INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 701 (EIN 362151869) - 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

1911

Legal Domicile

Principal Officer

ANTHONY GIUNTI

Phone

6303931701

Tax Period

2023-01-01 to 2023-12-31

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 701, founded in 1911, is a community nonprofit that reported $3.5M in total revenue in fiscal year 2023.

Mission

TO ORGANIZE ALL 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 $3,516,857

Investment Income $3,420

Other Revenue $2,138

TOTAL REVENUE $3,522,415

Expense Breakdown

Grants Paid $77,499

Salaries & Benefits $2,113,423

Fundraising Expenses $0

Other Expenses $1,295,816

TOTAL EXPENSES $3,486,738

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,522,415	$3,286,321	+0.1%
Expenses	$3,486,738	$3,498,718	0.0%
Net Income	$35,677	$-212,397	-1.2%

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

Governance

Voting Members

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

$433,159

Total Directors

$433,159

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY GIUNTI	BUSINESS MANAGER/FIN SEC	40.00	Officer Director	$166,849	$118,818	$285,667
WILLIAM DREW	PRESIDENT	3.00	Officer Director	$5,336	$0	$5,336
BRIAN BENSON	TREASURER	3.00	Officer Director	$3,201	$0	$3,201
BRIAN SCHULZ	FORMER EXEC BOARD/MEM DEVELOP	40.00	Officer Director	$72,431	$44,625	$117,056
JOHN BERGNER	RECORDING SECRETARY	3.00	Officer Director	$8,003	$0	$8,003
JAMES POKORNY JR	FORMER EXEC BOARD	3.00	Officer Director	$2,929	$0	$2,929
JIM VILETA JR	EXECUTIVE BOARD	3.00	Officer Director	$3,201	$0	$3,201
JASON PHELPS	VICE PRESIDENT	3.00	Officer Director	$3,201	$0	$3,201
TOM IMBURGIA	EXECUTIVE BOARD	3.00	Officer Director	$3,201	$0	$3,201
BENJAMIN KRAMER	EXECUTIVE BOARD	3.00	Officer Director	$1,364	$0	$1,364
DEBBIE ERBACH	EXAMINING BOARD	3.00	Officer	$0	$0	$0
STEVE KOENIG	EXAMINING BOARD	3.00	Officer	$0	$0	$0
NICK MOSSMAN	EXAMINING BOARD	3.00	Officer	$0	$0	$0
BOB PERREAULT	BUSINESS REPRESENTATIVE	40.00	Highest	$170,167	$110,006	$280,173
FRANK GRAVINA	BUSINESS REPRESENTATIVE	40.00	Highest	$174,119	$113,978	$288,097
JOHN ROTI	BUSINESS REPRESENTATIVE	40.00	Highest	$170,167	$110,006	$280,173
MATT BANKS	COMPTROLLER	40.00	Highest	$106,240	$36,673	$142,913
ALBERTO LOMELI	BUSINESS REPRESENTATIVE	40.00	Highest	$169,567	$110,006	$279,573

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	$3,522,415	$3,486,738	$6,718,096	$35,677
2022	$3,286,321	$3,498,718	$6,317,155	$-212,397
2021	$3,472,644	$3,246,359	$6,987,972	$226,285
2020	$3,076,071	$3,180,660	$6,807,743	$-104,589

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 701