BOARD OF TRUSTEES-TEAMSTERS' INDUSTRY WELFARE FUND

EIN: 256035969

MCMURRAY, PA

Total Revenue
$11,066,747
Total Expenses
$10,511,453
Total Assets
$55,849,839
Net Assets
$47,743,893
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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
1955
Legal Domicile
PA
Principal Officer
ANGELA PETERSEN
Phone
4125632255
Tax Period
2023-01-01 to 2023-12-31

BOARD OF TRUSTEES-TEAMSTERS' INDUSTRY WELFARE FUND, founded in 1955, is a mid-sized nonprofit that reported $11.1M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $10.5M left a modest 5% surplus.

Mission

PROVIDING HEALTH AND WELFARE BENEFITS TO ITS MEMBERS AND THEIR DEPENDENTS, WHICH INCLUDE, MEDICAL, DENTAL, ACCIDENT, DISABILITY, PRESCRIPTION DRUG AND DEATH BENEFITS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $9,841,124
Investment Income $1,223,977
Other Revenue $1,646
TOTAL REVENUE $11,066,747

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $10,511,453
Other Expenses $432,962
TOTAL EXPENSES $10,511,453

Year-over-Year Comparison

2023 2022 Change
Revenue $11,066,747 $12,411,433 -0.1%
Expenses $10,511,453 $10,448,008 +0.0%
Net Income $555,294 $1,963,425 -0.7%
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

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Governance

Voting Members
10
Independent Members
10
Employees
1
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
0
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOSEPH PODOLAK CHAIRMAN-LABOR TRUSTEE 1.00
Director
$0 $0 $0
DOUGLAS YOUNGS LABOR TRUSTEE 1.00
Director
$0 $0 $0
EUGENE BOSETTI LABOR TRUSTEE 1.00
Director
$0 $0 $0
ERIK BERTRAND ALTERNATE SEC'Y - MGMT. TR 1.00
Director
$0 $0 $0
THOMAS HUCK LABOR TRUSTEE 1.00
Director
$0 $0 $0
JOHN NEMMER MANAGEMENT TRUSTEE 1.00
Director
$0 $0 $0
AL WALTZ ALTERNATE CHAIR - LABOR TR 1.00
Director
$0 $0 $0
CHARLES J NIEDERRITER MANAGEMENT TRUSTEE 1.00
Director
$0 $0 $0
RYAN HARCAR SECRETARY - MGMT. TRUSTEE 1.00
Director
$0 $0 $0
RICHARD TEODORI MANAGEMENT TRUSTEE 1.00
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
2024 No data No data No data No data
2023 $11,066,747 $10,511,453 $55,849,839 $555,294
2022 $12,411,433 $10,448,008 $53,977,835 $1,963,425
2021 $15,012,205 $10,412,505 $55,557,283 $4,599,700
2020 $13,984,378 $10,705,008 $51,144,454 $3,279,370
2019 $20,435,103 $9,403,743 $47,653,236 $11,031,360
2018 $15,252,369 $7,833,279 $35,441,829 $7,419,090
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