IATSE NATIONAL VACATION FUND (EIN 237345994) - 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

1973

Legal Domicile

Phone

2125809092

Tax Period

2023-01-01 to 2023-12-31

IATSE NATIONAL VACATION FUND, founded in 1973, is a community nonprofit that reported $4.9M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $4.5M left a modest 9% surplus.

Mission

TO PROVIDE VACATION BENEFITS TO ELIGIBLE PARTICIPANTS.

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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 $4,814,313

Investment Income $108,937

Other Revenue $0

TOTAL REVENUE $4,923,250

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $267,648

TOTAL EXPENSES $4,472,002

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,923,250	$4,547,855	+0.1%
Expenses	$4,472,002	$1,585,763	+1.8%
Net Income	$451,248	$2,962,092	-0.8%

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

Key Employees

$491,171

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER BROCKMEYER	TRUSTEE	1.00	Director	$0	$0	$0
JASON LAKS	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL MILLER JR	TRUSTEE	1.00	Director	$0	$0	$0
JAMES B WOOD	TRUSTEE	1.00	Director	$0	$0	$0
ANNE J ZEISLER	EXECUTIVE DIRECTOR	1.00	Key Emp	$0	$61,983	$491,171
JOEL SEGAL	DIRECTOR OF I.T.	1.00	Highest	$0	$49,119	$284,266
SCOTT TRIVIGNO	DIRECTOR OF BENEFITS	1.00	Highest	$0	$50,826	$302,359
ROSALINA ROLDAN	DIRECTOR OF FINANCE	1.00	Highest	$0	$47,817	$269,664
MICHAEL FIFE	DIRECTOR OF CONTRIBUTIONS	1.00	Highest	$0	$48,233	$274,386
MARGARET RYAN-GROPPO	DIRECTOR OF HUMAN RESOURCE	1.00	Highest	$0	$45,120	$235,505

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	$4,923,250	$4,472,002	$4,890,625	$451,248
2022	$4,547,855	$1,585,763	$4,438,756	$2,962,092
2021	$1,526,903	$1,268,634	$1,475,664	$258,269
2020	$1,248,643	$4,450,739	$1,607,268	$-3,202,096
2019	$4,473,821	$4,191,064	$4,569,216	$282,757
2018	$4,215,673	$3,943,462	$4,222,205	$272,211

IATSE NATIONAL VACATION FUND