VACATION FUND OF ENGINEERS LOCAL 513 (EIN 436072624) - 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

BRIAN GRAFF

Phone

3147393983

Tax Period

2024-05-01 to 2025-04-30

VACATION FUND OF ENGINEERS LOCAL 513, founded in 1967, is a mid-sized nonprofit that reported $14.8M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $14.2M left a modest 4% surplus.

Mission

THE PLAN PROVIDES VACATION BENEFITS TO PARTICIPANTS OF LOCAL 513 OPERATING ENGINEERS UNION.

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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 $14,559,544

Investment Income $178,258

Other Revenue $108,823

TOTAL REVENUE $14,846,625

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $94,650

TOTAL EXPENSES $14,246,474

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,846,625	$13,552,347	+0.1%
Expenses	$14,246,474	$13,475,307	+0.1%
Net Income	$600,151	$77,040	+6.8%

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	Role	Reportable Comp	Other Comp	Total
CHARLIE GOODWIN	SECRETARY	Officer Director	$0	$0	$0
BRIAN GRAFF	CHAIRMAN	Officer Director	$0	$0	$0
MATTHEW ENLOE	TRUSTEE	Director	$0	$0	$0
STEVE STRAATMANN	TRUSTEE	Director	$0	$0	$0
JEREMY BENNETT	TRUSTEE	Director	$0	$0	$0
JOHN GRIB	TRUSTEE	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
2025	$14,846,625	$14,246,474	$4,993,007	$600,151
2024	$13,552,347	$13,475,307	$4,328,271	$77,040
2023	$13,244,577	$13,099,133	$4,113,593	$145,444
2022	$12,513,206	$12,202,581	$4,041,633	$310,625
2021	$10,892,255	$10,690,355	$3,646,177	$201,900
2020	$10,541,238	$10,494,345	$3,367,582	$46,893
2019	$8,258,891	$8,165,415	$3,234,938	$93,476
2018	$7,836,148	$7,827,275	$3,075,505	$8,873

VACATION FUND OF ENGINEERS LOCAL 513