United Brotherhood of Carpenters

990EZ • Fiscal year 2021 • EIN 45-1742473

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 28, 2021

Organization Profile N/A

PO Box 321Bellevue, OH 44811

(419) 552-1918

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

-1.3%

Higher net margin than 26% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

$3,238

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

-0.8%

Faster asset growth than 28% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

-6.6%

Faster revenue growth than 30% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets56th percentile

Assets

Down

$219,558

Down $1,828 (-0.8%) from 2020

Net Assets

$219,347

No earlier filing loaded for comparison.

Liabilities

$211

Up $5 (+2.4%) from 2020

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin26th percentile

Revenue

Down

$136,185

Down $9,639 (-6.6%) from 2020

Expenses

Down

$138,018

Down $18,348 (-12%) from 2020

Net Income

-$1,833

Up $8,709 (+83%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2021

Assets$219,558

Liabilities$211

Net Assets$219,347

Open 2021 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2021

Revenue$136,185

Expenses$138,018

Net Income-$1,833

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2020 to Jun 30, 2021
Signed: Sep 28, 2021
Return Version: 2020v4.0
Gross Receipts: $136,185

Mission and Program Overview

Mission

To promote and protect employment and working conditions for working men and women.

Provide employment for its members and improve their overall working conditions. 400 members

Program Services

Description	Grants	Expenses
PROVIDE EMPLOYMENT FOR ITS MEMBERTS AND IMPROVE THEIR OVERALL WORKING CONDITIONS. 400 MEMBERS	-	-

Compensation and Service Providers

Top Officer Pay59th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BRIAN SARTOR	Trustee	-	$3,238	-	$3,238
BRANDYN O'CONNELL	Trustee	-	$2,510	-	$2,510
JAMES CRAWFORD	Trustee	-	$2,327	-	$2,327
WILLIAM REIFSNYDER	Conductor	-	$1,410	-	$1,410
PETE HOFFMAN	President	-	$1,210	-	$1,210
STEVE SWARTZ	Recording Se	-	$600	-	$600
JASON HOEPF	Treasurer	-	$600	-	$600
RYAN SARTOR	Trustee	-	$600	-	$600
CHAD HURAK	Trustee	-	$600	-	$600
CASEY ZIDARIN	Financial Se	-	$467	-	$467

Filing and Contact Details

Filer

Filer Name: United Brotherhood of Carpenters
EIN: 45-1742473
Address: PO BOX 321, BELLEVUE, OH 44811

Signing Officer

Name: Jason Hoepf
Title: Treasurer
Signed: 2021-09-28
Discuss with paid preparer: Yes

Preparer

Firm: Joanne L Bower CPA Inc
Address: 1422 W MCPHERSON HWY, CLYDE, OH 43410-1010
Preparer: Joanne L Bower
Phone: 4195478452

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Fees 1,380 bwc rebates 600 miscellaneous 22 total 2,002”

Form 990-ez, Part I, Line 16

“Expenses office 3,018 bank charges 1,644 telephone 2,253 insurance 525 meetings & conferences 3,935 advertising 3,000 donations 2,550 travel 4,017 non-investment depreciation 581 total 21,523”

Form 990-ez, Part II, Line 24

“Inventories for sale or use 1,251 2,861 equipment/furniture 4,740 4,740 less accumulated depreciation 2,378 2,959 deposits 600 600 total 4,213 5,242”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 206 211”

Form 990-ez, Part III

“Provide employment for its members and improve their overall working conditions. 400 members”

