Teamsters All Charities Fund (EIN 943039754) - 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

1986

Legal Domicile

Principal Officer

FELIX MARTINEZ

Phone

4154677768

Tax Period

2024-01-01 to 2024-12-31

Teamsters All Charities Fund, founded in 1986, is a small nonprofit that reported $296K in total revenue in fiscal year 2024. The organization ran a surplus of $115K, a strong 39% operating margin.

Mission

TO SOLICIT FUNDS AND CARRY ON FUNDRAISING EVENTS WITH THE PURPOSE OF MAKING CHARITABLE DONATIONS, DIRECT RELIEF OF THE POOR AND DISTRESSED OR OF THE UNDER-PRIVILEDGED AND TO ENGAGE IN AND/OR PROVIDE FUNDING FOR EDUCATIONAL ACTIVITIES.

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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 $285,440

Program Service Revenue $0

Investment Income $215

Other Revenue $10,000

TOTAL REVENUE $295,655

Expense Breakdown

Grants Paid $153,450

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $153,450

Other Expenses $26,969

TOTAL EXPENSES $180,419

Year-over-Year Comparison

	2024	2023	Change
Revenue	$295,655	$299,384	0.0%
Expenses	$180,419	$234,266	-0.2%
Net Income	$115,236	$65,118	+0.8%

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

$56,916

Total Directors

$86,186

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER FINN	PRESIDENT - EFF. 2/1/2024	12.0	Officer Director	$0	$0	$23,686
JOHN BOUCHARD	SECRETARY-TREAS - EFF 2/1/2024	5.0	Officer Director	$0	$0	$10,340
JEFF BERDION	VICE PRESIDENT	5.0	Officer Director	$0	$0	$10,340
DON E GARCIA	REC. SECRETARY - EFF. 2/1/2024	5.0	Officer Director	$0	$0	$10,340
TONY DELORIO	TRUSTEE	5.0	Director	$0	$0	$10,340
DALE WENTZ	TRUSTEE	5.0	Director	$0	$0	$10,340
FELIX MARTINEZ	TRIUSTEE - EFF. 2/26/2024	5.0	Director	$0	$0	$8,590
JASON RABINOWITZ	PRESIDENT - TERM. 1/31/2024	12.0	Officer Director	$0	$0	$2,210

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	$295,655	$180,419	$734,188	$115,236
2023	$299,384	$234,266	$618,952	$65,118
2022	$240,810	$128,105	$553,834	$112,705
2021	$191,343	$85,165	$441,129	$106,178
2020	$164,542	$112,232	$334,951	$52,310
2019	$199,295	$96,728	$282,641	$102,567
2018	$453,848	$451,733	$180,074	$2,115

Teamsters All Charities Fund