SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS VACATION & HOLIDAY PLAN (EIN 411395194) - 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

1980

Legal Domicile

Principal Officer

KRISTIN CAUSBY

Phone

9528540795

Tax Period

2024-07-01 to 2025-06-30

SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS VACATION & HOLIDAY PLAN, founded in 1980, is a community nonprofit that reported $6.9M in total revenue in fiscal year 2024.

Mission

TO PROVIDE VACATION AND HOLIDAY 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 $6,877,080

Investment Income $0

Other Revenue $0

TOTAL REVENUE $6,877,080

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $29,475

TOTAL EXPENSES $6,810,992

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,877,080	$6,378,038	+0.1%
Expenses	$6,810,992	$6,341,168	+0.1%
Net Income	$66,088	$36,870	+0.8%

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

$221,701

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN CARDELL	TRUSTEE	0.05	Director	$0	$51,145	$199,900
STEVEN OLSON	TRUSTEE	0.05	Director	$0	$0	$0
SEAN SANNES	TRUSTEE	0.05	Director	$0	$5,162	$19,757
DEAN HOGSTAD	TRUSTEE	0.05	Director	$0	$648	$2,044
KRISTIN CAUSBY	TRUSTEE	0.05	Director	$0	$0	$0
MARK DRAPER	TRUSTEE	0.05	Director	$0	$0	$0
DON HAMEISTER	TRUSTEE	0.05	Director	$0	$0	$0
JASON TENTIS	TRUSTEE - PAST	0.05	Director	$0	$0	$0
PHIL SCHRACK	TRUSTEE	0.05	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	$6,877,080	$6,810,992	$665,565	$66,088
2024	$6,378,038	$6,341,168	$599,477	$36,870
2023	$5,809,430	$5,741,623	$562,607	$67,807
2022	$5,762,694	$5,775,433	$494,800	$-12,739
2021	$4,807,722	$4,660,847	$507,539	$146,875
2020	$5,154,293	$5,217,826	$370,354	$-63,533
2019	$5,513,270	$5,481,324	$450,391	$31,946
2018	$4,699,196	$4,715,207	$413,049	$-16,011

SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS VACATION & HOLIDAY PLAN