UNITED TEAMSTER FUND (EIN 135549593) - 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

1949

Legal Domicile

Principal Officer

DANIEL KANE JR

Phone

7188591624

Tax Period

2024-05-01 to 2025-04-30

UNITED TEAMSTER FUND, founded in 1949, is a mid-sized nonprofit that reported $54.6M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $47.9M left a modest 12% surplus.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION MEMBERS AND THEIR DEPENDENTS.

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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 $0

Program Service Revenue $52,779,912

Investment Income $204,694

Other Revenue $1,572,182

TOTAL REVENUE $54,556,788

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,343,493

Fundraising Expenses $0

Other Expenses $1,450,409

TOTAL EXPENSES $47,896,116

Year-over-Year Comparison

	2024	2023	Change
Revenue	$54,556,788	$48,300,004	+0.1%
Expenses	$47,896,116	$49,648,676	0.0%
Net Income	$6,660,672	$-1,348,672	-5.9%

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

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

Total Directors

$580,215

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL KANE JR	TRUSTEE	2.00	Director	$0	$69,842	$221,092
CHARLES MACHADIO	TRUSTEE	2.00	Director	$0	$50,194	$182,829
VINCENT L PACIFICO	TRUSTEE	2.00	Director	$0	$0	$0
MYRA GORDON	TRUSTEE	2.00	Director	$0	$0	$0
ANDREW ROY	TRUSTEE	2.00	Director	$0	$0	$0
ANTHONY ROSA	TRUSTEE	2.00	Director	$0	$50,194	$176,294
MICHAEL J HAFT	CONTROLLER	40.00	Highest	$150,144	$34,458	$184,602
BIBI AMENA AHMAD	ACCOUNTS PAYABLE	40.00	Highest	$128,540	$34,458	$162,998
BELKIS HENRIQUEZ	ADMINISTRATOR	40.00	Highest	$131,371	$34,458	$165,829
AGNES PATRICK	SUPERVISOR	40.00	Highest	$103,069	$34,458	$137,527
DHANRAJEE KHAN	PENSION SUPERVISOR	40.00	Highest	$104,079	$34,458	$138,537

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
2025	$54,556,788	$47,896,116	$24,092,201	$6,660,672
2024	$48,300,004	$49,648,676	$17,005,474	$-1,348,672
2023	$44,133,995	$46,398,883	$16,396,196	$-2,264,888
2022	$41,629,568	$43,170,119	$16,084,103	$-1,540,551
2021	$42,224,356	$43,076,570	$18,260,331	$-852,214
2020	$44,569,433	$44,638,209	$17,975,638	$-68,776
2019	$43,578,442	$45,512,821	$17,115,630	$-1,934,379
2018	$41,197,071	$35,864,316	$19,030,267	$5,332,755

UNITED TEAMSTER FUND