LOCAL 827 IBEW AFL-CIO

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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

1955

Legal Domicile

Principal Officer

GLENN R PUZO JR

Phone

6094434100

Tax Period

2023-01-01 to 2023-12-31

LOCAL 827 IBEW AFL-CIO, founded in 1955, is a community nonprofit that reported $5.2M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum.

Mission

TO SERVE AS A LABOR UNION TO FACILITATE COLLECTIVE BARGAINING AND PROVIDE BENEFITS TO ITS MEMBERS

Program Service Accomplishments

Program 1

TO ORGANIZE ALL LOCAL WORKERS FOR THE ECONOMIC, MORAL, AND SOCIAL ADVANCEMENT OF THEIR CONDITION AND STATUS.

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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 $4,778,645

Investment Income $243,337

Other Revenue $163,865

TOTAL REVENUE $5,185,847

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,977,592

Fundraising Expenses $0

Other Expenses $2,116,601

TOTAL EXPENSES $5,094,193

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,185,847	$4,203,199	+0.2%
Expenses	$5,094,193	$5,153,754	0.0%
Net Income	$91,654	$-950,555	-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

N/A

Employees

143

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

$578,159

Total Directors

$1,545,087

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH C LAMBERT	VICE-PRESIDENT	40.00	Officer Director	$167,759	$8,254	$176,013
GLENN R PUZO JR	TREASURER	40.00	Officer Director	$167,759	$8,254	$176,013
ROBERT W SPEER	PRESIDENT	40.00	Officer Director	$177,926	$8,754	$186,680
LUCAS FRANK	EXECUTIVE BOARD MEMBER	40.00	Director	$157,352	$7,504	$164,856
THOMAS E KELLY	EXECUTIVE BOARD MEMBER	40.00	Director	$153,083	$7,503	$160,586
ROBYN SEALEY	RECORDING SECRETARY	40.00	Officer Director	$39,453	$0	$39,453
ANTHONY ISAAC	EXECUTIVE BOARD MEMBER	40.00	Director	$152,948	$7,504	$160,452
ANDREW MILLER	EXECUTIVE BOARD MEMBER	40.00	Director	$152,930	$7,504	$160,434
RICHARD SPIELER	EXECUTIVE BOARD MEMBER	40.00	Director	$153,086	$7,503	$160,589
ISA WOODS	EXECUTIVE BOARD MEMBER	40.00	Director	$152,508	$7,503	$160,011
IRINA PANITCH	SENIOR ADMIN.ASSISTANT	40.00	Highest	$102,054	$4,948	$107,002

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	$5,185,847	$5,094,193	$5,342,974	$91,654
2022	$4,203,199	$5,153,754	$5,231,364	$-950,555
2021	$5,355,780	$4,801,773	$5,885,632	$554,007
2020	$5,612,334	$4,772,882	$5,285,015	$839,452
2019	$5,814,866	$5,268,782	$4,451,608	$546,084
2018	$5,248,013	$5,194,966	$3,919,333	$53,047