WASHINGTON TEAMSTERS WELFARE TRUST (EIN 916034673) - 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

1958

Legal Domicile

Principal Officer

RICK HICKS

Phone

2063294900

Tax Period

2024-07-01 to 2025-06-30

WASHINGTON TEAMSTERS WELFARE TRUST, founded in 1958, is a major nonprofit that reported $389.2M in total revenue in fiscal year 2024.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS ELIGIBLE PARTICIPANTS, WHICH INCLUDE ACTIVE EMPLOYEES OF PARTICIPATING EMPLOYERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $374,735,513

Investment Income $14,429,725

Other Revenue $0

TOTAL REVENUE $389,165,238

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $15,104,859

TOTAL EXPENSES $402,187,413

Year-over-Year Comparison

	2024	2023	Change
Revenue	$389,165,238	$376,247,523	+0.0%
Expenses	$402,187,413	$372,149,608	+0.1%
Net Income	$-13,022,175	$4,097,915	-4.2%

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
RANDY ZEILER	TRUSTEE	2.0	Director	$0	$0	$0
JERRY D'AMBROSIO	TRUSTEE	1.0	Director	$0	$0	$0
BRIAN BLAISDELL	TRUSTEE	1.0	Director	$0	$0	$0
SCOTT KLITZKE POWERS	TRUSTEE	1.0	Director	$0	$0	$0
DANA KENNEDY	TRUSTEE	1.0	Director	$0	$0	$0
BRIAN PERSON	TRUSTEE	1.0	Director	$0	$0	$0
RICK HICKS	TRUSTEE	1.0	Director	$0	$0	$0
RICH EWING	TRUSTEE	1.0	Director	$0	$0	$0
NICK SCARSELLA	TRUSTEE	1.0	Director	$0	$0	$0
ADAM WINSTON	TRUSTEE	1.0	Director	$0	$0	$0
CHAD BAKER	TRUSTEE	1.0	Director	$0	$0	$0
RUSSELL SHJERVEN	TRUSTEE	2.0	Director	$0	$0	$0
SAM KANTAK	TRUSTEE	2.0	Director	$0	$0	$0
RICK SALINAS	TRUSTEE	1.0	Director	$0	$0	$0
NICK LANSDALE	TRUSTEE	1.0	Director	$0	$0	$0
LARRY KROETCH	TRUSTEE	1.0	Director	$0	$0	$0
ROBERT DRISKELL	TRUSTEE	1.0	Director	$0	$0	$0
JEREMY COLE	FORMER TRUSTEE	1.0	Director	$0	$0	$0
PAUL DASCHER	TRUSTEE	1.0	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
2025	$389,165,238	$402,187,413	$405,205,068	$-13,022,175
2024	$376,247,523	$372,149,608	$399,846,773	$4,097,915
2023	$372,162,639	$332,806,769	$369,147,435	$39,355,870
2022	$357,869,070	$324,164,987	$326,699,682	$33,704,083
2021	$341,645,240	$333,784,017	$331,766,638	$7,861,223
2020	$330,910,700	$283,186,584	$293,921,248	$47,724,116
2019	$320,820,101	$285,717,536	$240,485,750	$35,102,565
2018	$310,220,720	$297,208,778	$208,181,690	$13,011,942

WASHINGTON TEAMSTERS WELFARE TRUST