IUPAT DC # 51 VACATION FUND C/O ZE… - 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

2016

Legal Domicile

Principal Officer

BRIAN COURTIEN

Phone

4124712885

Tax Period

2023-10-01 to 2024-09-30

IUPAT DC # 51 VACATION FUND C/O ZENITH AMERICAN SOLUTIONS, founded in 2016, is a community nonprofit in the Mutual Benefit sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $205K, a strong 16% operating margin.

Mission

THE VACATION FUND IS MAINTAINED PURSUANT TO THE PROVISIONS OF THE COLLECTIVE BARGAINING AGREEMENTS TO PROVIDE VACATION BENEFITS TO ELIGIBLE EMPLOYEES.

Program Service Accomplishments

Program 1

TO PROVIDE VACATION BENEFITS PURSUANT TO THE COLLECTIVE BARGAINING AGREEMENTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,240,249

Investment Income $0

Other Revenue $53,538

TOTAL REVENUE $1,293,787

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $45,200

TOTAL EXPENSES $1,089,073

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,293,787	$1,043,311	+0.2%
Expenses	$1,089,073	$737,293	+0.5%
Net Income	$204,714	$306,018	-0.3%

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

$673,580

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN W COURTIEN	CO-CHAIR/TRUSTEE	2.00	Director	$0	$57,559	$199,376
PETE FORAKIS	CO-CHAIR/TRUSTEE	2.00	Director	$0	$0	$0
CHARLES PARKER	TRUSTEE	2.00	Director	$0	$49,965	$169,066
DERWIN SCALPH JR	TRUSTEE	2.00	Director	$0	$45,254	$151,360
JOSE RAUDA	TRUSTEE	2.00	Director	$0	$46,157	$153,778
ALEX EVANS	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
2025	No data	No data	No data	No data
2024	$1,293,787	$1,089,073	$1,603,802	$204,714
2023	$1,043,311	$737,293	$1,357,988	$306,018
2022	$762,806	$653,275	$949,130	$109,531
2021	$660,513	$600,879	$749,033	$59,634
2020	$764,001	$516,903	$683,173	$247,098
2019	$470,259	$358,887	$481,678	$111,372
2018	$359,841	$261,777	$367,036	$98,064

IUPAT DC # 51 VACATION FUND C/O ZENITH AMERICAN SOLUTIONS