THE ANNUAL REUNION FUND INC (EIN 621795028) - 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

Principal Officer

JIM KLIS

Phone

9016835100

Tax Period

2024-09-01 to 2025-08-31

THE ANNUAL REUNION FUND INC is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $44K in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. Expenses of $86K exceeded revenue, resulting in a 97% operating deficit.

Mission

THE ORGANIZATION'S ONLY PURPOSE IS TO STAGE AN ANNUAL ONE WEEK REUNION FOR ACTIVE AND RETIRED MEMBERS OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS AND THEIR GUESTS. THE REUNION IS HELD IN A DIFFERENT PART OF THE UNITED STATES EACH YEAR.

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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 $42,792

Investment Income $1,061

Other Revenue $0

TOTAL REVENUE $43,853

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $86,343

TOTAL EXPENSES $86,343

Year-over-Year Comparison

	2024	2023	Change
Revenue	$43,853	$31,243	+0.4%
Expenses	$86,343	$33,377	+1.6%
Net Income	$-42,490	$-2,134	+18.9%

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
KEN THOMAS	DIRECTOR	N/A	Director	$0	$0	$0
GYM MACKEY	DIRECTOR	N/A	Director	$0	$0	$0
JOHN BREGG	DIRECTOR	N/A	Director	$0	$0	$0
JIM KLIS	PRESIDENT	N/A	Officer	$0	$0	$0
DAVID PORTER	DIRECTOR	N/A	Director	$0	$0	$0
JAMES HUBBARD	SECRETARY/TR	N/A	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
2025	$43,853	$86,343	$130,081	$-42,490
2024	$31,243	$33,377	$172,571	$-2,134
2023	$38,720	$65,350	$174,705	$-26,630
2022	$187,692	$314,177	$201,335	$-126,485
2021	$349,508	$291,737	$327,820	$57,771
2020	$10,003	$27,532	$270,049	$-17,529
2019	$328,002	$283,473	$287,578	$44,529
2018	$278,209	$318,277	$243,049	$-40,068

THE ANNUAL REUNION FUND INC