SHEETMETAL WORKERS VACATION AND HOLIDAY FUND (EIN 996009478) - 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

1964

Legal Domicile

Principal Officer

RYAN LOEFFERS

Phone

8088416106

Tax Period

2024-02-01 to 2025-01-31

SHEETMETAL WORKERS VACATION AND HOLIDAY FUND, founded in 1964, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2024. Revenue surged 60% from the prior year, signaling strong growth momentum.

Mission

PROVIDE VACATION & HOLIDAY BENEFITS TO EMPLOYEES AND THEIR BENEFICIARIES.

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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 $3,581,525

Investment Income $34,874

Other Revenue $0

TOTAL REVENUE $3,616,399

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $162,284

TOTAL EXPENSES $3,610,482

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,616,399	$2,264,491	+0.6%
Expenses	$3,610,482	$3,536,150	+0.0%
Net Income	$5,917	$-1,271,659	-1.0%

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

$226,073

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RYAN LOEFFERS	ADMINISTRATOR	7.5	Key Emp	$0	$49,768	$226,073
ARTHUR TOLENTINO	CO-CHAIR	1.0	Director	$0	$0	$0
RICK PAULINO	TRUSTEE	1.0	Director	$0	$0	$0
JEANINE LUM	TRUSTEE	1.0	Director	$0	$0	$0
MARC RIFKIND	TRUSTEE	1.0	Director	$0	$0	$0
KEVIN HIRAYAMA	CO-CHAIR	1.0	Director	$0	$0	$0
SAMUEL FUJIKAWA	TRUSTEE	1.0	Director	$0	$0	$0
PAUL SAITO	TRUSTEE	1.0	Director	$0	$0	$0
ALDON KAOPUIKI	ALTERNATE	1.0	Director	$0	$0	$0
SKYE MATSUMOTO	ALTERNATE	1.0	Director	$0	$0	$0
SEE SCHED O FOR COMPENSATION PAID	PAID BY RELATED ORGANIZATIONS	0.0	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	$3,616,399	$3,610,482	$1,670,607	$5,917
2024	$2,264,491	$3,536,150	$1,276,305	$-1,271,659
2023	$2,472,028	$3,635,080	$2,528,975	$-1,163,052
2022	$3,355,805	$3,505,737	$1,700,241	$-149,932
2021	$3,187,095	$3,286,561	$1,850,173	$-99,466
2020	$3,041,684	$3,269,871	$2,208,279	$-228,187

SHEETMETAL WORKERS VACATION AND HOLIDAY FUND