STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 VACATION TRUST FUND OF OMAHA NE (EIN 470674620) - 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

1960

Legal Domicile

Principal Officer

GARY DIXON JR

Phone

4024012345

Tax Period

2024-04-01 to 2025-03-31

STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 VACATION TRUST FUND OF OMAHA NE, founded in 1960, is a community nonprofit that reported $9.6M in total revenue in fiscal year 2024.

Mission

COLLECTING AND DISBURSING VACATION FUNDS FOR PARTICIPANTS

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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 $9,596,798

Investment Income $40,163

Other Revenue $0

TOTAL REVENUE $9,636,961

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,628,086

Other Expenses $29,566

TOTAL EXPENSES $9,628,545

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,636,961	$9,587,738	+0.0%
Expenses	$9,628,545	$9,566,606	+0.0%
Net Income	$8,416	$21,132	-0.6%

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

$132,397

Total Directors

$249,896

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY DIXON CHAIRMAN	LABOR TRUSTEE	5.00	Officer Director	$0	$0	$132,397
JAMIE BEARUP	LABOR TRUSTEE	2.00	Director	$0	$0	$117,499
MIKE ANDERSON	MANAGEMENT TRUSTEE	2.00	Director	$0	$0	$0
JOHN HILEBRANDT SECRETARY	MANAGEMENT TRUSTEE	2.00	Officer 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	$9,636,961	$9,628,545	$6,352,408	$8,416
2024	$9,587,738	$9,566,606	$6,409,218	$21,132
2023	$9,269,500	$9,257,378	$6,647,905	$12,122
2022	$7,422,136	$7,427,721	$5,297,229	$-5,585
2021	$6,890,395	$6,894,127	$4,846,581	$-3,732
2020	$7,732,199	$7,734,456	$5,210,917	$-2,257
2019	$6,433,051	$6,427,461	$4,173,903	$5,590
2018	$5,353,894	$5,353,670	$3,454,869	$224

STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 VACATION TRUST FUND OF OMAHA NE