LOCAL UNION 164 OF UBC & JA (EIN 811592373) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Phone

2155691634

Tax Period

2024-07-01 to 2025-06-30

LOCAL UNION 164 OF UBC & JA, founded in 2016, is a small nonprofit that reported $224K in total revenue in fiscal year 2024.

Mission

THE LOCALS MISSION IS TO SUPPORT COLLECTIVE BARGAINING FOR ITS MEMBERS, CONDUCTING MEMBERSHIP MEETINGS, EDUCATION, ORGANIZING EVENTS TO FURTHER THE COMMON INTERESTS OF THE MEMBERSHIP.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $214,493

Investment Income $1,586

Other Revenue $8,108

TOTAL REVENUE $224,187

Expense Breakdown

Grants Paid $16,079

Salaries & Benefits $36,743

Fundraising Expenses $0

Other Expenses $172,475

TOTAL EXPENSES $225,297

Year-over-Year Comparison

	2024	2023	Change
Revenue	$224,187	$216,776	+0.0%
Expenses	$225,297	$210,524	+0.1%
Net Income	$-1,110	$6,252	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$33,060

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DARREN BONASS	FINANCIAL SECRETARY	1.00	Officer	$5,085	$0	$5,085
ROBERT DOUGHERTY	PRESIDENT	1.00	Officer	$4,420	$0	$4,420
IVAN SCACE	RECORDING SECRETARY	1.00	Officer	$4,068	$0	$4,068
STEPHEN LEGRADI	TREASURER	1.00	Officer	$4,068	$0	$4,068
PATRICK LOFTUS	TRUSTEE	1.00	Officer	$3,473	$0	$3,473
PATRICK MCGUINNESS	TRUSTEE	1.00	Officer	$3,051	$0	$3,051
MICHAEL CAMPBELL	TRUSTEE	0.00	Officer	$2,279	$0	$2,279
MICHAEL MCCARTHY	VICE PRESIDENT	1.00	Officer	$2,034	$0	$2,034
KHANH TRUONG	CONDUCTOR	1.00	Officer	$2,034	$0	$2,034
JOSEPH OMLOR	TRUSTEE	0.00	Officer	$2,034	$0	$2,034
ERIC HOWARTH	WARDEN	1.00	Officer	$514	$0	$514

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	$224,187	$225,297	$174,232	$-1,110
2024	$216,776	$210,524	$175,342	$6,252
2023	$211,262	$225,160	$169,340	$-13,898
2022	$219,691	$241,367	$183,238	$-21,676
2021	$221,701	$189,088	$204,914	$32,613
2020	$242,288	$245,668	$172,301	$-3,380
2019	$233,727	$210,880	$190,431	$22,847

LOCAL UNION 164 OF UBC & JA