SWVA INC COLLECTIVE BARGAINING UNI… - Form 990 Financial Data

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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

1993

Legal Domicile

Principal Officer

JAMES H JOHNSON

Phone

3046968200

Tax Period

2021-07-01 to 2022-06-30

SWVA INC COLLECTIVE BARGAINING UNIT VOLUNTARY EMPLOYEE'S BENEFICIARY ASSOCIA, founded in 1993, is a small nonprofit that reported $744K in total revenue in fiscal year 2021. The organization ran a surplus of $581K, a strong 78% operating margin.

Mission

PROVIDE REIMBURSEMENT TO PARTICIPANTS FOR MEDICAL INSURANCE.

Program Service Accomplishments

Program 1

Expenses: $104,104

PROVIDE REIMBURSEMENT TO PARTICIPANTS FOR MEDICAL INSURANCE.

Program 2

Revenue: $577,925

MONIES CONTRIBUTED TO THE PLAN THAT ARE USED FOR REIMBURSEMENT OF MEDICAL INSURANCE PREMIUMS AS A RESULT OF THE COLLECTIVE BARGAINING UNIT AGREEMENT.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $577,925

Investment Income $165,860

Other Revenue $0

TOTAL REVENUE $743,785

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $104,104

Other Expenses $58,525

TOTAL EXPENSES $162,629

Year-over-Year Comparison

	2021	2020	Change
Revenue	$743,785	$737,762	+0.0%
Expenses	$162,629	$151,646	+0.1%
Net Income	$581,156	$586,116	0.0%

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

$36,914

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PNC BANK	INSTITUTIONAL TRUSTEE	1.00	Director	$36,914	$0	$36,914
BRANDI VICKERS	MGMT COMMITT. MBR	1.00	Officer	$0	$0	$0
JOHN O'CONNOR	MGMT COMMITT. MBR	1.00	Officer	$0	$0	$0
DEXTER CHILDERS	MGMT COMMITT. MBR	1.00	Officer	$0	$0	$0
ELIZABETH GROSS	MGMT COMMITT. MBR	1.00	Officer	$0	$0	$0
CARL GOODERHAM	UNION COMMITT. MBER	1.00	Officer	$0	$0	$0
TRACY RICHARDSON	UNION COMMITT. MBER	1.00	Officer	$0	$0	$0
JAMIE AKERS	UNION COMMITT. MBER	1.00	Officer	$0	$0	$0
RACHAEL DAVIS	UNION COMMITT. MBER	1.00	Officer	$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
2022	$743,785	$162,629	$4,870,051	$581,156
2021	$737,762	$151,646	$5,126,596	$586,116

SWVA INC COLLECTIVE BARGAINING UNIT VOLUNTARY EMPLOYEE'S BENEFICIARY ASSOCIA