ZUnclassifiedEIN: 686097704· Ruling Year: 1994

Teamsters Retiree Trust

Stockton, California

B+Health Score
67B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 111 peers in Unclassified with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.41×
Peer Median5.86×
💰
$41.1M
Total Revenue
📊
$38.9M
Total Expenses
🏦
$16.1M
Net Assets
📋
$5.3M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+14.4%
Year-over-year change (2022 → 2023)
Net Margin
+5.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.41
Net assets divided by total expenses
Liabilities-to-Assets
24.6%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$41,079,06514%$38,944,98414%$21,394,24618%
2022$35,907,87011%$34,266,2703%$18,179,81625%
2021$32,208,24820%$33,214,41524%$24,327,49130%
2020$26,917,9748%$26,844,29013%$18,645,1041%
2019$24,916,3729%$23,812,5148%$18,448,8458%
2018$22,826,9064%$21,987,3922%$17,060,6057%
2017$21,937,81011%$21,547,3869%$15,874,8942%
2016$19,757,9796%$19,837,31115%$16,140,61413%
2015$18,701,5881%$17,258,8802%$14,339,22514%
2014$18,871,28418%$17,664,75616%$12,556,0155%
2013$16,019,51316%$15,256,092$11,990,0497%
2012$13,852,02221%$15,246,2997%$11,218,09916%
2011$11,479,952$14,279,035$13,408,391

Frequently Asked Questions

What does Teamsters Retiree Trust do?

Teamsters Retiree Trust is a unclassified nonprofit organization based in California. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Teamsters Retiree Trust financially healthy?

Based on our 9-metric Financial Health Score model, Teamsters Retiree Trust has a score of 67/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Teamsters Retiree Trust generate?

Teamsters Retiree Trust reports $47.4M in annual revenue and holds $22.7M in total assets, based on IRS filings.

Similar Organizations

Explore more organizations in the Unclassified category, or browse all nonprofits in California.