LOCAL 237 TEAMSTERS BRENTWOOD SCHOOL DISTRICT H&W TRUST FUND (EIN 237378882) - 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

1970

Legal Domicile

Principal Officer

BEN CARENZA

Phone

2129242000

Tax Period

2024-07-01 to 2025-06-30

LOCAL 237 TEAMSTERS BRENTWOOD SCHOOL DISTRICT H&W TRUST FUND, founded in 1970, is a small nonprofit that reported $476K in total revenue in fiscal year 2024. Expenses of $552K exceeded revenue, resulting in a 16% operating deficit.

Mission

TO PROVIDE VARIOUS MEDICAL BENEFITS TO ELIGIBLE MEMBERS.

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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 $475,826

Investment Income $89

Other Revenue $0

TOTAL REVENUE $475,915

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $109,953

TOTAL EXPENSES $551,784

Year-over-Year Comparison

	2024	2023	Change
Revenue	$475,915	$453,769	+0.0%
Expenses	$551,784	$511,055	+0.1%
Net Income	$-75,869	$-57,286	+0.3%

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

$333,512

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEN CARENZA	UNION TRUSTEE	1.00	Director	$0	$13,869	$224,316
SCOTT DIMPERIO	UNION TRUSTEE	1.00	Director	$0	$0	$54,598
ANDREW VIEGAS	UNION TRUSTEE	1.00	Director	$0	$0	$54,598
RICHARD LOESCHNER	SCHOOL DISTRICT TRUSTEE(P)	1.00	Director	$0	$0	$0
STACY O'CONNOR	SCHOOL DISTRICT TRUSTEE	1.00	Director	$0	$0	$0
WANDA ORTIZ-RIVERA	SCHOOL DISTRICT TRUSTEE	1.00	Director	$0	$0	$0
ANN PALMER	SCHOOL DISTRICT TRUSTEE	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
2025	$475,915	$551,784	$914,076	$-75,869
2024	$453,769	$511,055	$951,701	$-57,286
2023	$455,139	$375,542	$972,044	$79,597
2022	$435,245	$454,939	$884,934	$-19,694
2021	$454,483	$357,055	$936,790	$97,428
2020	$482,813	$452,438	$842,666	$30,375
2019	$485,286	$408,740	$779,026	$76,546
2018	$463,627	$501,466	$700,796	$-37,839

LOCAL 237 TEAMSTERS BRENTWOOD SCHOOL DISTRICT H&W TRUST FUND