United Brotherhood of Carp Local 329 (EIN 730480862) - 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

1928

Legal Domicile

Principal Officer

John West II

Phone

4052392792

Tax Period

2018-07-01 to 2019-06-30

United Brotherhood of Carp Local 329, founded in 1928, is a small nonprofit that reported $140K in total revenue in fiscal year 2018. Expenses of $123K left a modest 12% surplus.

Mission

The labor organization represents its membership.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $139,138

Investment Income $0

Other Revenue $511

TOTAL REVENUE $139,649

Expense Breakdown

Grants Paid $0

Salaries & Benefits $46,466

Fundraising Expenses $0

Other Expenses $76,294

TOTAL EXPENSES $122,760

Year-over-Year Comparison

	2018	2017	Change
Revenue	$139,649	$132,860	+0.1%
Expenses	$122,760	$160,934	-0.2%
Net Income	$16,889	$-28,074	-1.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John West II	Financial Secretary Treasu	1.00	Officer	$0	$0	$0
John Roberts	Trustee	1.00	Officer	$0	$0	$0
Reginald New II	Recording Secretary	1.00	Officer	$0	$0	$0
Samuel Slaughter	Vice President	1.00	Officer	$0	$0	$0
Matt Hawkins	President	1.00	Officer	$0	$0	$0
Francis Williamson	Conductor	1.00	Officer	$0	$0	$0
Danny Best	Trustee	1.00	Officer	$0	$0	$0
Rick Dekat	Trustee	1.00	Officer	$0	$0	$0
Kenneth Ricketts	Warden	0.00	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
2019	$139,649	$122,760	$501,694	$16,889

United Brotherhood of Carp Local 329