UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LU NO 97 (EIN 452614255) - 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

BART FOGELBACH

Phone

3146447204

Tax Period

2023-07-01 to 2024-06-30

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LU NO 97, founded in 2011, is a small nonprofit that reported $588K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Net assets of $1.6M represent 32 months of operating reserves.

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 $563,155

Investment Income $15,246

Other Revenue $9,494

TOTAL REVENUE $587,895

Expense Breakdown

Grants Paid $16,678

Salaries & Benefits $93,320

Fundraising Expenses $0

Other Expenses $498,982

TOTAL EXPENSES $608,980

Year-over-Year Comparison

	2023	2022	Change
Revenue	$587,895	$521,951	+0.1%
Expenses	$608,980	$579,709	+0.1%
Net Income	$-21,085	$-57,758	-0.6%

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

$73,592

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BART FOGELBACH	FINANCIAL SECRETARY	10.00	Officer	$20,586	$0	$20,586
PETER BOLDT	TREASURER	3.00	Officer	$8,234	$0	$8,234
NEIL HITTLER	TRUSTEE	1.00	Officer	$4,117	$0	$4,117
KEVIN HASTINGS	PRESIDENT	3.00	Officer	$6,176	$0	$6,176
RICHARD CHATFIELD	VICE PRESIDENT	2.00	Officer	$5,146	$0	$5,146
DAVE DUELLO	RECORDING SECRETARY	3.00	Officer	$8,234	$0	$8,234
ROBERT MURPHY	TRUSTEE - PAST	1.00	Officer	$4,798	$0	$4,798
DAVID BERNI	TRUSTEE	1.00	Officer	$5,146	$0	$5,146
ROBERT DENTON	CONDUCTOR	1.00	Officer	$5,146	$0	$5,146
CORTEZ HARRIS	WARDEN	1.00	Officer	$5,661	$0	$5,661
TRAVIS BAHR	TRUSTEE - NEW	1.00	Officer	$348	$0	$348

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	$587,895	$608,980	$1,582,570	$-21,085
2023	$521,951	$579,709	$1,406,915	$-57,758
2022	$530,295	$492,557	$1,350,526	$37,738
2021	$502,961	$444,214	$1,620,350	$58,747
2020	$516,889	$501,670	$1,396,223	$15,219
2019	$509,991	$510,957	$1,267,708	$-966

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LU NO 97