MONTGOMERY ELECTRICIANS FRATERNAL … - Form 990 Financial Data

🔒

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

1967

Legal Domicile

Principal Officer

JAMES B CARDWELL

Phone

3342728830

Tax Period

2023-07-01 to 2024-06-30

MONTGOMERY ELECTRICIANS FRATERNAL ASSOCIATION, founded in 1967, is a micro nonprofit that reported $10K in total revenue in fiscal year 2023.

Mission

PROMOTION OF ENLARGED AND FRIENDLY RELATIONS AMONG MEMBERS OF ORGANIZED ELECTRICAL TRADE

Program Service Accomplishments

Program 1

MEETING FACILITIES FOR ORGANIZED ELECTRICAL WORKERS OF LOCAL 443 AND FOR OTHER ORGANIZED TRADES.

🔒

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 $0

Investment Income $317

Other Revenue $-10,648

TOTAL REVENUE $-10,331

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,556

TOTAL EXPENSES $1,556

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-10,331	$-13,026	-0.2%
Expenses	$1,556	$1,573	0.0%
Net Income	$-11,887	$-14,599	-0.2%

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

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

$1,560

Total Directors

$286,531

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM SMITHERMAN	PRESIDENT	1.00	Officer Director	$0	$0	$1,080
JAMES DAVIS	ASST. BUSINESS MGR./SEC	1.00	Director	$0	$0	$870
JAMES B CARDWELL	BUSINESS MGR/FIN SECRETARY	2.00	Director	$0	$28,654	$128,606
JONATHAN BLACKERBY	EXECUTIVE BOARD	1.00	Director	$0	$0	$600
TRAVIS SMITH	TREASURER	1.00	Officer Director	$0	$0	$120
DAVID HAYES	EXECUTIVE BOARD	1.00	Director	$0	$0	$180
HERMAN BAYLESS	RECORDING SECRETARY	1.00	Director	$0	$28,654	$122,038
WILLIAM TYLER LASHLEY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$360
MARCUS CLARK	EXECUTIVE BOARD	1.00	Director	$0	$0	$60
JEFFERY B CHANDLER	EXECUTIVE BOARD	1.00	Director	$0	$0	$660
ANTHONY TAYLOR	FORMER TREASURER	1.00	Director	$0	$0	$600
COREY SPRINGS	ORGANIZER (PRO TEM)	1.00	Director	$0	$7,330	$30,757
JUSTIN WARD	FORMER EXEC BOARD	1.00	Director	$0	$0	$330
TACOREY HARDAMON	EXEC BD (MEJATTF)	1.00	Director	$0	$0	$270

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	$-10,331	$1,556	$509,212	$-11,887
2023	$-13,026	$1,573	$521,100	$-14,599
2022	$-10,608	$1,536	$535,698	$-12,144
2021	$-13,598	$1,360	$547,842	$-14,958
2020	$-17,433	$1,616	$562,800	$-19,049
2019	$-17,181	$2,436	$581,849	$-19,617

MONTGOMERY ELECTRICIANS FRATERNAL ASSOCIATION