UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LU NO 664 (EIN 452614793) - 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

RAMEY BAKER

Phone

6189602719

Tax Period

2024-07-01 to 2025-06-30

UBCJA - CARPENTERS LOCAL UNION 664, founded in 2011, is a small nonprofit that reported $283K in total revenue in fiscal year 2018.

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 $365,295

Investment Income $15,544

Other Revenue $0

TOTAL REVENUE $380,839

Expense Breakdown

Grants Paid $52,936

Salaries & Benefits $52,115

Fundraising Expenses $0

Other Expenses $296,501

TOTAL EXPENSES $401,552

Year-over-Year Comparison

	2024	2023	Change
Revenue	$380,839	$373,962	+0.0%
Expenses	$401,552	$392,359	+0.0%
Net Income	$-20,713	$-18,397	+0.1%

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

$41,865

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAMEY BAKER JR	FINANCIAL SECRETARY	5.00	Officer	$8,536	$0	$8,536
KURTIS MUNGER	RECORDING SECRETARY	5.00	Officer	$6,993	$0	$6,993
ADAM THEISEN	TREASURER	4.00	Officer	$8,704	$0	$8,704
BART SMITH	TRUSTEE	4.00	Officer	$2,281	$0	$2,281
STEVE KELLY	TRUSTEE	4.00	Officer	$2,281	$0	$2,281
CRAIG RILEY	TRUSTEE	4.00	Officer	$2,431	$0	$2,431
LOGAN SIMS	PRESIDENT	4.00	Officer	$4,637	$0	$4,637
LUCAS HELLRUNG	VICE PRESIDENT	4.00	Officer	$2,431	$0	$2,431
CHRIS HENDERSON	CONDUCTOR	2.00	Officer	$2,281	$0	$2,281
ADAM CURTNER	WARDEN	2.00	Officer	$1,290	$0	$1,290

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	$380,839	$401,552	$361,114	$-20,713
2024	$373,962	$392,359	$381,407	$-18,397
2023	$342,509	$317,687	$398,720	$24,822
2022	$304,407	$283,939	$345,109	$20,468
2021	$296,599	$275,807	$384,565	$20,792
2020	$290,698	$267,735	$368,442	$22,963
2019	$283,057	$276,493	$338,490	$6,564

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LU NO 664