IBEW LOCAL 5 W PA CHAPTER NECA SCHOLARSHIP TRUST FUND (EIN 256086414) - 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

2022

Legal Domicile

Principal Officer

THOMAS MCINTYRE

Phone

4124321155

Tax Period

2023-07-01 to 2024-06-30

IBEW LOCAL 5 W PA CHAPTER NECA SCHOLARSHIP TRUST FUND, founded in 2022, is a small nonprofit that reported $154K in total revenue in fiscal year 2023. Revenue surged 115% from the prior year, signaling strong growth momentum. Net assets of $3.1M represent 243 months of operating reserves.

Mission

THE I.B.E.W. LOCAL UNION NO. 5 AND WESTERN PENNSYLVANIA CHAPTER, N.E.C.A. SCHOLARSHIP TRUST FUNDWAS ESTABLISHED FOR THE CHARITABLE AND EDUCATIONAL PURPOSES OF AWARDING SCHOLARSHIPS TO DEPENDENTS OF I.B.E.W. LOCAL UNION NO. 5 AND WESTERN PENNSYLVANIA CHAPTER, N.E.C.A MEMBERS.

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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 $0

Investment Income $102,541

Other Revenue $51,780

TOTAL REVENUE $154,321

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,941

Fundraising Expenses $0

Program Expenses $104,000

Other Expenses $50,013

TOTAL EXPENSES $167,954

Year-over-Year Comparison

	2023	2022	Change
Revenue	$154,321	$71,678	+1.2%
Expenses	$167,954	$168,636	0.0%
Net Income	$-13,633	$-96,958	-0.9%

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

N/A

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

$190,517

Total Directors

$520,481

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS MCINTYRE	CHAIRMAN	2.00	Officer Director	$0	$0	$190,517
MICHAEL VARHOLLA	TRUSTEE	2.00	Director	$0	$0	$165,377
ALFRED FRANKLIN	TRUSTEE	2.00	Director	$0	$0	$164,587
ROBERT LANDOWSKI	EMPLOYER TRUSTEE	2.00	Director	$0	$0	$0
ROBERT DAGOSTINO	EMPLOYER TRUSTEE	2.00	Director	$0	$0	$0
TIMOTHY SCHULTHEIS	EMPLOYER TRUSTEE	2.00	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
2024	$154,321	$167,954	$3,429,941	$-13,633
2023	$71,678	$168,636	$3,120,047	$-96,958

IBEW LOCAL 5 W PA CHAPTER NECA SCHOLARSHIP TRUST FUND