UNITED BROTHERHOOD OF CARPENTERS & JOINERS LOCAL 2784 (EIN 936031635) - 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

Legal Domicile

Principal Officer

JAMES GLEASON

Phone

2539458800

Tax Period

2021-01-01 to 2021-12-31

UNITED BROTHERHOOD OF CARPENTERS & JOINERS LOCAL 2784 is a micro nonprofit that reported $96K in total revenue in fiscal year 2021. Revenue fell 55% from the prior year — a significant decline worth monitoring. Expenses of $85K left a modest 12% surplus.

Mission

PROTECT THE INTERESTS OF ITS 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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $125,275

Investment Income $-40,902

Other Revenue $11,814

TOTAL REVENUE $96,187

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $9,483

Fundraising Expenses $0

Other Expenses $45,510

TOTAL EXPENSES $84,891

Year-over-Year Comparison

	2021	2020	Change
Revenue	$96,187	$212,677	-0.5%
Expenses	$84,891	$21,045	+3.0%
Net Income	$11,296	$191,632	-0.9%

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

N/A

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

$5,434

Total Directors

$2,125

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES GLEASON	UBC SUPERVIS	0.00	Officer	$0	$0	$0
SIDNEY WALTER	PRESIDENT	5.00	Officer	$2,184	$0	$2,184
DENNA MARTIN	VICE PRESIDE	2.00	Officer	$875	$0	$875
BRIAN OELBERG	FINANCIAL SE	2.00	Officer	$750	$0	$750
CATHERINE JACKSON	RECORDING SE	2.00	Officer	$875	$0	$875
BRYELL JUSTINCE	TRUSTEE	2.00	Director	$375	$0	$375
DEBORAH BAKER	TRUSTEE	2.00	Director	$875	$0	$875
TERRI SMITH	TRUSTEE	2.00	Director	$875	$0	$875
MOLLY NICHOLS	CONDUCTOR	1.00	Officer	$375	$0	$375
EDWIN SOLHEIM	WARDEN	1.00	Officer	$375	$0	$375

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 & JOINERS LOCAL 2784