TRUCK DRIVERS WAREHOUSEMEN AND HELPERS (EIN 010095740) - 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

1937

Legal Domicile

Principal Officer

BRETT MILLER

Phone

2077672106

Tax Period

2023-01-01 to 2023-12-31

TRUCK DRIVERS WAREHOUSEMEN AND HELPERS, founded in 1937, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2023.

Mission

LABOR UNION

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,770,149

Investment Income $30,093

Other Revenue $15,164

TOTAL REVENUE $2,815,406

Expense Breakdown

Grants Paid $11,058

Salaries & Benefits $1,402,662

Fundraising Expenses $0

Other Expenses $1,322,663

TOTAL EXPENSES $2,739,194

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,815,406	$2,793,203	+0.0%
Expenses	$2,739,194	$2,425,106	+0.1%
Net Income	$76,212	$368,097	-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

Volunteers

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

$593,803

Total Directors

$714,216

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY JOYCE	VICE PRESIDENT	1.00	Director	$2,677	$0	$2,677
JAMES YORK	TRUSTEE	1.00	Director	$7,610	$0	$7,610
EDMUND MARZANO	SECRETARY TREAS /BA	50.00	Officer Director	$145,642	$49,514	$195,156
BRETT MILLER	PRESIDENT & BUSINESS AGENT	50.00	Officer Director	$161,425	$49,514	$210,939
JOSEPH PICCONE	RECORDING SECRETARY /BA	50.00	Officer Director	$138,194	$49,514	$187,708
CHRISTOPHER SHEPARD	BUSINESS AGENT /TRUSTEE (THRU OCT. 2023)	50.00	Director	$64,784	$21,573	$86,357
MICHAEL VAUGHAN	BUSINESS AGENT /TRUSTEE (THRU OCT. 2023)	50.00	Director	$20,381	$3,388	$23,769
DONALD COCKETT	BUSINESS AGENT	50.00	Highest	$121,961	$49,514	$171,475
TRACI ST CLAIR	BUSINESS AGENT (THRU DEC. 2023)	50.00	Highest	$120,857	$49,514	$170,371

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	No data	No data	No data	No data
2023	$2,815,406	$2,739,194	$2,656,554	$76,212
2022	$2,793,203	$2,425,106	$2,591,015	$368,097
2021	$2,683,254	$2,519,169	$2,241,404	$164,085
2020	$2,690,216	$2,451,791	$2,094,951	$238,425
2019	$2,584,794	$2,244,890	$1,886,779	$339,904
2018	$3,013,154	$2,404,294	$1,583,360	$608,860

TRUCK DRIVERS WAREHOUSEMEN AND HELPERS