INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 966 (EIN 131816297) - 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

1968

Legal Domicile

Principal Officer

JAMES ANDERSON

Phone

2018162500

Tax Period

2023-01-01 to 2023-12-31

INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 966, founded in 1968, is a small nonprofit that reported $640K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $571K left a modest 11% surplus.

Mission

LABOR UNION ACTIVITIES - MEMBER REPRESENTATION AND ORGANIZING.

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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 $630,219

Program Service Revenue $0

Investment Income $5,498

Other Revenue $4,119

TOTAL REVENUE $639,836

Expense Breakdown

Grants Paid $0

Salaries & Benefits $270,851

Fundraising Expenses $0

Other Expenses $299,826

TOTAL EXPENSES $570,677

Year-over-Year Comparison

	2023	2022	Change
Revenue	$639,836	$542,609	+0.2%
Expenses	$570,677	$532,946	+0.1%
Net Income	$69,159	$9,663	+6.2%

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

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

$210,406

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES ANDERSON	PRESIDENT	50.00	Officer	$102,084	$17,124	$119,208
NELSON GUERRERO	SECRETARY TREASURER	50.00	Officer	$81,108	$4,404	$85,512
ANGEL FIGUEROA	TRUSTEE	0.50	Officer	$1,125	$0	$1,125
EDWIN RODRIGUEZ	VICE PRESIDENT	0.50	Officer	$1,152	$0	$1,152
OSWALDO CASTILLO	TRUSTEE	0.50	Officer	$1,125	$0	$1,125
MICHAEL BARBARO	RECORDING SECRETARY	0.50	Officer	$1,148	$0	$1,148
JOHN GALLO	TRUSTEE	0.50	Officer	$1,136	$0	$1,136

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
2023	$639,836	$570,677	$240,439	$69,159
2022	$542,609	$532,946	$171,280	$9,663
2021	$413,439	$451,016	$161,617	$-37,577
2020	$424,369	$497,429	$199,194	$-73,060
2019	$464,093	$490,652	$272,254	$-26,559
2018	$532,548	$506,322	$298,813	$26,226

INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 966