UNITED BROTHERHOOD OF CARPENTERS & JOINERS - LOCAL 357 (EIN 611113015) - 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

Legal Domicile

Principal Officer

CHAD HELM

Phone

2704421148

Tax Period

2024-07-01 to 2025-06-30

UNITED BROTHERHOOD OF CARPENTERS & JOINERS - LOCAL 357 is a small nonprofit that reported $297K in total revenue in fiscal year 2024. The organization ran a surplus of $64K, a strong 22% operating margin.

Mission

ENCOURAGE ORGANIZED LABOR

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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 $257,364

Investment Income $2,112

Other Revenue $37,336

TOTAL REVENUE $296,812

Expense Breakdown

Grants Paid $0

Salaries & Benefits $75,644

Fundraising Expenses $0

Other Expenses $156,670

TOTAL EXPENSES $232,314

Year-over-Year Comparison

	2024	2023	Change
Revenue	$296,812	$282,697	+0.0%
Expenses	$232,314	$207,009	+0.1%
Net Income	$64,498	$75,688	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS BYERLEY	TRUSTEE	0.50	Director	$0	$0	$0
ROBERT L DUNEVANT	TRUSTEE	0.50	Director	$0	$0	$0
EARNEST T SCOTT	TRUSTEE	0.50	Director	$0	$0	$0
KEVIN BOOKER	RECORDING SE	0.50	Officer	$0	$0	$0
RONALD CAVANAH	FINANCIAL SE	0.50	Officer	$0	$0	$0
JOSHUA EDWARDS	WARDEN	0.50	Officer	$0	$0	$0
RICHARD FREEMAN	VICE PRESIDE	0.50	Officer	$0	$0	$0
MATHEW S HALL	TREASURER	0.50	Officer	$0	$0	$0
CHAD HELM	PRESIDENT	0.50	Officer	$0	$0	$0
DAVID PITMAN	CONDUCTOR	0.50	Officer	$0	$0	$0

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	$296,812	$232,314	$361,373	$64,498
2024	$282,697	$207,009	$297,941	$75,688
2023	$209,674	$162,430	$222,432	$47,244
2022	$163,232	$135,670	$174,698	$27,562
2021	$144,949	$129,662	$147,176	$15,287
2020	$168,172	$146,097	$132,007	$22,075
2019	$177,964	$193,117	$111,853	$-15,153

UNITED BROTHERHOOD OF CARPENTERS & JOINERS - LOCAL 357