UNION EMPLOYEES VACATION SAVINGS AND SUPPLEMENTAL DUES TRUST FUND (EIN 953618401) - 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

1981

Legal Domicile

Principal Officer

SANDRA DEA

Phone

9516841791

Tax Period

2024-05-01 to 2025-04-30

UNION EMPLOYEES VACATION SAVINGS AND SUPPLEMENTAL DUES TRUST FUND, founded in 1981, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

TO COLLECT AND DISTRIBUTE 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,422,908

Investment Income $25,632

Other Revenue $0

TOTAL REVENUE $1,448,540

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $216,603

TOTAL EXPENSES $1,434,401

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,448,540	$1,258,375	+0.2%
Expenses	$1,434,401	$1,248,839	+0.1%
Net Income	$14,139	$9,536	+0.5%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL DEA	TRUSTEE	2.0	Director	$0	$0	$0
MARIO GAMBOA	TRUSTEE	2.0	Director	$0	$0	$0
ROBERT GLAZA	TRUSTEE	2.0	Director	$0	$0	$0
BOB HICKS	TRUSTEE	2.0	Director	$0	$0	$0
BRANDEN LOPEZ	TRUSTEE	2.0	Director	$0	$0	$0
SEAN LOPEZ	TRUSTEE	2.0	Director	$0	$0	$0
CAMILA MADISON-WILSON	TRUSTEE	2.0	Director	$0	$0	$0
CHRIS TABER	TRUSTEE	2.0	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
2025	$1,448,540	$1,434,401	$1,435,819	$14,139
2024	$1,258,375	$1,248,839	$1,252,480	$9,536
2023	$1,157,180	$1,161,842	$1,149,273	$-4,662
2022	$1,103,643	$1,113,374	$1,123,250	$-9,731
2021	$1,011,295	$936,553	$808,699	$74,742
2021	$1,010,936	$1,012,583	$1,060,579	$-1,647
2020	$1,012,168	$1,072,893	$721,227	$-60,725
2019	$977,653	$950,531	$781,952	$27,122

UNION EMPLOYEES VACATION SAVINGS AND SUPPLEMENTAL DUES TRUST FUND