PICKENS-KANE MOVING AND STORAGE CO INC EMPLOYEES BENEFICIARY ASSOC TR (EIN 363311968) - 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

1983

Legal Domicile

Principal Officer

James P Munroe

Phone

3129420330

Tax Period

2024-01-01 to 2024-12-31

PICKENS-KANE MOVING AND STORAGE CO INC EMPLOYEES BENEFICIARY ASSOC TR, founded in 1983, is a small nonprofit that reported $560K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $985K exceeded revenue, resulting in a 76% operating deficit.

Mission

The primary purpose of this tax exempt IRC501(c)(9) voluntary employees' beneficiary association (VEBA) is provide life, sick, accident, and other permissible benefits to its 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $560,000

Investment Income $97

Other Revenue $0

TOTAL REVENUE $560,097

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $984,386

Other Expenses $628

TOTAL EXPENSES $985,014

Year-over-Year Comparison

	2024	2023	Change
Revenue	$560,097	$955,254	-0.4%
Expenses	$985,014	$939,504	+0.0%
Net Income	$-424,917	$15,750	-28.0%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James P Munroe	NA	0	Director	$0	$0	$0
Michael F Munroe Jr	NA	0	Director	$0	$0	$0
Thomas L Broderick	NA	0	Director	$0	$0	$0
Joseph M Burgher	Controller	2	Officer	$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	$560,097	$985,014	$62,395	$-424,917
2023	$955,254	$939,504	$486,367	$15,750
2022	$1,014,760	$992,242	$470,991	$22,518
2021	$1,010,236	$990,202	$447,880	$20,034
2020	$1,043,644	$1,024,685	$426,664	$18,959
2019	$972,221	$954,855	$408,041	$17,366
2018	$976,075	$958,269	$390,236	$17,806

PICKENS-KANE MOVING AND STORAGE CO INC EMPLOYEES BENEFICIARY ASSOC TR