WESTERN STATES CARPENTERS VACATION TRUST (EIN 956042279) - 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

1962

Legal Domicile

Principal Officer

PETE RODRIGUEZ

Phone

2133868590

Tax Period

2024-01-01 to 2024-12-31

WESTERN STATES CARPENTERS VACATION TRUST, founded in 1962, is a major nonprofit that reported $296.1M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

DISTRIBUTION OF VACATION, SICK LEAVE AND PAID TIME OFF 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 $290,862,023

Investment Income $5,262,860

Other Revenue $0

TOTAL REVENUE $296,124,883

Expense Breakdown

Grants Paid $0

Salaries & Benefits $99

Fundraising Expenses $0

Other Expenses $5,956,766

TOTAL EXPENSES $297,321,456

Year-over-Year Comparison

	2024	2023	Change
Revenue	$296,124,883	$257,009,321	+0.2%
Expenses	$297,321,456	$256,939,988	+0.2%
Net Income	$-1,196,573	$69,333	-18.3%

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

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

$1,879,431

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANK HAWK	TRUSTEE	1.00	Director	$0	$129,062	$481,889
SEAN HARTRANFT	TRUSTEE	1.00	Director	$0	$98,180	$339,302
FRANK ZAMBRANO	TRUSTEE	1.00	Director	$0	$88,545	$291,229
OSCAR CORDOVA	TRUSTEE	1.00	Director	$0	$81,777	$258,039
JOSH RAPER	TRUSTEE	1.00	Director	$0	$81,217	$254,486
JACOB LOPEZ	TRUSTEE	1.00	Director	$0	$81,217	$254,486
KIM FROMER	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD HARRIS	TRUSTEE	1.00	Director	$0	$0	$0
CLINT LARISON	TRUSTEE	1.00	Director	$0	$0	$0
GREG WILSON	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY ROSETTI	TRUSTEE	1.00	Director	$0	$0	$0
TONY CORNELL	TRUSTEE	1.00	Director	$0	$0	$0
CURTIS CONYERS JR	TRUSTEE	1.00	Director	$0	$0	$0
PETE RODRIGUEZ	TRUSTEE	1.00	Director	$0	$0	$0
ALLEN OTHMAN	TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS MCCARRON	TRUSTEE	1.00	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	$296,124,883	$297,321,456	$121,128,113	$-1,196,573
2023	$257,009,321	$256,939,988	$103,440,862	$69,333
2022	$237,222,280	$241,106,199	$87,776,590	$-3,883,919
2021	$222,961,699	$227,707,256	$83,622,667	$-4,745,557
2020	$230,953,003	$233,277,010	$96,309,849	$-2,324,007
2019	$226,172,616	$227,038,078	$101,538,396	$-865,462
2018	$178,976,067	$181,150,381	$83,424,257	$-2,174,314

WESTERN STATES CARPENTERS VACATION TRUST