BRICKLAYERS LOCAL NO 3 VACATION AND HOLIDAY FUND (EIN 943470240) - 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

Legal Domicile

Principal Officer

GARY PEIFER

Phone

9252089999

Tax Period

2024-01-01 to 2024-12-31

BRICKLAYERS LOCAL NO 3 VACATION AND HOLIDAY FUND is a community nonprofit in the Mutual Benefit sector that reported $3.2M in total revenue in fiscal year 2024.

Mission

TO PROVIDE VACATION PAYMENT TO ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN BAC LOCAL 3 AND EMPLOYERS SIGNATORY TO THE 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,119,060

Investment Income $18,274

Other Revenue $38,804

TOTAL REVENUE $3,176,138

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $53,826

TOTAL EXPENSES $3,168,841

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,176,138	$3,155,411	+0.0%
Expenses	$3,168,841	$3,165,085	+0.0%
Net Income	$7,297	$-9,674	-1.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT FILIPPI	TRUSTEE	0.1	Director	$0	$0	$0
RONALD BENNETT	TRUSTEE	0.1	Director	$0	$0	$0
DAVID FILIPPI	TRUSTEE	0.1	Director	$0	$0	$0
ED LOURENCO	TRUSTEE	0.1	Director	$0	$0	$0
RICH DELLA MAGGIORE	TRUSTEE	0.1	Director	$0	$0	$0
GARY PEIFER	TRUSTEE	0.1	Director	$0	$0	$0
RYAN RUF	TRUSTEE	0.1	Director	$0	$0	$0
LENNY PAREDES	TRUSTEE	0.1	Director	$0	$0	$0
COLIN JOHNSON	TRUSTEE	0.1	Director	$0	$0	$0
TROY GARLAND	TRUSTEE	0.1	Director	$0	$0	$0
JOSH ESTRELLA	TRUSTEE	0.1	Director	$0	$0	$0
STEVE KANTONIEMI	TRUSTEE	0.1	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	$3,176,138	$3,168,841	$1,040,271	$7,297
2023	$3,155,411	$3,165,085	$1,092,788	$-9,674
2022	$2,810,619	$2,808,802	$995,225	$1,817
2021	$2,765,370	$2,702,906	$944,336	$62,464
2020	$2,881,460	$2,848,624	$692,794	$32,836
2019	$3,111,607	$3,041,824	$856,775	$69,783
2018	$2,870,457	$2,869,972	$572,561	$485

BRICKLAYERS LOCAL NO 3 VACATION AND HOLIDAY FUND