UBC & JA LOCAL 339 (EIN 823610394) - 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

2018

Legal Domicile

Principal Officer

Thomas P Geary

Phone

9782295200

Tax Period

2023-07-01 to 2024-06-30

UBC & JA LOCAL 339, founded in 2018, is a small nonprofit in the Employment sector that reported $575K in total revenue in fiscal year 2023.

Mission

To provide union representation to its members, to organize workers and secure improved wages, hours, working conditions and other economic advantages through organizing, negotiations and collective bargaining.

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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 $364,899

Investment Income $13,242

Other Revenue $196,902

TOTAL REVENUE $575,043

Expense Breakdown

Grants Paid $0

Salaries & Benefits $275,559

Fundraising Expenses $0

Program Expenses $588,349

Other Expenses $312,790

TOTAL EXPENSES $588,349

Year-over-Year Comparison

	2023	2022	Change
Revenue	$575,043	$539,498	+0.1%
Expenses	$588,349	$561,846	+0.0%
Net Income	$-13,306	$-22,348	-0.4%

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

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

$198,997

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kevin E Kelley	Financial Sec'ty/Delegate	2	Officer	$3,623	$8,970	$171,238
Thomas P Geary	President/Delegate	2	Officer	$4,317	$208	$4,525
Laurie A Calalane Petchar	Treasurer/Delegate	2	Officer	$3,761	$174	$3,935
Victor Fitzgerald	Trustee/Delegate	2	Officer	$3,212	$152	$3,364
Jesse J Vigeant	Recording Sec'ty	2	Officer	$3,180	$125	$3,305
Chris Jusczak	Trustee/Delegate	2	Officer	$3,120	$152	$3,272
Jackeline M Ramos	Trustee/Delegate	2	Officer	$2,932	$174	$3,106
Bryan L Martin	Conductor	2	Officer	$2,028	$176	$2,204
Andrew P Croteau	Vice President	2	Officer	$2,028	$146	$2,174
Mark A Zaccagnini	Warden	2	Officer	$1,749	$125	$1,874

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	$575,043	$588,349	$324,431	$-13,306
2023	$539,498	$561,846	$337,737	$-22,348
2022	$525,006	$532,986	$360,085	$-7,980
2021	$478,880	$484,105	$368,065	$-5,225

UBC & JA LOCAL 339