INTERNATIONAL BROTHERHOOD OF TEAMSTERS 69 JOINT COUNCIL (EIN 237095342) - 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

1959

Legal Domicile

Principal Officer

ROBERT WARNOCK III

Phone

5742346031

Tax Period

2023-01-01 to 2023-12-31

INTERNATIONAL BROTHERHOOD OF TEAMSTERS 69 JOINT COUNCIL, founded in 1959, is a small nonprofit that reported $803K in total revenue in fiscal year 2023. The organization ran a surplus of $141K, a strong 18% operating margin.

Mission

TO IMPROVE MEMBERS' WORKING CONDITIONS, PRODUCT QUALITY AND OCCUPATIONAL EFFICIENCY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $256,379

Investment Income $36,686

Other Revenue $510,045

TOTAL REVENUE $803,110

Expense Breakdown

Grants Paid $0

Salaries & Benefits $610,920

Fundraising Expenses $0

Other Expenses $50,700

TOTAL EXPENSES $661,620

Year-over-Year Comparison

	2023	2022	Change
Revenue	$803,110	$752,850	+0.1%
Expenses	$661,620	$694,780	0.0%
Net Income	$141,490	$58,070	+1.4%

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

$292,515

Total Directors

$314,115

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT WARNOCK III	PRESIDENT	5.00	Officer Director	$36,400	$0	$150,956
CRAIG FITZPATRICK	REC SEC	2.00	Officer Director	$7,200	$0	$103,159
GEORGE GERDES	SEC / TREAS	5.00	Officer Director	$31,200	$0	$31,200
EHREN GERDES	TRUSTEE	2.00	Director	$7,200	$0	$7,200
JOSH LEBLANC	TRUSTEE	2.00	Director	$7,200	$0	$7,200
SARAH REVARD	TRUSTEE	2.00	Director	$7,200	$0	$7,200
DUSTIN ROACH	VICE PRES	2.00	Officer Director	$7,200	$0	$7,200

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	No data	No data	No data	No data
2023	$803,110	$661,620	$1,368,635	$141,490
2022	$752,850	$694,780	$1,178,105	$58,070
2021	$773,206	$693,892	$1,279,010	$79,314
2020	$668,282	$561,459	$1,198,007	$106,823
2019	$727,937	$636,402	$1,060,246	$91,535
2018	$812,244	$696,542	$915,799	$115,702

INTERNATIONAL BROTHERHOOD OF TEAMSTERS 69 JOINT COUNCIL