Employer-Teamsters Local Unions No 175 & 505 Retiree Health Fund (EIN 464163407) - 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

2014

Legal Domicile

Principal Officer

Frank T Litton Jr

Phone

3049254181

Tax Period

2023-01-01 to 2023-12-31

Employer-Teamsters Local Unions No 175 & 505 Retiree Health Fund, founded in 2014, is a community nonprofit in the Mutual Benefit sector that reported $3.4M in total revenue in fiscal year 2023.

Mission

Provide health and welfare benefits to retirees of Local Union Nos. 175 & 505.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,362,475

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,362,475

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,652

Fundraising Expenses $0

Program Expenses $3,298,335

Other Expenses $213,685

TOTAL EXPENSES $3,362,475

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,362,475	$3,285,369	+0.0%
Expenses	$3,362,475	$3,285,369	+0.0%
Net Income	$0	$0	N/A

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Frank T Litton Jr	Trustee	5.00	Director	$0	$0	$0
Steve Day	Trustee	2.00	Director	$0	$0	$0
Richard K Hall	Trustee	2.00	Director	$0	$0	$0
Luke Farley	Trustee	2.00	Director	$0	$0	$0
Terry Rusin	Trustee	2.00	Director	$0	$0	$0
Shawn Romano	Trustee	2.00	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
2024	No data	No data	No data	No data
2023	$3,362,475	$3,362,475	No data	No data
2022	$3,285,369	$3,285,369	No data	No data
2021	$3,469,010	$3,469,010	No data	No data
2020	$3,294,154	$3,294,154	No data	No data
2019	$4,109,422	$4,109,422	No data	No data
2018	$3,444,515	$3,444,515	No data	No data

Employer-Teamsters Local Unions No 175 & 505 Retiree Health Fund