UBC & JA LOCAL 330 (EIN 823610759) - 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

Michael W Holmes

Phone

4014241100

Tax Period

2024-07-01 to 2025-06-30

UBC & JA LOCAL 330, founded in 2018, is a small nonprofit that reported $528K in total revenue in fiscal year 2024.

Mission

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $353,186

Investment Income $3,145

Other Revenue $171,543

TOTAL REVENUE $527,874

Expense Breakdown

Grants Paid $0

Salaries & Benefits $271,324

Fundraising Expenses $0

Other Expenses $291,869

TOTAL EXPENSES $563,193

Year-over-Year Comparison

	2024	2023	Change
Revenue	$527,874	$507,770	+0.0%
Expenses	$563,193	$551,266	+0.0%
Net Income	$-35,319	$-43,496	-0.2%

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

$490,056

Total Directors

$7,629

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael W Holmes	President	1.00	Officer	$4,818	$99,550	$238,060
Derek Adamiec	Vice President	1.00	Officer	$3,611	$94,634	$231,937
Catherine Pena	financial sec	1.00	Officer	$4,364	$0	$4,364
Scott Legault	Recording Sec	1.00	Officer	$3,750	$0	$3,750
Gary Cipalone	Trustee	1.00	Director	$3,611	$0	$3,611
Paul Duarte	Treasurer	1.00	Officer	$3,512	$0	$3,512
Kevin A Anderson	Warden	1.00	Officer	$3,512	$0	$3,512
Mathew Madeiros	Conductor	1.00	Officer	$3,015	$0	$3,015
Ryan Del Toro	Trustee	1.00	Director	$2,112	$0	$2,112
Anthony Elgar	Trustee	1.00	Officer Director	$1,906	$0	$1,906

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	$527,874	$563,193	$137,572	$-35,319
2024	$507,770	$551,266	$172,891	$-43,496
2023	$511,657	$562,296	$216,387	$-50,639
2022	$506,085	$531,612	$267,026	$-25,527
2021	$488,517	$492,749	$292,553	$-4,232
2020	$551,759	$534,776	$296,785	$16,983
2019	$516,245	$520,107	$279,802	$-3,862

UBC & JA LOCAL 330