LOCAL 237 TEAMSTERS NORTH BABYLON SCHOOL DISTRICT H&W TRUST FUND (EIN 132953328) - 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

1977

Legal Domicile

Principal Officer

BEN CARENZA

Phone

2129242000

Tax Period

2023-07-01 to 2024-06-30

LOCAL 237 TEAMSTERS NORTH BABYLON SCHOOL DISTRICT H&W TRUST FUND, founded in 1977, is a small nonprofit that reported $108K in total revenue in fiscal year 2023. Expenses of $155K exceeded revenue, resulting in a 43% operating deficit.

Mission

TO PROVIDE VARIOUS MEDICAL BENEFITS TO ELIGIBLE MEMBERS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $102,758

Investment Income $5,202

Other Revenue $0

TOTAL REVENUE $107,960

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $66,016

TOTAL EXPENSES $154,886

Year-over-Year Comparison

	2023	2022	Change
Revenue	$107,960	$110,228	0.0%
Expenses	$154,886	$144,780	+0.1%
Net Income	$-46,926	$-34,552	+0.4%

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

$313,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEN CARENZA	UNION TRUSTEE	1.00	Director	$0	$13,802	$224,850
ANDREW VIEGAS	UNION TRUSTEE	1.00	Director	$0	$0	$44,200
SCOTT DIMPERIO	UNION TRUSTEE	1.00	Director	$0	$0	$44,200
FRANK BACCHI	SCHOOL DISTRICT TRUSTEE (P)	1.00	Director	$0	$0	$0
MATTHEW BACKES	SCHOOL DISTRICT TRUSTEE	1.00	Director	$0	$0	$0
KRISTOPHER OLIVA	SCHOOL DISTRICT TRUSTEE (P)	1.00	Director	$0	$0	$0
JENNIFER AHRENS	SCHOOL DISTRICT 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	$107,960	$154,886	No data	$-46,926
2023	$110,228	$144,780	$144,547	$-34,552
2022	$117,508	$121,233	$178,892	$-3,725
2021	$120,729	$109,740	$188,154	$10,989
2020	$127,300	$134,717	$174,004	$-7,417
2019	$176,349	$136,377	$177,279	$39,972
2018	$135,356	$155,511	$137,809	$-20,155

LOCAL 237 TEAMSTERS NORTH BABYLON SCHOOL DISTRICT H&W TRUST FUND