Civic Intelligence

Local Union 266 Electrical Workers

990 • Fiscal year 2023 • EIN 86-0420582

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 14, 2023

1650 N 36th StreetPhoenix, AZ 85008

(602) 275-6222

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2023 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

34th percentile

0.00x

Higher debt load relative to revenue than 34% of similar nonprofits.

2023 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2023

Net Margin

38th percentile

-3.8%

Higher net margin than 38% of similar nonprofits.

2023 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

78th percentile

$101,364

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 168.9% of source-year revenue.

2023 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2023

Asset Growth

55th percentile

-0.3%

Faster asset growth than 55% of similar nonprofits.

2023 filings • 501(c)2 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Assets

Flat

$699,482

Flat from 2023

Net Assets

Flat

$699,439

Flat from 2023

Liabilities

Flat

$43

Flat from 2023

Revenue

Flat

$60,009

Flat from 2023

Expenses

Flat

$62,283

Flat from 2023

Net Income

Flat

-$2,274

Flat from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $772,424Liabilities 2011: $3,502Net Assets 2011: $768,9222011Assets 2012: $769,943Liabilities 2012: $1,080Net Assets 2012: $768,8632012Assets 2013: $808,326Liabilities 2013: $426Net Assets 2013: $807,9002013Assets 2014: $812,102Liabilities 2014: $568Net Assets 2014: $811,5342014Assets 2015: $820,697Liabilities 2015: $690Net Assets 2015: $820,0072015Assets 2016: $803,722Liabilities 2016: $1,019Net Assets 2016: $802,7032016Assets 2017: $809,314Liabilities 2017: $816Net Assets 2017: $808,4982017Assets 2018: $807,422Liabilities 2018: $588Net Assets 2018: $806,8342018Assets 2019: $805,092Liabilities 2019: $706Net Assets 2019: $804,3862019Assets 2020: $798,930Liabilities 2020: $658Net Assets 2020: $798,2722020Assets 2021: $797,394Liabilities 2021: $887Net Assets 2021: $796,5072021Assets 2022: $701,891Liabilities 2022: $178Net Assets 2022: $701,7132022Assets 2023: $699,482Liabilities 2023: $43Net Assets 2023: $699,4392023Assets 2023: $699,482Liabilities 2023: $43Net Assets 2023: $699,4392023Assets 2024: $695,385Liabilities 2024: $124Net Assets 2024: $695,2612024Assets 2025: $694,102Liabilities 2025: $75Net Assets 2025: $694,0272025

Highlighted filing

2023

Assets$699,482
Liabilities$43
Net Assets$699,439

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2011: -$18,993Expenses 2011: $0Net Income 2011: -$18,9932011Revenue 2012: $841Expenses 2012: $900Net Income 2012: -$592012Revenue 2013: $510Expenses 2013: $425Net Income 2013: $852013Revenue 2014: $6,634Expenses 2014: $3,000Net Income 2014: $3,6342014Revenue 2015: $8,473Expenses 2015: $0Net Income 2015: $8,4732015Revenue 2016: -$17,304Expenses 2016: $0Net Income 2016: -$17,3042016Revenue 2017: $5,795Expenses 2017: $0Net Income 2017: $5,7952017Revenue 2018: -$1,664Expenses 2018: $0Net Income 2018: -$1,6642018Revenue 2019: -$2,448Expenses 2019: $0Net Income 2019: -$2,4482019Revenue 2020: -$6,114Expenses 2020: $0Net Income 2020: -$6,1142020Revenue 2021: -$1,765Expenses 2021: $0Net Income 2021: -$1,7652021Revenue 2022: -$94,794Expenses 2022: $0Net Income 2022: -$94,7942022Revenue 2023: $60,009Expenses 2023: $62,283Net Income 2023: -$2,2742023Revenue 2023: $60,009Expenses 2023: $62,283Net Income 2023: -$2,2742023Revenue 2024: $60,011Expenses 2024: $64,189Net Income 2024: -$4,1782024Revenue 2025: $60,013Expenses 2025: $61,247Net Income 2025: -$1,2342025

Highlighted filing

2023

Revenue$60,009
Expenses$62,283
Net Income-$2,274
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 14, 2023
Return Version
2022v5.0
Gross Receipts
$60,009
Mission and Program Overview

Mission

To protect members from SRP unfair practices and negotiate salaries with SRP.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$655,242$641,981▼ $13,261
Savings and Temporary Cash Investments$40,425$55,643▲ $15,218
Cash and Non-Interest-Bearing Accounts$6,224$1,858▼ $4,366
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$701,891$699,482▼ $2,409
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$178$43▼ $135
Total Liabilities$178$43▼ $135
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$701,713$699,439▼ $2,274
Total Net Assets Fund Balance$701,713$699,439▼ $2,274
Total Liabilities and Net Assets / Fund Balance$701,891$699,482▼ $2,409

Asset Categories

AssetBook ValueDepreciationBasis
Land$556,000-$556,000
Buildings$83,538$430,652$514,190
Other Land Buildings$2,443$50,546$52,989
Compensation and Service Providers

Employees

NameTitleOtherTotal
Steve Vitalbus mgr/fin sec$101,364$101,364
greg bronsonAsst Bus Manager$65,668$65,668
Tom OlivasVice President$12,649$12,649
Anastacia BurdetteExec Board Sec$7,821$7,821
Carmela Lamadoreexec Board$6,808$6,808
Jason StanfordPresident$6,534$6,534
louie zapataTreasurer$5,106$5,106
richard bondexec board$2,646$2,646
steven sancedo IIExec Board$1,728$1,728
Brandon JonesExe Board$794$794
cesar valenzuelaexec board$794$794
TJ HaliaExec Board$761$761
Everett PlantExec Board$630$630

Board Members and Trustees

NameTitle
Oman CrandellUnit chairman
jim leslieUnit Vice Chair
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$9
Other Revenue
$60,000
Change in Net Assets
$-2,274
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$62,283
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses---$40,811
Depreciation Depletion---$13,260
Occupancy---$8,212
Total Functional Expenses$0$0$0$62,283
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7B

The actions taken by the governing board are reviewed by the membership of the local union at regular meetings and are approved by the membership.

