Form 990 for tax year 2025
Filed by UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LU 97.
Totals
- Total revenue
- $625,711
- Total expenses
- $597,346
- Contributions and grants received
- $0
- Grants paid
- $21,715
- Program service revenue
- $573,921
- Investment income
- $26,351
- Other revenue
- $25,439
- Total assets, end of year
- $2,048,693
- Total liabilities, end of year
- $1,468
- Net assets or fund balances, end of year
- $2,047,225
- 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
total $557,011 · related or exempt $557,011
-
2b · Program service revenue: INITIATION AND OTHER F
total $16,910 · related or exempt $16,910
-
3 · Investment income
total $14,340 · excluded $14,340
-
7a · Gross sales of assets other than inventory
securities $131,160
-
7b · Less cost or other basis and sales expenses
securities $119,149
-
7c · Gain or loss
securities $12,011
-
7d · Net gain or loss
total $12,011 · excluded $12,011
-
11a · Other revenue: PICNIC INCOME
total $21,910 · excluded $21,910
-
11b · Other revenue: MISCELLANEOUS INCOME
total $3,529 · excluded $3,529
-
11e · Other revenue, total
$25,439
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $21,715
-
5 · Compensation of officers, directors and key employees
total $77,387
-
6 · Compensation of disqualified persons
total $14,576
-
10 · Payroll taxes
total $8,494
-
13 · Office expenses
total $12,431
-
19 · Conferences, conventions and meetings
total $41,314
-
21 · Payments to affiliates
total $308,789
-
22 · Depreciation, depletion and amortization
total $610
-
24a · Other expenses: MEMBERSHIP ACTIVITIES
total $53,579
-
24b · Other expenses: PICNIC EXPENSES
total $31,166
-
24c · Other expenses: PROMOTIONAL ITEMS FOR M
total $24,702
-
24d · Other expenses: DUES REFUNDED
total $2,583
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $141,709 · end of year $240,535
-
2 · Savings and temporary cash investments
beginning of year $396 · end of year $1,930
-
10a · Land, buildings and equipment: cost or other basis
$6,081
-
10b · Land, buildings and equipment: accumulated depreciation
$2,910
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $3,171
-
11 · Investments: publicly traded securities
beginning of year $1,630,434 · end of year $1,803,057
-
25 · Other liabilities
beginning of year $1,485 · end of year $1,468
-
27 · Net assets without donor restrictions
beginning of year $1,771,054 · end of year $2,047,225
Mission and programs · 2025
Mission
LABOR UNION
-
TO PROMOTE AND PROTECT THE INTEREST OF MEMBERSHIP, TO ELEVATE THE MORAL, INTELLECTUAL AND SOCIAL CONDITIONS OF ALL WORKING MEN AND WOMEN AND TO ASSIST THE MEMBERS IN SICKNESS AND DISTRESS. TO PROMOTE SOLIDARITY AMONG THE MEMBERS AND TO ENABLE THEM TO PROTECT THEIR RIGHTS IN THE WORKPLACE, INCREASE JOB SKILLS THROUGH TRAINING AND TO INFORM THE GENERAL PUBLIC.
As filed on the 2025 return.
Listed in Part VII
-
Bart FogelbachBART FOGELBACH
FINANCIAL SECRETARY
- Total calculated
- $21,858
- From this org
- $21,858
- From related orgs
- $0
- Other
- $0
- Hours/week
- 10
-
Peter BoldtPETER BOLDT
TREASURER
- Total calculated
- $8,743
- From this org
- $8,743
- From related orgs
- $0
- Other
- $0
- Hours/week
- 3
-
Kevin HastingsKEVIN HASTINGS
PRESIDENT
- Total calculated
- $6,557
- From this org
- $6,557
- From related orgs
- $0
- Other
- $0
- Hours/week
- 3
-
Richard ChatfieldRICHARD CHATFIELD
VICE PRESIDENT
- Total calculated
- $5,373
- From this org
- $5,373
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Dave DuelloDAVE DUELLO
RECORDING SECRETARY
- Total calculated
- $8,743
- From this org
- $8,743
- From related orgs
- $0
- Other
- $0
- Hours/week
- 3
-
John BielikJOHN BIELIK
CONDUCTOR
- Total calculated
- $4,009
- From this org
- $4,009
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
David BerniDAVID BERNI
TRUSTEE
- Total calculated
- $5,281
- From this org
- $5,281
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Cortez HarrisCORTEZ HARRIS
WARDEN
- Total calculated
- $6,011
- From this org
- $6,011
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Travis BahrTRAVIS BAHR
TRUSTEE
- Total calculated
- $4,372
- From this org
- $4,372
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Robert DentonROBERT DENTON
TRUSTEE
- Total calculated
- $6,011
- From this org
- $6,011
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 23 September 2026
- IRS schema version
- 2025v4.2
- Source object
- 202642669349300914
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