TEAMSTERS UNION LOCAL NO 52 HEALTH & WELFARE FUND

EIN: 340752734

BROOK PARK, OH

Total Revenue
$2,693,296
Total Expenses
$2,803,779
Total Assets
N/A
Net Assets
N/A
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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
1952
Legal Domicile
OH
Phone
4402438459
Tax Period
2020-01-01 to 2020-12-31

TEAMSTERS UNION LOCAL NO 52 HEALTH & WELFARE FUND, founded in 1952, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2020. Revenue surged 37% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE HEALTH BENEFITS TO ELIGIBLE ACTIVE AND RETIRED PARTICIPANTS AND THEIR DEPENDENTS

Program Service Accomplishments

Program 1

TO PROVIDE HEALTH BENEFITS TO ELIGIBLE ACTIVE AND RETIRED PARTICIPANTS 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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,697,532
Investment Income $945,231
Other Revenue $50,533
TOTAL REVENUE $2,693,296

Expense Breakdown

Grants Paid $0
Salaries & Benefits $696,528
Fundraising Expenses $0
Other Expenses $281,381
TOTAL EXPENSES $2,803,779

Year-over-Year Comparison

2020 2019 Change
Revenue $2,693,296 $1,964,110 +0.4%
Expenses $2,803,779 $2,006,067 +0.4%
Net Income $-110,483 $-41,957 +1.6%
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
2
Independent Members
2
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
2
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID DUDAS TRUSTEE / CHAIRMAN 8
Officer Director
$0 $0 $0
PHILIP PATURZO TRUSTEE / SECRETARY 2
Officer 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
2020 $2,693,296 $2,803,779 No data $-110,483
2019 $1,964,110 $2,006,067 $6,293,069 $-41,957
2018 $1,996,923 $2,762,035 $5,905,896 $-765,112
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