UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LU NO 945 (EIN 440566075) - 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

1959

Legal Domicile

Principal Officer

WILLIAM BORGMEYER

Phone

5736364600

Tax Period

2023-07-01 to 2024-06-30

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LU NO 945, founded in 1959, is a small nonprofit that reported $298K in total revenue in fiscal year 2023. Revenue surged 94% from the prior year, signaling strong growth momentum. Expenses of $263K left a modest 12% 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $290,485

Investment Income $61

Other Revenue $7,752

TOTAL REVENUE $298,298

Expense Breakdown

Grants Paid $12,948

Salaries & Benefits $5,200

Fundraising Expenses $0

Other Expenses $244,847

TOTAL EXPENSES $262,995

Year-over-Year Comparison

	2023	2022	Change
Revenue	$298,298	$153,523	+0.9%
Expenses	$262,995	$156,480	+0.7%
Net Income	$35,303	$-2,957	-12.9%

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

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

$3,900

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM BORGMEYER	PRESIDENT	2.00	Officer	$600	$0	$600
MICHAEL SAPP	VICE PRESIDENT	2.00	Officer	$300	$0	$300
JUSTIN REYNOLDS	RECORDING SECRETARY	2.00	Officer	$350	$0	$350
DARREN HARPER	FINANCIAL SECRETARY	2.00	Officer	$480	$0	$480
DENNIS LAMB JR	TREASURER	2.00	Officer	$360	$0	$360
RALPH WIEBERG	CONDUCTOR	2.00	Officer	$360	$0	$360
CONNOR PORTER	TRUSTEE/WARDEN	2.00	Officer	$300	$0	$300
KURT BRANDT	TRUSTEE	2.00	Officer	$330	$0	$330
KEVIN STECK	TRUSTEE	2.00	Officer	$270	$0	$270
BLAINE CARL	WARDEN	2.00	Officer	$150	$0	$150
JOE ROOPE	WARDEN	2.00	Officer	$150	$0	$150
DEAN COCHRAN	WARDEN	2.00	Officer	$150	$0	$150
KEITH RAGAN	RECORDING SECRETARY - PAST	2.00	Officer	$100	$0	$100

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	$298,298	$262,995	$143,026	$35,303

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LU NO 945