INTERNATIONAL BROTHERHOOD OF TEAMST LOCAL UNION NO 516 (EIN 730243025) - 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

1940

Legal Domicile

Principal Officer

KELLY SWON

Phone

9186836587

Tax Period

2025-01-01 to 2025-12-31

INTERNATIONAL BROTHERHOOD OF TEAMST LOCAL UNION NO 516, founded in 1940, is a small nonprofit that reported $962K in total revenue in fiscal year 2025.

Mission

UNITE INTO LABOR ORGANIZATION ALL WORKERS ELIGIBLE FOR MEMBERSHIP, ENGAGE IN ORGANIZING WORKERS, AND SECURE IMPROVED WAGES, HOURS, WORKING CONDITIONS AND OTHER ECONOMIC ADVANTAGES THROUGH ORGANIZATION.

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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 $933,517

Investment Income $16,776

Other Revenue $12,189

TOTAL REVENUE $962,482

Expense Breakdown

Grants Paid $0

Salaries & Benefits $595,852

Fundraising Expenses $0

Program Expenses $771,297

Other Expenses $374,791

TOTAL EXPENSES $970,643

Year-over-Year Comparison

	2025	2024	Change
Revenue	$962,482	$909,513	+0.1%
Expenses	$970,643	$906,837	+0.1%
Net Income	$-8,161	$2,676	-4.0%

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

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

$254,544

Total Directors

$383,221

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY SWON	SEC/TREAS	40.00	Officer Director	$159,905	$0	$159,905
CHRIS PHILLIPS	TRUSTEE	1.00	Director	$123,148	$0	$123,148
JEAN MOORE	RECORDING SE	40.00	Officer Director	$89,433	$0	$89,433
TIM MATHIEWS	TRUSTEE	1.00	Director	$3,602	$0	$3,602
JEFF BEALL	VICE PRESIDE	1.00	Officer Director	$3,317	$0	$3,317
KRIS GOODWIN	TRUSTEE	1.00	Director	$1,927	$0	$1,927
BARRY CANTRELL	PRESIDENT	1.00	Officer Director	$1,889	$0	$1,889

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	$962,482	$970,643	$751,710	$-8,161
2024	$909,513	$906,837	$759,871	$2,676
2023	$828,313	$778,342	$757,195	$49,971
2022	$743,605	$822,533	$707,224	$-78,928
2021	$865,677	$702,548	$786,152	$163,129
2020	$694,965	$626,642	$623,023	$68,323
2019	$662,308	$619,369	$554,700	$42,939
2018	$614,558	$604,227	$511,761	$10,331

INTERNATIONAL BROTHERHOOD OF TEAMST LOCAL UNION NO 516