TEAMSTERS DEATH BENEFIT TRUST FUND (EIN 237203857) - 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

1971

Legal Domicile

Phone

6264636012

Tax Period

2024-08-01 to 2025-07-31

TEAMSTERS DEATH BENEFIT TRUST FUND, founded in 1971, is a small nonprofit that reported $628K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $112K, a strong 18% operating margin.

Mission

THE PLAN PROVIDES DEATH BENEFIT FOR COVERED EMPLOYEES AND THEIR DEPENDENTS.

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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 $481,891

Investment Income $104,229

Other Revenue $42,011

TOTAL REVENUE $628,131

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $218,429

TOTAL EXPENSES $516,298

Year-over-Year Comparison

	2024	2023	Change
Revenue	$628,131	$479,997	+0.3%
Expenses	$516,298	$505,646	+0.0%
Net Income	$111,833	$-25,649	-5.4%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
CARLOS RUBIO	Trustee	Director	$0	$0	$0
RON SEAMANS JR	Chairman	Officer Director	$0	$0	$0
ROMAN DELGADO	Secretary	Director	$0	$0	$0
STEVEN STEESE	Chairman	Officer Director	$0	$0	$0
BRUCE DAVIS	Trustee	Director	$0	$0	$0
SCOTT MOORE	Secretary	Director	$0	$0	$0
DANIEL O'ROURKE	TRUSTEE		$0	$0	$0
GENE HULSEY	CHAIRMAN		$0	$0	$0
MICHAEL RILEY	TRUSTEE		$0	$0	$0
BILL PIERCY	CO-CHAIRMAN		$0	$0	$0
CLACY C GRISWOLD	TRUSTEE		$0	$0	$0

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	$628,131	$516,298	$2,036,749	$111,833
2024	$479,997	$505,646	$1,920,033	$-25,649
2023	$336,774	$424,395	$1,939,961	$-87,621
2022	$216,918	$394,775	$2,026,425	$-177,857
2021	$526,440	$363,432	$2,201,770	$163,008
2020	$439,313	$398,431	$2,039,157	$40,882
2019	$413,358	$464,233	$2,015,055	$-50,875

TEAMSTERS DEATH BENEFIT TRUST FUND