INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL UNION 137 (EIN 940577278) - 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

1913

Legal Domicile

Principal Officer

RUSS BUTLER

Phone

5302430232

Tax Period

2025-01-01 to 2025-12-31

INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL UNION 137, founded in 1913, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2025. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $3.1M left a modest 7% surplus.

Mission

LABOR ORGANIZATION FOR VARIOUS INDUSTRIES; ENSURING FAIR WAGES AND PROPER BENEFITS FOR ITS MEMBERS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,301,761

Investment Income $40,260

Other Revenue $-15,629

TOTAL REVENUE $3,326,392

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,609,629

Fundraising Expenses $0

Other Expenses $1,429,477

TOTAL EXPENSES $3,088,761

Year-over-Year Comparison

	2025	2024	Change
Revenue	$3,326,392	$2,776,817	+0.2%
Expenses	$3,088,761	$2,606,172	+0.2%
Net Income	$237,631	$170,645	+0.4%

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

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

$525,668

Total Directors

$7,909

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RUSS BUTLER	Treasurer	20.00	Officer	$122,441	$58,277	$180,718
HEATHER MCFALL	BUSINESS AGENT	40.00		$119,019	$58,277	$177,296
MELODY GILES	BUSINESS AGENT	40.00		$115,755	$58,277	$174,032
ADRIAN INGUANZO	President	5.00	Officer	$112,521	$58,277	$170,798
DEREK HAWLEY	Vice President	45.00	Officer	$111,497	$58,277	$169,774
SUZANNA CARDONA	ACCOUNTING ADMINIS	40.00		$67,187	$58,277	$125,464
CATHERINE KIRK	OFFICE MANAGER	40.00		$67,187	$58,277	$125,464
MISTY TANNER	PRESIDENT	20.00		$76,167	$39,179	$115,346
KENNETH MALCOMSON	Trustee	5.00	Director	$5,109	$0	$5,109
CORY JOHNSON	Secretary	45.00	Officer	$4,378	$0	$4,378
KELLY ROLES	Trustee	5.00	Director	$2,400	$0	$2,400
SCOTT PASSMORE	TRUSTEE	5.00		$1,800	$0	$1,800
SARAH FROHOCK	Trustee	5.00	Director	$400	$0	$400

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	$3,326,392	$3,088,761	$2,492,381	$237,631
2024	$2,776,817	$2,606,172	$2,224,795	$170,645
2023	$2,500,528	$2,323,117	$2,054,925	$177,411
2022	$2,540,805	$2,163,988	$1,880,444	$376,817
2021	$2,387,442	$2,179,225	$1,689,876	$208,217
2020	$2,188,325	$2,034,296	$1,232,681	$154,029
2019	$2,232,468	$2,101,175	$1,084,302	$131,293
2018	$2,146,078	$1,974,838	$951,988	$171,240

INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL UNION 137