TRUSTEES OF IBEW LU 363 SUPPLEMENT UNEMPLOYMENT BENEFIT FUND (EIN 020546331) - Form 990 Financial Analysis & Trantor Score

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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

2001

Legal Domicile

Principal Officer

PAMELA BROWN

Phone

8457833500

Tax Period

2024-01-01 to 2024-12-31

TRUSTEES OF IBEW LU 363 SUPPLEMENT UNEMPLOYMENT BENEFIT FUND, founded in 2001, is a small nonprofit in the Mutual Benefit sector that reported $561K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $142K, a strong 25% operating margin.

Mission

TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTS.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $204,405

Investment Income $356,062

Other Revenue $38

TOTAL REVENUE $560,505

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $184,220

TOTAL EXPENSES $418,429

Year-over-Year Comparison

	2024	2023	Change
Revenue	$560,505	$695,962	-0.2%
Expenses	$418,429	$429,073	0.0%
Net Income	$142,076	$266,889	-0.5%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

$241,150

Total Directors

$1,166,755

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAMUEL FRATTO	UNION TRUSTEE	1.00	Director	$0	$61,230	$320,110
STEVE NEUGEBAUER	UNION TRUSTEE	1.00	Director	$0	$61,230	$241,150
JOHN DICKSON	UNION TRUSTEE	1.00	Director	$0	$30,803	$119,195
JOHN A MARAIA	UNION TRUSTEE	1.00	Director	$0	$61,230	$241,150
JOSEPH DELEONARDIS	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
ROBERT KAEHLER	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
JAMES JOHANNEMANN	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
RICHARD SCHWARZBECK	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY SEIDEL	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
ROBERT METZ	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
NICK HEIM	UNION TRUSTEE	1.00	Director	$0	$0	$0
FRANK PERUGINO	UNION TRUSTEE	1.00	Director	$0	$61,230	$245,150
PAMELA BROWN	PLAN ADMINISTRATOR	1.00	Officer	$0	$61,230	$241,150

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
2024	$560,505	$418,429	$8,011,648	$142,076
2023	$695,962	$429,073	$7,654,482	$266,889
2022	$643,146	$362,196	$7,122,544	$280,950
2021	$1,264,173	$375,340	$7,964,123	$888,833
2020	$695,261	$486,908	$7,217,493	$208,353
2019	$460,966	$170,888	$6,271,642	$290,078
2018	$436,372	$206,296	$5,385,444	$230,076

TRUSTEES OF IBEW LU 363 SUPPLEMENT UNEMPLOYMENT BENEFIT FUND