LOCAL UNION NO 1319 OCCUPATIONAL SAFETY HEALTH AND EDUC TRUST FUND (EIN 237660418) - 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

1990

Legal Domicile

Principal Officer

JOHN ROMANOWSKI

Phone

5702872066

Tax Period

2023-01-01 to 2023-12-31

LOCAL UNION NO 1319 OCCUPATIONAL SAFETY HEALTH AND EDUC TRUST FUND, founded in 1990, is a community nonprofit that reported $3.5M in total revenue in fiscal year 2023. The organization ran a surplus of $1.9M, a strong 52% operating margin.

Mission

OCCUPATIONAL HEALTH, SAFETY AND EDUCATION FOR MEMBERS OF IBEW LOCAL 1319

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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 $2,919,875

Investment Income $616,961

Other Revenue $0

TOTAL REVENUE $3,536,836

Expense Breakdown

Grants Paid $0

Salaries & Benefits $731,612

Fundraising Expenses $0

Program Expenses $1,683,764

Other Expenses $952,152

TOTAL EXPENSES $1,683,764

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,536,836	$3,540,294	0.0%
Expenses	$1,683,764	$1,658,705	+0.0%
Net Income	$1,853,072	$1,881,589	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

N/A

Independent Members

N/A

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

$272,674

Total Directors

$272,674

Key Employees

$263,628

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN ROMANOWSKI	SAFETY DIREC	40.00	Officer Director	$213,694	$58,980	$272,674
JUSTIN BURRIDGE	ASST SAFETY	40.00	Key Emp	$204,648	$58,980	$263,628
JAMIE ATKINS	MGMT TRUSTEE	5.00	Director	$0	$0	$0
JAMES COLLINS	MGMT TRUSTEE	5.00	Director	$0	$0	$0
CHRISTIAN DARROW	UNION TRUSTE	5.00	Director	$0	$0	$0
RICHARD NYBECK	UNION TRUSTE	5.00	Director	$0	$0	$0
ROBERT REILLY	UNION TRUSTE	5.00	Director	$0	$0	$0
WILLARD WOLF	MGMT TRUSTEE	5.00	Director	$0	$0	$0

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	No data	No data	No data	No data
2023	$3,536,836	$1,683,764	$20,689,759	$1,853,072
2022	$3,540,294	$1,658,705	$18,833,936	$1,881,589
2021	$2,791,607	$1,607,248	$16,986,571	$1,184,359
2020	$3,187,182	$1,632,771	$15,776,876	$1,554,411
2019	$3,446,827	$1,713,970	$14,213,019	$1,732,857
2018	$3,652,917	$1,508,232	$12,473,419	$2,144,685

LOCAL UNION NO 1319 OCCUPATIONAL SAFETY HEALTH AND EDUC TRUST FUND