Form 990 for tax year 2023
Filed by UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA.
Totals
- Total revenue
- $65,779,370
- Total expenses
- $61,631,370
- Contributions and grants received
- $0
- Grants paid
- $934,908
- Program service revenue
- $58,607,891
- Investment income
- $6,830,842
- Other revenue
- $340,637
- Total assets, end of year
- $251,138,481
- Total liabilities, end of year
- $156,364
- Net assets or fund balances, end of year
- $250,982,117
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: MEMBERSHIP DUES & ASSESSMENTS
total $56,729,553 · related or exempt $56,729,553
-
2b · Program service revenue: REIMBURSEMENTS
total $1,878,338 · related or exempt $1,878,338
-
3 · Investment income
total $9,049,166 · excluded $9,049,166
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $285,538,882 · other assets $474,860
-
7b · Less cost or other basis and sales expenses
securities $288,012,830 · other assets $219,236
-
7c · Gain or loss
securities -$2,473,948 · other assets $255,624
-
7d · Net gain or loss
total -$2,218,324 · excluded -$2,218,324
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0 · unrelated business $0
-
11a · Other revenue: SPECIAL EVENT
total $93,075 · related or exempt $93,075
-
11b · Other revenue: OTHER
total $247,562 · related or exempt $247,562
-
11e · Other revenue, total
$340,637
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $934,908
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $1,610,372
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $23,540,744
-
8 · Pension plan contributions
total $10,440,290
-
9 · Other employee benefits
total $3,389,116
-
10 · Payroll taxes
total $1,884,949
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $1,338,326
-
11c · Fees: accounting
total $43,864
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $186,039
-
11g · Fees: other
total $367,182
-
12 · Advertising and promotion
total $849,138
-
13 · Office expenses
total $1,341,308
-
14 · Information technology
total $1,218,014
-
15 · Royalties
total $0
-
16 · Occupancy
total $853,984
-
17 · Travel
total $2,116,783
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $657,343
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $5,434,431
-
22 · Depreciation, depletion and amortization
total $2,063,334
-
23 · Insurance
total $1,363,969
-
24a · Other expenses: REIMBURSEMENTS
total $1,139,215
-
24b · Other expenses: TRAINING & EDUCATION
total $590,498
-
24c · Other expenses: MOOSE FEED
total $146,656
-
24d · Other expenses: MISCELLANEOUS EXPENSES
total $93,358
-
24e · All other expenses
total $27,549
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $17,389,975 · end of year $14,715,488
-
2 · Savings and temporary cash investments
beginning of year $521,488 · end of year $146,902
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $0 · end of year $0
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $10,096,804 · end of year $9,442,438
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $0 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$15,057,190
-
10b · Land, buildings and equipment: accumulated depreciation
$9,327,452
-
10c · Land, buildings and equipment, net
beginning of year $4,673,332 · end of year $5,729,738
-
11 · Investments: publicly traded securities
beginning of year $163,941,554 · end of year $181,060,568
-
12 · Investments: other securities
beginning of year $49,991,308 · end of year $39,124,748
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $395,876 · end of year $918,599
-
17 · Accounts payable and accrued expenses
beginning of year $176,220 · end of year $156,364
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $246,834,117 · end of year $250,982,117
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $0
Mission and programs · 2023
Mission
TO CREATE AND SUPPORT WORK OPPORTUNITIES AND PROMOTE THE GENERAL WELFARE AND WORKING CONDITIONS OF UNION MEMBERS.
-
CREATED AND SUPPORTED WORK OPPORTUNITIES AND PROMOTED THE GENERAL WELFARE AND WORKING CONDITIONS OF UNION MEMBERS.
As filed on the 2023 return.
