International Brotherhood of 270 TCWH (EIN 720393018) - 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

1938

Legal Domicile

Principal Officer

Stephen P Sorrell Jr

Tax Period

2024-01-01 to 2024-12-31

International Brotherhood of 270 TCWH, founded in 1938, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2024. Expenses of $2.4M left a modest 8% surplus.

Mission

International Union organized to educate workers in industries utilizing Teamsters, Chaffeurs, Warehousemen and Helpers.

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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 $13,502

Program Service Revenue $2,438,947

Investment Income $139,616

Other Revenue $28,422

TOTAL REVENUE $2,620,487

Expense Breakdown

Grants Paid $40,450

Salaries & Benefits $1,319,026

Fundraising Expenses $0

Program Expenses $2,107,614

Other Expenses $1,044,798

TOTAL EXPENSES $2,404,274

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,620,487	$2,511,026	+0.0%
Expenses	$2,404,274	$2,258,854	+0.1%
Net Income	$216,213	$252,172	-0.1%

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

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

$339,420

Total Directors

$442,738

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stephen P Sorrell Jr	President	40.00	Officer Director	$171,795	$0	$171,795
Jose A Serna	Secretary Treasurer	40.00	Officer Director	$159,825	$0	$159,825
Blaine Daze	Trustee	0.00	Director	$95,520	$0	$95,520
Jason Fugrino	Recording Secretary	40.00	Officer Director	$4,080	$0	$4,080
Marshall Fair	Trustee	0.00	Director	$4,078	$0	$4,078
Rene Caballero	Trustee	0.00	Director	$3,720	$0	$3,720
Earl Hurst	Vice President	40.00	Officer Director	$3,720	$0	$3,720

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	$2,620,487	$2,404,274	$3,486,150	$216,213
2023	$2,511,026	$2,258,854	$3,277,365	$252,172
2022	$2,548,971	$2,131,094	$3,024,087	$417,877
2021	$2,279,492	$2,283,414	$2,613,342	$-3,922
2020	$2,002,017	$2,104,041	$2,617,600	$-102,024
2019	$2,025,260	$1,902,168	$2,705,685	$123,092
2018	$1,862,754	$1,721,806	$2,587,457	$140,948

International Brotherhood of 270 TCWH