LOCAL 126 IBEW OCCUPATIONAL SAFETY HEALTH & EDUCATION TRUST FUND

EIN: 231919421 501(c)(3)

COLLEGEVILLE, PA

Total Revenue
$9,070,421
Total Expenses
$5,202,825
Total Assets
$41,054,213
Net Assets
$41,038,663
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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
1973
Legal Domicile
PA
Principal Officer
STEVE W LUTZ
Phone
6104893990
Tax Period
2024-01-01 to 2024-12-31

LOCAL 126 IBEW OCCUPATIONAL SAFETY HEALTH & EDUCATION TRUST FUND, founded in 1973, is a community nonprofit that reported $9.1M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $3.9M, a strong 43% operating margin.

Mission

FUND PROVIDES OCCUPATIONAL TRAINING, EDUCATION, AND TESTING FOR MEMBERS OF IBEW LOCAL #126.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $7,399,550
Investment Income $1,540,066
Other Revenue $130,805
TOTAL REVENUE $9,070,421

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,226,210
Fundraising Expenses $0
Program Expenses $2,762,585
Other Expenses $3,976,615
TOTAL EXPENSES $5,202,825

Year-over-Year Comparison

2024 2023 Change
Revenue $9,070,421 $7,844,074 +0.2%
Expenses $5,202,825 $4,630,442 +0.1%
Net Income $3,867,596 $3,213,632 +0.2%
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

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Governance

Voting Members
6
Independent Members
3
Employees
5
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
0
$0
Total Directors
7
$1,332,540
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEFFREY P SCARPELLO MANAGEMENT TRUSTEE 0.50
Director
$0 $121,971 $708,309
RICHARD MUTTIK UNION TRUSTEE 0.50
Director
$0 $100,736 $338,052
CHRISTOPHER WENTZEL UNION TRUSTEE 0.50
Director
$0 $90,943 $286,179
PATRICK A CASEY UNION TRUSTEE 0.50
Director
$0 $0 $0
PETE HUBER MANAGEMENT TRUSTEE 0.50
Director
$0 $0 $0
HARRY B MILLER III MANAGEMENT TRUSTEE 0.50
Director
$0 $0 $0
RANDY ROBERTS MANAGEMENT TRUSTEE (P) 0.50
Director
$0 $0 $0
STEVE W LUTZ DIRECTOR 50.00
Highest
$216,392 $85,091 $301,483
STEVEN KUNCELMAN ASST DIRECTOR 50.00
Highest
$201,006 $81,205 $282,211
JOSEPH MUSCARA ASST DIRECTOR 50.00
Highest
$195,974 $79,087 $275,061
DIANE L DELLO BUONO BOOKKEEPER 40.00
Highest
$104,005 $56,130 $160,135
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 $9,070,421 $5,202,825 $41,054,213 $3,867,596
2023 $7,844,074 $4,630,442 $36,750,112 $3,213,632
2022 $8,344,100 $4,576,215 $33,254,767 $3,767,885
2021 $8,877,722 $3,593,532 $29,937,018 $5,284,190
2020 $8,587,312 $3,754,078 $24,459,722 $4,833,234
2019 $7,812,869 $3,460,457 $19,588,987 $4,352,412
2018 $7,414,609 $2,589,822 $15,053,468 $4,824,787
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