GENERAL TEAMSTERS AND EMPLOYERS TRUST FUND (EIN 956060456) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1952

Legal Domicile

Phone

5624635000

Tax Period

2024-06-01 to 2025-05-31

GENERAL TEAMSTERS AND EMPLOYERS TRUST FUND, founded in 1952, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Expenses of $1.7M exceeded revenue, resulting in a 26% operating deficit.

Mission

THE PLAN PROVIDES DENTAL, VISION, PRESCRIPTION DRUG, MEDICAL BENEFITS, GROUP LIFE AND WEEKLY DISABILITY BENEFITS TO MEMBERS, THEIR DEPENDENTS AND BENEFICIARIES. THE PLAN DISPERSED $1,382,142 OF BENEFITS TO OR FOR MEMBERS DURING THE YEAR ENDED MAY 31, 2024

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,137,918

Investment Income $132,634

Other Revenue $56,891

TOTAL REVENUE $1,327,443

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $360,275

TOTAL EXPENSES $1,676,271

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,327,443	$1,344,303	0.0%
Expenses	$1,676,271	$1,800,713	-0.1%
Net Income	$-348,828	$-456,410	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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	Role	Reportable Comp	Other Comp	Total
LOU VILLALVAZO	Chairman	Director	$0	$0	$0
SHAWN R ATHAY	Trustee	Director	$0	$0	$0
HUMBERTO RODRIGUEZ	Trustee	Director	$0	$0	$0
ALEX WANLESS	Trustee	Director	$0	$0	$0
ROBERT RIOS	TRUSTEE	Director	$0	$0	$0
MARTIN PEREZ	Trustee	Director	$0	$0	$0
MIKE BERGEN	CHAIRMAN		$0	$0	$0
TOM DITTO	TRUSTEE		$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	$1,327,443	$1,676,271	$4,175,438	$-348,828
2024	$1,344,303	$1,800,713	$4,557,674	$-456,410
2023	$2,004,013	$2,252,075	$5,009,630	$-248,062
2022	$2,179,490	$2,858,683	$5,397,362	$-679,193
2021	$1,643,326	$2,039,477	$6,216,469	$-396,151
2020	$2,086,221	$2,479,214	$6,363,120	$-392,993
2019	$2,105,292	$2,434,292	$6,722,442	$-329,000

GENERAL TEAMSTERS AND EMPLOYERS TRUST FUND