INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 525 (EIN 370347422) - 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

1925

Legal Domicile

Principal Officer

BRETT WESSEL

Phone

6184629706

Tax Period

2025-01-01 to 2025-12-31

INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 525, founded in 1925, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2025. Expenses of $1.1M left a modest 8% surplus.

Mission

TO ORGANIZE AND EDUCATE WORKERS SO THAT THEY WILL ATTAIN A HIGHER STANDARD OF LIVING.

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,177,128

Program Service Revenue $0

Investment Income $18,328

Other Revenue $15,397

TOTAL REVENUE $1,210,853

Expense Breakdown

Grants Paid $0

Salaries & Benefits $567,482

Fundraising Expenses $0

Other Expenses $542,164

TOTAL EXPENSES $1,109,646

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,210,853	$1,129,531	+0.1%
Expenses	$1,109,646	$1,057,763	+0.0%
Net Income	$101,207	$71,768	+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

N/A

Employees

Volunteers

120

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

$398,628

Total Directors

$416,178

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRETT WESSEL	TREASURER	40.00	Officer Director	$104,898	$45,573	$150,471
JIM HOLLIDAY JR	TRUSTEE	1.00	Director	$5,850	$0	$5,850
TIM SHIPTON	TRUSTEE	1.00	Director	$5,850	$0	$5,850
JONATHAN GITCHOFF	TRUSTEE	1.00	Director	$5,850	$0	$5,850
LAREN ZELLER	PRESIDENT	40.00	Officer Director	$93,511	$45,573	$139,084
JOE ALTEVOGT	VICE PRESIDENT	1.00	Officer Director	$5,850	$0	$5,850
KELLY KENNETT	RECORDING SECRETARY	40.00	Officer Director	$57,650	$45,573	$103,223

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	$1,210,853	$1,109,646	$696,620	$101,207
2024	$1,129,531	$1,057,763	$596,163	$71,768
2023	$1,059,115	$1,025,443	$525,920	$33,672
2022	$1,002,634	$965,649	$491,456	$36,985
2021	$989,155	$935,702	$452,314	$53,453
2020	$933,582	$893,026	$402,616	$40,556

INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 525