TEAMSTERS UNION LOCAL 529 (EIN 160492681) - 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

BELINDA COMBS

Phone

6077336519

Tax Period

2019-01-01 to 2019-12-31

TEAMSTERS UNION LOCAL 529, founded in 1937, is a small nonprofit that reported $511K in total revenue in fiscal year 2019. Expenses of $582K exceeded revenue, resulting in a 14% operating deficit.

Mission

ASSIST WORKERS MAKING EVERY EFFORT TO SECURE IMPROVED WAGES, HOURS, WORKING CONDITIONS, AND OTHER ECONOMIC ADVANTAGES THROUGH LABOR ORGANIZATION, CONTRACT NEGOTIATIONS, AND COLLECTIVE BARGAINING.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $506,917

Investment Income $3,860

Other Revenue $21

TOTAL REVENUE $510,798

Expense Breakdown

Grants Paid $0

Salaries & Benefits $327,185

Fundraising Expenses $0

Program Expenses $552,834

Other Expenses $254,863

TOTAL EXPENSES $582,048

Year-over-Year Comparison

	2019	2018	Change
Revenue	$510,798	$509,170	+0.0%
Expenses	$582,048	$513,646	+0.1%
Net Income	$-71,250	$-4,476	+14.9%

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

$254,026

Total Directors

$254,026

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD DEXTER	PRESIDENT/BUSINESS AGENT	40.00	Officer Director	$74,360	$54,441	$128,801
NICK SHAMOT	VICE PRESIDENT	1.00	Director	$0	$0	$0
JOSEPH DONER	RECORDING SECRETARY	1.00	Director	$0	$0	$0
BELINDA COMBS	SECRETARY-TREASURER/ BUSIN	40.00	Officer Director	$103,910	$20,100	$124,010
MICHAEL NOYES	TRUSTEE	1.00	Director	$0	$0	$0
ART MCDONALD	TRUSTEE	1.00	Director	$0	$0	$0
DOUG BABCOCK	SERGEANT-AT-ARMS	1.00	Director	$0	$0	$0
JOHN MORGAN	TRUSTEE	1.00	Officer Director	$1,215	$0	$1,215

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
2019	$510,798	$582,048	$117,958	$-71,250
2018	$509,170	$513,646	$161,505	$-4,476

TEAMSTERS UNION LOCAL 529