INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 866 (EIN 486132203) - 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

Legal Domicile

Principal Officer

KEVIN RANGEL

Phone

8169859877

Tax Period

2021-01-01 to 2021-12-31

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 866 is a small nonprofit that reported $288K in total revenue in fiscal year 2021. Revenue decreased 10% compared to the prior year. Expenses of $278K left a modest 3% surplus.

Mission

LOCAL UNION 866 OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS UNION REPRESENTS APPROXIMATELY 240 ELECTRICAL WORKERS EMPLOYED BY BNSF RAILWAY

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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 (2021)

Revenue Breakdown

Contributions & Grants $287,739

Program Service Revenue $0

Investment Income $0

Other Revenue $139

TOTAL REVENUE $287,878

Expense Breakdown

Grants Paid $0

Salaries & Benefits $40,076

Fundraising Expenses $0

Program Expenses $269,480

Other Expenses $238,037

TOTAL EXPENSES $278,113

Year-over-Year Comparison

	2021	2020	Change
Revenue	$287,878	$320,668	-0.1%
Expenses	$278,113	$311,145	-0.1%
Net Income	$9,765	$9,523	+0.0%

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

$26,440

Total Directors

$1,559

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAURICE JACKSON	EXEC BRD CHAIRMAN	1.00	Director	$1,559	$0	$1,559
BOBBY AYALA	PRESIDENT	2.00	Officer	$4,765	$0	$4,765
KEVIN WILLIAMS	FINANCIAL SECRETARY	5.00	Officer	$3,706	$0	$3,706
MARC RODRIGUEZ	RECORDING SECRETARY	2.00	Officer	$4,965	$0	$4,965
KEVIN P RANGEL	TREASURE SECRETARY	5.00	Officer	$4,236	$0	$4,236
BRAD MOULDRIP	LOCAL CHAIRMAN	8.00	Officer	$4,003	$0	$4,003
LEON REITER	LOCAL CHAIRMAN	8.00	Officer	$3,177	$0	$3,177
EVAN SAMSEL	VICE PRESIDENT	2.00	Officer	$1,588	$0	$1,588

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
2021	$287,878	$278,113	$61,611	$9,765
2020	$320,668	$311,145	$52,992	$9,523
2019	$313,428	$330,151	$44,265	$-16,723
2018	$257,121	$198,206	$62,015	$58,915

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 866