UA Local No 447 Vacation Benefit Plan (EIN 941342110) - 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

1956

Legal Domicile

Principal Officer

ROD BARBOUR

Phone

9164570821

Tax Period

2024-01-01 to 2024-12-31

UA Local No 447 Vacation Benefit Plan, founded in 1956, is a community nonprofit in the Mutual Benefit sector that reported $7.0M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

A vacation plan that receives employer CONTRIBUTIONS WHICH ARE distributed to participants IN A YEARLY payout.

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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 $6,921,165

Investment Income $73,812

Other Revenue $0

TOTAL REVENUE $6,994,977

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $74,194

TOTAL EXPENSES $6,938,562

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,994,977	$6,078,653	+0.2%
Expenses	$6,938,562	$6,079,382	+0.1%
Net Income	$56,415	$-729	-78.4%

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

$213,802

Total Directors

$1,028,958

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TODD SCHIAVO	LABOR TRUSTEE	10.0	Director	$0	$63,883	$277,106
ANDREW DAVIE	LABOR TRUSTEE	10.0	Director	$0	$63,883	$254,472
ZAK NOONAN	LABOR TRUSTEE	10.0	Director	$0	$63,883	$250,352
THOMAS ATEN	LABOR TRUSTEE	10.0	Director	$0	$63,883	$247,028
CHRIS MCDANIEL	FUND ADMINISTRATOR	10.0	Officer	$0	$60,736	$213,802
HARRY ROTZ	LABOR TRUSTEE	10.0	Director	$0	$0	$0
ROD BARBOUR	MANAGEMENT TRUSTEE	10.0	Director	$0	$0	$0
LARRY COOK	MANAGEMENT TRUSTEE	10.0	Director	$0	$0	$0
RICHARD CHOWDRY	MANAGEMENT TRUSTEE	10.0	Director	$0	$0	$0
CLAIRE DONNENWIRTH	MANAGEMENT TRUSTEE	10.0	Director	$0	$0	$0
PHIL SMYTH	LABOR TRUSTEE	10.0	Director	$0	$0	$0
RICHARD BERTACCHI	LABOR TRUSTEE	10.0	Director	$0	$0	$0
ALEX HALL	MANAGEMENT TRUSTEE	10.0	Director	$0	$0	$0
ANDREW BOOTH	MANAGEMENT TRUSTEE	10.0	Director	$0	$0	$0
MIKE STIRLING	MANAGEMENT TRUSTEE	10.0	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	$6,994,977	$6,938,562	$1,256,772	$56,415
2023	$6,078,653	$6,079,382	$1,041,197	$-729
2022	$5,999,293	$5,980,280	$956,496	$19,013
2021	$5,592,088	$5,606,643	$934,293	$-14,555
2020	$5,899,345	$5,890,250	$944,276	$9,095
2019	$5,465,552	$5,392,982	$935,360	$72,570
2018	$4,590,464	$4,587,853	$771,225	$2,611

UA Local No 447 Vacation Benefit Plan