PMTA ILA Containerization Fund (EIN 237245050) - 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

1973

Legal Domicile

Principal Officer

Phillip Renzi

Phone

2154253805

Tax Period

2023-10-01 to 2024-09-30

PMTA ILA Containerization Fund, founded in 1973, is a community nonprofit in the Mutual Benefit sector that reported $7.7M in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring.

Mission

Union employee benefit plan that provides compensation to union members who may have lost job opportunities due to the use of automated containerization technologies on ships

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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 $7,190,089

Investment Income $489,232

Other Revenue $0

TOTAL REVENUE $7,679,321

Expense Breakdown

Grants Paid $0

Salaries & Benefits $368,294

Fundraising Expenses $0

Other Expenses $92,675

TOTAL EXPENSES $7,679,321

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,679,321	$9,741,496	-0.2%
Expenses	$7,679,321	$9,741,496	-0.2%
Net Income	$0	$0	N/A

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

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
Brian Casal	Employer Trustee	2.00	Director	$0	$0	$0
Andrew Sentyz	Employer Trustee	2.00	Director	$0	$0	$0
David Whene	Employer Trustee	2.00	Director	$0	$0	$0
Jim Lyons	Employer Trustee	2.00	Director	$0	$0	$0
Bayard Hogans	Employer Trustee	2.00	Director	$0	$0	$0
Martin Masculli	Union Trustee	2.00	Director	$0	$0	$0
Joseph Carson	Union Trustee	2.00	Director	$0	$0	$0
Robert Eells	Union Trustee	2.00	Director	$0	$0	$0
Philip Renzi	Union Trustee	2.00	Director	$0	$0	$0
Eric Dorsey	Union Trustee	2.00	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	$7,679,321	$7,679,321	$17,103,028	No data
2023	$9,741,496	$9,741,496	$15,406,617	No data
2022	$7,092,122	$7,092,122	$15,738,046	No data
2021	$6,436,424	$6,436,424	$14,162,059	No data
2020	$6,478,942	$6,478,942	$12,966,503	No data
2019	$6,291,797	$6,291,797	$12,743,469	No data

PMTA ILA Containerization Fund