CW&CE IBEW 271-NECA HEALTH AND IBEW 271 NECA HEALTH & BENEFIT (EIN 856192301) - 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

2020

Legal Domicile

Principal Officer

JEIMESON SAUDINO

Phone

3162678255

Tax Period

2023-07-01 to 2024-06-30

CW&CE IBEW 271-NECA HEALTH AND IBEW 271 NECA HEALTH & BENEFIT, founded in 2020, is a small nonprofit in the Mutual Benefit sector that reported $397K in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $123K, a strong 31% operating margin.

Mission

PROVIDING HOSPITAL, SURGICAL AND MEDICAL BENEFITS FOR CW & CE MEMBERS OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 271.

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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 $384,401

Investment Income $12,527

Other Revenue $0

TOTAL REVENUE $396,928

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $229,048

Other Expenses $87,174

TOTAL EXPENSES $274,389

Year-over-Year Comparison

	2023	2022	Change
Revenue	$396,928	$305,304	+0.3%
Expenses	$274,389	$186,394	+0.5%
Net Income	$122,539	$118,910	+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

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEIMESON SAUDINO	IBEW TRUSTEE	1.00	Director	$0	$0	$0
JARRET BERGKAMP	IBEW TRUSTEE	1.00	Director	$0	$0	$0
RUSSELL KENNEDY	IBEW TRUSTEE	1.00	Director	$0	$0	$0
RICHARD POWELL	NECA TRUSTEE	1.00	Director	$0	$0	$0
LUKE WARKENTINE	IBEW TRUSTEE	1.00	Director	$0	$0	$0
DYLAN WOODARD	NECA TRUSTEE	1.00	Director	$0	$0	$0
TOM ZOGLMANN	NECA TRUSTEE	1.00	Director	$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	$396,928	$274,389	$466,705	$122,539
2023	$305,304	$186,394	$302,331	$118,910
2022	$190,403	$122,070	$153,665	$68,333
2021	$215,476	$166,702	$81,649	$48,774

CW&CE IBEW 271-NECA HEALTH AND IBEW 271 NECA HEALTH & BENEFIT