INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 995 HEALTH & WELFARE FUND (EIN 726029075) - 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

1964

Legal Domicile

Principal Officer

TIMOTHY ALEXANDER

Phone

2259276340

Tax Period

2024-01-01 to 2024-12-31

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 995 HEALTH & WELFARE FUND, founded in 1964, is a community nonprofit that reported $4.7M in total revenue in fiscal year 2024. The organization ran a surplus of $1.5M, a strong 33% operating margin.

Mission

HEALTH AND WELFARE BENEFITS ARE PROVIDED TO APPROXIMATELY 363 MEMBERS OF THE ELECTRICAL UNION.

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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 $4,507,440

Investment Income $217,106

Other Revenue $0

TOTAL REVENUE $4,724,546

Expense Breakdown

Grants Paid $0

Salaries & Benefits $264,039

Fundraising Expenses $0

Other Expenses $806,186

TOTAL EXPENSES $3,184,938

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,724,546	$4,799,175	0.0%
Expenses	$3,184,938	$3,240,750	0.0%
Net Income	$1,539,608	$1,558,425	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

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

$73,217

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM ALEXANDER	TRUSTEE	0.00	Director	$0	$0	$0
DARRYL MCGAHA	TRUSTEE	0.00	Director	$0	$0	$0
GLEN LEDOUX	TRUSTEE	0.00	Director	$0	$0	$0
JOSH OVERHULTZ	TRUSTEE	0.00	Director	$0	$0	$0
JORDAN HENDERSON	TRUSTEE	0.00	Director	$0	$0	$0
JASON DEDON	TRUSTEE	0.00	Director	$0	$0	$0
KRISTINE B GUILLOT	DIRECTOR / ADMINISTRATIVE	15.00	Officer	$73,217	$0	$73,217

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	$4,724,546	$3,184,938	$6,147,487	$1,539,608
2023	$4,799,175	$3,240,750	$4,619,208	$1,558,425
2022	$4,029,293	$3,339,257	$3,489,769	$690,036
2021	$3,066,427	$3,191,818	$2,451,307	$-125,391
2020	$2,620,937	$3,639,188	$2,755,862	$-1,018,251
2019	$3,698,408	$3,810,098	$3,555,998	$-111,690
2018	$3,479,160	$4,176,639	$3,706,716	$-697,479

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 995 HEALTH & WELFARE FUND