INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 0768 LOCAL (EIN 810228648) - 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

1936

Legal Domicile

Principal Officer

GEORGE BLAND

Phone

4067527680

Tax Period

2024-07-01 to 2025-06-30

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 0768 LOCAL, founded in 1936, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. Expenses of $1.3M left a modest 6% surplus.

Mission

THE IBEW PROVIDES AN ENVIRONMENT FOR THE GROWTH AND WELL-BEING OF THE UNION MEMBERS

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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 $1,371,127

Program Service Revenue $0

Investment Income $12,630

Other Revenue $-6,779

TOTAL REVENUE $1,376,978

Expense Breakdown

Grants Paid $0

Salaries & Benefits $706,085

Fundraising Expenses $0

Other Expenses $590,960

TOTAL EXPENSES $1,297,045

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,376,978	$1,303,473	+0.1%
Expenses	$1,297,045	$1,209,574	+0.1%
Net Income	$79,933	$93,899	-0.1%

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

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

$187,168

Total Directors

$9,104

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAKE DAVIS	PRESIDENT	1.00	Officer Director	$1,200	$0	$1,200
JOY SEYMOUR	EXECUTIVE BOARD	1.00	Director	$2,112	$0	$2,112
RANDY HEDGES	VICE PRESIDENT (FORMER)	1.00	Director	$60	$0	$60
PENNIE S OLSON	SECRETARY	1.00	Officer Director	$0	$0	$0
JO ANN BRADFORD	EXECUTIVE BOARD (FORMER)	1.00	Director	$180	$0	$180
BRIAN SERNA	EXECUTIVE BOARD	1.00	Director	$120	$0	$120
SHAWN WEINGARTNER	EXECUTIVE BOARD	1.00	Director	$317	$0	$317
DANIELLE CHRISTIAN	EXECUTIVE BOARD	1.00	Director	$1,308	$0	$1,308
SHANE ROBERTS	EXECUTIVE BOARD	1.00	Director	$1,847	$0	$1,847
CORY NEWTON	TREASURER (FORMER)	1.00	Director	$900	$0	$900
SARAH CARLSON	TREASURER	1.00	Officer Director	$0	$0	$0
MARTI JO CLOUSE	VICE PRESIDENT	1.00	Officer Director	$140	$0	$140
RON DURBIN	EXECUTIVE BOARD	1.00	Director	$220	$0	$220
MARTA R POULIOT	SECRETARY (FORMER)	1.00	Director	$700	$0	$700
GEORGE BLAND	BUSINESS MANAGER	40.00	Officer	$149,528	$36,300	$185,828

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	$1,376,978	$1,297,045	$2,283,936	$79,933
2024	$1,303,473	$1,209,574	$2,121,512	$93,899
2023	$1,263,104	$1,129,506	$1,946,133	$133,598
2022	$1,248,409	$1,106,439	$1,805,639	$141,970
2021	$1,203,915	$1,019,273	$1,662,333	$184,642
2020	$1,188,040	$1,030,453	$1,485,331	$157,587
2019	$1,205,792	$1,027,568	$1,324,992	$178,224

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 0768 LOCAL