UNITED BROTHERHOOD OF CARPENTERS & JOINERS LOCAL UNION 787 (EIN 660941296) - 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

2020

Principal Officer

PHILIP DIAZ

Tax Period

2020-01-01 to 2020-12-31

UNITED BROTHERHOOD OF CARPENTERS & JOINERS LOCAL UNION 787, founded in 2020, is a micro nonprofit that reported $22K in total revenue in fiscal year 2020. The organization ran a surplus of $22K, a strong 97% operating margin.

Mission

ORGANIZATION IS A LOCAL UNION THAT ASSISTS ITS MEMBERS IN THE ENFORCEMENT OF COLLECTIVE BARGAINING AGREEMENTS AND PROTECTS THE JURISDICTION OF ITS MEMBERS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,306

Investment Income $0

Other Revenue $20,000

TOTAL REVENUE $22,306

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $664

TOTAL EXPENSES $664

Year-over-Year Comparison

	2020	2019	Change
Revenue	$22,306	N/A	N/A
Expenses	$664	N/A	N/A
Net Income	$21,642	N/A	N/A

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

N/A

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
ALBERTO ALAYON	TRUSTEE	1.00	Director	$0	$0	$0
FELIX MARTINEZ	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD RIVERA	TRUSTEE	1.00	Director	$0	$0	$0
ANIBAL BIRRIEL	VICE PRESIDE	2.00	Officer	$0	$0	$0
RAYMOND BRUGUERAS	FINANCIAL SE	2.00	Officer	$0	$0	$0
PHILIP DIAZ	PRESIDENT	2.00	Officer	$0	$0	$0
MANUEL GINES	WARDEN	1.00	Officer	$0	$0	$0
MARIA OYOLA	RECORDING SE	2.00	Officer	$0	$0	$0
ANTHONY PENA	TREASURER	1.00	Officer	$0	$0	$0
JOSE RAMOS	CONDUCTOR	1.00	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
2020	$22,306	$664	$21,642	$21,642

UNITED BROTHERHOOD OF CARPENTERS & JOINERS LOCAL UNION 787