LOCAL UNION 291 OF THE UNITED BROTHER- HOOD OF CARPENTERS & JOINERS OF AMERICA (EIN 452440457) - 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

2011

Legal Domicile

Principal Officer

JAMES MARGIOTTA

Phone

5184381905

Tax Period

2024-07-01 to 2025-06-30

LOCAL UNION 291 OF THE UNITED BROTHER- HOOD OF CARPENTERS & JOINERS OF AMERICA, founded in 2011, is a small nonprofit that reported $383K in total revenue in fiscal year 2024.

Mission

PROMOTE AND PROTECT THE INTEREST OF THE MEMBERSHIP AND THEIR ECONOMIC WELL BEING

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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 $280,444

Investment Income $1,911

Other Revenue $100,482

TOTAL REVENUE $382,837

Expense Breakdown

Grants Paid $0

Salaries & Benefits $149,245

Fundraising Expenses $0

Program Expenses $315,832

Other Expenses $87,166

TOTAL EXPENSES $404,831

Year-over-Year Comparison

	2024	2023	Change
Revenue	$382,837	$384,783	0.0%
Expenses	$404,831	$387,094	+0.0%
Net Income	$-21,994	$-2,311	+8.5%

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

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

$38,028

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS MCKIERNAN	RECORDING SECRETARY	4.00	Officer	$3,666	$0	$3,666
CHRISTOPHER P DUGAN	VICE PRESIDENT	4.00	Officer	$3,966	$0	$3,966
GABRIEL VITETTA	WARDEN	4.00	Officer	$2,198	$0	$2,198
PETER J MCANEARNEY	TREASURER	4.00	Officer	$3,966	$0	$3,966
JOSEPH J LYNCH III	FORMER WARDEN	4.00	Officer	$1,253	$0	$1,253
JAMES MARGIOTTA	PRESIDENT	4.00	Officer	$3,966	$0	$3,966
CANDICE S GASSON	CONDUCTOR	4.00	Officer	$2,198	$0	$2,198
JOSEPH MADELINE JR	TRUSTEE	4.00	Officer	$3,098	$0	$3,098
MATTHEW OSBORN	TRUSTEE	4.00	Officer	$2,498	$0	$2,498
JASON RISKO	FINANCIAL SECRETARY	4.00	Officer	$3,966	$0	$3,966
RICHARD BOGARDUS	DELEGATE	4.00	Officer	$1,200	$0	$1,200
STEPHANIE SCHMITT	DELEGATE	4.00	Officer	$900	$0	$900
BRIAN HAINES	DELEGATE	4.00	Officer	$900	$0	$900
CINDY WOODY	DELEGATE	4.00	Officer	$1,200	$0	$1,200
LOUIS A ANGELO	DELEGATE	4.00	Officer	$3,053	$0	$3,053

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	$382,837	$404,831	$248,107	$-21,994
2024	$384,783	$387,094	$270,101	$-2,311
2023	$394,643	$420,805	$272,412	$-26,162
2022	$413,080	$414,145	$298,574	$-1,065
2021	$454,096	$409,450	$299,639	$44,646
2020	$444,191	$391,112	$254,993	$53,079
2019	$390,526	$419,357	$201,914	$-28,831

LOCAL UNION 291 OF THE UNITED BROTHER- HOOD OF CARPENTERS & JOINERS OF AMERICA