INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 111 (EIN 840284476) - 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

1907

Legal Domicile

Principal Officer

NATHANIEL GUTIERREZ

Phone

3037447171

Tax Period

2023-07-01 to 2024-06-30

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 111, founded in 1907, is a community nonprofit that reported $8.9M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $8.2M left a modest 8% surplus.

Mission

PROMOTE FAIR LABOR STANDARDS IN THE JURISDICTION

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $8,522,496

Investment Income $301,213

Other Revenue $107,099

TOTAL REVENUE $8,930,808

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,267,260

Fundraising Expenses $0

Other Expenses $3,897,140

TOTAL EXPENSES $8,206,716

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,930,808	$7,764,983	+0.2%
Expenses	$8,206,716	$7,010,212	+0.2%
Net Income	$724,092	$754,771	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

N/A

Employees

241

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

$338,331

Total Directors

$62,390

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVAN SMITH	EXECUTIVE BOARD	10.00	Director	$14,167	$0	$14,167
ERIC CHIPP	EXECUTIVE BOARD	10.00	Director	$7,952	$0	$7,952
DAVID PLUCINSKI	EXECUTIVE BOARD	10.00	Director	$10,053	$0	$10,053
JOSEPH QUINTANA	EXECUTIVE BOARD	10.00	Director	$12,005	$0	$12,005
MATTHEW FARFEL	EXECUTIVE BOARD	10.00	Director	$6,272	$0	$6,272
ELIZABETH MONDAY	EXECUTIVE BOARD	10.00	Director	$6,039	$0	$6,039
SHAN HUNTER	EXECUTIVE BOARD	10.00	Director	$5,902	$0	$5,902
JULIE BORGER	TREASURER	10.00	Officer	$7,835	$0	$7,835
CHARLES CARRERA	PRESIDENT	10.00	Officer	$40,596	$0	$40,596
STEVEN WATSON	RECORDING SECRETARY	10.00	Officer	$16,553	$0	$16,553
BRANDON STULL	VICE PRESIDENT	10.00	Officer	$8,579	$0	$8,579
NATHANIEL GUTIERREZ	BUSINESS MANAGER	40.00	Officer	$190,978	$73,790	$264,768
RON GEARY	ASSISTANT BUSINESS MANAGER	40.00	Highest	$159,794	$64,725	$224,519
MANUEL GONZALEZ	ASSISTANT BUSINESS MANAGER	40.00	Highest	$155,452	$64,725	$220,177
GENE SIPOLA	ASSISTANT BUSINESS MANAGER	40.00	Highest	$150,948	$49,494	$200,442
LUKE RISACHER	ASSISTANT BUSINESS MANAGER	40.00	Highest	$148,837	$63,338	$212,175
NEAL ORTIZ	ASSISTANT BUSINESS MANAGER	40.00	Highest	$154,724	$58,260	$212,984

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	$8,930,808	$8,206,716	$11,704,506	$724,092
2023	$7,764,983	$7,010,212	$10,912,168	$754,771
2022	$7,431,388	$6,284,068	$10,130,455	$1,147,320
2021	$7,067,407	$5,971,998	$8,981,854	$1,095,409
2020	$7,233,927	$6,216,851	$7,926,573	$1,017,076
2019	$6,304,849	$5,724,092	$5,685,302	$580,757

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 111