TEAMSTERS LOCAL UNION NO 952 HEALTH AND WELFARE TRUST (EIN 336098224) - 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

2004

Legal Domicile

Principal Officer

NORMA LOPEZ

Phone

9254263553

Tax Period

2024-07-01 to 2025-06-30

TEAMSTERS LOCAL UNION NO 952 HEALTH AND WELFARE TRUST, founded in 2004, is a small nonprofit in the Mutual Benefit sector that reported $656K in total revenue in fiscal year 2024. Expenses of $569K left a modest 13% surplus.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS.

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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 $605,244

Investment Income $50,688

Other Revenue $0

TOTAL REVENUE $655,932

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $192,471

TOTAL EXPENSES $568,561

Year-over-Year Comparison

	2024	2023	Change
Revenue	$655,932	$683,977	0.0%
Expenses	$568,561	$556,426	+0.0%
Net Income	$87,371	$127,551	-0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NORMA LOPEZ	CHAIRMAN	1.0	Officer Director	$0	$0	$0
SAMUEL CARLIN	TRUSTEE	1.0	Director	$0	$0	$0
JOHN GREEN	TRUSTEE	1.0	Director	$0	$0	$0
SEE SCH O FOR COMPENSATION	PAID BY RELATED ORGANIZATION	0.0	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	$655,932	$568,561	$1,648,122	$87,371
2024	$683,977	$556,426	$1,533,291	$127,551
2023	$612,745	$580,941	$1,435,130	$31,804
2022	$618,561	$570,324	$1,389,259	$48,237
2021	$613,166	$515,047	$1,344,733	$98,119
2020	$672,597	$516,136	$1,251,995	$156,461
2019	$661,857	$510,716	$1,075,965	$151,141
2018	$648,883	$535,956	$923,261	$112,927

TEAMSTERS LOCAL UNION NO 952 HEALTH AND WELFARE TRUST