LOCAL 97-INTLBROTHERHOOD OF ELECTR… - Form 990 Financial Data

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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

1994

Legal Domicile

Principal Officer

MICHAEL T SHELBY

Phone

3154769797

Tax Period

2025-01-01 to 2025-12-31

LOCAL 97-INTLBROTHERHOOD OF ELECTRICAL WORKERS, founded in 1994, is a community nonprofit that reported $6.8M in total revenue in fiscal year 2025. Expenses of $6.2M left a modest 9% surplus.

Mission

THE UNION WAS ORGANIZED TO PROMOTE REASONABLE WORKING CONDITIONS AND TO SETTLE DISPUTES BETWEEN EMPLOYERS AND EMPLOYEES. THE UNION'S MEMBERSHIP IS COMPRISED OF CERTIFIED ELECTRICIANS WORKING AT PUBLIC UTILITIES LOCATED THROUGHOUT NEW YORK STATE AS WELL AS PRODUCTION, MAINTENANCE, CLERICAL, AND TECHNICAL WORKERS.

Program Service Accomplishments

Program 1

ORGANIZE ELECTRICAL WORKERS TO PROMOTE REASONABLE METHODS OF WORK, SECURE EMPLOYMENT, REDUCE HOURS OF DAILY LABOR, SECURE ADEQUATE PAY, AND TO SEEK A HIGHER STANDARD OF LIVING AND SECURITY FOR THE...

ORGANIZE ELECTRICAL WORKERS TO PROMOTE REASONABLE METHODS OF WORK, SECURE EMPLOYMENT, REDUCE HOURS OF DAILY LABOR, SECURE ADEQUATE PAY, AND TO SEEK A HIGHER STANDARD OF LIVING AND SECURITY FOR THE INDIVIDUAL.

Program 2

TO SETTLE ALL DISPUTES BETWEEN EMPLOYERS AND EMPLOYEES BY ARBITRATION, IF POSSIBLE.

Program 3

TO CULTIVATE FEELINGS OF FREINDSHIP AMONG THOSE OF OUR INDUSTRY, AND SOCIAL CONDITIONS OF OUR MEMBERS, THEIR FAMILIES AND DEPENDENTS IN THE INTEREST OF A HIGHER STANDARD OF CITIZENSHIP.

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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 (2025)

Revenue Breakdown

Contributions & Grants $6,505,696

Program Service Revenue $0

Investment Income $185,541

Other Revenue $72,012

TOTAL REVENUE $6,763,249

Expense Breakdown

Grants Paid $6,435

Salaries & Benefits $3,035,372

Fundraising Expenses $0

Other Expenses $3,114,809

TOTAL EXPENSES $6,156,616

Year-over-Year Comparison

	2025	2024	Change
Revenue	$6,763,249	$6,314,620	+0.1%
Expenses	$6,156,616	$5,986,264	+0.0%
Net Income	$606,633	$328,356	+0.8%

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

$684,009

Total Directors

$74,488

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL C BISHOP	EX.BOARD	1.00	Director	$11,330	$1,817	$13,147
MARK S BUCCINA	EX.BOARD	1.00	Director	$3,333	$0	$3,333
STEVEN J WAGNER	EX.BOARD	1.00	Director	$23,440	$3,274	$26,714
DAVID M BRODIE	EX.BOARD	1.00	Director	$3,706	$6,337	$10,043
MEGAN E KROGH	EX.BOARD	1.00	Director	$3,520	$3,299	$6,819
SCOTT HENRY	EX.BOARD	1.00	Director	$3,333	$667	$4,000
EDWARD MCCORMACK	EX.BOARD	1.00	Director	$3,053	$463	$3,516
JOSHUA C PHILIPS	EX.BOARD	1.00	Director	$1,399	$372	$1,771
JON D PHILLIPS	EX.BOARD	1.00	Director	$1,399	$523	$1,922
ABRAHAM J YERDON	EX.BOARD	1.00	Director	$2,238	$985	$3,223
MICHAEL T SHELBY	PRES/BUS.MGR	40.00	Officer	$193,154	$0	$193,154
JOSEPH R PELUSO JR	VICE PRESIDENT	40.00	Officer	$174,207	$360	$174,567
ANTHONY J BUGGE	TREASURER	40.00	Officer	$150,910	$6,439	$157,349
JAKE E METCHICK	REC. SECTY	40.00	Officer	$150,578	$8,361	$158,939
MICHAEL D BRADSHAW	BUS.REP	40.00	Highest	$151,984	$13,377	$165,361
JAMES D ZELASKO	ASST.BUS.MGR	40.00	Highest	$173,173	$1,074	$174,247
NEIL B CLARK	BUS.REP	40.00	Highest	$156,998	$2,381	$159,379
THOMAS J ONTANO	BUS.REP	40.00	Highest	$172,882	$3,623	$176,505
WILLIAM F WARNER JR	BUS.REP	40.00	Highest	$173,966	$3,127	$177,093

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	$6,763,249	$6,156,616	$10,086,845	$606,633
2024	No data	No data	No data	No data
2023	$5,721,808	$5,630,600	$9,097,935	$91,208
2022	$5,534,482	$5,897,994	$9,012,576	$-363,512
2021	$5,215,131	$4,915,372	$9,303,055	$299,759
2020	$5,387,468	$4,657,983	$8,985,743	$729,485

LOCAL 97-INTLBROTHERHOOD OF ELECTRICAL WORKERS