UNITED BROTHERHOOD OF CARPENTERS LOCAL 701 (EIN 940370666) - 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

1982

Legal Domicile

Principal Officer

JAY BRADSHAW

Phone

5103327064

Tax Period

2025-07-01 to 2026-02-02

UNITED BROTHERHOOD OF CARPENTERS LOCAL 701, founded in 1982, is a small nonprofit that reported $705K in total revenue in fiscal year 2025. Revenue fell 46% from the prior year — a significant decline worth monitoring. Expenses of $613K left a modest 13% surplus.

Mission

PROVIDE DISPATCH SERVICES, ASSIST MEMBERS WITH EMPLOYMENT RELATED DISPUTES, CREATE JOB OPPORTUNITIES, REPRESENT MEMBERS IN CONTRACT ENFORCEMENT, AND ASSIST MEMBERS IN ADVANCEMENT OF THEIR SKILL IN THE TRADE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $18,836

Program Service Revenue $606,724

Investment Income $53,935

Other Revenue $25,312

TOTAL REVENUE $704,807

Expense Breakdown

Grants Paid $21,365

Salaries & Benefits $241,048

Fundraising Expenses $0

Other Expenses $351,038

TOTAL EXPENSES $613,451

Year-over-Year Comparison

	2025	2024	Change
Revenue	$704,807	$1,310,510	-0.5%
Expenses	$613,451	$1,339,267	-0.5%
Net Income	$91,356	$-28,757	-4.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAY BRADSHAW	EXEC SECRETA	1.00	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
2026	$704,807	$613,451	No data	$91,356
2025	$1,310,510	$1,339,267	$2,338,548	$-28,757
2024	$1,190,651	$1,224,320	$2,292,286	$-33,669
2023	$1,180,824	$1,190,071	$2,319,678	$-9,247
2022	$1,191,842	$1,224,732	$2,339,864	$-32,890
2021	$1,226,750	$1,082,838	$2,514,537	$143,912
2020	$1,254,181	$820,267	$2,409,172	$433,914
2019	$1,383,558	$962,801	$2,011,492	$420,757

UNITED BROTHERHOOD OF CARPENTERS LOCAL 701