BOARD OF TRUSTEES OF IBEW VACATION FUND (EIN 430647886) - 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

1949

Legal Domicile

Principal Officer

KYLE MCKENNA

Phone

3147522330

Tax Period

2023-01-01 to 2023-12-31

BOARD OF TRUSTEES OF IBEW VACATION FUND, founded in 1949, is a mid-sized nonprofit that reported $27.3M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $24.4M left a modest 11% surplus.

Mission

VACATION BENEFITS FOR MEMBERS OF IBEW LOCAL #1 AND OTHERS WORKING IN THEIR JURISDICTION

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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 $26,637,724

Investment Income $702,468

Other Revenue $8,913

TOTAL REVENUE $27,349,105

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,760,143

Fundraising Expenses $0

Other Expenses $282,461

TOTAL EXPENSES $24,429,694

Year-over-Year Comparison

	2023	2022	Change
Revenue	$27,349,105	$24,559,423	+0.1%
Expenses	$24,429,694	$21,063,146	+0.2%
Net Income	$2,919,411	$3,496,277	-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

N/A

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	Role	Reportable Comp	Other Comp	Total
ROBERT SENF	TRUSTEE	Director	$0	$0	$0
STEVEN MUEHLING	TRUSTEE	Director	$0	$0	$0
FRANK JACOBS	CHAIRMAN	Officer Director	$0	$0	$0
TIM CHETTLE	TRUSTEE	Director	$0	$0	$0
JIM REINHEIMER JR	TRUSTEE	Director	$0	$0	$0
KYLE MCKENNA	SECRETARY-TREASURER	Officer Director	$0	$0	$0
KEN LANDWEHR	EXITING TRUSTEE	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	No data	No data	No data	No data
2023	$27,349,105	$24,429,694	$27,579,044	$2,919,411
2022	$24,559,423	$21,063,146	$24,195,195	$3,496,277
2021	$21,060,476	$18,449,694	$21,682,706	$2,610,782
2020	$18,621,577	$21,063,404	$19,593,495	$-2,441,827
2019	$20,988,042	$17,438,492	$21,808,904	$3,549,550
2018	$17,475,227	$16,877,176	$17,664,919	$598,051

BOARD OF TRUSTEES OF IBEW VACATION FUND