PAINTERS UNION LOCAL #476 VACATION FUND (EIN 346715420) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1967

Legal Domicile

Principal Officer

JAMES TAYLOR

Phone

3307587117

Tax Period

2023-10-01 to 2024-09-30

PAINTERS UNION LOCAL #476 VACATION FUND, founded in 1967, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

SAVING VEHICLE FOR UNION MEMBERS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,518,705

Investment Income $20,923

Other Revenue $25,007

TOTAL REVENUE $1,564,635

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $8,119

TOTAL EXPENSES $1,521,648

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,564,635	$1,367,158	+0.1%
Expenses	$1,521,648	$1,265,500	+0.2%
Net Income	$42,987	$101,658	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES TAYLOR	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN REILLY	TRUSTEE	1.00	Director	$0	$0	$0
BOB DALOISE	TRUSTEE	1.00	Director	$0	$0	$0
ANGELO ZOUMAS	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
2024	$1,564,635	$1,521,648	$1,781,231	$42,987
2023	$1,367,158	$1,265,500	$1,438,112	$101,658
2022	$1,050,710	$1,045,397	$1,213,503	$5,313
2021	$932,204	$935,516	$1,071,507	$-3,312
2020	$953,814	$961,730	$1,083,210	$-7,916
2019	$977,135	$977,104	$1,115,020	$31
2018	$1,060,863	$1,041,048	$1,139,922	$19,815

PAINTERS UNION LOCAL #476 VACATION FUND