OPERATING ENGINEERS LOCAL 520 VACATION FUND (EIN 376149098) - 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

1974

Legal Domicile

Principal Officer

MARK JOHNSON

Phone

6182337978

Tax Period

2023-01-01 to 2023-12-31

OPERATING ENGINEERS LOCAL 520 VACATION FUND, founded in 1974, is a micro nonprofit that reported $13K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE VACATION BENEFITS PER COLLECTIVE BARGAINING AGREEMENT.

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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 $13,110

Investment Income $181

Other Revenue $0

TOTAL REVENUE $13,291

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $12,901

TOTAL EXPENSES $12,901

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,291	$12,243	+0.1%
Expenses	$12,901	$12,138	+0.1%
Net Income	$390	$105	+2.7%

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

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
STEVEN SMITH	TRUSTEE	Director	$0	$0	$0
CHARLES MAHONEY	SECRETARY	Director	$0	$0	$0
TIMOTHY KEELEY	TRUSTEE	Director	$0	$0	$0
DAVID BAXMEYER	TRUSTEE	Director	$0	$0	$0
MARK JOHNSON	CHAIRMAN	Director	$0	$0	$0
DONALD FERRARI	TRUSTEE	Director	$0	$0	$0
JULIE VISINTINE	ADMINISTRATIVE MGR.	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	No data	No data	No data	No data
2023	$13,291	$12,901	$411,414	$390
2022	$12,243	$12,138	$366,007	$105
2021	$10,917	$12,135	$401,074	$-1,218
2020	$10,075	$11,559	$391,300	$-1,484
2019	$14,216	$12,456	$372,394	$1,760
2018	$13,404	$11,340	$341,696	$2,064

OPERATING ENGINEERS LOCAL 520 VACATION FUND