UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LOCAL 706 (EIN 383310217) - 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

1996

Legal Domicile

Principal Officer

KEVIN W LUCKE

Phone

9897531487

Tax Period

2024-07-01 to 2025-06-30

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LOCAL 706, founded in 1996, is a small nonprofit that reported $221K in total revenue in fiscal year 2024.

Mission

LOCAL 706 IS CRAFTED FOR THE PURPOSE OF PROMOTING AND PROTECTING THE UNIONIZED CARPENTER'S INTERESTS FOR THE BENEFIT OF THE MEMBERSHIP IN LOCAL 706'S JURISDICTION, AND TO ELEVATE THE MORAL, INTELLECTUAL, AND SOCIAL CONDITIONS OF ALL WORKING MEN AND WOMEN.

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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 $220,898

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $220,898

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,300

Fundraising Expenses $0

Program Expenses $220,566

Other Expenses $190,139

TOTAL EXPENSES $220,566

Year-over-Year Comparison

	2024	2023	Change
Revenue	$220,898	$215,169	+0.0%
Expenses	$220,566	$223,407	0.0%
Net Income	$332	$-8,238	-1.0%

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

Employees

N/A

Volunteers

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

$1,950

Total Directors

$1,350

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM KRUEGER	TRUSTEE	1.00	Director	$600	$0	$600
GREGORY SCHNELL	VICE PRESIDE	1.00	Officer	$600	$0	$600
JASON L SWIFT	TRUSTEE	1.00	Director	$500	$0	$500
DONALD G ERNDT JR	TREASURER	1.00	Officer	$500	$0	$500
BLAIR BURTON	FINANCIAL SE	1.00	Officer	$400	$0	$400
JOSEPH MCDONALD	CONDUCTOR	1.00	Officer	$300	$0	$300
DARWIN REINERT	TRUSTEE	1.00	Director	$250	$0	$250
KYLE OSTROSKI	WARDEN	1.00	Officer	$150	$0	$150
JOSE LOPEZ	RECORDING SE	1.00	Officer	$0	$0	$0
KEVIN W LUCKE	PRESIDENT	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	$220,898	$220,566	$43,454	$332
2024	$215,169	$223,407	$22,250	$-8,238
2023	$192,933	$203,467	$30,488	$-10,534
2022	$201,714	$202,003	$41,022	$-289
2020	$201,698	$177,178	$35,941	$24,520

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LOCAL 706