UBC & JA LOCAL NO 231

EIN: 990885949

PEWAUKEE, WI

Total Revenue
$862,477
Total Expenses
$724,731
Total Assets
$533,436
Net Assets
$533,436
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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
2024
Legal Domicile
WI
Principal Officer
JASON YOUNG
Phone
4148289138
Tax Period
2024-07-01 to 2025-06-30

UBC & JA LOCAL NO 231, founded in 2024, is a small nonprofit that reported $862K in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $138K, a strong 16% operating margin.

Mission

UBC & JA LOCAL NO 231 PROVIDES COLLECTIVE BARGAINING SERVICES AND STRIVES TO IMPROVE WORKING CONDITIONS FOR MEMBERS AND ITS MAJOR SOURCE OF REVENUE CONSISTS OF DUES.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $858,784
Investment Income $3,593
Other Revenue $100
TOTAL REVENUE $862,477

Expense Breakdown

Grants Paid $18,300
Salaries & Benefits $83,599
Fundraising Expenses $0
Other Expenses $489,590
TOTAL EXPENSES $724,731

Year-over-Year Comparison

2024 2023 Change
Revenue $862,477 $629,868 +0.4%
Expenses $724,731 $234,178 +2.1%
Net Income $137,746 $395,690 -0.7%
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

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Governance

Voting Members
10
Independent Members
N/A
Employees
19
Volunteers
5

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
6
$32,405
Total Directors
13
$50,352
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JASON YOUNG PRESIDENT 40.00
Officer Director
$4,556 $0 $4,556
PERNEL ABAD PRESIDENT (LEFT BEFORE YEAR END) 40.00
Officer Director
$2,298 $0 $2,298
AARON SPENCER VICE PRESIDENT 40.00
Officer Director
$2,593 $0 $2,593
RAUL HERNANDEZ RECORDING SECRETARY 40.00
Officer Director
$8,791 $0 $8,791
JONATHAN ABRAHAM FINANCIAL SECRETARY 40.00
Officer Director
$4,490 $0 $4,490
ROBERT MALONE TREASURER 40.00
Officer Director
$9,677 $0 $9,677
JULIUS CARRASQUILLO CONDUCTOR 40.00
Director
$1,147 $0 $1,147
ANTONIO NOWACK WARDEN 40.00
Director
$1,235 $0 $1,235
ROBERT HAGNER WARDEN (LEFT BEFORE YEAR END) 40.00
Director
$1,535 $0 $1,535
DOUGLAS VOLLAND TRUSTEE 40.00
Director
$2,558 $0 $2,558
WILLIAM COLEMAN TRUSTEE 40.00
Director
$4,084 $0 $4,084
CHRISTOPHER STYER TRUSTEE 40.00
Director
$5,271 $0 $5,271
MARK HOGAN TRUSTEE (LEFT BEFORE YEAR END) 40.00
Director
$2,117 $0 $2,117
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 $862,477 $724,731 $533,436 $137,746
2024 $629,868 $234,178 $395,690 $395,690
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