IBEW LOCAL 701 VACATION FUND (EIN 362942688) - 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

chris teneyck

Phone

6303931701

Tax Period

2024-06-01 to 2025-05-31

IBEW LOCAL 701 VACATION FUND, founded in 1971, is a mid-sized nonprofit that reported $10.1M in total revenue in fiscal year 2020.

Mission

PROVIDE VACATION BENEFITS.

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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 $13,658,102

Investment Income $108,413

Other Revenue $0

TOTAL REVENUE $13,766,515

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $52,650

TOTAL EXPENSES $13,679,855

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,766,515	$14,663,680	-0.1%
Expenses	$13,679,855	$14,589,653	-0.1%
Net Income	$86,660	$74,027	+0.2%

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

$625,068

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Anthony Giunti	Trustee	3.00	Director	$0	$120,426	$293,814
Robert Panatera	Trustee	3.00	Director	$0	$918	$7,586
William Drew	Trustee	3.00	Director	$0	$5,548	$18,605
Frank Gravina	Trustee	3.00	Director	$0	$116,126	$297,834
Michael Santiemmo	Trustee	3.00	Director	$0	$2,981	$7,229
Kevin Connelly	Former Trustee	3.00	Director	$0	$0	$0
Anthony Mulizio	Trustee	3.00	Director	$0	$0	$0
Giuseppe Muzzupappa	Trustee	3.00	Director	$0	$0	$0
Brian Clark	Trustee	3.00	Director	$0	$0	$0
Chris TenEyck	Trustee	3.00	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
2025	$13,766,515	$13,679,855	$4,229,876	$86,660
2024	$14,663,680	$14,589,653	$4,369,625	$74,027
2023	$13,839,812	$13,671,311	$4,209,094	$168,501
2022	$11,822,716	$11,758,018	$3,565,124	$64,698
2021	$10,141,377	$10,102,998	$2,600,612	$38,379

IBEW LOCAL 701 VACATION FUND