TEAMSTERS UNION LOCAL NO 507 CHARITABLE EDUCATIONAL AND RECREATIONAL FUND (EIN 341788743) - 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

1994

Legal Domicile

Phone

2163289009

Tax Period

2023-07-01 to 2024-06-30

TEAMSTERS UNION LOCAL NO 507 CHARITABLE EDUCATIONAL AND RECREATIONAL FUND, founded in 1994, is a small nonprofit that reported $608K in total revenue in fiscal year 2023.

Mission

TO PROVIDE CHARITABLE, EDUCATIONAL AND RECREATIONAL BENEFITS FOR AND ON BEHALF OF PARTICIPANTS AND THEIR FAMILIES

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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 $600,882

Investment Income $6,706

Other Revenue $0

TOTAL REVENUE $607,588

Expense Breakdown

Grants Paid $0

Salaries & Benefits $75,855

Fundraising Expenses $0

Program Expenses $528,229

Other Expenses $60,855

TOTAL EXPENSES $664,939

Year-over-Year Comparison

	2023	2022	Change
Revenue	$607,588	$597,770	+0.0%
Expenses	$664,939	$824,028	-0.2%
Net Income	$-57,351	$-226,258	-0.7%

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
HOLLY DIBIN	CHAIRPERSON	2	Officer Director	$0	$0	$0
DAN CHAVEZ	TRUSTEE	1	Director	$0	$0	$0
TITO WILSON	TRUSTEE	1	Director	$0	$0	$0
MICHAEL STANEK	SECRETARY	1	Officer Director	$0	$0	$0
MATTHEW STREETT	TRUSTEE	1	Director	$0	$0	$0
MARK DAWSON	TRUSTEE	1	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	No data	No data	No data	No data
2024	$607,588	$664,939	$286,358	$-57,351
2023	$597,770	$824,028	$343,709	$-226,258
2022	$583,300	$709,427	$569,967	$-126,127
2021	$583,841	$561,001	$696,094	$22,840
2020	$654,827	$561,485	$673,254	$93,342
2019	$662,011	$645,240	$579,912	$16,771

TEAMSTERS UNION LOCAL NO 507 CHARITABLE EDUCATIONAL AND RECREATIONAL FUND