UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LU NO 1839 (EIN 430669780) - 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

1951

Legal Domicile

Principal Officer

JEFFREY MYERS

Phone

3146447200

Tax Period

2024-07-01 to 2025-06-30

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LU NO 1839, founded in 1951, is a small nonprofit that reported $301K in total revenue in fiscal year 2024. Expenses of $333K exceeded revenue, resulting in a 11% operating deficit.

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 $291,492

Investment Income $4,498

Other Revenue $4,660

TOTAL REVENUE $300,650

Expense Breakdown

Grants Paid $23,077

Salaries & Benefits $30,347

Fundraising Expenses $0

Other Expenses $279,112

TOTAL EXPENSES $332,536

Year-over-Year Comparison

	2024	2023	Change
Revenue	$300,650	$305,671	0.0%
Expenses	$332,536	$293,829	+0.1%
Net Income	$-31,886	$11,842	-3.7%

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

$25,142

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHADWICK ROSEMAN	PRESIDENT	2.00	Officer	$1,662	$0	$1,662
GARY RETTKE	VICE PRESIDENT - PAST	2.00	Officer	$1,247	$0	$1,247
JEFFREY MYERS	FINANCIAL SECRETARY	10.00	Officer	$7,065	$0	$7,065
LUCAS THORNTON	RECORDING SECRETARY	1.00	Officer	$3,324	$0	$3,324
ROBERT HANNEKEN	TREASURER	10.00	Officer	$7,065	$0	$7,065
RANDALL BUHR	TRUSTEE	1.00	Officer	$1,039	$0	$1,039
DAVID MOSES	TRUSTEE	1.00	Officer	$1,039	$0	$1,039
PERRY GOEBEL	TRUSTEE - PAST	1.00	Officer	$1,039	$0	$1,039
MICAH THORNTON	VP - NEW / CONDUCTOR - PAST	2.00	Officer	$831	$0	$831
DANIEL FLEER	TRUSTEE - NEW / WARDEN - PAST	1.00	Officer	$831	$0	$831
NATHAN DOOR	WARDEN - NEW	1.00	Officer	$0	$0	$0
WADE HOFFMANN	CONDUCTOR - NEW	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	$300,650	$332,536	$145,637	$-31,886
2024	$305,671	$293,829	$177,573	$11,842
2023	$237,555	$241,348	$165,984	$-3,793
2022	$220,560	$216,394	$169,777	$4,166
2021	$214,223	$182,148	$239,873	$32,075
2020	$221,113	$196,246	$207,901	$24,867
2019	$211,047	$210,646	$182,965	$401
2018	$219,198	$198,307	$181,138	$20,891

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LU NO 1839