UNITED BROTHERHOOD OF CARPENTERS LOCAL 2767 (EIN 910300761) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Principal Officer

JAMES GLEASON

Tax Period

2021-07-01 to 2022-05-31

UNITED BROTHERHOOD OF CARPENTERS LOCAL 2767 is a micro nonprofit that reported $12K in total revenue in fiscal year 2021. Revenue fell 79% from the prior year — a significant decline worth monitoring. Expenses of $21K exceeded revenue, resulting in a 71% operating deficit.

Mission

THE LOCAL EXISTS FOR THE GOOD AND WELFARE OF ITS MEMBERS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $17,783

Investment Income $-5,871

Other Revenue $300

TOTAL REVENUE $12,212

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $7,498

Fundraising Expenses $0

Other Expenses $11,327

TOTAL EXPENSES $20,825

Year-over-Year Comparison

	2021	2020	Change
Revenue	$12,212	$56,916	-0.8%
Expenses	$20,825	$23,313	-0.1%
Net Income	$-8,613	$33,603	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

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

$6,599

Total Directors

$899

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEREMY D HERRON	PRESIDENT	1.00	Officer	$2,000	$0	$2,000
JEREMY ARMSTRONG	FINANCIAL SE	1.00	Officer	$1,800	$0	$1,800
TARA COLEMAN	REC SEC/TRUS	1.00	Officer	$1,000	$0	$1,000
TIMOTHY W PHILLIPS	VICE PRESIDE	1.00	Officer	$900	$0	$900
EDUARDO RIVERA	TRUSTEE	1.00	Director	$599	$0	$599
CHEYENNE RICHARDSON	WARDEN	1.00	Officer	$599	$0	$599
CIMMARRON W RICHARDSON	TRUSTEE	1.00	Director	$300	$0	$300
VERNA J HANZAWA	CONDUCTOR	1.00	Officer	$300	$0	$300
JAMES GLEASON	UBC SUPERVIS	0.00	Officer	$0	$0	$0

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
2022	$12,212	$20,825	No data	$-8,613

UNITED BROTHERHOOD OF CARPENTERS LOCAL 2767