CONSTRUCTION TEAMSTERS VACATION-HOLIDAY- SICK TRUST (EIN 956195838) - 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

1965

Legal Domicile

Principal Officer

Robert Stanley

Phone

6267322150

Tax Period

2024-04-01 to 2025-03-31

CONSTRUCTION TEAMSTERS VACATION-HOLIDAY- SICK TRUST, founded in 1965, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

THE CONSTRUCTION TEAMSTERS VACATION- HOLIDAY TRUST RECEIVES CONTRIBUTIONS FROM EMPLOYERS AND DISTRIBUTES THEM TO THE 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 $2,995,593

Investment Income $27,423

Other Revenue $0

TOTAL REVENUE $3,023,016

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $220,130

TOTAL EXPENSES $2,983,168

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,023,016	$2,548,671	+0.2%
Expenses	$2,983,168	$2,463,771	+0.2%
Net Income	$39,848	$84,900	-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
RAY BACA	TRUSTEE	1.0	Director	$0	$0	$0
CLIFF BATHAM	TRUSTEE	1.0	Director	$0	$0	$0
JOHN CARRILLO	TRUSTEE	1.0	Director	$0	$0	$0
JOHN COOPER	TRUSTEE	1.0	Director	$0	$0	$0
SAMMY GURULE	TRUSTEE	1.0	Director	$0	$0	$0
ROBERT STANLEY	TRUSTEE	1.0	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	$3,023,016	$2,983,168	$2,259,521	$39,848
2024	$2,548,671	$2,463,771	$2,904,975	$84,900
2023	$2,367,280	$2,345,432	$2,165,942	$21,848
2022	$2,555,848	$2,518,535	$1,803,782	$37,313
2021	$3,726,753	$3,686,727	$1,691,812	$40,026
2020	$2,328,424	$2,292,679	$1,602,914	$35,745
2019	$2,460,784	$2,437,206	$1,584,043	$23,578
2018	$2,375,704	$2,342,805	$1,620,616	$32,899

CONSTRUCTION TEAMSTERS VACATION-HOLIDAY- SICK TRUST