OREGON TEAMSTER EMPLOYERS TRUST

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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

1957

Legal Domicile

Principal Officer

MARK DAVISON

Phone

5032825581

Tax Period

2023-01-01 to 2023-12-31

OREGON TEAMSTER EMPLOYERS TRUST, founded in 1957, is a major nonprofit that reported $221.5M in total revenue in fiscal year 2023. Expenses of $197.1M left a modest 11% surplus.

Mission

PROVIDE HEALTH, DENTAL, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS IN THIS MULTIEMPLOYER PLAN.

Program Service Accomplishments

Program 1

PROVIDED HEALTH, DENTAL, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS IN THIS MULTIEMPLOYER PLAN.

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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 $219,124,077

Investment Income $2,288,436

Other Revenue $40,206

TOTAL REVENUE $221,452,719

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $8,486,055

TOTAL EXPENSES $197,137,209

Year-over-Year Comparison

	2023	2022	Change
Revenue	$221,452,719	$219,952,619	+0.0%
Expenses	$197,137,209	$200,902,845	0.0%
Net Income	$24,315,510	$19,049,774	+0.3%

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
STEVE KONOPA	TRUSTEE	1.0	Director	$0	$0	$0
COLIN JACKSON	TRUSTEE	1.0	Director	$0	$0	$0
ADAM WINSTON	TRUSTEE	1.0	Director	$0	$0	$0
JERRY D'AMBROSIO	TRUSTEE/SECRETARY	1.0	Officer Director	$0	$0	$0
MARK DAVISON	TRUSTEE/CHAIR	1.0	Officer Director	$0	$0	$0
SEAN HAMMOND	TRUSTEE	1.0	Director	$0	$0	$0
WALTER LACHAPELLE	TRUSTEE	1.0	Director	$0	$0	$0
LESLIE SLOY	TRUSTEE	1.0	Director	$0	$0	$0
CHRIS MUHS	TRUSTEE	1.0	Director	$0	$0	$0
DAVID SCHMIDT	TRUSTEE	1.0	Director	$0	$0	$0
BRENT BOHN	TRUSTEE	1.0	Director	$0	$0	$0
MARK MCBRIDE	TRUSTEE	1.0	Director	$0	$0	$0
SEE SCHEDULE O FOR COMPENSATION	PAID BY RELATED ORGANIZATIONS	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
2024	No data	No data	No data	No data
2023	$221,452,719	$197,137,209	$231,546,583	$24,315,510
2022	$219,952,619	$200,902,845	$202,883,982	$19,049,774
2021	$221,871,166	$196,659,771	$186,860,594	$25,211,395
2020	$217,825,013	$179,384,272	$159,752,614	$38,440,741
2019	$209,308,406	$190,620,713	$119,583,907	$18,687,693
2018	$195,211,222	$186,747,091	$100,839,235	$8,464,131