UNITED BROTHERHOOD OF CARPENTERS LOCAL 503 (EIN 922647542) - 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

2023

Legal Domicile

Principal Officer

SCOTT SCHAFER

Phone

5033128906

Tax Period

2024-07-01 to 2025-06-30

UNITED BROTHERHOOD OF CARPENTERS LOCAL 503, founded in 2023, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024.

Mission

TO REPRESENT ALL MEMBERS FOR THEIR MORAL, ECONOMIC AND SOCIAL ADVANCEMENT. TO THAT END, THE OFFICERS AND BUSINESS AGENTS OF THE LOCAL COLLECTIVELY BARGAIN WITH EMPLOYERS ON BEHALF OF THE LOCAL'S MEMBERS.

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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 $1,100,131

Program Service Revenue $96,812

Investment Income $747

Other Revenue $48,034

TOTAL REVENUE $1,245,724

Expense Breakdown

Grants Paid $0

Salaries & Benefits $148,727

Fundraising Expenses $0

Other Expenses $1,144,087

TOTAL EXPENSES $1,292,814

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,245,724	$1,240,635	+0.0%
Expenses	$1,292,814	$1,109,079	+0.2%
Net Income	$-47,090	$131,556	-1.4%

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

$61,761

Total Directors

$24,521

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARCUS RODRIGUEZ	PRESIDENT	2.00	Officer	$7,631	$0	$7,631
ANGEL ALVARADO	VICE PRESIDE	2.00	Officer	$414	$0	$414
SCOTT SCHAFER	FINANCIAL SE	2.00	Officer	$10,140	$0	$10,140
PAUL RICHTER	RECORDING SE	2.00	Officer	$5,911	$0	$5,911
JOSHUA LUCAS	CONDUCTOR	2.00	Officer	$10,217	$0	$10,217
HEATHER MAYTHER	WARDEN	2.00	Officer	$6,310	$0	$6,310
AMBER MCCOY	TRUSTEE	2.00	Director	$10,243	$0	$10,243
DAMIAN HUGHES	VICE PRESIDE	2.00	Officer	$10,243	$0	$10,243
KADENCE JIMENEZ	TRUSTEE	2.00	Director	$9,724	$0	$9,724
DAMIEN CRAYCRAFT-COLBY	TREASURER	2.00	Officer	$4,744	$0	$4,744
ERIC DIXON	RECORDING SE	2.00	Officer	$2,610	$0	$2,610
ROSEMARY FOUTTS	WARDEN	2.00	Officer	$3,541	$0	$3,541
JAMES LOPEZ	TRUSTEE	2.00	Director	$4,554	$0	$4,554

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	$1,245,724	$1,292,814	$262,926	$-47,090
2024	$1,240,635	$1,109,079	$310,016	$131,556

UNITED BROTHERHOOD OF CARPENTERS LOCAL 503