IBEW LOCAL UNION NO 150 (EIN 361581422) - 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

1914

Legal Domicile

Principal Officer

STEVE SMART

Phone

8476801504

Tax Period

2024-07-01 to 2025-06-30

IBEW LOCAL UNION NO 150, founded in 1914, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2024. Expenses of $2.3M left a modest 9% surplus.

Mission

ECONOMIC, SOCIAL AND MORAL ADVANCEMENT OF LOCAL 150 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,300,490

Investment Income $162,609

Other Revenue $118,197

TOTAL REVENUE $2,581,296

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,395,448

Fundraising Expenses $0

Other Expenses $942,625

TOTAL EXPENSES $2,338,073

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,581,296	$2,440,898	+0.1%
Expenses	$2,338,073	$2,250,239	+0.0%
Net Income	$243,223	$190,659	+0.3%

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

$443,608

Total Directors

$445,108

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE SMART	BUSINESS MAN	45.00	Officer Director	$143,774	$77,903	$221,677
JOE CATELLA	PRESIDENT	2.00	Officer Director	$6,110	$0	$6,110
JOHN BONNOT	VICE PRESIDE	2.00	Officer Director	$1,510	$0	$1,510
AARON RENDON	RECORDING SE	42.00	Officer Director	$138,552	$75,759	$214,311
ERIC MORALES	TREASURER	2.00	Officer Director	$0	$0	$0
MIKE WITTEN JR	EXECUTIVE BO	2.00	Director	$1,500	$0	$1,500
ERIC BLACKBURN	EXECUTIVE BO	2.00	Director	$0	$0	$0
BRANDEN BOEING	EXECUTIVE BO	2.00	Director	$0	$0	$0
TIM FORRO	EXECUTIVE BO	2.00	Director	$0	$0	$0
ERIC LYONS	EXECUTIVE BO	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
2025	$2,581,296	$2,338,073	$8,319,161	$243,223
2024	$2,525,982	$2,250,242	$8,033,919	$275,740
2023	$2,309,700	$2,040,445	$7,757,094	$269,255
2022	$1,995,551	$1,782,801	$7,565,089	$212,750
2021	$1,979,228	$1,766,628	$7,550,316	$212,600

IBEW LOCAL UNION NO 150