SAN DIEGO COUNTY TEAMSTERS - EMPLO… - Form 990 Financial Data

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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

1972

Legal Domicile

Principal Officer

VICTOR TORRES

Phone

6198491051

Tax Period

2024-04-01 to 2025-03-31

SAN DIEGO COUNTY TEAMSTERS - EMPLOYERS' INSURANCE TRUST, founded in 1972, is a mid-sized nonprofit that reported $25.1M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $23.2M left a modest 7% surplus.

Mission

HEALTH AND WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERS.

Program Service Accomplishments

Program 1

Expenses: $22,372,174

HEALTH AND WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERS.

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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 $24,412,147

Investment Income $716,547

Other Revenue $0

TOTAL REVENUE $25,128,694

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,372,174

Other Expenses $872,292

TOTAL EXPENSES $23,244,466

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,128,694	$29,380,243	-0.1%
Expenses	$23,244,466	$26,140,794	-0.1%
Net Income	$1,884,228	$3,239,449	-0.4%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS BRYANT	TRUSTEE	10.00	Director	$0	$0	$0
AIDA ROSA	TRUSTEE	10.00	Director	$0	$0	$0
RUTH DUARTE	TRUSTEE	10.00	Director	$0	$0	$0
VICTOR TORRES	TRUSTEE	10.00	Director	$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	$25,128,694	$23,244,466	$21,321,461	$1,884,228
2024	$29,380,243	$26,140,794	$18,438,682	$3,239,449
2023	$28,648,558	$27,355,810	$16,709,969	$1,292,748
2022	$26,957,147	$25,726,133	$15,215,936	$1,231,014
2021	$28,216,234	$28,683,074	$13,566,372	$-466,840
2020	$30,810,410	$30,849,863	$14,141,812	$-39,453
2019	$28,663,202	$28,236,119	$14,000,554	$427,083

SAN DIEGO COUNTY TEAMSTERS - EMPLOYERS' INSURANCE TRUST