TEAMSTERS LOCAL 97 HOLDING CO (EIN 900335410) - 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

1967

Legal Domicile

Principal Officer

JOHN J GEROW

Phone

7323811090

Tax Period

2019-01-01 to 2019-12-31

TEAMSTERS LOCAL 97 HOLDING CO, founded in 1967, is a micro nonprofit that reported $491 in total revenue in fiscal year 2019. Expenses of $848 exceeded revenue, resulting in a 73% operating deficit.

Mission

HOLD TITLE TO REAL ESTATE.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $491

TOTAL REVENUE $491

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $848

TOTAL EXPENSES $848

Year-over-Year Comparison

	2019	2018	Change
Revenue	$491	$-4,538	-1.1%
Expenses	$848	$53,304	-1.0%
Net Income	$-357	$-57,842	-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

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

$981,488

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN J GEROW	PRESIDENT	1.00	Officer	$0	$62,934	$215,841
MARIA PEREZ	SECRETARY-TREAS	1.00	Officer	$0	$59,726	$201,914
PATRICK GUASCHINO	VICE PRESIDENT	1.00	Officer	$0	$49,225	$148,269
AMY LEWIS	RECORDING SEC'Y	1.00	Officer	$0	$48,566	$148,596
CARL WATSON	TRUSTEE	1.00	Officer	$0	$45,471	$134,041
GEORGE BURR	TRUSTEE	1.00	Officer	$0	$45,818	$131,650
KEVEN THERIEN	TRUSTEE	1.00	Officer	$0	$320	$1,177

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
2019	$491	$848	$421,481	$-357
2018	$-4,538	$53,304	$421,838	$-57,842

TEAMSTERS LOCAL 97 HOLDING CO