN 371217064) - 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

1987

Legal Domicile

Principal Officer

JEFF BORT

Phone

2177351051

Tax Period

2018-07-01 to 2018-10-31

UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA LOCAL UNION NO 1051, founded in 1987, is a micro nonprofit that reported $90K in total revenue in fiscal year 2018. Revenue fell 58% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $14K, a strong 16% operating margin.

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 $87,287

Investment Income $65

Other Revenue $3,028

TOTAL REVENUE $90,380

Expense Breakdown

Grants Paid $5,446

Salaries & Benefits $22,945

Fundraising Expenses $0

Other Expenses $47,698

TOTAL EXPENSES $76,089

Year-over-Year Comparison

	2018	2017	Change
Revenue	$90,380	$214,040	-0.6%
Expenses	$76,089	$199,987	-0.6%
Net Income	$14,291	$14,053	+0.0%

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

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
ANTHONY PIRO	PRESIDENT - PAST	1.00	Officer	$0	$0	$0
RICK NELSON	VICE PRESIDENT - PAST	1.00	Officer	$0	$0	$0
NATE HODGSON	TREASURER - PAST	1.00	Officer	$0	$0	$0
JEFF BORT	FINANCIAL SECRETARY - PAST	1.00	Officer	$0	$0	$0
ZACH NADEAU	RECORDING SECRETARY - PAST	1.00	Officer	$0	$0	$0
JEREMY BURDETTE	TRUSTEE - PAST	1.00	Officer	$0	$0	$0
DAVID RUDD	TRUSTEE - PAST	1.00	Officer	$0	$0	$0
TROY HILL	TRUSTEE - PAST	1.00	Officer	$0	$0	$0
RICHARD PIRO	CONDUCTOR - PAST	1.00	Officer	$0	$0	$0
CAMERON EIGENMANN	WARDEN - PAST	1.00	Officer	$0	$0	$0
TROY HILL	VICE PRESIDENT - NEW AND PAST	1.00	Officer	$0	$0	$0
CAMERON EIGENMANN	TREASURER - NEW AND PAST	1.00	Officer	$0	$0	$0
ANDREW STRAWBRIDGE	TRUSTEE - NEW AND PAST	1.00	Officer	$0	$0	$0
NICK ROSENWINKEL	CONDUCTOR - NEW AND PAST	1.00	Officer	$0	$0	$0
MARK HAYES	WARDEN - NEW AND PAST	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
2018	$90,380	$76,089	No data	$14,291

UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA LOCAL UNION NO 1051