UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA 678 (EIN 420573298) - 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

1967

Legal Domicile

Principal Officer

DEREK DUEHR

Phone

5635828521

Tax Period

2024-07-01 to 2025-06-30

UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA 678, founded in 1967, is a micro nonprofit that reported $96K in total revenue in fiscal year 2024. Expenses of $83K left a modest 13% surplus.

Mission

LABOR UNION DEDICATED TO IMPROVING LIFE THROUGH HARD WORK, EDUCATION, AND SOLIDARITY.

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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 $69,908

Investment Income $25,146

Other Revenue $833

TOTAL REVENUE $95,887

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,552

Fundraising Expenses $0

Other Expenses $79,521

TOTAL EXPENSES $83,073

Year-over-Year Comparison

	2024	2023	Change
Revenue	$95,887	$95,826	+0.0%
Expenses	$83,073	$76,938	+0.1%
Net Income	$12,814	$18,888	-0.3%

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

$2,733

Total Directors

$3,537

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUSTIN WIESLELER	RECORDING SE	1.00	Officer Director	$737	$0	$737
LILLIAN NAUMAN	FINANCIAL SE	1.00	Officer Director	$660	$0	$660
KEVIN PHILLIPS	PRESIDENT	1.00	Officer Director	$0	$372	$372
NATHAN KARBERG	TRUSTEE	1.00	Director	$0	$345	$345
TODD KAHLER	TRUSTEE	1.00	Director	$0	$297	$297
DEREK DUEHR	BUS. AGENT/W	1.00	Officer Director	$0	$295	$295
SCOTT VAN NATTA	VICE PRESIDE	1.00	Officer Director	$0	$275	$275
MIKE PROHASKA	CONDUCTOR	1.00	Officer Director	$0	$220	$220
MATT KONRARDY	TREASURER	1.00	Officer Director	$0	$174	$174
CODY JOHNSTON	TRUSTEE	1.00	Director	$0	$162	$162

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	$95,887	$83,073	$689,216	$12,814
2024	$95,826	$76,938	$657,314	$18,888
2023	$75,660	$73,272	$638,120	$2,388
2022	$72,090	$76,972	$638,727	$-4,882
2021	$72,984	$60,449	$642,667	$12,535
2020	$85,135	$64,183	$709,637	$20,952
2019	$71,000	$61,974	$747,925	$9,026

UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA 678