UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA NO 801 (EIN 831484616) - 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

ROBERT BREITLING

Phone

8012800292

Tax Period

2024-07-01 to 2025-06-30

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA NO 801, founded in 2018, is a small nonprofit that reported $472K in total revenue in fiscal year 2024. Expenses of $440K left a modest 7% surplus.

Mission

THE PURPOSE 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 $449,167

Program Service Revenue $6,730

Investment Income $20

Other Revenue $16,434

TOTAL REVENUE $472,351

Expense Breakdown

Grants Paid $0

Salaries & Benefits $148,796

Fundraising Expenses $0

Other Expenses $291,531

TOTAL EXPENSES $440,327

Year-over-Year Comparison

	2024	2023	Change
Revenue	$472,351	$441,359	+0.1%
Expenses	$440,327	$433,196	+0.0%
Net Income	$32,024	$8,163	+2.9%

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

$19,283

Total Directors

$11,749

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CALVIN FORS	PRESIDENT	2.00	Officer	$3,843	$0	$3,843
ROGOBERTO RAMIREZ	VICE PRESIDE	2.00	Officer	$3,843	$0	$3,843
DAVID MARTINEZ	RECORDING SE	2.00	Officer	$2,695	$0	$2,695
ROBERT BREITLING	FINANCIAL SE	2.00	Officer	$4,574	$0	$4,574
VIDAL MIRANDA	WARDEN	2.00	Officer	$2,961	$0	$2,961
GERMAN GARCIA REYES	CONDUCTOR	2.00	Officer	$1,367	$0	$1,367
CODY CASAUS	TRUSTEE	2.00	Director	$3,266	$0	$3,266
MIGUEL REYNOSO	TRUSTEE	2.00	Director	$4,374	$0	$4,374
JOSE ZUNIGA	TRUSTEE	2.00	Director	$4,109	$0	$4,109

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	$472,351	$440,327	$125,200	$32,024
2024	$441,359	$433,196	$93,179	$8,163
2023	$331,751	$415,887	$85,023	$-84,136
2022	$378,881	$377,551	$168,328	$1,330
2021	$339,417	$264,797	$166,998	$74,620

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA NO 801