AMERICAN POSTAL WORKERS UNION LOCAL 497 (EIN 042512175) - 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

1971

Legal Domicile

Principal Officer

EDWARD ROWELL

Phone

4135431146

Tax Period

2024-06-01 to 2025-05-31

AMERICAN POSTAL WORKERS UNION LOCAL 497, founded in 1971, is a small nonprofit that reported $396K in total revenue in fiscal year 2024. Expenses of $502K exceeded revenue, resulting in a 27% operating deficit.

Mission

TO IMPROVE WORKING CONDITIONS FOR POSTAL WORKERS

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $389,197

Investment Income $8,255

Other Revenue $-1,599

TOTAL REVENUE $395,853

Expense Breakdown

Grants Paid $4,000

Salaries & Benefits $286,074

Fundraising Expenses $0

Other Expenses $212,326

TOTAL EXPENSES $502,400

Year-over-Year Comparison

	2024	2023	Change
Revenue	$395,853	$408,715	0.0%
Expenses	$502,400	$334,658	+0.5%
Net Income	$-106,547	$74,057	-2.4%

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

N/A

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

$101,965

Total Directors

$148,825

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWARD ROWELL	PRESIDENT	40.00	Officer Director	$90,600	$0	$90,600
CHARLES MORIN	VICE PRESIDENT	4.00	Officer Director	$2,556	$0	$2,556
JENNY BOGACZ	RECORDING SECRETARY	2.00	Officer Director	$2,415	$0	$2,415
MARIO COLUCCI	MVS DIRECTOR	1.00	Director	$6,221	$0	$6,221
KURT MURPHY	SARGENT AT ARMS	1.00	Director	$150	$0	$150
DAMIAN HEROUX	WEBMASTER	1.00	Director	$1,104	$0	$1,104
NANCY KENYON	RESEARCH & EDUCATION	2.00	Director	$3,765	$0	$3,765
DAVID BOGACZ	CLERK CRAFT DIRECTOR	1.00	Director	$7,146	$0	$7,146
CAROL CICCARELLI	TREASURER	6.00	Officer Director	$6,394	$0	$6,394
RONDA WYNN	EDITOR	1.00	Director	$6,050	$0	$6,050
JUSTIN DESLAURIERS	E-BOARD UNDER 50	1.00	Director	$7,429	$0	$7,429
LUKE KIBBE	SERGEANT AT ARMS	1.00	Director	$150	$0	$150
JESSE DANE	TRUSTEE	1.00	Director	$400	$0	$400
STUART KIBBE	E-BOARD OVER 50	1.00	Director	$1,304	$0	$1,304
ENID RIVERA	MAINTENANCE DIRECTOR	1.00	Director	$8,244	$0	$8,244
ANNE CHAMBERLAIN	TRUSTEE	1.00	Director	$661	$0	$661
JESUS RIVERA	SAFETY & HEALTH	1.00	Director	$894	$0	$894
MICHAEL SMITH	TRUSTEE	1.00	Director	$441	$0	$441
JACOB CARROL	LEGISLATIVE DIRECTOR	1.00	Director	$2,901	$0	$2,901

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	$395,853	$502,400	$609,028	$-106,547
2024	$408,715	$334,658	$714,354	$74,057
2023	$405,337	$308,876	$638,018	$96,461
2022	$381,905	$294,305	$593,092	$87,600
2021	$317,286	$247,044	$524,583	$70,242

AMERICAN POSTAL WORKERS UNION LOCAL 497