INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS #237 LOCAL (EIN 160667759) - 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

1914

Legal Domicile

Principal Officer

JOHN SCHERRER

Phone

7162973899

Tax Period

2023-07-01 to 2024-06-30

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS #237 LOCAL, founded in 1914, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $402K, a strong 32% operating margin.

Mission

TO PROVIDE COLLECTIVE BARGAINING FOR MEMBERS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,171,483

Investment Income $27,688

Other Revenue $50,415

TOTAL REVENUE $1,249,586

Expense Breakdown

Grants Paid $50,858

Salaries & Benefits $476,939

Fundraising Expenses $0

Program Expenses $433,626

Other Expenses $314,900

TOTAL EXPENSES $847,437

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,249,586	$1,332,398	-0.1%
Expenses	$847,437	$932,588	-0.1%
Net Income	$402,149	$399,810	+0.0%

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

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

$341,668

Total Directors

$344,101

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM AURELIO	FINANCIAL SECRETARY	1.00	Officer Director	$312	$0	$312
JAMES BAILOR	VICE PRESIDENT	1.00	Officer Director	$312	$0	$312
NICOLAUS COYLE	ORGANIZER	42.50	Officer Director	$100,255	$62,870	$163,125
FREDERICK DUMAIS	EXECUTIVE BOARD	1.00	Director	$312	$0	$312
CRAIG HORROCKS	PRESIDENT	6.00	Officer Director	$391	$0	$391
MICHAEL PROSSER	RECORDING SECRETARY	1.00	Officer Director	$0	$0	$0
CODY SAMOL	EXECUTIVE BOARD	1.00	Officer Director	$1,185	$0	$1,185
JOHN SCHERRER	BUSINESS MANAGER	42.50	Officer Director	$114,119	$61,912	$176,031
JOSEPH SCRIVANO	EXECUTIVE BOARD	1.00	Director	$312	$0	$312
JAMIE SWARTZ	EXECUTIVE BOARD	1.00	Director	$1,185	$0	$1,185
MICHAEL WALTER	EXECUTIVE BOARD	1.00	Director	$312	$0	$312
PAUL WILLIAMS	TREASURER	1.00	Officer Director	$312	$0	$312
JEFFREY YUZVA	EXECUTIVE BOARD	1.00	Director	$312	$0	$312

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
2025	No data	No data	No data	No data
2024	$1,249,586	$847,437	$2,384,232	$402,149
2023	$1,332,398	$932,588	$1,965,047	$399,810
2022	$1,253,399	$878,965	$1,559,695	$374,434
2021	$1,012,860	$753,623	$1,255,024	$259,237
2020	$908,969	$705,999	$965,309	$202,970
2019	$878,537	$778,637	$753,671	$99,900

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS #237 LOCAL