WESTERN NEW YORK TEAMSTERS WELFARE FUND (EIN 160922835) - 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

1966

Legal Domicile

Principal Officer

BRIAN DICKMAN

Phone

7166681106

Tax Period

2024-01-01 to 2024-12-31

WESTERN NEW YORK TEAMSTERS WELFARE FUND, founded in 1966, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024.

Mission

TO PROVIDE VISION, DENTAL, DISABILITY AND LIFE INSURANCE BENEFITS TO ELIGIBLE MEMBERS OF TEAMSTERS LOCAL UNION 264.

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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 $1,201,565

Investment Income $45,656

Other Revenue $0

TOTAL REVENUE $1,247,221

Expense Breakdown

Grants Paid $0

Salaries & Benefits $543

Fundraising Expenses $0

Other Expenses $165,240

TOTAL EXPENSES $1,364,520

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,247,221	$1,168,369	+0.1%
Expenses	$1,364,520	$1,346,401	+0.0%
Net Income	$-117,299	$-178,032	-0.3%

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

N/A

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

$193,831

Total Directors

$30,727

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN DICKMAN	PLAN ADMINIS	0.50	Officer	$0	$58,836	$193,831
JOHN RANDOLPH	UNION TRUSTE	0.50	Director	$0	$0	$30,727
THOMAS DIINA	EMPLOYER TRU	0.50	Director	$0	$0	$0
JAY GILBERT	EMPLOYER TRU	N/A	Director	$0	$0	$0
STEVE KINCANON	EMPLOYER TRU	0.50	Director	$0	$0	$0
WILLIAM MCCRACKEN	UNION TRUSTE	0.50	Director	$0	$0	$0
GLENN MILLER	UNION TRUSTE	0.50	Director	$0	$0	$0
ROBERT BONILLA	PLAN ADMIN (	N/A	Officer	$0	$0	$0

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	$1,247,221	$1,364,520	$934,318	$-117,299
2023	$1,168,369	$1,346,401	$982,244	$-178,032
2022	$1,092,045	$1,353,352	$1,088,809	$-261,307
2021	$1,166,257	$1,321,194	$1,478,456	$-154,937
2020	$1,125,713	$1,166,978	$1,633,038	$-41,265
2019	$1,055,527	$1,068,512	$1,627,293	$-12,985
2018	$837,413	$778,607	$1,582,104	$58,806

WESTERN NEW YORK TEAMSTERS WELFARE FUND