TEAMSTERS LOCAL 299 COMMUNITY SERVICE FOUNDATION (EIN 611533183) - 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

2007

Legal Domicile

Principal Officer

KEVIN D MOORE

Phone

3139658750

Tax Period

2024-01-01 to 2024-12-31

TEAMSTERS LOCAL 299 COMMUNITY SERVICE FOUNDATION, founded in 2007, is a small nonprofit in the Public & Societal Benefit sector that reported $169K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

TO RECEIVE AND ADMINISTER CHARITABLE FUNDS TO ASSIST INDIVIDUALS, INCLUDING THE HOMELESS AND HUNGRY, AND OTHER WORTHY ORGANIZATIONS THROUGHOUT THE COMMUNITIES IN WHICH WE SERVE.

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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 $20,229

Program Service Revenue $0

Investment Income $71

Other Revenue $148,818

TOTAL REVENUE $169,118

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $169,469

Other Expenses $169,469

TOTAL EXPENSES $169,469

Year-over-Year Comparison

	2024	2023	Change
Revenue	$169,118	$153,768	+0.1%
Expenses	$169,469	$177,443	0.0%
Net Income	$-351	$-23,675	-1.0%

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
ROY GROSS	OFFICER	1.00	Officer	$0	$0	$0
KEVIN D MOORE	OFFICER	1.00	Officer	$0	$0	$0
DAVID PUMFREY	OFFICER	1.00	Officer	$0	$0	$0
DAVID PUMFREY	OFFICER	1.00	Officer	$0	$0	$0
DAVID TRIGONA	OFFICER	1.00	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	$169,118	$169,469	$226,692	$-351
2023	$153,768	$177,443	$227,043	$-23,675
2022	$171,737	$176,695	$250,718	$-4,958
2021	$158,819	$121,759	$255,676	$37,060
2020	$165,785	$112,465	$218,616	$53,320
2019	$182,611	$182,011	$165,296	$600

TEAMSTERS LOCAL 299 COMMUNITY SERVICE FOUNDATION