Teamsters Local Union 769 and Local Union 769 Holding Corp (EIN 591052667) - 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

1964

Legal Domicile

Principal Officer

Josh Zivalich

Phone

3056426255

Tax Period

2023-01-01 to 2023-12-31

Teamsters Local Union 769 and Local Union 769 Holding Corp, founded in 1964, is a community nonprofit that reported $9.3M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $8.9M left a modest 4% surplus.

Mission

Teamstears Local Union 769 purpose is to promote the interest of its labor union membership. Local Union 769 Holding Corporation was formed to purchase and hold title to certain real property.

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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 $9,097,738

Program Service Revenue $34,885

Investment Income $6,438

Other Revenue $134,069

TOTAL REVENUE $9,273,130

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,572,247

Fundraising Expenses $0

Program Expenses $8,886,810

Other Expenses $4,314,563

TOTAL EXPENSES $8,886,810

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,273,130	$8,008,522	+0.2%
Expenses	$8,886,810	$7,758,646	+0.1%
Net Income	$386,320	$249,876	+0.5%

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

$743,442

Total Directors

Key Employees

$571,313

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joshua Zivalich	President	040.00	Officer Key Emp Highest	$201,030	$0	$201,030
Rolando Pina	Secretary Treasurer	040.00	Officer Key Emp Highest	$200,918	$0	$200,918
Steve Myers	Recording Secretary	040.00	Officer Key Emp Highest	$169,365	$0	$169,365
Yvette Dawson	Trustee	040.00	Officer	$138,046	$0	$138,046
Robert Grecol	Trustee	040.00	Officer	$34,083	$0	$34,083
Woodrow Wilson	Vice President	002.00	Officer	$0	$0	$0
John Kinzel	Trustee	002.00	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
2023	$9,273,130	$8,886,810	$2,997,772	$386,320
2022	$8,008,522	$7,758,646	$2,709,103	$249,876
2021	$7,219,338	$6,858,419	$2,243,074	$360,919
2020	$7,065,102	$6,649,038	$2,070,019	$416,064

Teamsters Local Union 769 and Local Union 769 Holding Corp