Raw XML Appendix145 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
CompensationExplanation/CompensationExplanationGrp/PersonNm	0	WILLIAM REIFSNYDER
CompensationExplanation/CompensationExplanationGrp/PersonNm	1	STEVE SWARTZ
CompensationExplanation/CompensationExplanationGrp/PersonNm	2	JASON HOEPF
CompensationExplanation/CompensationExplanationGrp/PersonNm	3	BRANDYN OCONNELL
CompensationExplanation/CompensationExplanationGrp/PersonNm	4	PETE HOFFMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm	5	JAMES CRAWFORD
CompensationExplanation/CompensationExplanationGrp/PersonNm	6	RYAN SARTOR
CompensationExplanation/CompensationExplanationGrp/PersonNm	7	CHAD HURAK
CompensationExplanation/CompensationExplanationGrp/PersonNm	8	BRIAN SARTOR
CompensationExplanation/CompensationExplanationGrp/PersonNm	9	CASEY ZIDARIN
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BenefitsPaidToOrForMembersAmt	0	56604
IRS990EZ/BooksInCareOfDetail/PersonNm	0	BECKY ALLGYRE
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	4195521918
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	124 E MAIN ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	BELLEVUE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	44811
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	217173
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	214316
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-1833
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	8009
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	221386
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	219558
IRS990EZ/GrossReceiptsAmt	0	136185
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	286
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	221180
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	219347
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	221180
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	219347
IRS990EZ/OccupancyRentUtltsAndMaintAmt	0	9249
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	0.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	5	0.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	6	0.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	7	0.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	8	0.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	9	0.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	1410
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	2510
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	1210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	5	2327
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	6	600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	7	600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	8	3238
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	9	467
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	WILLIAM REIFSNYDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	STEVE SWARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	JASON HOEPF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	BRANDYN O'CONNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	PETE HOFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	JAMES CRAWFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	6	RYAN SARTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	7	CHAD HURAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	8	BRIAN SARTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	9	CASEY ZIDARIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	CONDUCTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	6	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	7	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	8	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	9	FINANCIAL SE
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501cInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	4213
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	5242
IRS990EZ/OtherExpensesTotalAmt	0	21523
IRS990EZ/OtherRevenueTotalAmt	0	2002
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	PROVIDE EMPLOYMENT FOR ITS MEMBERS AND IMPROVE THEIR OVERALL WORKING CONDITIONS. 400 MEMBERS
IRS990EZ/ProgramServiceRevenueAmt	0	133897
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	PROVIDE EMPLOYMENT FOR ITS MEMBERTS AND IMPROVE THEIR OVERALL WORKING CONDITIONS. 400 MEMBERS
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	42633
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	206
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	211
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	138018
IRS990EZ/TotalRevenueAmt	0	136185
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	FEES 1,380 BWC REBATES 600 MISCELLANEOUS 22 TOTAL 2,002
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	EXPENSES OFFICE 3,018 BANK CHARGES 1,644 TELEPHONE 2,253 INSURANCE 525 MEETINGS & CONFERENCES 3,935 ADVERTISING 3,000 DONATIONS 2,550 TRAVEL 4,017 NON-INVESTMENT DEPRECIATION 581 TOTAL 21,523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	INVENTORIES FOR SALE OR USE 1,251 2,861 EQUIPMENT/FURNITURE 4,740 4,740 LESS ACCUMULATED DEPRECIATION 2,378 2,959 DEPOSITS 600 600 TOTAL 4,213 5,242
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	ACCOUNTS PAYABLE AND ACCRUED EXPENSES 206 211
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	PROVIDE EMPLOYMENT FOR ITS MEMBERS AND IMPROVE THEIR OVERALL WORKING CONDITIONS. 400 MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990-EZ, PART III
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JASON HOEPF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	UNITED BROTHERHOOD OF CARPENTERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	LOCAL 744
ReturnHeader/Filer/BusinessNameControlTxt	0	UNIT
ReturnHeader/Filer/EIN	0	451742473
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 321
ReturnHeader/Filer/USAddress/CityNm	0	BELLEVUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	44811
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	261656434
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	JOANNE L BOWER CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1422 W MCPHERSON HWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	CLYDE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	434101010
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4195478452
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2021-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JOANNE L BOWER
ReturnHeader/ReturnTs	0	2021-11-02T13:04:41-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	JASON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	HOEPF
ReturnHeader/TaxPeriodBeginDt	0	2020-07-01
ReturnHeader/TaxPeriodEndDt	0	2021-06-30
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $219,558
Liabilities: $211
Net assets: $219,347
Revenue: $136,185
Expenses: $138,018
Net income: -$1,833

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.35	$0.00	$2.35	$1.89	$1.62	$0.27
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.09	$0.01	$2.08	$1.40	$1.66	$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.34	$0.00	$2.34	$1.49	$1.43	$0.05
2022Detailed filing. Detailed filing data is available for this year.	$2.29	$0.00	$2.28	$1.57	$1.48	$0.09
2021Detailed filing. Detailed filing data is available for this year.	$2.20	$0.00	$2.19	$1.36	$1.38	$0.02
2020Summary only. Only limited summary data is available for this year.	$2.21	$0.00		$1.46	$1.56	$0.11
2019Summary only. Only limited summary data is available for this year.	$2.32	$0.01		$1.44	$1.61	$0.17
2018Summary only. Only limited summary data is available for this year.	$2.50	$0.01		$1.49	$1.44	$0.05
2017Summary only. Only limited summary data is available for this year.	$2.46	$0.02		$1.49	$1.50	$0.00
2016Summary only. Only limited summary data is available for this year.	$2.46	$0.01		$1.38	$1.78	$0.40
2015Summary only. Only limited summary data is available for this year.	$2.87	$0.03		$1.40	$1.73	$0.34
2014Summary only. Only limited summary data is available for this year.	$3.19	$0.02		$1.35	$1.36	$0.01
2013Summary only. Only limited summary data is available for this year.	$3.21	$0.02		$1.49	$1.17	$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.88	$0.01	$2.87	$1.42	$1.03	$0.39
2011Summary only. Only limited summary data is available for this year.	$2.47	$0.00		$0.19	$0.20	$0.00