INTERNATIONAL BROTHERHOOD OF 1158 LOCAL (EIN 220886457) - 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

1939

Legal Domicile

Principal Officer

GEORGE SERIO

Phone

9737733336

Tax Period

2023-01-01 to 2023-12-31

INTERNATIONAL BROTHERHOOD OF 1158 LOCAL, founded in 1939, is a community nonprofit that reported $4.0M in total revenue in fiscal year 2023. Revenue surged 115% from the prior year, signaling strong growth momentum. Expenses of $3.8M left a modest 4% surplus.

Mission

LABOR UNION

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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 $2,012,533

Investment Income $46,491

Other Revenue $1,917,987

TOTAL REVENUE $3,977,011

Expense Breakdown

Grants Paid $0

Salaries & Benefits $720,270

Fundraising Expenses $0

Program Expenses $3,830,639

Other Expenses $1,196,387

TOTAL EXPENSES $3,830,639

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,977,011	$1,845,821	+1.2%
Expenses	$3,830,639	$2,270,870	+0.7%
Net Income	$146,372	$-425,049	-1.3%

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

$1,138,308

Total Directors

$479,438

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS TAYLOR	EXECUTIVE BOARD MEMBER	20.00	Director	$130,823	$0	$130,823
FRED GOUDEY	EXECUTIVE BOARD MEMBER	2.00	Director	$1,440	$0	$1,440
ANTHONY VALENTE	EXECUTIVE BOARD MEMBER	16.00	Director	$32,760	$0	$32,760
GEORGE SERIO	TREASURER	10.00	Officer Director	$46,967	$0	$313,115
ERIC WILKERSON	EXECUTIVE BOARD MEMBER	2.00	Director	$1,300	$0	$1,300
JOSEPH P CALABRO	BUSINESS MANAGER	30.00	Officer	$315,831	$0	$598,838
CHRISTINE FAWCETT	FINANCIAL SECRETARY	3.00	Officer	$8,987	$0	$152,562
DEBRA MARVEL	PRESIDENT	5.00	Officer	$1,800	$0	$1,800
FOTIOS KONSTANTINIDIS	VICE PRESIDENT	16.00	Officer	$70,673	$0	$70,673
JOANNE BARONE	RECORDING SECRETARY	2.00	Officer	$1,320	$0	$1,320

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	No data	No data	No data	No data
2023	$3,977,011	$3,830,639	$6,174,541	$146,372
2022	$1,845,821	$2,270,870	$6,001,528	$-425,049
2021	$3,567,824	$2,783,525	$6,562,824	$784,299
2020	$3,681,526	$2,792,797	$5,748,258	$888,729
2019	$3,672,925	$3,090,248	$4,849,076	$582,677
2018	$3,646,974	$2,774,733	$4,235,373	$872,241

INTERNATIONAL BROTHERHOOD OF 1158 LOCAL