LOCAL UNION NO146 UBC&JA

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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

2011

Legal Domicile

Principal Officer

ANTHONY PENA

Phone

2539458812

Tax Period

2022-04-01 to 2023-03-01

LOCAL UNION NO146 UBC&JA, founded in 2011, is a small nonprofit that reported $544K in total revenue in fiscal year 2022. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $671K exceeded revenue, resulting in a 23% operating deficit.

Mission

TO SECURE BETTER WAGES, BENEFITS AND WORKING CONDITIONS FOR THOSE IN THE CARPENTER TRADE.

Program Service Accomplishments

Program 1

TO SECURE BETTER WAGES, BENEFITS AND WORKING CONDITIONS FOR THOSE IN THE CARPENTER TRADE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $543,703

Investment Income $0

Other Revenue $0

TOTAL REVENUE $543,703

Expense Breakdown

Grants Paid $13,771

Salaries & Benefits $285,976

Fundraising Expenses $0

Other Expenses $371,716

TOTAL EXPENSES $671,463

Year-over-Year Comparison

	2022	2021	Change
Revenue	$543,703	$863,104	-0.4%
Expenses	$671,463	$883,167	-0.2%
Net Income	$-127,760	$-20,063	+5.4%

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

N/A

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
ANTHONY PENA	SUPERVISOR O	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
2023	$543,703	$671,463	No data	$-127,760
2022	$863,104	$883,167	$586,010	$-20,063
2021	$902,511	$772,187	$605,965	$130,324