INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 12 (EIN 840235309) - 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

1985

Legal Domicile

Principal Officer

THOMAS KELLEY

Phone

7195618000

Tax Period

2024-07-01 to 2025-06-30

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 12, founded in 1985, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2024. Revenue surged 60% from the prior year, signaling strong growth momentum. The organization ran a surplus of $769K, a strong 41% operating margin.

Mission

REPRESENT 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 $0

Program Service Revenue $1,534,763

Investment Income $400,932

Other Revenue $-37,882

TOTAL REVENUE $1,897,813

Expense Breakdown

Grants Paid $0

Salaries & Benefits $509,141

Fundraising Expenses $0

Other Expenses $619,282

TOTAL EXPENSES $1,128,423

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,897,813	$1,188,997	+0.6%
Expenses	$1,128,423	$1,030,910	+0.1%
Net Income	$769,390	$158,087	+3.9%

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

$163,988

Total Directors

$156,103

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EPIMENIO GRIEGO	EXECUTIVE BOARD	2.00	Director	$540	$18	$558
MANUEL GRIEGO	EXECUTIVE BOARD	2.00	Director	$720	$22	$742
HAYDEN BALDWIN	EXECUTIVE BOARD	2.00	Director	$6,439	$108	$6,547
RONAN CARBAJAL	EXECUTIVE BOARD	2.00	Director	$2,112	$63	$2,175
NICHOLAS ANDERSON	EXECUTIVE BOARD	2.00	Director	$480	$18	$498
JAMES BERNAL JR	EXECUTIVE BOARD	2.00	Director	$114,827	$30,756	$145,583
THOMAS KELLEY	BUSINESS MANAGER/FIN SEC	40.00	Officer	$126,244	$33,144	$159,388
JAMES MCGINNIS	PRESIDENT	2.00	Officer	$720	$22	$742
JAMES BERNAL III	VICE PRESIDENT	2.00	Officer	$1,801	$54	$1,855
GABRIEL ALCON	TREASURER	2.00	Officer	$1,291	$30	$1,321
CASEY HUNT	RECORDING SECRETARY	2.00	Officer	$660	$22	$682

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	$1,897,813	$1,128,423	$6,708,012	$769,390
2024	$1,188,997	$1,030,910	$5,887,499	$158,087
2023	$1,586,302	$857,958	$5,446,974	$728,344
2022	$1,330,495	$698,111	$4,698,177	$632,384
2021	$770,562	$715,739	$4,375,256	$54,823
2020	$934,039	$630,966	$4,164,873	$303,073
2019	$721,079	$648,863	$3,827,522	$72,216

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 12