UNITED UNION OF ROOFERS WATERPROOFERS & ALLIED WORKERS LOCAL #12 VACATION FUND (EIN 510488884) - 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

2003

Legal Domicile

Principal Officer

KEVIN GUERTIN

Phone

2032697741

Tax Period

2024-01-01 to 2024-12-31

UNITED UNION OF ROOFERS WATERPROOFERS & ALLIED WORKERS LOCAL #12 VACATION FUND, founded in 2003, is a small nonprofit in the Mutual Benefit sector that reported $326K in total revenue in fiscal year 2024.

Mission

TO PROVIDE SUPPLEMENTAL 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $324,692

Investment Income $1,164

Other Revenue $0

TOTAL REVENUE $325,856

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,386

Fundraising Expenses $0

Other Expenses $10,237

TOTAL EXPENSES $323,599

Year-over-Year Comparison

	2024	2023	Change
Revenue	$325,856	$327,209	0.0%
Expenses	$323,599	$325,981	0.0%
Net Income	$2,257	$1,228	+0.8%

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

Employees

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
CLAIRE WEBSTER	TRUSTEE	1.00	Director	$0	$0	$0
KENNETH MACDONALD	TRUSTEE	1.00	Director	$0	$0	$0
WARREN WALLER	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN GUERTIN	TRUSTEE	1.00	Director	$0	$0	$0
JOHN LUCCHESI JR	TRUSTEE	1.00	Director	$0	$0	$0
KIM MARSHALL	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
2024	$325,856	$323,599	$152,710	$2,257
2023	$327,209	$325,981	$82,332	$1,228
2022	$373,684	$374,872	$160,745	$-1,188
2021	$367,186	$362,764	$87,574	$4,422
2020	$359,012	$360,472	$72,125	$-1,460
2019	$447,397	$459,695	$79,300	$-12,298
2018	$484,752	$472,484	$89,534	$12,268

UNITED UNION OF ROOFERS WATERPROOFERS & ALLIED WORKERS LOCAL #12 VACATION FUND