TRANSPORT WORKERS UNION OF AMERICA LOCAL 504 TWU (EIN 111550788) - 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

1946

Legal Domicile

Principal Officer

ROBERT PAYNE

Phone

7182765750

Tax Period

2023-01-01 to 2023-12-31

TRANSPORT WORKERS UNION OF AMERICA LOCAL 504 TWU, founded in 1946, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $1.9M left a modest 6% surplus.

Mission

SUPPORT THE ACTIVITIES OF THE LABOR UNION. REPRESENT ITS MEMBERS IN LABOR RELATIONS WITH MEMBER EMPLOYERS, WHICH INCLUDES GRIEVANCE NEGOTIATIONS, LABOR CONTRACTS, AND ARBITRATIONS

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,948,183

Program Service Revenue $0

Investment Income $98,881

Other Revenue $4,655

TOTAL REVENUE $2,051,719

Expense Breakdown

Grants Paid $0

Salaries & Benefits $795,564

Fundraising Expenses $0

Other Expenses $1,137,290

TOTAL EXPENSES $1,932,854

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,051,719	$3,091,526	-0.3%
Expenses	$1,932,854	$1,418,547	+0.4%
Net Income	$118,865	$1,672,979	-0.9%

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

$489,763

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT PAYNE	PRESIDENT	040.00	Officer	$171,001	$0	$171,001
JO-ELLEN LUNDIN	COMPTROLLER	040.00	Highest	$131,314	$0	$131,314
MONTEITH CHARLES	SECRETARY-TREASURER	040.00	Officer	$105,506	$0	$105,506
OSCAR GONZALEZ	VICE PRESIDENT	040.00	Officer	$103,552	$0	$103,552
KERRIE MAEHA	VP/EXECUTIVE BOARD	020.00	Officer	$40,282	$0	$40,282
ERIC PFEIFFER	EXECUTIVE BOARD	005.00	Officer	$11,765	$0	$11,765
RICO SCOTT	EXECUTIVE BOARD	005.00	Officer	$10,357	$0	$10,357
ANTHONY MCLEOD	EXECUTIVE BOARD	005.00	Officer	$10,100	$0	$10,100
ANTHONY MILLER	EXECUTIVE BOARD	005.00	Officer	$10,100	$0	$10,100
LEONARD SMACK	EXECUTIVE BOARD	005.00	Officer	$10,100	$0	$10,100
WILBERT LIM	EXECUTIVE BOARD	005.00	Officer	$10,100	$0	$10,100
LUIS ANGEL HERVIAS	EXECUTIVE BOARD	005.00	Officer	$4,500	$0	$4,500
BRIAN HARDING	EXECUTIVE BOARD	005.00	Officer	$2,400	$0	$2,400

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
2024	No data	No data	No data	No data
2023	$2,051,719	$1,932,854	$3,667,843	$118,865
2022	$3,091,526	$1,418,547	$3,548,978	$1,672,979
2021	$1,310,318	$1,198,815	$1,956,023	$111,503
2020	$1,203,319	$1,160,406	$1,905,320	$42,913
2019	$1,453,605	$1,114,343	$1,857,078	$339,262
2018	$1,237,919	$920,150	$1,547,317	$317,769

TRANSPORT WORKERS UNION OF AMERICA LOCAL 504 TWU