SHEET METAL WORKERS LOCAL 100 VACATION PLAN (EIN 530803417) - 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

RICHARD LABILLE III

Phone

3018398800

Tax Period

2024-03-01 to 2025-02-28

SHEET METAL WORKERS LOCAL 100 VACATION PLAN, founded in 1964, is a community nonprofit in the Employment sector that reported $2.7M in total revenue in fiscal year 2024. Expenses of $2.6M left a modest 4% surplus.

Mission

FUND ESTABLISHED TO PAY VACATION BENEFITS TO UNION 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 $2,704,596

Investment Income $0

Other Revenue $40,943

TOTAL REVENUE $2,745,539

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $40,943

TOTAL EXPENSES $2,640,291

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,745,539	$2,544,185	+0.1%
Expenses	$2,640,291	$2,553,959	+0.0%
Net Income	$105,248	$-9,774	-11.8%

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

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

$1,194,104

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD LABILLE III	TRUSTEE	1.00	Director	$0	$81,704	$251,196
MICHAEL NOBLE	TRUSTEE	1.00	Director	$0	$78,896	$232,699
DANE WATTS	TRUSTEE	1.00	Director	$0	$60,892	$193,793
THOMAS KILLEEN	TRUSTEE (P)	1.00	Director	$0	$78,894	$191,183
CHARLES SEWELL	TRUSTEE	1.00	Director	$0	$45,527	$173,055
WILLIAM ALLEN	TRUSTEE	1.00	Director	$0	$42,616	$152,178
FRANK BATTAGLINO	TRUSTEE	1.00	Director	$0	$0	$0
KATHY BIGELOW	TRUSTEE	1.00	Director	$0	$0	$0
IAN DUCKWORTH	TRUSTEE	1.00	Director	$0	$0	$0
R SCOTT GREGORY	TRUSTEE	1.00	Director	$0	$0	$0
DALE SHEPPARD	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	$2,745,539	$2,640,291	$1,438,607	$105,248
2024	$2,544,185	$2,553,959	$1,332,550	$-9,774
2023	$2,790,292	$2,822,288	$1,342,633	$-31,996
2022	$2,761,267	$2,731,649	$1,372,305	$29,618
2021	$2,605,448	$2,591,802	$1,343,878	$13,646
2020	$2,574,912	$2,384,572	$1,330,322	$190,340
2019	$2,375,049	$2,341,992	$1,217,161	$33,057

SHEET METAL WORKERS LOCAL 100 VACATION PLAN