TEAMSTERS LOCAL UNION NO 25 LEGAL PLAN (EIN 223032476) - 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

1997

Legal Domicile

Principal Officer

THOMAS MARI

Phone

6173671100

Tax Period

2024-01-01 to 2024-12-31

TEAMSTERS LOCAL UNION NO 25 LEGAL PLAN, founded in 1997, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

PROVIDE PREPAID LEGAL SERVICES TO ELIGIBLE PARTICIPANTS DURING THE PLAN YEAR.

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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 $1,434,054

Investment Income $207

Other Revenue $0

TOTAL REVENUE $1,434,261

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $126,944

TOTAL EXPENSES $1,411,030

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,434,261	$1,290,641	+0.1%
Expenses	$1,411,030	$1,270,901	+0.1%
Net Income	$23,231	$19,740	+0.2%

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

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

$496,734

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER BOYCE	TRUSTEE	10.00	Director	$0	$0	$0
TOM MARI	TRUSTEE	10.00	Director	$0	$55,954	$255,063
JOHN MURPHY	CHAIRMAN	10.00	Director	$0	$0	$0
STEVEN SOUTH	TRUSTEE	10.00	Director	$0	$55,954	$241,671
BARBARA FRAIZER	TRUSTEE	10.00	Director	$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	$1,434,261	$1,411,030	$527,891	$23,231
2023	$1,290,641	$1,270,901	$507,834	$19,740
2022	$1,183,960	$1,131,368	$494,602	$52,592
2021	$945,009	$961,075	$438,277	$-16,066
2020	$946,225	$982,214	$435,236	$-35,989
2019	$1,095,948	$1,088,351	$412,157	$7,597
2018	$1,150,494	$1,125,982	$395,819	$24,512

TEAMSTERS LOCAL UNION NO 25 LEGAL PLAN