INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 150 VACATION FUND (EIN 363166891) - 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

1986

Legal Domicile

Phone

8598256132

Tax Period

2024-07-01 to 2025-06-30

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 150 VACATION FUND, founded in 1986, is a community nonprofit that reported $7.2M in total revenue in fiscal year 2024.

Mission

TO PROVIDE VACATION BENEFITS TO MEMBERS.

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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 $7,116,882

Investment Income $25,170

Other Revenue $29,604

TOTAL REVENUE $7,171,656

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $30,748

TOTAL EXPENSES $7,133,663

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,171,656	$7,074,311	+0.0%
Expenses	$7,133,663	$7,068,827	+0.0%
Net Income	$37,993	$5,484	+5.9%

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

$226,147

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY SCHWINGBECK	TRUSTEE	3.00	Director	$0	$0	$5,615
CHRISTOPHER SCHULZ	TRUSTEE	3.00	Director	$0	$0	$0
JEFFREY HARGER	TRUSTEE	3.00	Director	$0	$0	$0
LIZABETH KARSON	TRUSTEE	3.00	Director	$0	$0	$0
ANTHONY ARNONE	TRUSTEE	3.00	Director	$0	$0	$0
STEVE SMART	TRUSTEE	3.00	Director	$0	$76,008	$220,532

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	$7,171,656	$7,133,663	$2,260,083	$37,993
2024	No data	No data	No data	No data
2023	$6,657,351	$6,539,654	$1,350,992	$117,697
2022	$5,832,359	$5,852,246	$1,775,526	$-19,887
2021	$6,043,208	$6,122,178	$1,680,358	$-78,970
2020	$5,772,989	$5,782,208	$1,627,369	$-9,219
2019	$6,785,691	$6,837,374	$2,016,902	$-51,683
2018	$4,984,940	$5,123,201	$1,882,587	$-138,261

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 150 VACATION FUND