TEAMSTERS LOCAL UNION 429 (EIN 230724625) - 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

1936

Legal Domicile

Principal Officer

WILLIAM SHAPPELL

Phone

6103205521

Tax Period

2025-01-01 to 2025-12-31

TEAMSTERS LOCAL UNION 429, founded in 1936, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2025.

Mission

SEE A BELOW

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,039,395

Investment Income $8,027

Other Revenue $92,973

TOTAL REVENUE $2,140,395

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,372,301

Fundraising Expenses $0

Program Expenses $2,125,124

Other Expenses $749,485

TOTAL EXPENSES $2,125,124

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,140,395	$2,074,615	+0.0%
Expenses	$2,125,124	$2,057,470	+0.0%
Net Income	$15,271	$17,145	-0.1%

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

$676,738

Total Directors

$218,082

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES BOYER	TRUSTEE	5.00	Director	$4,712	$0	$4,712
DILLON CIRULLI	TRUSTEE	5.00	Director	$111,511	$95,174	$206,685
MASON SEEWAGEN	TRUSTEE	5.00	Director	$6,685	$0	$6,685
WILLIAM SHAPPELL	PRESIDENT	50.00	Officer	$143,137	$93,466	$236,603
MARTIN DAVIS	VICE PRESIDENT	50.00	Officer	$113,656	$95,174	$208,830
JIMMY GEISE	SECRETARY TREASURER	50.00	Officer	$135,932	$91,127	$227,059
JENNA SMITH	RECORDING SECRETARY	5.00	Officer	$4,246	$0	$4,246

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	$2,140,395	$2,125,124	$1,112,056	$15,271
2024	$2,074,615	$2,057,470	$1,102,263	$17,145
2023	$2,061,868	$1,967,155	$1,088,424	$94,713
2022	$2,198,083	$1,864,775	$996,352	$333,308
2021	$1,861,634	$1,820,182	$877,295	$41,452
2020	$1,863,332	$1,887,464	$662,395	$-24,132
2019	$1,846,220	$1,944,180	$703,586	$-97,960
2018	$1,907,818	$1,924,562	$789,152	$-16,744

TEAMSTERS LOCAL UNION 429