NECA-IBEW MARKET RESEARCH DEVELOPMENT AND PUBLIC RELATIONS FUND (EIN 431526172) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

FRANK JACOBS

Phone

3147522330

Tax Period

2023-07-01 to 2024-06-30

NECA-IBEW MARKET RESEARCH DEVELOPMENT AND PUBLIC RELATIONS FUND, founded in 1989, is a small nonprofit that reported $991K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year.

Mission

TO EDUCATE THE PUBLIC CONCERNING THE ELECTRICAL INDUSTRY

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $985,299

Investment Income $526

Other Revenue $5,062

TOTAL REVENUE $990,887

Expense Breakdown

Grants Paid $0

Salaries & Benefits $330,399

Fundraising Expenses $0

Program Expenses $674,643

Other Expenses $644,209

TOTAL EXPENSES $974,608

Year-over-Year Comparison

	2023	2022	Change
Revenue	$990,887	$1,077,427	-0.1%
Expenses	$974,608	$964,019	+0.0%
Net Income	$16,279	$113,408	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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	Role	Reportable Comp	Other Comp	Total
BOB KAEMMERLEN	DIRECTOR	Director	$0	$0	$0
MIKE NEWTON	DIRECTOR	Director	$0	$0	$0
FRANK JACOBS	PRESIDENT	Officer Director	$0	$0	$0
FRANK VALLEROY	DIRECTOR	Director	$0	$0	$0
KYLE MCKENNA	VICE PRESIDENT	Officer Director	$0	$0	$0
STEVE POTTS	DIRECTOR	Director	$0	$0	$0
TIMOTHY GREEN	DIRECTOR	Officer Director	$0	$0	$0
SYLVESTER TAYLOR	DIRECTOR	Director	$0	$0	$0
DAVID ROTH	EXITING DIRECTOR	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	No data	No data	No data	No data
2024	$990,887	$974,608	$521,761	$16,279
2023	$1,077,427	$964,019	$521,593	$113,408
2022	$1,109,050	$1,359,532	$500,980	$-250,482
2021	$925,245	$1,533,633	$617,193	$-608,388
2020	$1,062,947	$1,473,846	$1,121,267	$-410,899
2019	$1,309,680	$1,634,720	$1,481,086	$-325,040
2018	$1,250,000	$1,347,532	$1,770,334	$-97,532

NECA-IBEW MARKET RESEARCH DEVELOPMENT AND PUBLIC RELATIONS FUND