U A Local 38 Vacation Holiday Trust Fund is a 501(c)(9) organization based in San Francisco, California, registered in 1970, with $14,559,149 in FY2023 revenue. CharityIndex grades it C+.
Revenue (FY2023)
$14.6M
▲ 7.8% vs prior year
Expenses (FY2023)
$14.3M
Net assets
$6.9M
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for U A Local 38 Vacation Holiday Trust Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For U A Local 38 Vacation Holiday Trust Fund: 6 mo reserves · +2% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for U A Local 38 Vacation Holiday Trust Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For U A Local 38 Vacation Holiday Trust Fund: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $10.5M (FY2014) to $14.6M (FY2023) across 9 reported years.
Financial snapshot
Operating margin
2.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$6.9M
Total liabilities
$3,985
Net assets
$6.9M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $14,559,149▲7.8% | $14,261,213▲12.0% | $6,932,255▲4.5% | $6,936,240▲4.5% | 990 |
| 2022 | $13,511,683▲12.0% | $12,734,589▲0.9% | $6,634,319▲13.3% | $6,638,304▲13.3% | 990 |
| 2021 | $12,059,607▼12.7% | $12,620,552▼12.0% | $5,857,225▼8.7% | $5,861,210▼8.7% | 990 |
| 2020 | $13,818,732▼11.6% | $14,348,278▼16.2% | $6,418,170▼7.6% | $6,418,170▼7.6% | 990 |
| 2019 | $15,628,731▼4.7% | $17,120,502▲12.1% | $6,947,716▼17.7% | $6,947,716▼17.7% | 990 |
| 2018 | $16,405,428▲22.1% | $15,267,110▲17.1% | $8,439,487▲25.2% | $8,439,487▲25.2% | 990 |
| 2016 | $13,438,275▲10.7% | $13,039,455▲18.3% | $6,741,511▲6.3% | $6,741,511▲6.3% | 990 |
| 2015 | $12,134,781▲15.3% | $11,019,833▲13.3% | $6,342,691▲21.3% | $6,342,691▲21.3% | 990 |
| 2014 | $10,521,873 | $9,724,829 | $5,227,743 | $5,227,743 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for U A Local 38 Vacation Holiday Trust Fund (EIN 23-7057766) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.