INTERNATIONAL BROTHERHOOD OF TEAMSTERS SUPPLEMENTAL BENEFITS TRUST (EIN 200412571) - 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

2003

Legal Domicile

Principal Officer

FRED E ZUCKERMAN

Phone

2026246800

Tax Period

2024-01-01 to 2024-12-31

INTERNATIONAL BROTHERHOOD OF TEAMSTERS SUPPLEMENTAL BENEFITS TRUST, founded in 2003, is a community nonprofit in the Employment sector that reported $3.5M in total revenue in fiscal year 2024. The organization ran a surplus of $1.9M, a strong 53% operating margin.

Mission

COORDINATION AND FUNDING OF INSURANCE AND OTHER PROGRAMS OFFERED TO MEMBERS OF IBT.

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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 $3,746,497

Investment Income $-230,014

Other Revenue $0

TOTAL REVENUE $3,516,483

Expense Breakdown

Grants Paid $1,330,829

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $316,550

TOTAL EXPENSES $1,649,749

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,516,483	$3,369,398	+0.0%
Expenses	$1,649,749	$4,943,104	-0.7%
Net Income	$1,866,734	$-1,573,706	-2.2%

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

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

Total Directors

$1,282,187

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM HAMILTON	TRUSTEE	2.00	Director	$0	$42,835	$217,067
SEAN O'BRIEN	TRUSTEE	2.00	Director	$0	$82,477	$471,455
FRED E ZUCKERMAN	TRUSTEE	2.00	Director	$0	$54,823	$403,428
CHARLES A JONES	TRUSTEE	2.00	Director	$0	$36,376	$160,614
LINDSAY DOUGHERTY	TRUSTEE	2.00	Director	$0	$21,614	$29,623

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	$3,516,483	$1,649,749	$29,865,185	$1,866,734
2023	$3,369,398	$4,943,104	$25,047,144	$-1,573,706
2022	$2,660,472	$3,124,517	$24,627,279	$-464,045
2021	$2,579,559	$767,509	$28,881,968	$1,812,050
2020	$3,594,044	$2,395,835	$26,424,962	$1,198,209
2019	$2,999,209	$1,019,008	$24,905,261	$1,980,201
2018	$4,464,224	$804,923	$21,576,502	$3,659,301

INTERNATIONAL BROTHERHOOD OF TEAMSTERS SUPPLEMENTAL BENEFITS TRUST