NECA-IBEW LOCAL 364 SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN (EIN 383690592) - 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

2003

Legal Domicile

Principal Officer

ALAN GOLDEN

Phone

8153986282

Tax Period

2024-05-01 to 2025-04-30

NECA-IBEW LOCAL 364 SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN, founded in 2003, is a community nonprofit in the Mutual Benefit sector that reported $1.1M in total revenue in fiscal year 2017. Revenue fell 31% from the prior year — a significant decline worth monitoring. Net assets of $5.5M represent 62 months of operating reserves.

Mission

PROVIDE BENEFITS TO ELIGIBLE 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 $1,854,755

Investment Income $471,875

Other Revenue $0

TOTAL REVENUE $2,326,630

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $90,135

TOTAL EXPENSES $4,074,809

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,326,630	$4,085,214	-0.4%
Expenses	$4,074,809	$2,893,821	+0.4%
Net Income	$-1,748,179	$1,191,393	-2.5%

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

964

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

$228,012

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID CARGILL	CHAIRMAN	2.00	Officer Director	$0	$0	$0
JOHN ROBINSON	SECRETARY	2.00	Officer Director	$0	$0	$0
ALAN GOLDEN	TRUSTEE	2.00	Director	$0	$85,818	$225,118
JOHN LARSON	TRUSTEE	2.00	Director	$0	$0	$0
JIM LEE	TRUSTEE	2.00	Director	$0	$0	$0
BRAD VOS	TRUSTEE	2.00	Director	$0	$0	$2,894

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	$2,326,630	$4,074,809	$11,111,005	$-1,748,179
2024	$4,085,214	$2,893,821	$12,343,195	$1,191,393
2023	$3,706,934	$2,506,246	$10,295,204	$1,200,688
2022	$4,087,485	$930,243	$9,077,952	$3,157,242
2021	$1,347,180	$789,536	$6,481,871	$557,644
2020	$1,121,157	$1,195,282	$4,881,039	$-74,125
2019	$1,163,396	$1,124,017	$5,463,662	$39,379
2018	$1,067,563	$1,167,939	$5,596,405	$-100,376

NECA-IBEW LOCAL 364 SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN