UNITED BROTHERHOOD OF CARPENTERS 1163 BJC (EIN 510237853) - 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

1970

Legal Domicile

Principal Officer

ZACHARY A MIDDLETON

Phone

3156710672

Tax Period

2023-07-01 to 2024-06-30

UNITED BROTHERHOOD OF CARPENTERS 1163 BJC, founded in 1970, is a small nonprofit that reported $366K in total revenue in fiscal year 2023. Revenue fell 46% from the prior year — a significant decline worth monitoring. Net assets of $1.4M represent 44 months of operating reserves.

Mission

TO ORGANIZE WORKERS, TO SECURE IMPROVED WAGES, HOURS, WORKING CONDITIONS AND OTHER ECONOMIC ADVANTAGES FOR ITS MEMBERS THROUGH ORGANIZATION, NEGOTIATION AND COLLECTIVE BARGAINING.

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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 $154,590

Program Service Revenue $137,692

Investment Income $14,321

Other Revenue $59,478

TOTAL REVENUE $366,081

Expense Breakdown

Grants Paid $0

Salaries & Benefits $107,103

Fundraising Expenses $0

Other Expenses $273,767

TOTAL EXPENSES $380,870

Year-over-Year Comparison

	2023	2022	Change
Revenue	$366,081	$676,950	-0.5%
Expenses	$380,870	$497,321	-0.2%
Net Income	$-14,789	$179,629	-1.1%

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

$867,483

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RODNEY D RICHER JR	ALT DELEGATE TO COUNCIL	2.00	Officer	$600	$0	$600
BRIAN T SCRUTON	FINANCIAL SECRETARY	2.00	Officer	$650	$90,147	$206,340
ZACHARY A MIDDLETON	TREASURER	2.00	Officer	$1,110	$100,828	$261,846
RYAN P BARBER	VICE PRESIDENT	2.00	Officer	$545	$0	$545
TED L WIGHTMAN	RECORDING SECRETARY	2.00	Officer	$985	$88,335	$197,679
TIMOTHY S MORRIS	PRESIDENT	2.00	Officer	$1,215	$0	$1,215
RANDALL O LAMBERT	TRUSTEE	2.00	Officer	$1,250	$88,335	$197,944
CHRISTOPHER J OPANHOSKE	CONDUCTOR	2.00	Officer	$105	$0	$105
HEIDI J HAYWARD	WARDEN	2.00	Officer	$245	$0	$245
ANDREW P DESOURDY	TRUSTEE	2.00	Officer	$649	$0	$649
CRAIG N BIGHAM	TRUSTEE	2.00	Officer	$315	$0	$315

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	$366,081	$380,870	$1,351,518	$-14,789
2023	$676,950	$497,321	$1,349,559	$179,629
2022	$617,564	$453,740	$1,173,091	$163,824
2021	$495,678	$437,543	$1,044,593	$58,135
2020	$460,385	$439,565	$959,971	$20,820
2019	$663,185	$555,751	$937,739	$107,434
2018	$541,832	$563,963	$816,250	$-22,131

UNITED BROTHERHOOD OF CARPENTERS 1163 BJC