ELECTRICAL CONSTRUCTION INDUSTRY VACATION - HOLIDAY PLAN (EIN 391038147) - 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

1968

Legal Domicile

Principal Officer

DAJEN BOHACEK

Phone

4147780068

Tax Period

2023-06-01 to 2024-05-31

ELECTRICAL CONSTRUCTION INDUSTRY VACATION - HOLIDAY PLAN, founded in 1968, is a mid-sized nonprofit that reported $16.3M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $14.9M left a modest 9% surplus.

Mission

PROVIDES VACATION-HOLIDAY BENEFITS TO 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $15,956,861

Investment Income $358,433

Other Revenue $0

TOTAL REVENUE $16,315,294

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $14,923,469

TOTAL EXPENSES $14,923,469

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,315,294	$14,357,759	+0.1%
Expenses	$14,923,469	$13,845,707	+0.1%
Net Income	$1,391,825	$512,052	+1.7%

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

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
MR JOHN JACOBS	TRUSTEE	1.00	Director	$0	$0	$0
MR RICK ROBERTS	TRUSTEE	1.00	Director	$0	$0	$0
MR NICK CAMPBELL	TRUSTEE	1.00	Director	$0	$0	$0
MS DAJEN BOHACEK	TRUSTEE/SECRETARY	1.00	Officer Director	$0	$0	$0
MR GREGG SCHWISTER	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
2025	No data	No data	No data	No data
2024	$16,315,294	$14,923,469	$17,819,072	$1,391,825
2023	$14,357,759	$13,845,707	$16,143,052	$512,052
2022	$13,612,321	$12,884,162	$15,465,835	$728,159
2021	$12,906,865	$11,718,588	$15,263,932	$1,188,277
2020	$13,268,248	$12,402,872	$14,274,815	$865,376
2019	$12,775,567	$12,039,063	$13,143,421	$736,504

ELECTRICAL CONSTRUCTION INDUSTRY VACATION - HOLIDAY PLAN