Teamsters Union Local No 628

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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

1934

Legal Domicile

Principal Officer

John Dagle

Phone

2159239540

Tax Period

2025-01-01 to 2025-12-31

Teamsters Union Local No 628, founded in 1934, is a small nonprofit that reported $570K in total revenue in fiscal year 2025. Revenue decreased 6% compared to the prior year. Net assets of $1.7M represent 35 months of operating reserves.

Mission

A labor organization formed to organize workers and act as their collective bargaining agent with employers regarding wages, hours, and working conditions.

Program Service Accomplishments

Program 1

To organize workers and to secure improved wages, hours, working conditions and other advantages through organization, negotiation and collective bargaining.

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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 $507,394

Program Service Revenue $7,046

Investment Income $55,964

Other Revenue $0

TOTAL REVENUE $570,404

Expense Breakdown

Grants Paid $0

Salaries & Benefits $346,285

Fundraising Expenses $0

Other Expenses $217,976

TOTAL EXPENSES $564,261

Year-over-Year Comparison

	2025	2024	Change
Revenue	$570,404	$606,621	-0.1%
Expenses	$564,261	$568,817	0.0%
Net Income	$6,143	$37,804	-0.8%

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

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

$318,301

Total Directors

$7,946

Key Employees

$5,182

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John K Dagle	President	40.00	Officer	$87,300	$78,537	$165,837
Anthony Lindner	Secretary Treasurer	40.00	Officer	$72,064	$74,880	$146,944
Frederick Ogden	Vice President	6.00	Officer	$2,760	$0	$2,760
Daniel Sammartino	Recording Secretary	6.00	Officer	$2,760	$0	$2,760
Walter Dockery	Trustee	6.00	Director	$2,760	$0	$2,760
Daniel Friel	Trustee	6.00	Director	$2,886	$0	$2,886
John Groves	Trustee	6.00	Director	$2,300	$0	$2,300
Elizabeth Sterling	Clerk	14.00	Key Emp	$5,182	$0	$5,182

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	$570,404	$564,261	$1,659,117	$6,143
2024	$606,621	$568,817	$1,654,198	$37,804
2023	$579,267	$564,575	$1,616,206	$14,692
2022	$536,730	$565,522	$1,600,782	$-28,792
2021	$581,533	$583,439	$1,627,173	$-1,906
2020	$722,011	$629,885	$1,628,533	$92,126
2019	$840,866	$680,212	$1,587,392	$160,654
2018	$823,582	$724,135	$1,426,266	$99,447