DISTRICT 1199J EMPLOYER PENSION FUND TITLE HOLDING COMPANY INC (EIN 223619686) - 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

1998

Legal Domicile

Principal Officer

PRECIOSA LAVRADOR

Phone

9732427505

Tax Period

2023-01-01 to 2023-12-31

DISTRICT 1199J EMPLOYER PENSION FUND TITLE HOLDING COMPANY INC, founded in 1998, is a community nonprofit in the Community Improvement sector that reported $1.5M in total revenue in fiscal year 2023. Expenses of $2.1M exceeded revenue, resulting in a 41% operating deficit.

Mission

TO PROVIDE OFFICE SPACE FOR RELATED BENEFIT FUND ACTIVITIES.

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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 $1,487,620

Investment Income $4,793

Other Revenue $0

TOTAL REVENUE $1,492,413

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,111,398

TOTAL EXPENSES $2,111,398

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,492,413	$1,427,439	+0.0%
Expenses	$2,111,398	$1,795,045	+0.2%
Net Income	$-618,985	$-367,606	+0.7%

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

Employees

N/A

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

$146,096

Total Directors

$415,212

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRAIG FORD	DIRECTOR	1.00	Director	$0	$0	$135,854
JONI REESE	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN CLEARY	DIRECTOR	1.00	Director	$0	$0	$163,945
GRISEL ANTON	DIRECTOR	1.00	Director	$0	$0	$115,413
ZACH LIPNER	PRESIDENT	1.00	Officer	$0	$0	$0
PRECIOSA LAVRADOR	EXEC DIRECTOR	1.00	Officer	$0	$40,006	$146,096

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	$1,492,413	$2,111,398	$3,990,918	$-618,985
2022	$1,427,439	$1,795,045	$4,150,506	$-367,606
2021	$1,513,780	$1,883,666	$4,774,041	$-369,886
2020	$1,482,774	$1,814,218	$4,556,034	$-331,444
2019	$1,475,691	$1,861,284	$5,064,141	$-385,593
2018	$1,398,976	$1,828,533	$5,247,640	$-429,557

DISTRICT 1199J EMPLOYER PENSION FUND TITLE HOLDING COMPANY INC