IBEW LOCAL #915 VACATION FUND c/o Southern Benefit Administrators Inc (EIN 596134658) - 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

1969

Legal Domicile

Principal Officer

RANDALL KING

Phone

6158590131

Tax Period

2023-01-01 to 2023-12-31

IBEW LOCAL #915 VACATION FUND c/o Southern Benefit Administrators Inc, founded in 1969, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

The exempt purpose is to provide vacation benefits to its 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,795,872

Investment Income $16,648

Other Revenue $0

TOTAL REVENUE $1,812,520

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $8,453

TOTAL EXPENSES $1,812,520

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,812,520	$1,631,476	+0.1%
Expenses	$1,812,520	$1,631,476	+0.1%
Net Income	$0	$0	N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
RANDALL KING	CHAIRMAN	10.00	Director	$0	$0	$0
VANCE ANDERSON	SECRETARY	10.00	Director	$0	$0	$0
KENNETH WOOTON	TRUSTEE	10.00	Director	$0	$0	$0
BRIAN NATHAN	TRUSTEE	10.00	Director	$0	$0	$0
TONY GRIECO	TRUSTEE	10.00	Director	$0	$0	$0
ROBERTO ROSA	TRUSTEE	10.00	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
2024	No data	No data	No data	No data
2023	$1,812,520	$1,812,520	$1,975,218	No data
2022	$1,631,476	$1,631,476	$1,804,562	No data
2021	$1,517,763	$1,517,763	$1,692,232	No data
2020	$1,740,856	$1,740,856	$1,888,081	No data
2019	$1,311,840	$1,311,840	$1,444,651	No data
2018	$1,022,823	$1,022,823	$1,131,843	No data

IBEW LOCAL #915 VACATION FUND c/o Southern Benefit Administrators Inc