BOARD OF TRUSTEES RODMAN LOCAL UNION 201 VACATION FUND (EIN 237411054) - 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

1968

Legal Domicile

Principal Officer

GARY ARMSTRONG

Phone

8007321121

Tax Period

2021-08-01 to 2022-07-31

BOARD OF TRUSTEES RODMAN LOCAL UNION 201 VACATION FUND, founded in 1968, is a micro nonprofit that reported $14K in total revenue in fiscal year 2021. Revenue fell 87% from the prior year — a significant decline worth monitoring. Expenses of $47K exceeded revenue, resulting in a 239% operating deficit.

Mission

TO PROVIDE VACATION BENEFITS FOR 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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $3

Other Revenue $13,982

TOTAL REVENUE $13,985

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $11,324

TOTAL EXPENSES $47,408

Year-over-Year Comparison

	2021	2020	Change
Revenue	$13,985	$106,811	-0.9%
Expenses	$47,408	$128,911	-0.6%
Net Income	$-33,423	$-22,100	+0.5%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENDALL MARTIN	TRUSTEE	2.00	Director	$0	$0	$0
CARLOS PORTILLO	TRUSTEE	2.00	Director	$0	$0	$0
KEVIN MCVEIGH	TRUSTEE	2.00	Director	$0	$0	$0
KENNETH WOOD	TRUSTEE	2.00	Director	$0	$0	$0
JAMES AYERSMAN	TRUSTEE	2.00	Director	$0	$0	$0
GARY ARMSTRONG	TRUSTEE	2.00	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
2022	$13,985	$47,408	No data	$-33,423
2021	$106,811	$128,911	$41,753	$-22,100
2020	$127,795	$121,716	$63,066	$6,079
2019	$143,380	$165,982	$56,987	$-22,602
2018	$186,041	$205,436	$79,589	$-19,395

BOARD OF TRUSTEES RODMAN LOCAL UNION 201 VACATION FUND