GREATER KANSAS CITY LABORERS' VACATION PLAN (EIN 486200960) - 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

1973

Legal Domicile

Principal Officer

JEFF PHILGREEN

Phone

9134265490

Tax Period

2023-11-01 to 2024-10-31

GREATER KANSAS CITY LABORERS' VACATION PLAN, founded in 1973, is a community nonprofit that reported $7.2M in total revenue in fiscal year 2023. Expenses of $6.7M left a modest 7% surplus.

Mission

PAYMENT OF VACATION 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 $7,005,599

Investment Income $163,285

Other Revenue $3,898

TOTAL REVENUE $7,172,782

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $218,353

TOTAL EXPENSES $6,686,830

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,172,782	$6,851,518	+0.0%
Expenses	$6,686,830	$5,896,935	+0.1%
Net Income	$485,952	$954,583	-0.5%

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

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
REGINALD L THOMAS	UNION TRUSTEE, SECRETARY	0.30	Officer Director	$0	$0	$0
LANCE CLAIBORNE	EMPLOYER TRUSTEE, CHAIRPERSON	0.30	Officer Director	$0	$0	$0
DAN R MEYER	EMPLOYER TRUSTEE	0.30	Director	$0	$0	$0
BRIDGETTE WILLIAMS	EMPLOYER TRUSTEE	0.30	Director	$0	$0	$0
TIM L BELL	UNION TRUSTEE	0.30	Director	$0	$0	$0
PATRICK O'DONNELL	EMPLOYER TRUSTEE	0.30	Director	$0	$0	$0
JEFF PHILGREEN	UNION TRUSTEE	0.30	Director	$0	$0	$0
PHILLIP BUTLER	UNION TRUSTEE	0.30	Director	$0	$0	$0
DONALD GREENWELL	EMPLOYER TRUSTEE	0.30	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
2024	$7,172,782	$6,686,830	$9,289,275	$485,952
2023	$6,851,518	$5,896,935	$8,812,577	$954,583
2022	$6,124,118	$5,931,061	$7,845,504	$193,057
2021	$6,099,379	$6,062,981	$7,650,159	$36,398
2020	$6,364,066	$6,349,420	$7,611,203	$14,646
2018	$6,044,198	$6,118,173	$7,485,631	$-73,975

GREATER KANSAS CITY LABORERS' VACATION PLAN