TEAMSTERS LOCAL UNION NO 727 LEGAL & EDUCATIONAL ASSISTANCE FUND (EIN 363429967) - 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

1986

Legal Domicile

Principal Officer

JOHN T COLI JR

Phone

7736850340

Tax Period

2024-03-01 to 2025-02-28

TEAMSTERS LOCAL UNION NO 727 LEGAL & EDUCATIONAL ASSISTANCE FUND, founded in 1986, is a community nonprofit that reported $7.1M in total revenue in fiscal year 2024. Expenses of $6.3M left a modest 11% surplus.

Mission

TO PROVIDE LEGAL SERVICES AND EDUCATIONAL ASSISTANCE FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

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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 $6,875,494

Investment Income $242,576

Other Revenue $0

TOTAL REVENUE $7,118,070

Expense Breakdown

Grants Paid $0

Salaries & Benefits $714,055

Fundraising Expenses $0

Other Expenses $159,771

TOTAL EXPENSES $6,341,968

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,118,070	$7,232,016	0.0%
Expenses	$6,341,968	$5,901,183	+0.1%
Net Income	$776,102	$1,330,833	-0.4%

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

N/A

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

$720,588

Total Directors

$1,503,198

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CALEEN CARTER-PATTON	TRUSTEE	0.50	Director	$0	$87,443	$356,060
CARL TOMINBERG	TRUSTEE	9.00	Director	$30,975	$0	$99,975
GREG YOUMANS	TRUSTEE	9.00	Director	$32,475	$0	$108,300
JOHN MCCARTHY	TRUSTEE	0.80	Director	$0	$0	$0
JOHN T COLI JR	TRUSTEE	0.50	Director	$0	$101,570	$452,237
MICHAEL DEGARD	TRUSTEE	0.50	Director	$0	$69,925	$226,917
NICHOLAS MICALETTI	TRUSTEE	0.50	Director	$0	$74,441	$259,709
ROBERT SHEEHY	TRUSTEE	0.80	Director	$0	$0	$0
ROBERT LAINO	FUND MANAGER	5.00	Officer	$0	$105,777	$405,594
ZACH FRANKENBACH	ASSISTANT FUND MANAGER	3.00	Officer	$0	$90,677	$314,994
BENEDICT AFFETTO	CFR	12.00	Highest	$0	$83,950	$274,632
MELVIN PRYOR	CFR	11.00	Highest	$0	$80,680	$255,009
THOMAS MARINO	EMPLOYEE	3.00	Highest	$0	$81,065	$257,322
SCOTT JOHNSON	CFR	6.00	Highest	$0	$80,418	$253,438
BENJAMIN RODRIGUEZ	CFR	9.00	Highest	$0	$80,549	$254,224

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	$7,118,070	$6,341,968	$7,391,239	$776,102
2024	$7,232,016	$5,901,183	$6,242,542	$1,330,833
2023	$6,239,513	$5,178,441	$4,391,325	$1,061,072
2022	$5,048,167	$4,705,611	$2,977,778	$342,556
2021	$4,595,792	$5,022,035	$2,710,874	$-426,243
2020	$5,458,884	$5,521,130	$3,372,541	$-62,246
2019	$5,869,436	$5,840,712	$3,154,807	$28,724
2018	$6,885,289	$6,084,357	$3,745,579	$800,932

TEAMSTERS LOCAL UNION NO 727 LEGAL & EDUCATIONAL ASSISTANCE FUND