IBEW EASTERN STATES HEALTH & BENEFUND (EIN 146030541) - 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

1960

Legal Domicile

Principal Officer

BRIAN O'CONNOR

Phone

5188281565

Tax Period

2024-01-01 to 2024-12-31

IBEW EASTERN STATES HEALTH & BENEFUND, founded in 1960, is a small nonprofit that reported $158K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $151K left a modest 4% surplus.

Mission

To provide health and other 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 $64,578

Investment Income $80,005

Other Revenue $13,197

TOTAL REVENUE $157,780

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $62,534

TOTAL EXPENSES $150,732

Year-over-Year Comparison

	2024	2023	Change
Revenue	$157,780	$118,237	+0.3%
Expenses	$150,732	$185,576	-0.2%
Net Income	$7,048	$-67,339	-1.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN O'CONNOR	Trustee	1.00	Director	$0	$0	$0
STEVE YOUNG	Past Trustee	1.00	Director	$0	$0	$0
MANOLO BARAHONA	New Trustee	1.00	Director	$0	$0	$0

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	$157,780	$150,732	$1,105,710	$7,048
2023	$118,237	$185,576	$1,111,929	$-67,339
2022	$183,702	$174,820	$1,113,056	$8,882
2021	$148,603	$170,721	$1,297,776	$-22,118
2020	$119,202	$157,632	$1,283,769	$-38,430
2019	$140,022	$144,070	$1,257,183	$-4,048
2018	$91,808	$155,172	$1,204,167	$-63,364

IBEW EASTERN STATES HEALTH & BENEFUND