Teamsters Local Union 769 Scholarship Fund (EIN 264740627) - 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

2010

Legal Domicile

Principal Officer

Josh Zivalich

Phone

3056426255

Tax Period

2024-01-01 to 2024-12-31

Teamsters Local Union 769 Scholarship Fund, founded in 2010, is a micro nonprofit in the Education sector that reported $42K in total revenue in fiscal year 2024. Expenses of $39K left a modest 6% surplus.

Mission

The Scholarship Fund was established to provide scholarships to dependents of Local Union 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 $0

Investment Income $47

Other Revenue $41,561

TOTAL REVENUE $41,608

Expense Breakdown

Grants Paid $39,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,000

Other Expenses $0

TOTAL EXPENSES $39,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	$41,608	$43,249	0.0%
Expenses	$39,000	$47,732	-0.2%
Net Income	$2,608	$-4,483	-1.6%

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
Rolando Pina	Director	001.00	Officer	$0	$0	$0
Joshua Zivalich	Director	001.00	Officer	$0	$0	$0
Stephen Myers	Director	001.00	Officer	$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	No data	No data	No data	No data
2024	$41,608	$39,000	$81,543	$2,608
2023	$43,249	$47,732	$78,935	$-4,483
2022	$40,056	$40,000	$83,418	$56
2021	$27,065	$58,951	$83,362	$-31,886
2020	$279,538	$286,846	$115,248	$-7,308

Teamsters Local Union 769 Scholarship Fund