Teamsters Retiree Association (EIN 840936314) - 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

1985

Legal Domicile

Principal Officer

Alan Estep

Phone

3034338184

Tax Period

2023-01-01 to 2023-12-31

Teamsters Retiree Association, founded in 1985, is a small nonprofit that reported $243K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year.

Mission

Teamsters Retiree Association was established to create unity among all Teamsters Retirees. The Association is dedicated to meeting the needs of retired Teamsters and negotiate cost efficient health programs for Teamsters Retirees.

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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 $240,624

Investment Income $967

Other Revenue $1,575

TOTAL REVENUE $243,166

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $30,224

TOTAL EXPENSES $258,116

Year-over-Year Comparison

	2023	2022	Change
Revenue	$243,166	$268,961	-0.1%
Expenses	$258,116	$277,391	-0.1%
Net Income	$-14,950	$-8,430	+0.8%

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

N/A

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
James Adams	Vice President	1.00	Officer	$0	$0	$0
Alan Estep	Sec. Treasurer	1.00	Officer	$0	$0	$0
Edward Stratman	Rec. Sec.	1.00	Officer	$0	$0	$0
Tim Ahern	President	1.00	Officer	$0	$0	$0
John Holzworth	Trustee	1.00	Officer	$0	$0	$0
Fred Kroll	Trustee	1.00	Officer	$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	$243,166	$258,116	$120,807	$-14,950
2022	$268,961	$277,391	$136,192	$-8,430
2021	$362,779	$383,626	$144,968	$-20,847
2020	$501,009	$480,075	$165,679	$20,934
2019	$548,984	$555,382	$147,391	$-6,398
2018	$618,401	$625,188	$156,387	$-6,787

Teamsters Retiree Association