TEAMSTERS LOCAL 922 - EMPLOYERS HEALTH TRUST (EIN 521158708) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Principal Officer

RUDOLPH GARDNER

Phone

4108729500

Tax Period

2023-10-01 to 2024-09-30

TEAMSTERS LOCAL 922 - EMPLOYERS HEALTH TRUST, founded in 1979, is a mid-sized nonprofit that reported $10.0M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.1M, a strong 21% operating margin.

Mission

THE FUND PROVIDES MEDICAL,SURGICAL,HOSPITALIZATION, VISION CARE AND DENTAL BENEFITS PURSUANT TO CERTAIN COLLECTIVE BARGAINING AGREEMENTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $9,076,383

Investment Income $178,679

Other Revenue $784,954

TOTAL REVENUE $10,040,016

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,898,047

Other Expenses $411,238

TOTAL EXPENSES $7,898,047

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,040,016	$8,964,485	+0.1%
Expenses	$7,898,047	$8,240,983	0.0%
Net Income	$2,141,969	$723,502	+2.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
NICOLE GUINYARD	UNION TRUSTEE	2.00	Director	$0	$0	$0
SHERRI DICKERSON	EMPLOYER TRUSTEE	2.00	Director	$0	$0	$0
TIMOTHY BROWN	UNION TRUSTEE	2.00	Director	$0	$0	$0
BRANDI PETWAY	EMPLOYER 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	$10,040,016	$7,898,047	$8,456,550	$2,141,969
2023	$8,964,485	$8,240,983	$6,346,437	$723,502
2022	$9,387,986	$8,827,673	$5,590,724	$560,313
2021	$7,287,362	$6,390,802	$4,956,292	$896,560
2020	$6,851,754	$4,647,744	$4,165,357	$2,204,010
2019	$6,549,227	$6,086,591	$1,909,251	$462,636
2018	$6,201,140	$7,331,682	$1,448,459	$-1,130,542

TEAMSTERS LOCAL 922 - EMPLOYERS HEALTH TRUST