SMART LOCAL UNION NO 36 VACATION FUND (EIN 430900934) - 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

1967

Legal Domicile

Principal Officer

RAY REASONS

Phone

3146528175

Tax Period

2023-01-01 to 2023-12-31

SMART LOCAL UNION NO 36 VACATION FUND, founded in 1967, is a micro nonprofit that reported $22K in total revenue in fiscal year 2023. Revenue fell 100% from the prior year — a significant decline worth monitoring. Expenses of $246K exceeded revenue, resulting in a 995% operating deficit.

Mission

VACATION SAVINGS FUND

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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 $10,173

Investment Income $7,612

Other Revenue $4,639

TOTAL REVENUE $22,424

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,165

Fundraising Expenses $0

Other Expenses $37,639

TOTAL EXPENSES $245,527

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,424	$5,107,860	-1.0%
Expenses	$245,527	$9,166,976	-1.0%
Net Income	$-223,103	$-4,059,116	-0.9%

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

$421,959

Total Directors

$652,037

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAY REASONS	CO-CHAIRMAN, TRUSTEE - PAST	0.20	Officer Director	$0	$79,622	$238,913
NEAL KRODINGER	TRUSTEE - PAST	0.20	Director	$0	$0	$0
KEVIN SUITER	CO-CHAIRMAN, TRUSTEE - PAST	0.20	Officer Director	$0	$0	$0
WILLIAM J MEEH	TRUSTEE - PAST	0.20	Director	$0	$0	$0
JEREMY SNYDER	TRUSTEE - PAST	0.20	Director	$0	$75,253	$207,850
DAN SUTTER	TRUSTEE - PAST	0.20	Director	$0	$74,655	$205,274
JUDITH MITCHELL	ADMINISTRATIVE MANAGER	2.75	Officer	$0	$44,807	$183,046
CATHERINE DOBRYNSKI	CONTROLLER	5.50	Highest	$0	$44,807	$172,294

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
2023	$22,424	$245,527	No data	$-223,103
2022	$5,107,860	$9,166,976	$243,954	$-4,059,116
2021	$8,032,548	$7,502,063	$4,286,311	$530,485
2020	$7,540,260	$7,987,879	$3,758,464	$-447,619
2019	$8,358,313	$8,158,043	$4,207,851	$200,270
2018	$7,835,577	$7,607,049	$4,020,637	$228,528

SMART LOCAL UNION NO 36 VACATION FUND