SAN ANTONIO ELECTRICAL VACATION TR… - 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

1972

Legal Domicile

Principal Officer

LES MOYNAHAN

Phone

5052658422

Tax Period

2024-01-01 to 2024-12-31

SAN ANTONIO ELECTRICAL VACATION TRUST, founded in 1972, is a community nonprofit that reported $5.3M in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $4.8M left a modest 8% surplus.

Mission

THE SOLE PURPOSE OF THE LOCAL UNION FUND IS TO PROVIDE FOR VACATION BENEFITS EARNED BY ITS MEMBERS WHO ARE EMPLOYED BY UNION CONTRACTORS.

Program Service Accomplishments

Program 1

Expenses: $4,712,005 Revenue: $5,272,340

THE SOLE PURPOSE OF THE LOCAL UNION FUND IS TO PROVIDE FOR VACATION BENEFITS EARNED BY ITS MEMBERS WHO ARE EMPLOYED BY UNION CONTRACTORS.

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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 $5,261,979

Investment Income $10,361

Other Revenue $0

TOTAL REVENUE $5,272,340

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,712,005

Other Expenses $115,641

TOTAL EXPENSES $4,827,646

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,272,340	$3,818,766	+0.4%
Expenses	$4,827,646	$3,279,961	+0.5%
Net Income	$444,694	$538,805	-0.2%

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
GARY AIKEN	BOARD CHAIRMAN	1.00	Director	$0	$0	$0
ED SHIERK	TRUSTEE	1.00	Officer Director	$0	$0	$0
DAVID ARIAS	TRUSTEE	1.00	Director	$0	$0	$0
SARAH LIVAR	TRUSTEE	1.00	Director	$0	$0	$0
LES MOYNAHAN	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
KRYSTI SEIBERT	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
2024	$5,272,340	$4,827,646	$1,823,342	$444,694
2023	$3,818,766	$3,279,961	$1,378,648	$538,805
2022	$3,041,006	$3,197,762	$839,843	$-156,756
2021	$3,364,803	$3,027,124	$996,599	$337,679
2020	$2,439,068	$2,388,471	$658,920	$50,597
2019	$2,436,853	$2,284,135	$608,323	$152,718
2018	$1,931,761	$1,857,966	$455,605	$73,795

SAN ANTONIO ELECTRICAL VACATION TRUST