TEAMSTERS LOCAL 2727 RETIREE MEDICAL BENEFITS TRUST (EIN 834232289) - 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

2019

Legal Domicile

Principal Officer

CLIFF JONESTRUSTEE JOHN

Phone

6023475175

Tax Period

2024-01-01 to 2024-12-31

TEAMSTERS LOCAL 2727 RETIREE MEDICAL BENEFITS TRUST, founded in 2019, is a mid-sized nonprofit in the Mutual Benefit sector that reported $10.0M in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.7M, a strong 67% operating margin.

Mission

RETIREE HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENT BETWEEN UNION AND EMPLOYER.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $7,116,706

Investment Income $2,889,007

Other Revenue $0

TOTAL REVENUE $10,005,713

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,260,891

Other Expenses $87,063

TOTAL EXPENSES $3,260,891

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,005,713	$7,243,797	+0.4%
Expenses	$3,260,891	$2,458,068	+0.3%
Net Income	$6,744,822	$4,785,729	+0.4%

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
JOHN VEENTJER	TRUSTEE	1.00	Director	$0	$0	$0
CLIFF JONES	TRUSTEE	1.00	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	$10,005,713	$3,260,891	$64,087,116	$6,744,822
2023	$7,243,797	$2,458,068	$55,365,875	$4,785,729
2022	$8,224,659	$1,971,378	$45,468,779	$6,253,281
2021	$9,314,656	$1,601,008	$47,275,174	$7,713,648
2020	$7,548,249	$861,266	$38,875,768	$6,686,983
2019	$27,956,722	$187,618	$28,521,665	$27,769,104

TEAMSTERS LOCAL 2727 RETIREE MEDICAL BENEFITS TRUST