United Brotherhood of Carpenters & Joiners of America Local 405
Nonprofit profile at a glance
- EIN
- 940370700
- IRS 990 coverage
- 2012–2024
- Forms available
- Form 990 2024
- Location
- San Jose, CA, USA
- Phone
- 4082697316
- Rating confidence
- Limited
Reported finances
- Revenue
- $2,880,818
- Expenses
- $2,872,598
- Assets
- $6,272,597
- Liabilities
- $396,130
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- Peter Amaral (President)
- Rene Baez (Vice President)
Highest reported compensation
- Rick Ortega (Trustee): $17,577 total reported compensation
- Peter Amaral (President): $7,857 total reported compensation
- Imelda Gutierrez (Warden): $5,910 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Our aim will be to promote and protect the interest of our membership, to elevate the moral, intellectual, and social conditions of all working men and women, to assist each other in sickness and distress. To encourage apprenticeship and a higher standard of skill, to cultivate a feeling of friendship, and to assist each other to secure employment. To aid and assist all organizations and to uphold the dignity of labor and resist oppression by honorable means. To hold it as a sacred principle, that union members above all others, should set a good example as good and faithful workers, performing their duties to their employer with honor to themselves and to their organization.
What it reported doing in 2024
The Organization provides a number of services to its members. During the year the Union provided dispatch services, assisted members with employment related disputes, represented members in contract negotiations, assisted members with skills related to the carpentry trade, encouraged community involvement by members, and promoted trade.
Operating model
- Revenue model
- Earned-program. 95% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 83
- Accountability: 32
- Sustainability: 52
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 91.7%; rating input score 92; 7th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 0%; rating input score 0; 3rd percentile among comparable filings
- Governance controls: 7 of 9 controls in place; rating input score 78
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Fail
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 0.3%; rating input score 35; 35th percentile among comparable filings
- Total-asset coverage ratio: 2.18; rating input score 65; 65th percentile among comparable filings
- Liabilities to assets ratio: 0.06; rating input score 67; 67th percentile among comparable filings
- Officer compensation ratio: 1.9%; rating input score 76; 76th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 4.7% per year; rating input score 100; 39th percentile among comparable filings
- Asset growth: -0.3% per year; rating input score 0; 11th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: 0 of 9 board members independent · 7 of 9 filing controls reported
- Programs: 1 filed program accomplishment
- Leadership: top reported pay $18K · 9 people listed
- Consistency: 13 of 13 current checks pass
- Schedules: 3 filed schedules
- Filing history: 13 filing years from 2012 to 2024
- Contacts: How to reach this organization
- Money network: 9 filed money-flow records
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Accountability: Independent voting board scored 0/100.
- Review — Accountability: Governance controls: 2 of 9 not reported.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 35/100.