UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA NO 971 (EIN 880047923) - 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

1902

Legal Domicile

Principal Officer

OTHA CLINTON

Phone

7753235786

Tax Period

2024-07-01 to 2025-06-30

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA NO 971, founded in 1902, is a small nonprofit that reported $553K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum.

Mission

ALL EXEMPT FUNCTION EXPENSES ARE USED TO PROMOTE THE WELFARE AND WORKING CONDITIONS OF THE LOCAL UNION'S 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 (2024)

Revenue Breakdown

Contributions & Grants $470,061

Program Service Revenue $46,605

Investment Income $10,294

Other Revenue $26,189

TOTAL REVENUE $553,149

Expense Breakdown

Grants Paid $0

Salaries & Benefits $162,793

Fundraising Expenses $0

Other Expenses $412,467

TOTAL EXPENSES $575,260

Year-over-Year Comparison

	2024	2023	Change
Revenue	$553,149	$450,407	+0.2%
Expenses	$575,260	$535,509	+0.1%
Net Income	$-22,111	$-85,102	-0.7%

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

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

$22,395

Total Directors

$20,704

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESUS GARIBAY	PRESIDENT	2.00	Officer	$5,498	$0	$5,498
DONALD HOLMES	VICE PRESIDE	2.00	Officer	$1,763	$0	$1,763
OTHA CLINTON	FINANCIAL SE	2.00	Officer	$5,498	$0	$5,498
ROBERT TRUITT	RECORDING SE	2.00	Officer	$2,434	$0	$2,434
CARLOS GUILLEN	CONDUCTOR	2.00	Officer	$3,425	$0	$3,425
DANIEL SALDANA	TRUSTEE	2.00	Director	$5,146	$0	$5,146
ANGEL DELAROSA	TRUSTEE	2.00	Director	$5,498	$0	$5,498
ELEAZAR ROMAN-OROZCO	TRUSTEE	2.00	Director	$2,392	$0	$2,392
ADRIAN DAVIS	TRUSTEE	2.00	Director	$7,668	$0	$7,668
DAVID WEINGARTEN	WARDEN	2.00	Officer	$3,777	$0	$3,777

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	$553,149	$575,260	$435,074	$-22,111
2024	$450,407	$535,509	$456,865	$-85,102
2023	$498,182	$534,710	$541,967	$-36,528
2022	$432,058	$399,718	$578,006	$32,340
2021	$473,384	$390,924	$545,632	$82,460
2020	$413,765	$401,051	$463,334	$12,714
2019	$343,435	$401,136	$450,492	$-57,701
2018	$305,383	$380,418	$508,193	$-75,035

UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA NO 971