TEAMSTERS LOCAL 115 LEGAL SERVICES FUND (EIN 231994976) - 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

1976

Legal Domicile

Principal Officer

SHANE REILLY

Phone

2153350100

Tax Period

2023-01-01 to 2023-12-31

TEAMSTERS LOCAL 115 LEGAL SERVICES FUND, founded in 1976, is a community nonprofit in the Mutual Benefit sector that reported $1.6M in total revenue in fiscal year 2023. The organization ran a surplus of $1.1M, a strong 68% operating margin.

Mission

V.E.B.A. PLAN THAT PROVIDES CERTAIN LEGAL SERVICES TO ELIGIBLE MEMBERS OF TEAMSTERS LOCAL NO. 115 AND OTHER ELIGIBLE BENEFICIARIES, HIS OR HER SPOUSE, AND TO HIS OR HER MINOR DEPENDENTS WITHIN THE SAME HOUSEHOLD.

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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 $1,092,161

Investment Income $555,905

Other Revenue $30

TOTAL REVENUE $1,648,096

Expense Breakdown

Grants Paid $0

Salaries & Benefits $140,865

Fundraising Expenses $0

Other Expenses $123,096

TOTAL EXPENSES $535,369

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,648,096	$1,566,359	+0.1%
Expenses	$535,369	$619,401	-0.1%
Net Income	$1,112,727	$946,958	+0.2%

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

Total Directors

$289,709

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF ALLEN	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
LEO REILLY	UNION TRUSTEE	1.00	Director	$0	$53,571	$109,296
ROB SCHIMMEL	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
SHANE REILLY	UNION TRUSTEE	1.00	Director	$0	$63,273	$180,413

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	$1,648,096	$535,369	$17,952,055	$1,112,727
2022	$1,566,359	$619,401	$15,669,367	$946,958
2021	$2,040,422	$501,658	$16,668,657	$1,538,764
2020	$1,534,341	$596,435	$14,028,067	$937,906
2019	$1,655,439	$740,437	$12,128,728	$915,002
2018	$1,562,649	$789,388	$9,834,889	$773,261

TEAMSTERS LOCAL 115 LEGAL SERVICES FUND