LOCAL 237 TEAMSTERS PLAINVIEW-OLD … - Form 990 Financial Data

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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

1972

Legal Domicile

Principal Officer

BEN CARENZA

Phone

2129242000

Tax Period

2024-07-01 to 2025-06-30

LOCAL 237 TEAMSTERS PLAINVIEW-OLD BETHPAGE CTR SCHOOL DISTRICT H&W, founded in 1972, is a small nonprofit that reported $658K in total revenue in fiscal year 2024. The organization ran a surplus of $112K, a strong 17% operating margin.

Mission

TO PROVIDE VARIOUS MEDICAL BENEFITS TO ELIGIBLE MEMBERS.

Program Service Accomplishments

Program 1

TO PROVIDE SHORT TERM DISABILITY, DENTAL, DRUG, OPTICAL, DEATH, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO APPROXIMATELY 271 MEMBERS COVERED UNDER COLLECTIVELY BARGAINED LABOR CONTRACTS...

TO PROVIDE SHORT TERM DISABILITY, DENTAL, DRUG, OPTICAL, DEATH, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO APPROXIMATELY 271 MEMBERS COVERED UNDER COLLECTIVELY BARGAINED LABOR CONTRACTS NEGOTIATED BY THE CITY EMPLOYEES LOCAL 237 IBT AND TO THOSE OTHERWISE QUALIFIED.

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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 $658,200

Investment Income $155

Other Revenue $0

TOTAL REVENUE $658,355

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $100,152

TOTAL EXPENSES $546,013

Year-over-Year Comparison

	2024	2023	Change
Revenue	$658,355	$668,803	0.0%
Expenses	$546,013	$546,175	0.0%
Net Income	$112,342	$122,628	-0.1%

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

$353,979

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
CATHERINE RICE	UNION TRUSTEE	1.00	Director	$0	$16,289	$75,065
ANDREW VIEGAS	UNION TRUSTEE	1.00	Director	$0	$0	$54,598
JARED GOERKE	SCHOOL DISTRICT TRUSTEE	1.00	Director	$0	$0	$0
SETH GREENBERG	SCHOOL DISTRICT TRUSTEE	1.00	Director	$0	$0	$0
GINGER LIEBERMAN	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	$658,355	$546,013	$1,554,898	$112,342
2024	$668,803	$546,175	$1,389,010	$122,628
2023	$667,655	$486,055	$1,222,315	$181,600
2022	$574,591	$355,267	$1,019,120	$219,324
2021	$566,911	$278,731	$819,529	$288,180
2020	$533,833	$284,550	$516,995	$249,283
2019	$493,945	$511,056	$248,925	$-17,111
2018	$463,480	$742,703	$263,062	$-279,223

LOCAL 237 TEAMSTERS PLAINVIEW-OLD BETHPAGE CTR SCHOOL DISTRICT H&W