TEAMSTERS LOCAL UNION NO 541 VACATION-HOLIDAY FUND (EIN 436183681) - 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

1978

Legal Domicile

Principal Officer

MICHAEL KEERAN

Phone

8167563313

Tax Period

2023-02-01 to 2024-01-31

TEAMSTERS LOCAL UNION NO 541 VACATION-HOLIDAY FUND, founded in 1978, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

PAYMENT OF VACATION-HOLIDAY BENEFITS TO 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,029,295

Investment Income $4,288

Other Revenue $354

TOTAL REVENUE $1,033,937

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $44,052

TOTAL EXPENSES $1,046,608

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,033,937	$940,978	+0.1%
Expenses	$1,046,608	$955,601	+0.1%
Net Income	$-12,671	$-14,623	-0.1%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE KEERAN	CHAIRMAN	1.00	Director	$0	$0	$0
BRIDGETTE WILLIAMS	SECRETARY	1.00	Officer Director	$0	$0	$0
DIANE ROTHEN	TRUSTEE	1.00	Director	$0	$0	$0
GREG DAVEY	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
2025	No data	No data	No data	No data
2024	$1,033,937	$1,046,608	$372,023	$-12,671
2023	$940,978	$955,601	$378,718	$-14,623
2022	$937,470	$941,388	$390,607	$-3,918
2021	$954,002	$896,806	$395,541	$57,196
2020	$1,047,602	$1,055,490	$338,586	$-7,888
2019	$1,071,693	$1,108,774	$346,629	$-37,081

TEAMSTERS LOCAL UNION NO 541 VACATION-HOLIDAY FUND