Form 990, Part VI, Section B, Line 11B

The form 990 was provided to the business manager and president who reviewed the document Prior to signing the form. A copy of the form was made available to all other members of the executive board to review at the next regularly scheduled meeting.

Form 990, Part VI, Section C, Line 19

Documents available to the public upon written request.

Filing and Contact Details

Filer

Filer Name
Local Union 266 Electrical Workers
EIN
86-0420582
Phone
6022756222
Address
1650 N 36th Street, Phoenix, AZ 85008

Signing Officer

Name
Steve Vital
Title
Bus Mgr
Signed
2023-12-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Vital
Formed
1939
Legal Domicile
Az
Voting Board Members
14
Independent Board Members
1
Employees
0

Preparer

Firm
Baldwin Moffitt Behm LLP
Address
8399 E Indian School Rd Suite 201, Scottsdale, AZ 85251
Preparer
Robert H Baldwin
Phone
4807369200
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

Tax years 2020 - 2023 remain subject to examination for federal income tax purposes and tax years 2019 - 2023 remain subject to examination for state income taxes. I.B.E.W. Local 266 and the building corp. use a loss contingency approach for evaluating uncertain tax positions. I.B.E.W. local 266 and the building corp. continually evaluate expiring statutes of limitations, audits, changes in tax laws, and new authoritative rulings.

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IRS990/NetAssetsOrFundBalancesBOYAmt0701713
IRS990/NetAssetsOrFundBalancesEOYAmt0699439
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt060000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt060000
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0701713
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0699439
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt08212
IRS990/OfficeExpensesGrp/TotalAmt040811
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Steve Vital
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt014
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherRevenueAmt0-94808
IRS990/PYRevenuesLessExpensesAmt0-94794
IRS990/PYTotalRevenueAmt0-94794
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-2274
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt060000
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt040425
IRS990/SavingsAndTempCashInvstGrp/EOYAmt055643
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt083538
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0430652
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0514190
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0556000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0556000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02443
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt050546
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt052989
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Tax years 2020 - 2023 remain subject to examination for federal income tax purposes and tax years 2019 - 2023 remain subject to examination for state income taxes. I.B.E.W. Local 266 and the building corp. use a loss contingency approach for evaluating uncertain tax positions. I.B.E.W. local 266 and the building corp. continually evaluate expiring statutes of limitations, audits, changes in tax laws, and new authoritative rulings.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0641981
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The actions taken by the governing board are reviewed by the membership of the local union at regular meetings and are approved by the membership.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The form 990 was provided to the business manager and president who reviewed the document Prior to signing the form. A copy of the form was made available to all other members of the executive board to review at the next regularly scheduled meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Documents available to the public upon written request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IBEW Local Union 266
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0860004806
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt05
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Labor Organization
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01650 N 36th street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Phoenix
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd085008
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0701891
IRS990/TotalAssetsEOYAmt0699482
IRS990/TotalAssetsGrp/BOYAmt0701891
IRS990/TotalAssetsGrp/EOYAmt0699482
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt062283
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0178
IRS990/TotalLiabilitiesEOYAmt043
IRS990/TotalLiabilitiesGrp/BOYAmt0178
IRS990/TotalLiabilitiesGrp/EOYAmt043
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0701713
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0699439
IRS990/TotalOtherCompensationAmt039821
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt060009
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt060009
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0701891
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0699482
IRS990/TotReportableCompRltdOrgAmt0173482
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01650 N 36th Street
IRS990/USAddress/CityNm0Phoenix
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd0850083904
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0www.ibewlocal266.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.94$0.00$6.94$0.60$0.61$0.01
2024Summary only. Only limited summary data is available for this year.$6.95$0.00$6.95$0.60$0.64$0.04
2023Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$0.60$0.62$0.02
2023Summary only. Only limited summary data is available for this year.$6.99$0.00$6.99$0.60$0.62$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.02$0.00$7.02$0.95$0.00$0.95
2021Summary only. Only limited summary data is available for this year.$7.97$0.01$7.97$0.02$0.00$0.02
2020Summary only. Only limited summary data is available for this year.$7.99$0.01$7.98$0.06$0.00$0.06
2019Summary only. Only limited summary data is available for this year.$8.05$0.01$8.04$0.02$0.00$0.02
2018Summary only. Only limited summary data is available for this year.$8.07$0.01$8.07$0.02$0.00$0.02
2017Summary only. Only limited summary data is available for this year.$8.09$0.01$8.08$0.06$0.00$0.06
2016Summary only. Only limited summary data is available for this year.$8.04$0.01$8.03$0.17$0.00$0.17
2015Summary only. Only limited summary data is available for this year.$8.21$0.01$8.20$0.08$0.00$0.08
2014Summary only. Only limited summary data is available for this year.$8.12$0.01$8.12$0.07$0.03$0.04
2013Summary only. Only limited summary data is available for this year.$8.08$0.00$8.08$0.01$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$7.70$0.01$7.69$0.01$0.01$0.00
2011Summary only. Only limited summary data is available for this year.$7.72$0.04$7.69$0.19$0.00$0.19