TEAMSTERS LOCAL 830 SCHOLARSHIP FUND (EIN 232003122) - 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

1975

Legal Domicile

Principal Officer

DANIEL GRACE

Phone

2159691012

Tax Period

2024-01-01 to 2024-12-31

TEAMSTERS LOCAL 830 SCHOLARSHIP FUND, founded in 1975, is a small nonprofit that reported $143K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

TO PROVIDE MERIT-BASED SCHOLARSHIPS TO MEMBERS' DEPENDENT CHILDREN.

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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 $325

Program Service Revenue $122,131

Investment Income $20,901

Other Revenue $-608

TOTAL REVENUE $142,749

Expense Breakdown

Grants Paid $124,813

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $130,176

Other Expenses $19,984

TOTAL EXPENSES $144,797

Year-over-Year Comparison

	2024	2023	Change
Revenue	$142,749	$153,644	-0.1%
Expenses	$144,797	$130,499	+0.1%
Net Income	$-2,048	$23,145	-1.1%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL H GRACE	TRUSTEE	1.00	Director	$0	$0	$0
LUIS H FONSECA	TRUSTEE	1.00	Director	$0	$0	$0
MATTHEW J FUNCHION	TRUSTEE	1.00	Director	$0	$0	$0
DOMINIC ORIGLIO	TRUSTEE	1.00	Director	$0	$0	$0
JOHN O'ROURKE	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES T WHITE	TRUSTEE	1.00	Director	$0	$0	$0
SAMUEL J KENISH	ADMINSTRATOR	1.00	Director	$0	$0	$0

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	$142,749	$144,797	$477,555	$-2,048
2023	$153,644	$130,499	$465,971	$23,145
2022	$120,200	$145,463	$458,540	$-25,263
2021	$140,659	$145,441	$496,313	$-4,782
2020	$147,376	$177,390	$498,172	$-30,014
2019	$169,416	$168,587	$504,401	$829

TEAMSTERS LOCAL 830 SCHOLARSHIP FUND