BROTHERHOOD'S RELIEF AND COMPENSATION FU (EIN 230436880) - 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

1914

Legal Domicile

Principal Officer

JESSE E TAYLOR

Phone

7176571890

Tax Period

2024-10-01 to 2025-09-30

BROTHERHOOD'S RELIEF AND COMPENSATION FU, founded in 1914, is a mid-sized nonprofit that reported $13.2M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Net assets of $79.3M represent 72 months of operating reserves.

Mission

TO PROVIDE MEMBERS WITH "HELD OUT OF SERVICE" BENEFITS AND OTHER RELATED BENEFITS. MEMBERSHIP IN THE U.S. AND CANADA IS LIMITED EXCLUSIVELY TO EMPLOYEES OF TRANSPORTATION COMPANIES ENGAGED SOLELY IN HAZARDOUS OCCUPATIONS.

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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 $10,082,301

Investment Income $3,154,920

Other Revenue $0

TOTAL REVENUE $13,237,221

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,132,276

Fundraising Expenses $0

Other Expenses $746,541

TOTAL EXPENSES $13,044,103

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,237,221	$11,932,556	+0.1%
Expenses	$13,044,103	$10,612,689	+0.2%
Net Income	$193,118	$1,319,867	-0.9%

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

N/A

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

$955,783

Total Directors

$1,033,908

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSE E TAYLOR	INTL PRES	60.00	Officer Director	$314,205	$38,904	$353,109
DONALD J DESPINES JR	ASST INTL PRES	60.00	Officer Director	$261,172	$41,471	$302,643
BRIAN J PENFIELD	INTL SEC/TR	60.00	Officer Director	$235,322	$34,952	$270,274
BERNARD PLANT	ASST INTL SEC/TR	6.00	Officer Director	$29,757	$0	$29,757
MICHAEL T MCCRORY II	DIRECTOR	6.00	Director	$23,692	$0	$23,692
TODD J MOHLENHOFF	DIRECTOR EFFECTIVE 07/2025	6.00	Director	$8,000	$0	$8,000
SPIRODIONNISSIO PSICHOGIOS	DIRECTOR UNTIL 10/2024	6.00	Director	$20,168	$0	$20,168
LONNIE SWIGERT	DIRECTOR	6.00	Director	$26,265	$0	$26,265
PHIL SULLIVAN	ACCOUNTANT	40.00	Highest	$145,748	$71,230	$216,978
DONALD VALOIS	COMPUTER PROGRAMMER	40.00	Highest	$139,325	$70,687	$210,012

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	$13,237,221	$13,044,103	$81,553,292	$193,118
2024	$11,932,556	$10,612,689	$81,509,864	$1,319,867
2023	$13,617,781	$9,700,571	$79,241,701	$3,917,210
2022	$16,216,531	$9,405,224	$75,162,900	$6,811,307
2021	$23,036,433	$14,894,279	$68,820,618	$8,142,154
2020	$20,727,447	$17,538,191	$58,725,601	$3,189,256
2019	$27,777,173	$17,122,467	$55,922,526	$10,654,706
2018	$23,963,833	$20,138,706	$46,158,626	$3,825,127

BROTHERHOOD'S RELIEF AND COMPENSATION FU