TEAMSTERS LOCAL 97 (EIN 221633671) - 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

1959

Legal Domicile

Principal Officer

MARIA PEREZ

Phone

7323811090

Tax Period

2023-01-01 to 2023-12-31

TEAMSTERS LOCAL 97, founded in 1959, is a community nonprofit that reported $3.7M in total revenue in fiscal year 2023. Expenses of $3.5M left a modest 6% surplus.

Mission

LABOR UNION ACTIVITIES - MEMBER REPRESENTATION & ORGANIZING.

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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 $3,638,939

Investment Income $29,028

Other Revenue $65,304

TOTAL REVENUE $3,733,271

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,662,112

Fundraising Expenses $0

Other Expenses $1,846,336

TOTAL EXPENSES $3,508,448

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,733,271	$3,774,179	0.0%
Expenses	$3,508,448	$3,620,383	0.0%
Net Income	$224,823	$153,796	+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

N/A

Employees

212

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

$982,996

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN J GEROW	FORMER PRESIDENT	40.00	Officer	$66,200	$36,515	$102,715
MARIA PEREZ	PRESIDENT	40.00	Officer	$167,127	$66,089	$233,216
PATRICK GUASCHINO	SECRETARY-TREASURER	40.00	Officer	$126,952	$56,479	$183,431
AMY LEWIS	VICE PRESIDENT	40.00	Officer	$125,342	$55,014	$180,356
GEORGE BURR	RECORDING SECRETARY	40.00	Officer	$102,980	$52,056	$155,036
DENNIS BARCALOW	TRUSTEE	2.00	Officer	$4,550	$918	$5,468
RUSSELL CREWS	TRUSTEE	40.00	Officer	$75,378	$45,335	$120,713
EDUARDO HERRERA	TRUSTEE	1.00	Officer	$1,815	$246	$2,061

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	$3,733,271	$3,508,448	$2,680,581	$224,823
2022	$3,774,179	$3,620,383	$2,455,767	$153,796
2021	$3,516,318	$3,318,548	$2,634,161	$197,770
2020	$3,400,977	$3,251,273	$2,112,553	$149,704
2019	$3,532,306	$3,442,381	$1,955,357	$89,925
2018	$4,181,040	$3,668,382	$1,869,750	$512,658

TEAMSTERS LOCAL 97