UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA LOCAL UNION NO 243 (EIN 461737258) - 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

2013

Legal Domicile

Principal Officer

JOSHUA ROBERTSON

Phone

2173565463

Tax Period

2023-07-01 to 2024-06-30

UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA LOCAL UNION NO 243, founded in 2013, is a small nonprofit that reported $372K in total revenue in fiscal year 2023. Expenses of $427K exceeded revenue, resulting in a 15% operating deficit.

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 $313,161

Investment Income $15,880

Other Revenue $43,309

TOTAL REVENUE $372,350

Expense Breakdown

Grants Paid $15,498

Salaries & Benefits $119,411

Fundraising Expenses $0

Other Expenses $291,884

TOTAL EXPENSES $426,793

Year-over-Year Comparison

	2023	2022	Change
Revenue	$372,350	$382,619	0.0%
Expenses	$426,793	$376,150	+0.1%
Net Income	$-54,443	$6,469	-9.4%

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

$30,459

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES AMDOR	PRESIDENT	1.00	Officer	$2,779	$0	$2,779
DEVIN OHLSSON	VICE PRESIDENT	1.00	Officer	$2,917	$0	$2,917
JOSHUA ROBERTSON	FINANCIAL SECRETARY	1.00	Officer	$3,443	$0	$3,443
ERICH SMITH	RECORDING SECRETARY	1.00	Officer	$3,044	$0	$3,044
HOUSTON KIRBY	TREASURER	1.00	Officer	$3,309	$0	$3,309
SETH REDINGTON	TRUSTEE	1.00	Officer	$3,309	$0	$3,309
CHRISTOPHER HARPST	TRUSTEE	1.00	Officer	$2,522	$0	$2,522
MATTHEW TATMAN	TRUSTEE	1.00	Officer	$2,914	$0	$2,914
ROBERT HOSFORD	WARDEN	1.00	Officer	$3,443	$0	$3,443
RICHARD FLYNN	CONDUCTOR	1.00	Officer	$2,779	$0	$2,779

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	$372,350	$426,793	$1,159,629	$-54,443
2023	$382,619	$376,150	$1,178,211	$6,469
2022	$367,650	$368,566	$1,156,539	$-916
2021	$394,791	$377,509	$1,204,561	$17,282
2020	$406,806	$356,070	$1,183,583	$50,736
2019	$374,817	$359,364	$1,132,224	$15,453

UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA LOCAL UNION NO 243