UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA LOCAL UNION 751 (EIN 940370707) - 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

Formation Year

1940

Legal Domicile

Principal Officer

VICTOR L MIBELLI

Phone

7075455121

Tax Period

2022-07-01 to 2023-06-30

UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA LOCAL UNION 751, founded in 1940, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2022. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $1.2M left a modest 4% surplus.

Mission

IMPROVE WELFARE AND WORKING CONDITIONS OF MEMBERS. ORGANIZE WORKERS FOR ECONOMIC, MORAL AND SOCIAL ADVANCEMENT.

🔒

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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $779,908

Investment Income $84,815

Other Revenue $359,048

TOTAL REVENUE $1,223,771

Expense Breakdown

Grants Paid $0

Salaries & Benefits $552,051

Fundraising Expenses $0

Other Expenses $623,648

TOTAL EXPENSES $1,176,401

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,223,771	$985,616	+0.2%
Expenses	$1,176,401	$1,079,034	+0.1%
Net Income	$47,370	$-93,418	-1.5%

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

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

$51,442

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL R MCCULLOCH	FINANCIAL SE	5.00	Officer	$10,849	$0	$10,849
STEVEN R HARRIS	RECORDING SE	2.00	Officer	$7,204	$0	$7,204
LOGAN L STEWART	TRUSTEE	2.00	Officer	$6,068	$0	$6,068
KATIE M ESTUPINAN	WARDEN	1.00	Officer	$5,399	$0	$5,399
VICTOR L MIBELLI	PRESIDENT	1.00	Officer	$5,299	$0	$5,299
JASON T PEARCE	TRUSTEE	2.00	Officer	$5,070	$0	$5,070
STUART D DAHER	CONDUCTOR	1.00	Officer	$4,567	$0	$4,567
DEVIN R SHERRON	TRUSTEE	2.00	Officer	$4,081	$0	$4,081
RAFAEL GONZALEZ	VICE PRESIDE	1.00	Officer	$2,905	$0	$2,905

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,223,771	$1,176,401	$2,958,983	$47,370
2022	$985,616	$1,079,034	$2,729,037	$-93,418
2021	$1,122,833	$1,082,292	$3,138,089	$40,541
2020	$1,634,911	$941,651	$2,758,007	$693,260
2019	$1,133,176	$953,933	$2,140,157	$179,243

UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA LOCAL UNION 751