BROTHERHOOD OF CARPENTERS LOCAL 301 (EIN 462687869) - 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

DAN HARRELL

Phone

3176329780

Tax Period

2023-07-01 to 2024-06-30

BROTHERHOOD OF CARPENTERS LOCAL 301, founded in 2013, is a small nonprofit that reported $641K in total revenue in fiscal year 2023. Net assets of $1.5M represent 28 months of operating reserves.

Mission

THE ORGANIZATION'S PURPOSE IS TO SERVE ITS MEMBERS BY REPRESENTING THEM IN LABOR AND TO ASSIST IN SECURING EMPLOYMENT OPPORTUNITIES.

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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 $618,294

Investment Income $3,575

Other Revenue $19,138

TOTAL REVENUE $641,007

Expense Breakdown

Grants Paid $0

Salaries & Benefits $118,656

Fundraising Expenses $0

Other Expenses $569,544

TOTAL EXPENSES $688,200

Year-over-Year Comparison

	2023	2022	Change
Revenue	$641,007	$628,543	+0.0%
Expenses	$688,200	$708,984	0.0%
Net Income	$-47,193	$-80,441	-0.4%

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

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

$15,887

Total Directors

$15,887

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHEM BUTTRY	PRESIDENT	2.00	Officer Director	$1,956	$0	$1,956
DAN HARRELL	FINANCIAL SECRETARY	2.00	Officer Director	$1,852	$0	$1,852
ROBERT BAILEY	RECORDING SECRETARY	2.00	Officer Director	$1,402	$0	$1,402
JEROME STANFORD	TREASURER	2.00	Officer Director	$1,813	$0	$1,813
MARCOS MARTINEZ	VICE PRESIDENT	1.00	Officer Director	$992	$0	$992
DANIEL C VANTREESE	TRUSTEE	2.00	Officer Director	$1,676	$0	$1,676
JOSEPH FULLBRIGHT	TRUSTEE	2.00	Officer Director	$1,676	$0	$1,676
GAVIN GOTTFRIED	CONDUCTOR	1.00	Officer Director	$712	$0	$712
RANDY MCGARR	WARDEN	1.00	Officer Director	$1,852	$0	$1,852
NEAL STRANGE	TRUSTEE	2.00	Officer Director	$1,956	$0	$1,956

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
2024	$641,007	$688,200	$1,520,317	$-47,193
2022	$648,189	$596,714	$1,646,642	$51,475
2021	$639,634	$637,024	$1,595,073	$2,610
2020	$618,408	$648,234	$1,591,737	$-29,826
2019	$594,574	$597,532	$1,622,702	$-2,958

BROTHERHOOD OF CARPENTERS LOCAL 301