Teamsters Life With Dues Benefit Plan (EIN 911691238) - 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

1960

Legal Domicile

Principal Officer

Darrell Pratt

Phone

2063294900

Tax Period

2023-01-01 to 2023-12-31

Teamsters Life With Dues Benefit Plan, founded in 1960, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2023. The organization ran a surplus of $887K, a strong 34% operating margin.

Mission

TO PROVIDE LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE PARTICIPANTS.

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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 $1,983,062

Investment Income $659,599

Other Revenue $0

TOTAL REVENUE $2,642,661

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $284,329

TOTAL EXPENSES $1,755,561

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,642,661	$2,599,440	+0.0%
Expenses	$1,755,561	$2,382,222	-0.3%
Net Income	$887,100	$217,218	+3.1%

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

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
Darrell Pratt	TRUSTEE-Chairman	0.1	Officer Director	$0	$0	$0
Scott Sullivan	trustee-SECRETARY-TREASURER	0.1	Officer Director	$0	$0	$0
Tommy Blitsch	Trustee (THRU 7/22/2023)	0.1	Director	$0	$0	$0
STEVE SHARP	TRUSTEE (EFF 10/16/2023)	0.1	Director	$0	$0	$0
SEE SCHEDULE O FOR COMPENSATION	PAID BY RELATED ORGANIZATIONS	0.0	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	No data	No data	No data	No data
2023	$2,642,661	$1,755,561	$26,098,179	$887,100
2022	$2,599,440	$2,382,222	$21,725,241	$217,218
2021	$12,205,537	$1,951,639	$26,521,342	$10,253,898
2020	$2,292,024	$1,699,375	$22,950,948	$592,649
2019	$2,785,763	$2,111,283	$20,067,270	$674,480
2018	$2,312,523	$1,841,586	$16,711,460	$470,937

Teamsters Life With Dues Benefit Plan