IRONWORKERS VACATION FUND OF UTAH (EIN 870389702) - 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

LILLIAN SANTILLANES

Phone

8019044897

Tax Period

2023-11-01 to 2024-10-31

IRONWORKERS VACATION FUND OF UTAH is a small nonprofit that reported $697K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $162K, a strong 23% operating margin.

Mission

VACATION BENEFITS

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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 $678,871

Investment Income $0

Other Revenue $18,216

TOTAL REVENUE $697,087

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $38,674

TOTAL EXPENSES $534,908

Year-over-Year Comparison

	2023	2022	Change
Revenue	$697,087	$515,621	+0.4%
Expenses	$534,908	$516,759	+0.0%
Net Income	$162,179	$-1,138	-143.5%

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	Role	Reportable Comp	Other Comp	Total
DICK DEVRIES	Trustee	Director	$0	$0	$0
MARK MUNDY	Trustee	Director	$0	$0	$0
TOM MOEN JR	Trustee	Director	$0	$0	$0
DOUG THOMAS	Trustee	Director	$0	$0	$0
JEFFREY STEELE	Trustee	Director	$0	$0	$0
BOB GROTHE	Trustee	Director	$0	$0	$0
LILLIAN SANTILLANES	Trustee	Director	$0	$0	$0
JIM WONNACOTT	Trustee	Director	$0	$0	$0
RYAN SMITH	Trustee	Director	$0	$0	$0
MARK CALKINS	Trustee	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	$697,087	$534,908	$717,177	$162,179
2023	$515,621	$516,759	$554,998	$-1,138
2022	$481,615	$679,575	$556,136	$-197,960
2021	$696,397	$573,804	$754,096	$122,593
2020	$546,108	$633,216	$631,503	$-87,108
2019	$680,156	$902,067	$720,571	$-221,911
2018	$961,039	$722,948	$940,522	$238,091

IRONWORKERS VACATION FUND OF UTAH