UNION LOCAL 1997 FOR THE IBEW (EIN 842857341) - 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

2018

Legal Domicile

Principal Officer

MARK W ELLIS

Phone

7063000155

Tax Period

2025-01-01 to 2025-12-31

UNION LOCAL 1997 FOR THE IBEW, founded in 2018, is a small nonprofit that reported $709K in total revenue in fiscal year 2025. Revenue surged 117% from the prior year, signaling strong growth momentum. The organization ran a surplus of $182K, a strong 26% operating margin.

Mission

BOTHERHOOD OF ELECTRICAL WORKERS WORKING FOR BETTER BENIFITS RIGHT AND WAGES FOR UNION 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 (2025)

Revenue Breakdown

Contributions & Grants $707,854

Program Service Revenue $0

Investment Income $672

Other Revenue $0

TOTAL REVENUE $708,526

Expense Breakdown

Grants Paid $0

Salaries & Benefits $50,068

Fundraising Expenses $0

Other Expenses $476,778

TOTAL EXPENSES $526,846

Year-over-Year Comparison

	2025	2024	Change
Revenue	$708,526	$326,563	+1.2%
Expenses	$526,846	$269,739	+1.0%
Net Income	$181,680	$56,824	+2.2%

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

$37,570

Total Directors

$8,065

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY DASHER	Business Manager	25.00	Officer	$14,064	$0	$14,064
MARK W ELLIS	President	25.00	Officer	$10,689	$0	$10,689
BRENT GORING	Vice President	20.00	Officer	$5,063	$0	$5,063
JENNIFER MOORE	Financial Secretary	20.00	Officer	$4,500	$0	$4,500
CHANDLER BIBBINS	Recording Secretary	20.00		$2,813	$0	$2,813
CHRIS FILLINGIM	Executive Board Chair	5.00	Director	$1,688	$0	$1,688
JESSE COLLINS	Exective Board Sec	5.00	Director	$1,688	$0	$1,688
IVAN WILSON	Recording Secretary	15.00	Officer	$1,656	$0	$1,656
BRETT COPELAND	Treasurer	20.00		$1,619	$0	$1,619
WILLIAM WALKER	Treasuer	20.00	Officer	$1,598	$0	$1,598
DON CARR	Exective Board Member	5.00	Director	$1,125	$0	$1,125
PAM MILLER	Exective Board Member	5.00	Director	$1,125	$0	$1,125
CHRISTOPHER ALLEN	Executive Board Member	5.00	Director	$1,125	$0	$1,125
BRADLEY WOODRUF	Executive Board Member	5.00	Director	$1,125	$0	$1,125
JEROMIE EDWARDS	Exective Board Member	5.00	Director	$189	$0	$189

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	$708,526	$526,846	$181,680	$181,680
2024	$545,807	$598,646	$159,561	$-52,839
2024	$326,563	$269,739	$272,020	$56,824
2023	$432,980	$438,940	$212,400	$-5,960
2022	$432,467	$295,552	$218,360	$136,915

UNION LOCAL 1997 FOR THE IBEW