CULINARY AND BARTENDERS TIP EARNERS LEGAL ASSISTANCE FUND (EIN 452262285) - 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

2011

Legal Domicile

Principal Officer

TERRY GREENWALD

Phone

7029242159

Tax Period

2023-07-01 to 2024-06-30

CULINARY AND BARTENDERS TIP EARNERS LEGAL ASSISTANCE FUND, founded in 2011, is a community nonprofit in the Human Services sector that reported $1.4M in total revenue in fiscal year 2023. Expenses of $1.6M exceeded revenue, resulting in a 10% operating deficit.

Mission

TO PROVIDE ASSISTANCE OF LEGAL COUNCIL TO EMPLOYEES OF THE EMPLOYER IN TIPPED CLASSIFICATIONS WHO ARE SUBJECTED TO AUDITS OF THEIR TIP INCOME BY THE INTERNAL REVENUE SERVICE.

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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 $1,418,178

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,418,178

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $91,665

TOTAL EXPENSES $1,560,313

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,418,178	$1,365,318	+0.0%
Expenses	$1,560,313	$1,330,915	+0.2%
Net Income	$-142,135	$34,403	-5.1%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRY GREENWALD	BOARD CHAIR	1.00	Director	$0	$0	$0
STEPHANIE SEGUNDA	TRUSTEE	1.00	Director	$0	$0	$0
SERVANDO LARA	TRUSTEE	1.00	Director	$0	$0	$0
LANA LOEBIG	TRUSTEE	1.00	Director	$0	$0	$0
RICK JOST	TRUSTEE	1.00	Director	$0	$0	$0
JACKIE O'BRIEN	TRUSTEE	1.00	Director	$0	$0	$0
JORDAN MCQUAY	TRUSTEE	1.00	Director	$0	$0	$0
JT THMOAS	TRUSTEE	1.00	Director	$0	$0	$0
BRENDA BRADBURY	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	No data	No data	No data	No data
2024	$1,418,178	$1,560,313	$1,401,611	$-142,135
2023	$1,365,318	$1,330,915	$1,543,745	$34,403
2022	$1,179,438	$1,337,840	$1,509,342	$-158,402
2021	$634,149	$1,599,877	$1,667,744	$-965,728
2020	$1,165,664	$1,394,416	$2,633,472	$-228,752
2019	$489,935	$198,022	$2,862,224	$291,913
2018	$478,939	$130,952	$2,570,311	$347,987

CULINARY AND BARTENDERS TIP EARNERS LEGAL ASSISTANCE FUND