PLUMBERS & PIPEFITTERS VACATION FUND U A LOCAL UNION NO 5 VACATION FUND (EIN 521148966) - 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

1964

Legal Domicile

Principal Officer

TERRIEA SMALLS

Phone

3018997861

Tax Period

2023-01-01 to 2023-12-31

PLUMBERS & PIPEFITTERS VACATION FUND U A LOCAL UNION NO 5 VACATION FUND, founded in 1964, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023.

Mission

TO PROVIDE MEMBERS VACATION BENEFITS

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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 $1,794,400

Investment Income $26

Other Revenue $0

TOTAL REVENUE $1,794,426

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $24,129

TOTAL EXPENSES $1,741,246

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,794,426	$1,747,579	+0.0%
Expenses	$1,741,246	$1,736,290	+0.0%
Net Income	$53,180	$11,289	+3.7%

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

$461,920

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TONY SOLIS	UNION TRUSTEE	2.00	Director	$0	$81,840	$225,030
JIM STACHO	UNION TRUSTEE	2.00	Director	$0	$0	$0
BROOKE GREER	EMPLOYER TRUSTEE	2.00	Director	$0	$0	$0
TOM BELLO	EMPLOYER TRUSTEE	2.00	Director	$0	$0	$0
TERRIEA SMALLS	UNION TRUSTEE	2.00	Director	$0	$84,512	$236,890

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	No data	No data	No data	No data
2023	$1,794,426	$1,741,246	$1,799,423	$53,180
2022	$1,747,579	$1,736,290	$1,746,442	$11,289
2021	$1,730,921	$1,826,486	$1,735,135	$-95,565
2020	$1,826,735	$1,826,124	$1,830,227	$611
2019	$1,837,787	$1,851,523	$1,851,585	$-13,736
2018	$1,768,364	$1,762,348	$1,796,548	$6,016

PLUMBERS & PIPEFITTERS VACATION FUND U A LOCAL UNION NO 5 VACATION FUND