UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA LOCAL UNION 409 (EIN 954144160) - 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

1988

Legal Domicile

Principal Officer

JUAN LUNA

Phone

2133853510

Tax Period

2018-07-01 to 2019-06-30

UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA LOCAL UNION 409, founded in 1988, is a small nonprofit that reported $154K in total revenue in fiscal year 2018. Revenue fell 85% from the prior year — a significant decline worth monitoring. Expenses of $301K exceeded revenue, resulting in a 96% operating deficit.

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.

🔒

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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $146,077

Investment Income $0

Other Revenue $7,785

TOTAL REVENUE $153,862

Expense Breakdown

Grants Paid $0

Salaries & Benefits $32,897

Fundraising Expenses $0

Other Expenses $267,970

TOTAL EXPENSES $300,867

Year-over-Year Comparison

	2018	2017	Change
Revenue	$153,862	$1,030,053	-0.9%
Expenses	$300,867	$970,471	-0.7%
Net Income	$-147,005	$59,582	-3.5%

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

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

$8,985

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WESLEY CRUNK	CONDUCTOR	2.00	Officer	$678	$0	$678
JUAN LUNA	FIN SECY/TREAS	2.00	Officer	$1,018	$0	$1,018
PETER RODRIGUEZ	Trustee	2.00	Officer	$1,018	$0	$1,018
JIMMY LUNA	Trustee	2.00	Officer	$1,072	$0	$1,072
MANNY SALCIDO	President	2.00	Officer	$1,018	$0	$1,018
OSCAR PANIAGUA	Vice President	2.00	Officer	$1,018	$0	$1,018
JEROME BUTLER	Trustee	2.00	Officer	$1,018	$0	$1,018
JOSE PEREZ	WARDEN	2.00	Officer	$1,127	$0	$1,127
MATT DUNPHY	RECORDING SECY	2.00	Officer	$1,018	$0	$1,018

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
2019	$153,862	$300,867	No data	$-147,005

UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA LOCAL UNION 409