INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 265 VACATION FUN (EIN 237284114) - 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

1971

Legal Domicile

Principal Officer

TOM EMERSON

Phone

4024234494

Tax Period

2024-01-01 to 2024-12-31

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 265 VACATION FUN, founded in 1971, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

THIS IS A COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN THAT PROVIDES VACATION BENEFITS TO PARTICIPANTS OR THEIR BENEFICIARIES.

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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 $1,686,388

Investment Income $0

Other Revenue $21,357

TOTAL REVENUE $1,707,745

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $17,200

TOTAL EXPENSES $1,703,588

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,707,745	$1,480,088	+0.2%
Expenses	$1,703,588	$1,476,086	+0.2%
Net Income	$4,157	$4,002	+0.0%

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
DENNIS BOERRIGTER	TRUSTEE	1.00	Director	$0	$0	$0
MIKE BUNACH	SECRETARY	1.00	Officer Director	$0	$0	$0
TOM EMERSON	CHAIRMAN	5.00	Officer Director	$0	$0	$0
CHRIS PETERSON	TRUSTEE	1.00	Director	$0	$0	$0
PAUL SCHEEL	TRUSTEE	1.00	Director	$0	$0	$0
JOHN WHITMER	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
2024	$1,707,745	$1,703,588	$175,157	$4,157
2023	$1,480,088	$1,476,086	$133,861	$4,002
2022	$1,360,412	$1,354,155	$106,116	$6,257
2021	$1,069,168	$1,090,680	$100,602	$-21,512
2020	$672,709	$672,815	$87,039	$-106
2019	$315,903	$763,910	$56,225	$-448,007

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 265 VACATION FUN