UNITED BROTHERHOOD OF CARPENTERS L… - Form 990 Financial Data

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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

Principal Officer

BRIAN OELBERG

Phone

5413964287

Tax Period

2020-07-01 to 2021-06-30

UNITED BROTHERHOOD OF CARPENTERS LOCAL 2784 is a small nonprofit that reported $213K in total revenue in fiscal year 2020. The organization ran a surplus of $148K, a strong 70% operating margin.

Mission

FRATERNAL ORGANIZATION ORGANIZED TO PROTECT AND PROMOTE THE INTEREST OF 453 MEMBERS BY BARGAINING WITH THEIR EMPLOYERS.

Program Service Accomplishments

Program 1

FRATERNAL ORGANIZATION ORGANIZED TO PROTECT AND PROMOTE THE INTEREST OF 453 MEMBERS BY BARGAINING WITH THEIR EMPLOYER.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $172,048

Investment Income $28,164

Other Revenue $12,465

TOTAL REVENUE $212,677

Expense Breakdown

Grants Paid $625

Salaries & Benefits $14,426

Fundraising Expenses $0

Other Expenses $29,222

TOTAL EXPENSES $64,693

Year-over-Year Comparison

	2020	2019	Change
Revenue	$212,677	$220,563	0.0%
Expenses	$64,693	$103,210	-0.4%
Net Income	$147,984	$117,353	+0.3%

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

426

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

$7,401

Total Directors

$3,877

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SID WALTER	PRESIDENT	2.00	Officer	$2,462	$414	$2,876
WILLIAM BROWN	TRUSTEE	2.00	Director	$1,552	$0	$1,552
DENNA L MARTIN	VICE PRESIDE	2.00	Officer	$1,275	$0	$1,275
TERRI SMITH	TRUSTEE	2.00	Director	$1,200	$0	$1,200
CATHERINE JACKSON	RECORDING SE	2.00	Officer	$1,200	$0	$1,200
DEBORAH BAKER	TRUSTEE	2.00	Director	$1,125	$0	$1,125
BRIAN OELBERG	FINANCIAL SE	2.00	Officer	$900	$0	$900
MOLLY NICHOLS	CONDUCTOR	2.00	Officer	$600	$0	$600
EDWIN SOLHEIM	WARDEN	2.00	Officer	$550	$0	$550

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
2021	$212,677	$64,693	$847,937	$147,984
2021	$96,187	$84,891	No data	$11,296
2020	$220,563	$103,210	$699,953	$117,353
2019	$158,894	$110,654	$582,600	$48,240

UNITED BROTHERHOOD OF CARPENTERS LOCAL 2784