UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LU NO 1310 (EIN 430558385) - 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

1976

Legal Domicile

Principal Officer

PETER MCELLIGOTT

Phone

3146475010

Tax Period

2024-07-01 to 2025-06-30

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LU NO 1310, founded in 1976, is a small nonprofit that reported $452K in total revenue in fiscal year 2024. Expenses of $430K left a modest 5% surplus.

Mission

LABOR UNION

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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 $435,183

Investment Income $7,683

Other Revenue $8,732

TOTAL REVENUE $451,598

Expense Breakdown

Grants Paid $14,412

Salaries & Benefits $65,386

Fundraising Expenses $0

Other Expenses $342,671

TOTAL EXPENSES $430,012

Year-over-Year Comparison

	2024	2023	Change
Revenue	$451,598	$424,537	+0.1%
Expenses	$430,012	$387,672	+0.1%
Net Income	$21,586	$36,865	-0.4%

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

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

$50,610

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACOB L HEFELE	PRESIDENT - PAST	3.00	Officer	$2,700	$0	$2,700
JEFFREY T JONES	VICE PRESIDENT	2.00	Officer	$2,760	$0	$2,760
JOHN PRICE	RECORDING SECRETARY	5.00	Officer	$7,200	$0	$7,200
PETER MCELLIGOTT	FINANCIAL SECRETARY & TREA	10.00	Officer	$14,670	$0	$14,670
GAVIN ROBINSON	WARDEN - PAST	1.50	Officer	$1,080	$0	$1,080
PHILIP ELLIOTT	CONDUCTOR	1.50	Officer	$2,250	$0	$2,250
MICHAEL EISENHAUER	TRUSTEE	3.00	Officer	$3,900	$0	$3,900
BRYAN BENKE	TRUSTEE	3.00	Officer	$4,260	$0	$4,260
ANTHONY YORK	TRUSTEE	3.00	Officer	$4,350	$0	$4,350
CHRISTOPHER MCDOWELL	WARDEN	1.50	Officer	$1,980	$0	$1,980
CARROLL WALCOTT	WARDEN	1.50	Officer	$1,980	$0	$1,980
KYLE MANNISI	PRESIDENT	12.00	Officer	$2,400	$0	$2,400
BRANDON MOON	WARDEN	1.50	Officer	$1,080	$0	$1,080

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	$451,598	$430,012	$291,321	$21,586
2024	$424,537	$387,672	$266,870	$36,865
2023	$330,569	$310,048	$226,501	$20,521
2022	$297,581	$274,697	$208,539	$22,884
2021	$282,599	$253,417	$316,582	$29,182
2020	$303,683	$255,675	$286,056	$48,008
2019	$308,972	$295,093	$239,224	$13,879
2018	$303,531	$288,428	$226,234	$15,103

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LU NO 1310