UNITED BROTHERHOOD OF CARPENTERS &… - Form 990 Financial Data

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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

1940

Legal Domicile

Principal Officer

STEVE MANN

Phone

7158358892

Tax Period

2021-07-01 to 2022-06-30

UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA LOCAL #1074, founded in 1940, is a small nonprofit that reported $150K in total revenue in fiscal year 2021. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $23K, a strong 16% operating margin.

Mission

TO PROMOTE AND PROTECT THE INTERESTS OF THE UNION LOCAL MEMBERSHIP.

Program Service Accomplishments

Program 1

TO PROMOTE AND PROTECT THE INTERESTS OF THE UNION LOCAL MEMBERSHIP, INCLUDING ENCOURAGING APPRENTICESHIPS, HIGHER STANDARDS OF SKILL, AND ASSISTANCE WITH SECURING EMPLOYMENT.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $139,575

Investment Income $309

Other Revenue $9,796

TOTAL REVENUE $149,680

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,452

Fundraising Expenses $0

Other Expenses $119,823

TOTAL EXPENSES $126,275

Year-over-Year Comparison

	2021	2020	Change
Revenue	$149,680	$101,128	+0.5%
Expenses	$126,275	$118,106	+0.1%
Net Income	$23,405	$-16,978	-2.4%

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

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

$7,448

Total Directors

$9,043

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BELLESBACH MARK	PRESIDENT	1.00	Officer Director	$1,069	$0	$1,069
MERRILL BRET	VICE PRESIDENT/ FINANCE SECRETARY	1.00	Officer Director	$599	$0	$599
MANN STEVE	TREASURER	1.00	Officer Director	$3,181	$0	$3,181
MISENER SHAWN	RECORDING SECRETARY	1.00	Officer Director	$1,242	$0	$1,242
ZWONIARKIEWIC MICHAEL	WARDEN	1.00	Officer Director	$465	$0	$465
SHAVER VERNON	CONDUCTOR	1.00	Officer Director	$892	$0	$892
THORGERSON DANIEL	TRUSTEE	1.00	Director	$272	$0	$272
SLOAN DANIEL	TRUSTEE	1.00	Director	$509	$0	$509
POGODZINSKI TIMOTHY	TRUSTEE	1.00	Director	$814	$0	$814

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
2022	$149,680	$126,275	$376,937	$23,405
2021	$101,128	$118,106	$353,532	$-16,978

UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA LOCAL #1074