IBEW LOCAL NO 134NECA VACATION SAVINGS FUND (EIN 813710750) - 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

2016

Legal Domicile

Principal Officer

DONALD FINN

Phone

3124541340

Tax Period

2024-07-01 to 2025-06-30

IBEW LOCAL NO 134NECA VACATION SAVINGS FUND, founded in 2016, is a mid-sized nonprofit in the Mutual Benefit sector that reported $13.7M in total revenue in fiscal year 2017. Revenue surged 58% from the prior year, signaling strong growth momentum.

Mission

VACATION SAVINGS FUND

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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 $18,366,551

Investment Income $0

Other Revenue $0

TOTAL REVENUE $18,366,551

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $15,372

TOTAL EXPENSES $17,930,787

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,366,551	$16,040,170	+0.1%
Expenses	$17,930,787	$14,383,492	+0.2%
Net Income	$435,764	$1,656,678	-0.7%

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

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

$562,482

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONALD FINN	TRUSTEE - CHAIRMAN	0.20	Director	$0	$82,232	$319,327
KEVIN CONNOLLY	TRUSTEE	0.20	Director	$0	$78,628	$243,155
JOHN HARTMAN	TRUSTEE - NEW	0.20	Director	$0	$0	$0
TIM TAYLOR	TRUSTEE	0.20	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	$18,366,551	$17,930,787	$3,719,190	$435,764
2024	$16,040,170	$14,383,492	$3,283,426	$1,656,678
2023	$15,306,538	$15,143,109	$1,626,748	$163,429
2022	$14,239,910	$14,129,814	$1,463,319	$110,096
2021	$13,594,165	$13,770,930	$1,367,123	$-176,765
2020	$15,865,569	$16,024,130	$1,529,988	$-158,561
2019	$17,479,817	$17,236,590	$1,692,198	$243,227
2018	$13,697,798	$13,414,248	$1,445,322	$283,550

IBEW LOCAL NO 134NECA VACATION SAVINGS FUND