LOCAL UNION 167 OF UBC & JA (EIN 811593630) - 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

2016

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

LOCAL UNION 167 OF UBC & JA, founded in 2016, is a small nonprofit that reported $369K in total revenue in fiscal year 2023.

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.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $367,715

Investment Income $82

Other Revenue $1,530

TOTAL REVENUE $369,327

Expense Breakdown

Grants Paid $33,095

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $315,457

TOTAL EXPENSES $365,299

Year-over-Year Comparison

	2023	2022	Change
Revenue	$369,327	$371,229	0.0%
Expenses	$365,299	$376,795	0.0%
Net Income	$4,028	$-5,566	-1.7%

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

$37,570

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK DALEY	TREASURER	1.00	Officer	$5,098	$0	$5,098
DEREK CATALDI	VICE PRESIDENT	1.00	Officer	$4,854	$0	$4,854
ERIC BAUMGARDNER	TRUSTEE	1.00	Officer	$4,315	$0	$4,315
NICHOLAS MILLER	TRUSTEE	1.00	Officer	$4,151	$0	$4,151
JOE WENZEL	FINANCIAL SECRETARY	1.00	Officer	$4,070	$0	$4,070
MICHAEL NOLAN	RECORDING SECRETARY	1.00	Officer	$3,833	$0	$3,833
WILLIAM HAEFELE	TRUSTEE	1.00	Officer	$3,157	$0	$3,157
JONATHAN MILLER	DELEGATE	1.00	Officer	$2,848	$0	$2,848
ZACH HERMAN	WARDEN	1.00	Officer	$2,729	$0	$2,729
MAURICE EBY	CONDUCTOR	1.00	Officer	$2,515	$0	$2,515
KEVIN LEWIS	PRESIDENT	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
2025	No data	No data	No data	No data
2024	$369,327	$365,299	$433,342	$4,028
2023	$371,229	$376,795	$429,314	$-5,566
2022	$391,502	$471,769	$435,288	$-80,267
2021	$422,641	$363,314	$515,555	$59,327
2020	$434,511	$466,668	$457,228	$-32,157
2019	$458,901	$440,515	$515,157	$18,386

LOCAL UNION 167 OF UBC & JA