UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA NO 562 (EIN 831483630) - 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

JORGE QUINTERO

Phone

5624270977

Tax Period

2024-07-01 to 2025-06-30

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA NO 562, founded in 2018, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $1.1M left a modest 9% surplus.

Mission

THE MISSION IS TO PROMOTE AND PROTECT THE INTEREST OF OUR MEMBERSHIP, TO ELEVATE THE MORAL, INTELLECTUAL, AND SOCIAL CONDITIONS OF ALL WORKING MEN AND WOMEN, TO ASSIST EACH OTHER IN SICKNESS AND HEALTH.

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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 $1,085,589

Program Service Revenue $45,525

Investment Income $0

Other Revenue $62,197

TOTAL REVENUE $1,193,311

Expense Breakdown

Grants Paid $0

Salaries & Benefits $256,666

Fundraising Expenses $0

Other Expenses $829,930

TOTAL EXPENSES $1,086,596

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,193,311	$964,512	+0.2%
Expenses	$1,086,596	$1,096,952	0.0%
Net Income	$106,715	$-132,440	-1.8%

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

$49,898

Total Directors

$23,290

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAY LAWSON	PRESIDENT	2.00	Officer	$8,104	$0	$8,104
OMAR HUERTA	VICE PRESIDE	2.00	Officer	$2,632	$0	$2,632
LARRY BENEVENTE	RECORDING SE	2.00	Officer	$6,631	$0	$6,631
JORGE QUINTERO	FINANCIAL SE	2.00	Officer	$4,018	$0	$4,018
ROBERTO RUIZ	CONDUCTOR	2.00	Officer	$7,989	$0	$7,989
LUIS FLORES	WARDEN	2.00	Officer	$7,642	$0	$7,642
STEVE DONAHUE	TRUSTEE	2.00	Director	$8,568	$0	$8,568
RUBEN MINJAREZ	TRUSTEE	2.00	Director	$6,616	$0	$6,616
ROBERT B ROJAS	TRUSTEE	2.00	Director	$8,106	$0	$8,106
FRANK ZAMBRANO	PRESIDENT	2.00	Officer	$7,204	$0	$7,204
JESUS MARQUEZ	VICE PRESIDE	2.00	Officer	$5,678	$0	$5,678

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	$1,193,311	$1,086,596	$216,487	$106,715
2024	$964,512	$1,096,952	$109,742	$-132,440
2023	$1,003,934	$1,077,048	$241,177	$-73,114
2022	$1,197,362	$1,141,357	$314,458	$56,005
2021	$1,185,592	$1,136,252	$259,318	$49,340

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA NO 562