TEAMSTERS LOCAL 533

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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

1934

Legal Domicile

Principal Officer

DEBBIE CALKINS

Phone

7753486060

Tax Period

2023-01-01 to 2023-12-31

TEAMSTERS LOCAL 533, founded in 1934, is a community nonprofit in the Employment sector that reported $2.0M in total revenue in fiscal year 2023.

Mission

TO PROMOTE THE WELFARE AND WORKING CONDITIONS FOR MEMBERS THROUGH NEGOTIATION, ARBITRATION AND REPRESENTATION.

Program Service Accomplishments

Program 1

PROMOTED THE WELFARE AND WORKING CONDITIONS OF MEMBERS THROUGH NEGOTIATION, ARBITRATION AND REPRESENTATION.

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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 $2,004,239

Program Service Revenue $10,458

Investment Income $27,633

Other Revenue $5,703

TOTAL REVENUE $2,048,033

Expense Breakdown

Grants Paid $9,250

Salaries & Benefits $1,029,343

Fundraising Expenses $0

Other Expenses $968,829

TOTAL EXPENSES $2,043,415

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,048,033	$2,148,773	0.0%
Expenses	$2,043,415	$1,857,148	+0.1%
Net Income	$4,618	$291,625	-1.0%

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

N/A

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

$539,893

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY WATSON	PRESIDENT	40.00	Officer	$110,964	$59,261	$170,225
NICHOLAS DEES	SECRETARY	5.00	Officer	$4,800	$0	$4,800
DEBBIE CALKINS	TREASURER	40.00	Officer	$128,126	$59,261	$187,387
JEAN PRINA	TRUSTEE	5.00	Officer	$4,800	$0	$4,800
BOBBIE BROOKS	TRUSTEE	5.00	Officer	$4,800	$0	$4,800
CHRISTOPHER FUQUA	VICE PRESIDENT	40.00	Officer	$103,820	$59,261	$163,081
MICHAEL LANSBOROUGH	TRUSTEE	5.00	Officer	$4,800	$0	$4,800

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	$2,048,033	$2,043,415	$1,426,836	$4,618
2022	$2,148,773	$1,857,148	$1,414,572	$291,625
2021	$1,880,227	$1,778,664	$1,142,747	$101,563
2020	$1,674,855	$1,544,889	$1,011,284	$129,966
2019	$1,618,860	$1,520,644	$882,418	$98,216
2018	$1,490,751	$1,405,539	$780,102	$85,212