Listed in Part VII
-
Jay BradshawJAY BRADSHAW
EXECUTIVE SECRETARY
- Total calculated
- $449,203
- From this org
- $324,035
- From related orgs
- $0
- Other
- $125,168
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $322,123
- Bonus
- $0
- Other
- $1,912
- Deferred
- $103,775
- Nontaxable benefits
- $21,393
- Filer's total
- $449,203
-
Chris PedrozaCHRIS PEDROZA
WARDEN
- Total calculated
- $310,982
- From this org
- $0
- From related orgs
- $205,777
- Other
- $105,205
- Hours/week
- 0.3 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $205,777 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $83,260 related
- Nontaxable benefits
- $0 + $21,945 related
- Filer's total
- $0 + $310,982 related
-
Thomas Lam
Director of IT
- Total calculated
- $306,392
- From this org
- $210,206
- From related orgs
- $0
- Other
- $96,186
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $204,997
- Bonus
- $0
- Other
- $5,209
- Deferred
- $74,793
- Nontaxable benefits
- $21,393
- Filer's total
- $306,392
-
Ronald RowlettRONALD ROWLETT
POLITICAL DIRECTOR
- Total calculated
- $306,234
- From this org
- $210,048
- From related orgs
- $0
- Other
- $96,186
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $204,997
- Bonus
- $0
- Other
- $5,051
- Deferred
- $74,793
- Nontaxable benefits
- $21,393
- Filer's total
- $306,234
-
John BelperioJOHN BELPERIO
Vice President
- Total calculated
- $305,591
- From this org
- $209,405
- From related orgs
- $0
- Other
- $96,186
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $206,197
- Bonus
- $0
- Other
- $3,208
- Deferred
- $74,793
- Nontaxable benefits
- $21,393
- Filer's total
- $305,591
-
Jacob AdiarteJACOB ADIARTE
CONDUCTOR
- Total calculated
- $304,827
- From this org
- $208,641
- From related orgs
- $0
- Other
- $96,186
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $201,363
- Bonus
- $0
- Other
- $7,278
- Deferred
- $74,793
- Nontaxable benefits
- $21,393
- Filer's total
- $304,827
-
Sean HebardSEAN HEBARD
DISTRICT MANAGER
- Total calculated
- $303,603
- From this org
- $207,417
- From related orgs
- $0
- Other
- $96,186
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $204,997
- Bonus
- $0
- Other
- $2,420
- Deferred
- $74,793
- Nontaxable benefits
- $21,393
- Filer's total
- $303,603
-
Scott LittlehaleSCOTT LITTLEHALE
EXECUTIVE RESEARCH ANALYST
- Total calculated
- $301,963
- From this org
- $205,777
- From related orgs
- $0
- Other
- $96,186
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $204,997
- Bonus
- $0
- Other
- $780
- Deferred
- $74,793
- Nontaxable benefits
- $21,393
- Filer's total
- $301,963
-
Edward GableEDWARD GABLE
DISTRICT MANAGER
- Total calculated
- $301,963
- From this org
- $205,777
- From related orgs
- $0
- Other
- $96,186
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $205,342
- Bonus
- $0
- Other
- $435
- Deferred
- $74,793
- Nontaxable benefits
- $21,393
- Filer's total
- $301,963
-
Daniel McCullochDANIEL MCCULLOCH
TRUSTEE
- Total calculated
- $266,006
- From this org
- $177,882
- From related orgs
- $0
- Other
- $88,124
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $173,946
- Bonus
- $0
- Other
- $3,936
- Deferred
- $66,731
- Nontaxable benefits
- $21,393
- Filer's total
- $266,006
-
Arturo Rodriguez
TRUSTEE
- Total calculated
- $262,629
- From this org
- $174,705
- From related orgs
- $0
- Other
- $87,924
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $173,536
- Bonus
- $0
- Other
- $1,169
- Deferred
- $66,531
- Nontaxable benefits
- $21,393
- Filer's total
- $262,629
-
Leonard BriaLEONARD BRIA
TRUSTEE
- Total calculated
- $13,463
- From this org
- $10,084
- From related orgs
- $0
- Other
- $3,379
- Hours/week
- 1 + 1 related
-
Michael EsparzaMICHAEL ESPARZA
EXEC COMMITTEE MEMBER
- Total calculated
- $8,976
- From this org
- $6,723
- From related orgs
- $0
- Other
- $2,253
- Hours/week
- 1 + 1 related
-
Jarl HowardJARL HOWARD
EXEC COMMITTEE MEMBER
- Total calculated
- $8,232
- From this org
- $6,147
- From related orgs
- $0
- Other
- $2,085
- Hours/week
- 1 + 1 related
-
Lisa Tramonte
EXEC COMM MEM
- Total calculated
- $7,910
- From this org
- $6,147
- From related orgs
- $0
- Other
- $1,763
- Hours/week
- 1 + 1 related
-
Lloyd ReberLLOYD REBER
PRESIDENT
- Total calculated
- $6,786
- From this org
- $5,090
- From related orgs
- $0
- Other
- $1,696
- Hours/week
- 1 + 1 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$100,000
Donation
-
$55,000
Donation
-
$35,000
Donation
-
$30,000
Donation
-
$30,000
Donation
-
$30,000
Donation
-
$29,500
Donation
-
Donation
-
$25,000
Donation
-
TRIFECTA COLLECTIVE LLC - INTERNATIONAL MASS TIMBE
$20,250
Donation
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
Northern CA Carpenters Regional Council
527 · See Part VII · CA
Directly controlled by See Part VII
-
NORTHERN CA CARPENTERS REGIONAL ISSUES
510(c)(5) · SEE PART VII · CA
Directly controlled by SEE PART VII
-
CARP 46 NO CA COUNTIES CONF BOARD
501(c)(5) · SEE PART VII · CA
Directly controlled by SEE PART VII
-
NORTHERN CALIFORNIA CARPENTERS RELIEF Fu
501(C)(3) · SEE PART VII · CA
Directly controlled by SEE PART VII
-
NORTHERN CALIFORNIA CARPENTERS THOMAS A
501(C)(3) · SEE PART VII · CA
Directly controlled by SEE PART VII
-
CALIFORNIA CONFERENCE OF CARPENTERS - BU
527 · SEE PART VII · CA
Directly controlled by SEE PART VII
-
NORTHERN CA CARPENTERS REGIONAL COUNCIL
527 · SEE PART VII · CA
Directly controlled by SEE PART VII
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 30 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541229349301629
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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