INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL UNION NO 238 (EIN 420178484) - 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

1935

Legal Domicile

Principal Officer

JESSE CASE

Phone

3193651461

Tax Period

2025-01-01 to 2025-12-31

INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL UNION NO 238, founded in 1935, is a community nonprofit that reported $4.3M in total revenue in fiscal year 2025.

Mission

LABOR UNION

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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 $0

Program Service Revenue $4,318,350

Investment Income $5,066

Other Revenue $21,635

TOTAL REVENUE $4,345,051

Expense Breakdown

Grants Paid $50,865

Salaries & Benefits $2,469,757

Fundraising Expenses $0

Other Expenses $1,797,059

TOTAL EXPENSES $4,317,681

Year-over-Year Comparison

	2025	2024	Change
Revenue	$4,345,051	$4,299,084	+0.0%
Expenses	$4,317,681	$4,217,426	+0.0%
Net Income	$27,370	$81,658	-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

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

$1,027,304

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSE CASE	SECRETARY-TREASURER	40.00	Officer	$102,053	$49,663	$151,716
ANDRE JOHNSON	TRUSTEE/BUSINESS AGENT	40.00	Officer	$95,017	$49,340	$144,357
ARTHUR JONES	TRUSTEE/BUSINESS AGENT	40.00	Officer	$94,233	$49,340	$143,573
BRIAN SIMPSON	PRESIDENT/BUSINESS AGENT	40.00	Officer	$102,317	$49,601	$151,918
STEPHANIE GRIFFIN	VICE PRESIDENT/BOOKKEEPER	40.00	Officer	$95,919	$49,073	$144,992
DRAKE CUSTER	RECORDING SEC/BUSINESS AGE	40.00	Officer	$96,242	$49,340	$145,582
SCOTT PUNTENEY	TRUSTEE/BUSINESS AGENT	40.00	Officer	$95,826	$49,340	$145,166
KATIE FINN	FIELD ORGANIZER	40.00	Highest	$110,000	$45,573	$155,573
RICHARD HOFFMAN	BUSINESS AGENT	40.00	Highest	$110,173	$49,281	$159,454

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	$4,345,051	$4,317,681	$1,557,631	$27,370
2024	$4,299,084	$4,217,426	$1,525,382	$81,658
2023	$4,057,950	$3,974,066	$1,443,264	$83,884
2022	$3,761,933	$3,884,397	$1,296,587	$-122,464
2021	$3,813,468	$3,780,673	$1,414,366	$32,795
2020	$3,853,789	$3,820,046	$1,392,190	$33,743
2019	$3,654,934	$3,954,930	$1,356,674	$-299,996
2018	$4,094,861	$4,011,627	$1,637,889	$83,234

INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL UNION NO 238