SERVICE PERSONNEL & EMPLOYEES DAIR… - 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

1931

Legal Domicile

Principal Officer

CARL BAILEY

Phone

4127517988

Tax Period

2024-01-01 to 2024-12-31

SERVICE PERSONNEL & EMPLOYEES DAIRY INDUSTRY TEAMSTERS LOCAL 205, founded in 1931, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024. Expenses of $1.9M left a modest 4% surplus.

Mission

TO UNITE WORKERS ELIGIBLE FOR MEMBERSHIP AND TO SECURE IMPROVED WAGES, HOURS, WORKING CONDITIONS AND OTHER ECONOMIC ADVANTAGES THROUGH ORGANIZATION, NEGOTIATIONS AND COLLECTIVE BARGAINING.

Program Service Accomplishments

Program 1

TO UNITE WORKERS ELIGIBLE FOR MEMBERSHIP AND TO SECURE IMPROVED WAGES, HOURS, WORKING CONDITIONS AND OTHER ECONOMIC ADVANTAGES THROUGH ORGANIZATION, NEGOTIATIONS 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 (2024)

Revenue Breakdown

Contributions & Grants $13,800

Program Service Revenue $1,959,065

Investment Income $58,670

Other Revenue $0

TOTAL REVENUE $2,031,535

Expense Breakdown

Grants Paid $16,418

Salaries & Benefits $1,098,244

Fundraising Expenses $0

Other Expenses $780,633

TOTAL EXPENSES $1,945,511

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,031,535	$2,003,151	+0.0%
Expenses	$1,945,511	$1,890,363	+0.0%
Net Income	$86,024	$112,788	-0.2%

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

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

$501,558

Total Directors

$638,733

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARL BAILEY	SECRETARY TREASURER	40.00	Officer Director	$130,164	$60,568	$190,732
EDWARD BOEHM	PRESIDENT	40.00	Officer Director	$104,155	$63,750	$167,905
LISA ANDERSON	VICE PRESIDENT	10.00	Officer Director	$6,446	$0	$6,446
JOHN CERRA	RECORDING SECRETARY	40.00	Officer Director	$79,225	$57,250	$136,475
ANNA SCHMIDT	TRUSTEE	5.00	Director	$5,798	$0	$5,798
SIDNEY SUMMERS	TRUSTEE	5.00	Director	$5,324	$0	$5,324
JOSEPH BARBANO	TRUSTEE	40.00	Director	$98,761	$27,292	$126,053

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	No data	No data	No data	No data
2024	$2,031,535	$1,945,511	$1,505,340	$86,024
2023	$2,003,151	$1,890,363	$1,422,307	$112,788
2022	$1,824,561	$1,823,721	$1,309,376	$840
2021	$1,927,695	$1,878,681	$1,486,508	$49,014
2020	$1,856,928	$1,875,188	$1,403,727	$-18,260
2019	$1,825,297	$1,848,919	$445,924	$-23,622
2018	$1,921,710	$1,955,218	$455,934	$-33,508

SERVICE PERSONNEL & EMPLOYEES DAIRY INDUSTRY TEAMSTERS LOCAL 205