STEAMFITTERS LOCAL UNION #475 VACATION FUND (EIN 222351279) - 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

1953

Legal Domicile

Principal Officer

KIM DEVIZIO

Phone

9087541032

Tax Period

2023-01-01 to 2023-12-31

STEAMFITTERS LOCAL UNION #475 VACATION FUND, founded in 1953, is a community nonprofit that reported $4.6M in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE VACATION BENEFITS TO 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 $4,544,835

Investment Income $73,576

Other Revenue $2,860

TOTAL REVENUE $4,621,271

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $17,116

TOTAL EXPENSES $4,641,770

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,621,271	$3,692,606	+0.3%
Expenses	$4,641,770	$3,654,107	+0.3%
Net Income	$-20,499	$38,499	-1.5%

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

$1,369,871

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHAUN P SULLIVAN SR	EMPLOYEE TRUSTEE	0.50	Director	$0	$167,052	$352,509
TIMOTHY MCCONWAY	EMPLOYEE TRUSTEE	0.50	Director	$0	$161,764	$336,177
JONATHAN SINNOTT	EMPLOYEE TRUSTEE	0.50	Director	$0	$161,764	$336,496
ROBERT B SNYDER JR	EMPLOYER TRUSTEE	0.50	Director	$0	$0	$0
MARTY J DROBNY	EMPLOYER TRUSTEE	0.50	Director	$0	$0	$0
RICHARD TOMAIKO	EMPLOYER TRUSTEE	0.50	Director	$0	$0	$0
ERIC EVANS	EMPLOYER TRUSTEE	0.50	Director	$0	$0	$0
JEFF DIPANO	EMPLOYER TRUSTEE	0.50	Director	$0	$0	$0
THOMAS MANNING	EMPLOYEE TRUSTEE	0.50	Director	$0	$161,764	$339,010
JAMES CAFFREY	EMPLOYEE TRUSTEE	0.50	Director	$0	$2,101	$5,679
KIM DEVIZIO	FUND ADMINISTRATOR	1.00	Highest	$0	$83,255	$210,606

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	$4,621,271	$4,641,770	$3,725,752	$-20,499
2022	$3,692,606	$3,654,107	$2,998,224	$38,499
2021	$4,310,825	$4,297,515	$3,606,245	$13,310
2020	$3,812,300	$3,814,841	$3,308,645	$-2,541
2019	$3,857,171	$3,770,010	$3,154,320	$87,161
2018	$3,997,720	$3,890,597	$3,398,005	$107,123

STEAMFITTERS LOCAL UNION #475 VACATION FUND