UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA - LOCAL 1056 WAUPACA (EIN 391588396) - 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

ROBERT WEILAND

Phone

9204272808

Tax Period

2024-07-01 to 2025-06-30

UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA - LOCAL 1056 WAUPACA, founded in 1987, is a small nonprofit that reported $250K in total revenue in fiscal year 2024. Expenses of $230K left a modest 8% surplus.

Mission

PROMOTE BETTERMENT OF MILLWRIGHTS

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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 $236,194

Investment Income $12,496

Other Revenue $1,051

TOTAL REVENUE $249,741

Expense Breakdown

Grants Paid $18,745

Salaries & Benefits $14,048

Fundraising Expenses $0

Other Expenses $189,669

TOTAL EXPENSES $229,998

Year-over-Year Comparison

	2024	2023	Change
Revenue	$249,741	$235,135	+0.1%
Expenses	$229,998	$260,591	-0.1%
Net Income	$19,743	$-25,456	-1.8%

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

$8,760

Total Directors

$11,760

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT WEILAND	PRESIDENT	3.00	Officer Director	$2,000	$0	$2,000
DAVID COENEN	VP/FINANCIAL SECRETARY	2.00	Officer Director	$1,400	$0	$1,400
LEE POLENCHECK	TREASURER	2.00	Officer Director	$2,280	$0	$2,280
WILLIAM KLABUNDE	RECORDING SECRETARY	2.00	Officer Director	$2,280	$0	$2,280
JESSE MOORE	CONDUCTOR/DOOR WARDEN	1.00	Officer Director	$800	$0	$800
CORY CONARD	TRUSTEE	2.00	Director	$1,000	$0	$1,000
JUSTIN JACOBSEN	TRUSTEE	2.00	Director	$1,000	$0	$1,000
RICHARD GARBE	TRUSTEE	2.00	Director	$1,000	$0	$1,000

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	$249,741	$229,998	$406,898	$19,743
2024	$235,135	$260,591	$392,499	$-25,456
2023	$261,677	$254,796	$416,577	$6,881
2022	$233,550	$215,660	$409,696	$17,890
2021	$228,914	$215,857	$393,433	$13,057
2020	$269,760	$248,999	$374,615	$20,761
2019	$273,249	$250,437	$354,395	$22,812
2018	$259,508	$248,772	$332,912	$10,736

UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA - LOCAL 1056 WAUPACA