UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LOCAL 687 (EIN 383315468) - 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

MIKE DAVIS

Phone

3138323887

Tax Period

2024-07-01 to 2025-06-30

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LOCAL 687, founded in 1996, is a small nonprofit that reported $960K in total revenue in fiscal year 2024. Expenses of $909K left a modest 5% surplus.

Mission

LOCAL 687 IS CRAFTED FOR THE PURPOSE OF PROMOTING AND PROTECTING THE UNIONIZED CARPENTER'S INTERESTS FOR THE BENEFIT OF THE MEMBERSHIP IN LOCAL 687'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 $959,706

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $959,706

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,600

Fundraising Expenses $0

Program Expenses $904,498

Other Expenses $887,248

TOTAL EXPENSES $908,653

Year-over-Year Comparison

	2024	2023	Change
Revenue	$959,706	$963,973	0.0%
Expenses	$908,653	$987,278	-0.1%
Net Income	$51,053	$-23,305	-3.2%

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

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

Total Directors

$1,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOASHUA JUAN ORTIZ	TRUSTEE	1.00	Director	$600	$0	$600
BRIAN K HEIN	TRUSTEE	1.00	Director	$550	$0	$550
JEFF PONKE	CONDUCTOR	1.00	Director	$250	$0	$250
SHAWM M BAUMGART	TRUSTEE	1.00	Director	$200	$0	$200
JOHN PERKINS	TREASURER	1.00	Director	$0	$0	$0
BRYAN DAVIS	FINANCIAL SE	1.00	Officer	$0	$0	$0
MIKE DAVIS	PRESIDENT	1.00	Officer	$0	$0	$0
MICHAEL J JACKSON JR	RECORDING SE	1.00	Officer	$0	$0	$0
RONALD MARACLE	VICE PRESIDE	1.00	Officer	$0	$0	$0
JUAN R ORTIZ	WARDEN	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	$959,706	$908,653	$138,485	$51,053
2024	$963,973	$987,278	$87,432	$-23,305
2023	$956,593	$981,376	$110,737	$-24,783
2022	$985,763	$979,647	$135,520	$6,116
2021	$1,000,345	$993,963	$129,404	$6,382
2020	$678,554	$555,532	$128,022	$123,022

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LOCAL 687