Teamsters Union Local No 628 (EIN 231381180) - 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

1934

Legal Domicile

Principal Officer

John Dagle

Phone

2159239540

Tax Period

2024-01-01 to 2024-12-31

Teamsters Union Local No 628, founded in 1934, is a small nonprofit that reported $607K in total revenue in fiscal year 2024. Expenses of $569K left a modest 6% surplus.

Mission

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

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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 $519,015

Program Service Revenue $14,149

Investment Income $73,457

Other Revenue $0

TOTAL REVENUE $606,621

Expense Breakdown

Grants Paid $0

Salaries & Benefits $346,695

Fundraising Expenses $0

Other Expenses $222,122

TOTAL EXPENSES $568,817

Year-over-Year Comparison

	2024	2023	Change
Revenue	$606,621	$579,267	+0.0%
Expenses	$568,817	$564,575	+0.0%
Net Income	$37,804	$14,692	+1.6%

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

$286,676

Total Directors

$4,646

Key Employees

$41,162

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John K Dagle	President	40.00	Officer	$87,100	$77,348	$164,448
Elizabeth Sterling	Office manager	14.00	Key Emp	$24,747	$16,415	$41,162
Michael McKeown	Vice President	6.00	Officer	$2,530	$0	$2,530
Timothy Feeney	Trustee	6.00	Director	$1,610	$0	$1,610
Fred Ogden	Trustee	6.00	Director	$3,036	$0	$3,036
Anthony Lindner	Secretary Treasurer	6.00	Officer	$64,698	$55,000	$119,698

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	$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

Teamsters Union Local No 628