TEAMSTERS MISCELLANEOUS SECURITY FUND

EIN: 956060502

PASADENA, CA

Total Revenue
$301,505,342
Total Expenses
$269,737,735
Total Assets
$329,693,460
Net Assets
$307,265,726
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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

Legal Domicile
CA
Principal Officer
RAY WHITMER
Phone
6264636012
Tax Period
2024-06-01 to 2025-05-31

TEAMSTERS MISCELLANEOUS SECURITY FUND is a major nonprofit that reported $301.5M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $269.7M left a modest 11% surplus.

Mission

TO PROVIDE TO ELIGIBLE PARTICIPANTS AND ELIGIBLE DEPENDENTS, MEDICAL, DEATH, MENTAL HEALTH AND WELFARE BENEFITS IN ACCORDANCE WITH COLLECTIVE BARGAINING AGREEMENTS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $284,691,977
Investment Income $5,806,352
Other Revenue $11,007,013
TOTAL REVENUE $301,505,342

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $9,826,956
TOTAL EXPENSES $269,737,735

Year-over-Year Comparison

2024 2023 Change
Revenue $301,505,342 $272,643,040 +0.1%
Expenses $269,737,735 $242,557,846 +0.1%
Net Income $31,767,607 $30,085,194 +0.1%
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

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Governance

Voting Members
9
Independent Members
9
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
0
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LILY GUERRERO Trustee 0.00
Director
$0 $0 $0
TOM LAUER Trustee 0.00
Director
$0 $0 $0
MIKE PHARRIS Trustee 0.00
Director
$0 $0 $0
JOHN A ONTIVEROS Trustee 0.00
Director
$0 $0 $0
NICK SILK Trustee 0.00
Director
$0 $0 $0
FELIX SERNA Secretary 0.00
Director
$0 $0 $0
MARJORIE EWING Trustee 0.00
Director
$0 $0 $0
RON SEAMANS SR Trustee 0.00
Director
$0 $0 $0
RAY WHITMER Chairman 0.00
Director
$0 $0 $0
CHRIS SHERIDAN TRUSTEE 0.00
$0 $0 $0
MICHELLE WARREN TRUSTEE 0.00
$0 $0 $0
MIKE BERGEN CHAIRMAN 0.00
$0 $0 $0
MIKE HARUKI TRUSTEE 0.00
$0 $0 $0
CHRISTOPHER GRISWOLD N/A 0.00
$0 $0 $0
SEAN HARREN N/A 0.00
$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 $301,505,342 $269,737,735 $329,693,460 $31,767,607
2024 $272,643,040 $242,557,846 $296,168,312 $30,085,194
2023 $247,134,730 $229,743,566 $266,184,059 $17,391,164
2022 $225,099,881 $212,628,228 $246,728,651 $12,471,653
2021 $239,388,863 $223,403,612 $233,183,818 $15,985,251
2020 $253,228,705 $224,036,958 $218,353,121 $29,191,747
2019 $249,407,151 $223,725,537 $190,397,951 $25,681,614
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