International Brotherhood of Teamsters Scholarship Fund Inc

Nonprofit profile at a glance

EIN
882958574
IRS 990 coverage
2022–2025
Forms available
Form 990 2025
Location
Washington, DC, USA
Phone
2026246800
Rating
55
Verdict
MIXED
Rating confidence
Moderate
Sector
Scholarships, Student Financial Aid Services, Awards

Official website

Reported finances

Revenue
$2,735,764
Expenses
$1,373,849
Assets
$9,433,195
Liabilities
$1,885,459

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • SEAN M O'BRIEN (PRESIDENT)
  • RICHARD ERICKSON (VICE PRESIDENT)

Highest reported compensation

  • SEAN M O'BRIEN (PRESIDENT): $481,983 total reported compensation
  • FRED ZUCKERMAN (DIRECTOR): $414,312 total reported compensation
  • JAMES WRIGHT (DIRECTOR): $130,917 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide educational scholarships to dependents of active and retired members of international brotherhood of teamsters in order to enable the recipients to attend post-secondary educational and vocational institutions.

What it reported doing in 2025

To provide educational scholarships to dependents of active and retired members of international brotherhood of teamsters to help pay the cost of higher education, including the cost of university, college and vocational educations.

Operating model

Revenue model
Other-operating. 78% of the money available for current operations came from other operating revenue.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of voting board members are independent.

Rating breakdown

  • Financial Efficiency: 54
  • Transparency & Controls: 60
  • Accountability: 32
  • Sustainability: 73
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 46.4%; rating input score 46
  • Program expense ratio: 83.8%; rating input score 84
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: 0 of 8 controls in place; rating input score 0
    • Claims monitoring procedures: Limited
    • Requires narrative reports: Limited
    • Conducts field audits: Limited
    • May suspend future funding: Limited
    • Requires financial reports: Limited
    • Conducts site visits: Limited
    • Requires grant agreements: Limited
    • May require repayment: Limited
  • Grant itemization coverage: 100%; rating input score 100; 75th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 4th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 49.8%; rating input score 90; 90th percentile among comparable filings
  • Total-asset coverage ratio: 6.87; rating input score 85; 85th percentile among comparable filings
  • Liabilities to assets ratio: 0.2; rating input score 35; 35th percentile among comparable filings
  • Officer compensation ratio: 21.5%; rating input score 14; 14th percentile among comparable filings

Growth

  • Program expense growth: 84.8% per year; rating input score 100; 99th percentile among comparable filings
  • Revenue growth: 6.5% per year; rating input score 100; 48th percentile among comparable filings
  • Asset growth: 32.8% per year; rating input score 100; 94th percentile among comparable filings

Details

  • Where the money goes: 46.4% of revenue deployed · 83.8% of spending went to programs
  • Governance: 0 of 7 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $1.2M in reported program spending
  • Leadership: top reported pay $482K · 7 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 27 of 27 current checks pass
  • Schedules: 10 filed schedules · includes major donors, foreign activity, grants, and executive pay
  • Filing history: 4 filing years from 2022 to 2025
  • Contacts: How to reach this organization
  • Related organizations: 10 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 46/100.
  • High — Accountability: Independent voting board scored 0/100.
  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Transparency & Controls: Foreign activity oversight scored 0/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • High — Sustainability: Officer compensation ratio scored 14/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 35/100.