IBEW LOCAL 25 VHT FUND (EIN 111730718) - 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

1960

Legal Domicile

Phone

6314343344

Tax Period

2024-01-01 to 2024-12-31

IBEW LOCAL 25 VHT FUND, founded in 1960, is a mid-sized nonprofit that reported $10.7M in total revenue in fiscal year 2024. Expenses of $10.2M left a modest 4% surplus.

Mission

TO PROVIDE VACATION AND HOLIDAY BENEFITS TO ELIGIBLE 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 $10,381,664

Investment Income $303,362

Other Revenue $0

TOTAL REVENUE $10,685,026

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $198,284

TOTAL EXPENSES $10,244,178

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,685,026	$10,193,344	+0.0%
Expenses	$10,244,178	$10,089,662	+0.0%
Net Income	$440,848	$103,682	+3.3%

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
CLIFFORD SEAMAN	EMPLOYER TRUSTEE	0.50	Director	$0	$0	$0
JAMES KENNEDY	EMPLOYER TRUSTEE	0.50	Director	$0	$0	$0
WILLIAM MILLER-THRU 624	EMPLOYER TRUSTEE	0.50	Director	$0	$0	$0
KRISTIAN INGEBRIGTSEN	EMPLOYER TRUSTEE	0.50	Director	$0	$0	$0
DANIEL PIQUETTE-EFF 724	EMPLOYER TRUSTEE	0.50	Director	$0	$0	$0
CHRISTOPHER CALLAHAN-THRU 124	UNION TRUSTEE	0.50	Director	$0	$0	$0
KEVIN CASEY	UNION TRUSTEE	0.50	Director	$0	$0	$0
JOSHUA MARGOLIS	UNION TRUSTEE	0.50	Director	$0	$0	$0
RYAN CASEY	UNION TRUSTEE	0.50	Director	$0	$0	$0
DENNIS SHAY-EFF 124	UNION TRUSTEE	0.50	Director	$0	$0	$0
ROSA ARREAGA-NEGRON	FUND MANAGER	4.00	Officer	$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
2024	$10,685,026	$10,244,178	$3,980,143	$440,848
2023	$10,193,344	$10,089,662	$3,538,350	$103,682
2022	$9,905,715	$10,776,686	$3,376,587	$-870,971
2021	$11,503,462	$10,893,072	$4,360,724	$610,390
2020	$9,373,489	$9,229,164	$3,790,268	$144,325
2019	$9,497,228	$9,495,640	$3,591,499	$1,588
2018	$8,905,016	$8,869,207	$3,527,133	$35,809

IBEW LOCAL 25 VHT FUND