PACIFIC LONGSHOREMEN'S MEMORIAL ASSOCIATION INC (EIN 941433639) - 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

1957

Legal Domicile

Principal Officer

EDWIN FERRIS

Phone

4157750533

Tax Period

2023-01-01 to 2023-12-31

PACIFIC LONGSHOREMEN'S MEMORIAL ASSOCIATION INC, founded in 1957, is a small nonprofit that reported $587K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $739K exceeded revenue, resulting in a 26% operating deficit.

Mission

TO RENT, LEASE, PURCHASE, OWN, HOLD, SELL, AND CONVEY SUCH REAL AND PERSONAL PROPERTY AS MAY BE NECESSARY AND PROPER FOR THE PURPOSES AND OBJECTS OF SAID CORPORATION; AND TO DO ANY AND ALL THINGS NECESSARY AND PROPER FOR THE CARRYING OUT OF SAID PURPOSES.

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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 $0

Investment Income $313

Other Revenue $586,682

TOTAL REVENUE $586,995

Expense Breakdown

Grants Paid $0

Salaries & Benefits $260,343

Fundraising Expenses $0

Other Expenses $479,135

TOTAL EXPENSES $739,478

Year-over-Year Comparison

	2023	2022	Change
Revenue	$586,995	$689,410	-0.1%
Expenses	$739,478	$683,333	+0.1%
Net Income	$-152,483	$6,077	-26.1%

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

N/A

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

$1,174,607

Total Directors

$1,174,607

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL SAM KREUTZ	VICE PRESIDENT	1.0	Officer Director	$0	$82,175	$298,859
WILLIAM ADAMS	PRESIDENT	1.0	Officer Director	$0	$77,540	$297,877
EDWIN FERRIS	SECRETARY TREASURER	1.0	Officer Director	$0	$76,492	$291,009
ROBERT OLVERA JR	VICE PRESIDENT	1.0	Officer Director	$0	$75,860	$286,862

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	No data	No data	No data	No data
2023	$586,995	$739,478	$1,421,005	$-152,483
2022	$689,410	$683,333	$1,113,796	$6,077
2021	$768,857	$668,524	$1,344,232	$100,333
2020	$833,199	$576,466	$1,330,099	$256,733
2019	$729,658	$621,271	$1,179,584	$108,387
2018	$685,782	$615,308	$1,205,299	$70,474

PACIFIC LONGSHOREMEN'S MEMORIAL ASSOCIATION INC