UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LU NO 1529 (EIN 430833258) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1913

Legal Domicile

Principal Officer

WADE ROBINSON

Phone

8162617036

Tax Period

2023-07-01 to 2024-06-30

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LU NO 1529, founded in 1913, is a small nonprofit that reported $482K in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum.

Mission

LABOR UNION

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $479,773

Investment Income $50

Other Revenue $2,240

TOTAL REVENUE $482,063

Expense Breakdown

Grants Paid $21,621

Salaries & Benefits $12,528

Fundraising Expenses $0

Other Expenses $446,951

TOTAL EXPENSES $481,100

Year-over-Year Comparison

	2023	2022	Change
Revenue	$482,063	$361,022	+0.3%
Expenses	$481,100	$344,953	+0.4%
Net Income	$963	$16,069	-0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

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

$11,840

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDY WILBERS	PRESIDENT	1.00	Officer	$0	$0	$0
SCOTT LONG	VICE PRESIDENT - PAST	1.00	Officer	$516	$0	$516
ZACH COLVIN	RECORDING SECRETARY - PAST	1.00	Officer	$2,400	$0	$2,400
STEVE SHREWSBURY	FINANCIAL SECRETARY	1.00	Officer	$2,400	$0	$2,400
WADE ROBINSON	TREASURER	3.00	Officer	$3,600	$0	$3,600
RUSSEL TURNER	CONDUCTOR	1.00	Officer	$516	$0	$516
ALLEN EVINGER	WARDEN - PAST	1.00	Officer	$559	$0	$559
TRISTAN MILES	TRUSTEE	1.00	Officer	$1,032	$0	$1,032
ADAM SCHWANTES	TRUSTEE	1.00	Officer	$559	$0	$559
TIM KELLY	TRUSTEE	1.00	Officer	$258	$0	$258
MIKE SMITH	WARDEN - NEW	1.00	Officer	$0	$0	$0
ZACH COLVIN	VICE PRESIDENT - NEW	1.00	Officer	$0	$0	$0
ALLEN EVINGER	RECORDING SECRETARY - 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	No data	No data	No data	No data
2024	$482,063	$481,100	$199,590	$963
2023	$361,022	$344,953	$198,627	$16,069
2022	$249,823	$245,266	$182,558	$4,557
2021	$266,408	$197,556	$197,735	$68,852
2020	$244,809	$246,265	$113,724	$-1,456
2019	$269,894	$266,111	$115,180	$3,783

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LU NO 1529