TEAMSTERS LOCAL 237 TRAINING & EDUCATION FUND (EIN 133017119) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Principal Officer

GREGORY FLOYD

Phone

2129242000

Tax Period

2023-01-01 to 2023-12-31

TEAMSTERS LOCAL 237 TRAINING & EDUCATION FUND, founded in 1979, is a small nonprofit in the Employment sector that reported $792K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year.

Mission

TO PROVIDE TRAINING AND EDUCATIONAL BENEFITS TO PARTICIPANTS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $710,091

Investment Income $12,552

Other Revenue $69,275

TOTAL REVENUE $791,918

Expense Breakdown

Grants Paid $0

Salaries & Benefits $636,287

Fundraising Expenses $0

Program Expenses $317,646

Other Expenses $231,324

TOTAL EXPENSES $867,611

Year-over-Year Comparison

	2023	2022	Change
Revenue	$791,918	$857,125	-0.1%
Expenses	$867,611	$971,672	-0.1%
Net Income	$-75,693	$-114,547	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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

$258,170

Total Directors

$923,408

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREGORY FLOYD	TRUSTEE/CHAIRMAN	1.00	Director	$0	$18,153	$236,288
RUBEN TORRES	TRUSTEE	1.00	Director	$0	$12,335	$191,139
JEANETTE I TAVERAS	TRUSTEE	1.00	Director	$0	$37,785	$229,295
DONALD ARNOLD	TRUSTEE	1.00	Director	$0	$17,560	$266,686
ROBERT KISSANE	CONTROLLER	1.00	Officer	$0	$18,255	$258,170
SHANELL GRAYSON	DIRECTOR	40.00	Highest	$188,654	$16,350	$205,004

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	No data	No data	No data	No data
2023	$791,918	$867,611	$746,888	$-75,693
2022	$857,125	$971,672	$742,670	$-114,547
2021	$808,146	$802,755	$857,330	$5,391
2020	$783,010	$880,897	$760,467	$-97,887
2019	$790,111	$1,009,369	$736,674	$-219,258
2018	$834,970	$942,724	$851,509	$-107,754

TEAMSTERS LOCAL 237 TRAINING & EDUCATION FUND