Utah-Idaho Teamsters Retirees' Trust

EIN: 452137944

Phoenix, AZ

Total Revenue
$19,094,074
Total Expenses
$6,826,513
Total Assets
$106,499,084
Net Assets
$106,468,885
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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
2011
Legal Domicile
UT
Principal Officer
DAVID ANDERSON
Phone
6022493582
Tax Period
2024-05-01 to 2025-04-30

Utah-Idaho Teamsters Retirees' Trust, founded in 2011, is a mid-sized nonprofit that reported $19.1M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12.3M, a strong 64% operating margin.

Mission

THE UTAH-IDAHO TEAMSTERS RETIREES' TRUST IS A MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING MEDICAL-HOSPITAL, DENTAL, PRESCRIPTION, VISION AND LIFE BENEFITS TO 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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $15,074,650
Investment Income $4,019,424
Other Revenue $0
TOTAL REVENUE $19,094,074

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $831,108
TOTAL EXPENSES $6,826,513

Year-over-Year Comparison

2024 2023 Change
Revenue $19,094,074 $14,541,033 +0.3%
Expenses $6,826,513 $6,312,533 +0.1%
Net Income $12,267,561 $8,228,500 +0.5%
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
8
Independent Members
4
Employees
N/A
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
DAVID ANDERSON EMPLOYER TRUSTEE 1.0
Director
$0 $0 $0
TOM CANNON EMPLOYER TRUSTEE 1.0
Director
$0 $0 $0
TIM DIETZ EMPLOYER TRUSTEE 1.0
Director
$0 $0 $0
LARRY ORTEGA EMPLOYER TRUSTEE 1.0
Director
$0 $0 $0
VERONICA TERPENING EMPLOYER TRUSTEE - PAST 1.0
Director
$0 $0 $0
SPENCER HOGUE UNION TRUSTEE 1.0
Director
$0 $0 $0
BOB MENDEZ UNION TRUSTEE 1.0
Director
$0 $0 $0
BRITT MILLER UNION TRUSTEE 1.0
Director
$0 $0 $0
JESSICA PRATHER UNION TRUSTEE - PAST 1.0
Director
$0 $0 $0
JIM SOUMAS UNION TRUSTEE 1.0
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 $19,094,074 $6,826,513 $106,499,084 $12,267,561
2024 $14,541,033 $6,312,533 $88,837,485 $8,228,500
2023 $15,941,144 $5,669,753 $74,085,153 $10,271,391
2022 $16,192,168 $4,724,337 $63,222,367 $11,467,831
2021 $13,837,637 $4,996,308 $56,332,631 $8,841,329
2020 $11,206,971 $4,811,082 $47,054,117 $6,395,889
2019 $8,905,215 $5,030,471 $40,024,354 $3,874,744
2018 $7,065,214 $5,163,780 $36,049,389 $1,901,434
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