SHEET METAL WORKERS LOCAL 85 VACATION FUND (EIN 586083776) - 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

1968

Legal Domicile

Principal Officer

STEVE LANGLEY

Phone

6158590131

Tax Period

2022-10-01 to 2023-09-30

SHEET METAL WORKERS LOCAL 85 VACATION FUND, founded in 1968, is a small nonprofit that reported $880K in total revenue in fiscal year 2022.

Mission

THE PROVISION OF BENEFITS TO PLAN PARTICIPANTS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $872,533

Investment Income $6,393

Other Revenue $1,101

TOTAL REVENUE $880,027

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,273

TOTAL EXPENSES $896,376

Year-over-Year Comparison

	2022	2021	Change
Revenue	$880,027	$916,116	0.0%
Expenses	$896,376	$826,901	+0.1%
Net Income	$-16,349	$89,215	-1.2%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS AIRINGTON	TRUSTEE	2.00	Director	$0	$0	$0
JAMES JACKSON III	TRUSTEE	2.00	Director	$0	$0	$0
JOHN A KNOX	SECRETARY	2.00	Officer Director	$0	$0	$0
STEVE LANGLEY	CHAIRMAN	2.00	Officer Director	$0	$0	$0
GINGER D SLAICK	TRUSTEE	2.00	Director	$0	$0	$0
JONATHAN C STERLING	TRUSTEE	2.00	Director	$0	$0	$0
MATT STROER	TRUSTEE	2.00	Director	$0	$0	$0
SCHUYLER WORTHEY	TRUSTEE	2.00	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	No data	No data	No data	No data
2023	$880,027	$896,376	$893,955	$-16,349
2022	$916,116	$826,901	$942,523	$89,215
2021	$160	$2,629	$1,012,085	$-2,469
2020	$842	$2,335	$983,899	$-1,493
2019	$1,818	$1,193	$949,146	$625
2018	$1,294	$1,260	$759,046	$34

SHEET METAL WORKERS LOCAL 85 VACATION FUND