TEAMSTERS LOCAL 97 BENEFITS FUND (EIN 222004832) - 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

1972

Legal Domicile

Principal Officer

MARIA PEREZ

Phone

9088100022

Tax Period

2024-08-01 to 2025-07-31

TEAMSTERS LOCAL 97 BENEFITS FUND, founded in 1972, is a mid-sized nonprofit that reported $16.9M in total revenue in fiscal year 2024. Expenses of $16.0M left a modest 5% surplus.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS.

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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 $16,734,387

Investment Income $193,352

Other Revenue $0

TOTAL REVENUE $16,927,739

Expense Breakdown

Grants Paid $0

Salaries & Benefits $655,072

Fundraising Expenses $0

Other Expenses $1,754,326

TOTAL EXPENSES $16,042,247

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,927,739	$17,104,752	0.0%
Expenses	$16,042,247	$17,437,499	-0.1%
Net Income	$885,492	$-332,747	-3.7%

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

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

$188,256

Total Directors

$378,309

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK GUASCHINO	TRUSTEE	1.00	Director	$0	$67,834	$210,205
GEORGE BURR	TRUSTEE	1.00	Director	$0	$58,254	$168,104
DANIEL REIMAN	TRUSTEE	1.00	Director	$0	$0	$0
ELAINE ALESSIO	FUND MANAGER	37.50	Officer	$145,002	$43,254	$188,256

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	$16,927,739	$16,042,247	$7,280,940	$885,492
2024	$17,104,752	$17,437,499	$5,701,446	$-332,747
2023	$16,998,514	$15,227,117	$5,862,077	$1,771,397
2022	$17,678,835	$17,705,241	$3,993,876	$-26,406
2021	$17,509,914	$16,955,565	$4,130,996	$554,349
2020	$17,490,539	$15,656,105	$3,515,662	$1,834,434
2019	$17,163,533	$15,648,342	$1,902,139	$1,515,191
2018	$15,207,880	$14,410,713	$1,563,221	$797,167

TEAMSTERS LOCAL 97 BENEFITS FUND