INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 2295 (EIN 952641256) - 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

1970

Legal Domicile

Principal Officer

DAVID CLAY

Phone

7145198853

Tax Period

2023-04-01 to 2024-03-31

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 2295, founded in 1970, is a small nonprofit that reported $373K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $59K, a strong 16% operating margin.

Mission

The Local Union's mission is to secure improved working conditions through organization, negotiations and collective bargaining and to promote the social awareness of its membership.

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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 $372,957

Investment Income $1

Other Revenue $0

TOTAL REVENUE $372,958

Expense Breakdown

Grants Paid $0

Salaries & Benefits $189,371

Fundraising Expenses $0

Other Expenses $124,916

TOTAL EXPENSES $314,287

Year-over-Year Comparison

	2023	2022	Change
Revenue	$372,958	$422,184	-0.1%
Expenses	$314,287	$425,340	-0.3%
Net Income	$58,671	$-3,156	-19.6%

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

$144,253

Total Directors

$2,106

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
david clay	Business manager	40.0	Officer	$124,979	$16,438	$141,417
martha renteria	president	1.0	Officer	$1,080	$0	$1,080
devin winiecke	recording secretary	1.0	Officer	$990	$0	$990
william chambers	treasurer	1.0	Officer	$766	$0	$766
scott kotake	executive board	1.0	Director	$450	$0	$450
william marley	executive board	1.0	Director	$428	$0	$428
dan bergerson	executive board	1.0	Director	$400	$0	$400
justin roberson	executive board	1.0	Director	$350	$0	$350
LOI NGUYEN	TREASURER - PAST	1.0	Director	$250	$0	$250
tom burkett	executive board	1.0	Director	$228	$0	$228

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	$372,958	$314,287	$107,826	$58,671
2023	$422,184	$425,340	$48,713	$-3,156
2022	$436,739	$447,807	$80,506	$-11,068
2021	$420,650	$434,226	$68,032	$-13,576

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 2295