INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 0769 HEALTH AND WELFARE TRU (EIN 866056282) - 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

1966

Legal Domicile

Principal Officer

MARK CUNNINGHAM

Phone

6023240545

Tax Period

2024-07-01 to 2025-06-30

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 0769 HEALTH AND WELFARE TRU, founded in 1966, is a small nonprofit that reported $139K in total revenue in fiscal year 2024. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $74K, a strong 54% operating margin.

Mission

TO PROVIDE LIFE, ACCIDENT & DISABILITY BENEFITS TO PARTICIPANTS

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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 $122,891

Investment Income $16,171

Other Revenue $0

TOTAL REVENUE $139,062

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $64,587

TOTAL EXPENSES $64,587

Year-over-Year Comparison

	2024	2023	Change
Revenue	$139,062	$220,593	-0.4%
Expenses	$64,587	$235,604	-0.7%
Net Income	$74,475	$-15,011	-6.0%

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
MARK CUNNINGHAM	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT CARRILLO	TRUSTEE	1.00	Director	$0	$0	$0
ERIC LAURIHA	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT OLSEN	TRUSTEE	1.00	Director	$0	$0	$0
ZAC MORTON	TRUSTEE	1.00	Director	$0	$0	$0
ROD ENDERS	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	$139,062	$64,587	$412,144	$74,475
2024	No data	No data	No data	No data
2023	$170,936	$477,799	$467,180	$-306,863
2022	$237,805	$327,440	$793,891	$-89,635
2021	$145,752	$266,587	$1,009,172	$-120,835

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 0769 HEALTH AND WELFARE TRU