International Brotherhood of Electrical Workers Local Union 301 (EIN 750694567) - 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

1914

Legal Domicile

Phone

9038388531

Tax Period

2022-07-01 to 2023-06-30

International Brotherhood of Electrical Workers Local Union 301, founded in 1914, is a small nonprofit that reported $540K in total revenue in fiscal year 2022. Revenue decreased 8% compared to the prior year. Expenses of $498K left a modest 8% surplus.

Mission

Local Labor Union Representing Members of the International Brotherhood of Electrical Workers.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $533,884

Investment Income $-1,599

Other Revenue $7,635

TOTAL REVENUE $539,920

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $217,036

Fundraising Expenses $0

Program Expenses $208,508

Other Expenses $267,093

TOTAL EXPENSES $498,259

Year-over-Year Comparison

	2022	2021	Change
Revenue	$539,920	$587,041	-0.1%
Expenses	$498,259	$534,819	-0.1%
Net Income	$41,661	$52,222	-0.2%

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

$77,290

Total Directors

$61

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christopher Donaldson	Bus Mgr-Fin Sec	45.00	Officer	$77,290	$0	$77,290
James Morphew	Bus Mgr-Fin Sec	45.00		$5,506	$0	$5,506
Wesley Perry	Executive Board	1.00	Director	$61	$0	$61
Martin Cornelius	Executive Board	1.00	Director	$0	$0	$0
Logan Lemley	Executive Board	1.00	Director	$0	$0	$0
Clay Atchley	Executive Board	1.00	Director	$0	$0	$0
Ryan Davis	Executive Board	1.00	Director	$0	$0	$0
Jesse Hill	President	1.00	Officer	$0	$0	$0
Stormy Jones	Treasurer	1.00	Officer	$0	$0	$0
Murice McCloskey	Vice President	1.00	Officer	$0	$0	$0
Clovis Easley	Recording Sec	1.00	Officer	$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	No data	No data	No data	No data
2023	$539,920	$498,259	$1,181,314	$41,661
2022	$587,041	$534,819	$1,139,252	$52,222
2021	$552,505	$485,776	$1,085,698	$66,729
2020	$556,005	$482,329	$1,017,479	$73,676
2019	$548,461	$470,929	$944,187	$77,532
2018	$537,639	$453,309	$862,050	$84,330

International Brotherhood of Electrical Workers Local Union 301