PLUMBERS AND STEAMFITTERS LOCAL 21 VACATION FUND (EIN 134015614) - 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

1998

Legal Domicile

Principal Officer

BRENDAN FOLEY

Phone

9147377220

Tax Period

2018-01-01 to 2018-12-31

PLUMBERS AND STEAMFITTERS LOCAL 21 VACATION FUND, founded in 1998, is a small nonprofit that reported $282K in total revenue in fiscal year 2018. Revenue fell 92% from the prior year — a significant decline worth monitoring. Expenses of $269K left a modest 5% surplus.

Mission

TO PROVIDE VACATION BENEFITS TO PARTICIPANTS OF THE 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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $280,486

Investment Income $818

Other Revenue $1,185

TOTAL REVENUE $282,489

Expense Breakdown

Grants Paid $0

Salaries & Benefits $28,273

Fundraising Expenses $0

Other Expenses $43,308

TOTAL EXPENSES $269,116

Year-over-Year Comparison

	2018	2017	Change
Revenue	$282,489	$3,448,045	-0.9%
Expenses	$269,116	$3,395,321	-0.9%
Net Income	$13,373	$52,724	-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

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

$674,418

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT COURTIEN	TRUSTEE	1.00	Director	$0	$0	$0
JOHN DIMICELI	TRUSTEE	1.00	Director	$0	$0	$0
GRANT COPPOLA	TRUSTEE	1.00	Director	$0	$0	$0
FRANK PALEN	TRUSTEE	5.00	Director	$0	$5,200	$147,532
JOSEPH DULLEA	TRUSTEE	5.00	Director	$0	$2,600	$131,709
REINALDO DIAZ	TRUSTEE	5.00	Director	$0	$2,600	$131,709
THOMAS CAREY	TRUSTEE	5.00	Director	$0	$2,600	$131,709
THOMAS W OBRIEN	TRUSTEE	5.00	Director	$0	$2,650	$131,759
JAMES E ESTABROOK	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
2018	$282,489	$269,116	No data	$13,373

PLUMBERS AND STEAMFITTERS LOCAL 21 VACATION FUND