International Federation of Professional & Technical Engineers

Nonprofit profile at a glance

EIN
942156563
IRS 990 coverage
2017–2024
Forms available
Form 990 2024
Location
San Francisco, CA, USA
Phone
4158642100
Rating
43
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$15,267,825
Expenses
$13,718,621
Assets
$21,359,684
Liabilities
$7,014,149

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

16 people listed

Executive titles in this filing

  • BIANCA POLOVINA (PRESIDENT)

Highest reported compensation

  • DEBRA GRABELLE (EXEC. DIRECT): $258,508 total reported compensation
  • AMLAN KADJO (LEAD REP/ORG): $218,873 total reported compensation
  • KATHERINE GENERAL (FIELD DIR): $217,287 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The objectives of this local union shall be to unite into one labor organization, through the authority of the membership as defined in article v, all workers eligible for membership, regardless of religion, race, creed, color, national origin, age, sex, sexual orientation, gender identity, marital status, physical or mental disability, or political affiliation or opinion, to secure improved working conditions, wages, hours, and other economic and social advantages for its members; to promote the rights of workers and the security and welfare of all people by political, educational and other community activity; to secure the promotion or rejection of legislation affecting the membership; and to inform, advise, and educate its members and all workers in the principles of the international federation of professional and technical engineers and of the benefits to be derived through collective bargaining and joint action. It is further the objective of the local union to carry out its work

What it reported doing in 2024

The local's primary function includes representing members in matters related to employee-employer relations, including, but not limited to wages, hours and other terms and conditions of employment and to protect and preserve the union as an institution in the performance of its legal and contractual obligations.

Operating model

Revenue model
Earned-program. 99% of the money available for current operations came from fees and other program revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 67
  • Accountability: 84
  • Sustainability: 56
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: 0%; rating input score 0
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 84.6%; rating input score 85; 0th percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 68.8%; rating input score 69; 14th percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 5 of 8 controls in place; rating input score 62
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 10.1%; rating input score 68; 68th percentile among comparable filings
  • Total-asset coverage ratio: 1.56; rating input score 52; 52nd percentile among comparable filings
  • Liabilities to assets ratio: 0.33; rating input score 43; 43rd percentile among comparable filings
  • Officer compensation ratio: 8%; rating input score 30; 30th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 5.8% per year; rating input score 100; 50th percentile among comparable filings
  • Asset growth: 16.5% per year; rating input score 100; 84th percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: 11 of 11 board members independent · 5 of 8 filing controls reported
  • Programs: 2 filed program accomplishments · $13.7M in reported program spending
  • Leadership: top reported pay $259K · 16 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 3 contractors listed · $625K reported
  • Consistency: 14 of 17 current checks pass · 3 findings to review
  • Schedules: 6 filed schedules · includes grants and executive pay
  • Filing history: 8 filing years from 2017 to 2024
  • Contacts: How to reach this organization
  • Money network: 11 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 0/100.
  • High — Financial Efficiency: Program expense ratio scored 0/100.
  • Review — Accountability: Governance controls: 3 of 8 not reported.
  • Moderate — Transparency & Controls: Functional expense sum did not reconcile in the filed values.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.
  • Review — Sustainability: Total-asset coverage ratio scored 52/100.
  • Moderate — Sustainability: Officer compensation ratio scored 30/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 43/100.