ELECTRIC ENERGY INC EMPLOYEE BENEFIT FUND FOR BARGAINING UNIT (EIN 371318655) - 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

1996

Legal Domicile

Principal Officer

CARRIE KIRBY

Phone

2148128880

Tax Period

2023-01-01 to 2023-12-31

ELECTRIC ENERGY INC EMPLOYEE BENEFIT FUND FOR BARGAINING UNIT, founded in 1996, is a micro nonprofit that reported $1.5M in total revenue in fiscal year 2023. Revenue fell 23151% from the prior year — a significant decline worth monitoring.

Mission

PROVIDING HEALTH AND WELFARE BENEFITS TO 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 $-1,534,983

Other Revenue $0

TOTAL REVENUE $-1,534,983

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $202,063

Other Expenses $13,062

TOTAL EXPENSES $199,564

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-1,534,983	$6,659	-231.5%
Expenses	$199,564	$271,295	-0.3%
Net Income	$-1,734,547	$-264,636	+5.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARRIE KIRBY	BOARD MEMBER	0.10	Officer Director	$0	$0	$0
RUBEN GARCIA ESPEJO	BOARD MEMBER	0.10	Director	$0	$0	$0
BARRY BOSWELL	BOARD MEMBER	0.10	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	No data	No data	No data	No data
2023	$-1,534,983	$199,564	$5,534,088	$-1,734,547
2022	$6,659	$271,295	$22,954,646	$-264,636
2021	$15,748,009	$305,840	$27,065,749	$15,442,169
2020	$1,067,312	$328,230	$24,627,695	$739,082
2019	$1,021,062	$367,013	$21,814,556	$654,049
2018	$924,658	$866,329	$17,561,325	$58,329

ELECTRIC ENERGY INC EMPLOYEE BENEFIT FUND FOR BARGAINING UNIT