International Brotherhood of Electrical Workers Local 266 (EIN 860004806) - 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

1975

Legal Domicile

Principal Officer

Steve Vital

Phone

6022756222

Tax Period

2023-07-01 to 2024-06-30

International Brotherhood of Electrical Workers Local 266, founded in 1975, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $488K, a strong 21% operating margin.

Mission

Local Union 266 Provides Defense and negotiation to protect job security of members employed by major utility. additional income used to fund administration expenses of local union.

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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 $2,194,503

Investment Income $73,199

Other Revenue $28,208

TOTAL REVENUE $2,295,910

Expense Breakdown

Grants Paid $0

Salaries & Benefits $757,835

Fundraising Expenses $0

Other Expenses $1,020,475

TOTAL EXPENSES $1,808,255

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,295,910	$2,111,033	+0.1%
Expenses	$1,808,255	$1,786,310	+0.0%
Net Income	$487,655	$324,723	+0.5%

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

$247,650

Total Directors

$266,377

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steve Vital	Bus Mgr/Fin Sec	38.00	Officer Director	$181,189	$34,451	$215,640
Tom Olivas	Vice President	2.00	Officer Director	$9,661	$0	$9,661
Richard Bond	Exec Board	2.00	Officer Director	$8,636	$0	$8,636
Timothy Halia	Exec Board	2.00	Director	$7,352	$0	$7,352
Anastacia Burdette	Recording Sec	2.00	Officer Director	$7,055	$0	$7,055
Louie Zapata	Treasurer	2.00	Officer Director	$3,958	$0	$3,958
Brandon Jones	Exec Board	2.00	Director	$3,420	$0	$3,420
Jason Stanford	President	2.00	Officer Director	$2,700	$0	$2,700
Oman Crandell	Unit chairman	2.00	Director	$2,340	$0	$2,340
Carmela Lamadore	exec board	2.00	Director	$1,549	$0	$1,549
Cesar Valenzuela	Exec Board	2.00	Director	$1,361	$0	$1,361
Everett Plant	Exec Board	2.00	Director	$1,355	$0	$1,355
Steven Sancedo II	Exec Board	2.00	Director	$1,350	$0	$1,350
Jim Leslie	Unit Vice Chair	2.00	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	$2,295,910	$1,808,255	$5,823,515	$487,655
2023	$2,111,033	$1,786,310	$5,197,459	$324,723
2022	$2,029,032	$1,583,805	$4,771,718	$445,227
2021	$2,041,588	$1,459,791	$4,625,580	$581,797

International Brotherhood of Electrical Workers Local 266