AMERICAN POSTAL WORKERS UNION LOCAL 197 (EIN 237018453) - 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

1972

Legal Domicile

Principal Officer

BOB WATERHOUSE

Phone

6192835600

Tax Period

2024-01-01 to 2024-12-31

AMERICAN POSTAL WORKERS UNION LOCAL 197, founded in 1972, is a small nonprofit that reported $567K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $741K exceeded revenue, resulting in a 31% operating deficit.

Mission

NEGOTIATION & IMPLEMENTATION OF COLLECTIVE BARGAINING AGREEMENTS, ARBITRATION OF GRIEVANCES CASES, EDUCATE MEMBERS THROUGH NEWSLETTERS, TRAINING & MEETINGS. ORGANIZE BARGAINING UNITS THROUGH SOCIAL FUNCTIONS RECRUITMENT INCENTIVES & MATERIALS.

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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 $565,700

Program Service Revenue $0

Investment Income $20

Other Revenue $836

TOTAL REVENUE $566,556

Expense Breakdown

Grants Paid $0

Salaries & Benefits $396,391

Fundraising Expenses $0

Other Expenses $344,647

TOTAL EXPENSES $741,038

Year-over-Year Comparison

	2024	2023	Change
Revenue	$566,556	$455,895	+0.2%
Expenses	$741,038	$622,920	+0.2%
Net Income	$-174,482	$-167,025	+0.0%

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

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

$155,955

Total Directors

$146,980

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOB WATERHOUSE	PRESIDENT	40.00	Officer	$81,258	$0	$81,258
SONIA MORENO	VICE PRESIDE	40.00	Officer	$74,697	$0	$74,697
LAURA MARVEL	TRUSTEE	1.00	Director	$65,183	$0	$65,183
MERLE SPRANKLES	TREASURER	5.00	Director	$19,346	$0	$19,346
DONALD THOMAS	TRUSTEE	1.00	Director	$12,034	$0	$12,034
DEANNA RODGERS	TRUSTEE	1.00	Director	$8,837	$0	$8,837
RUSSEL SEIBERT	TRUSTEE	1.00	Director	$7,468	$0	$7,468
WILLIAM SAMS	TRUSTEE	1.00	Director	$6,525	$0	$6,525
MICHAEL REDD	TRUSTEE	1.00	Director	$6,192	$0	$6,192
RODOLFO ESPINOSA	TRUSTEE	1.00	Director	$3,135	$0	$3,135
FELIPE CHOW	TRUSTEE	1.00	Director	$2,921	$0	$2,921
MICHAEL TOGIA	TRUSTEE	1.00	Director	$2,823	$0	$2,823
JONATHAN PENA	TRUSTEE	1.00	Director	$2,297	$0	$2,297
SUSAN EVANS	TRUSTEE	1.00	Director	$2,243	$0	$2,243
BRIAN PHILLIPS	TRUSTEE	1.00	Director	$2,041	$0	$2,041
JOSE SERVIN	TRUSTEE	1.00	Director	$1,831	$0	$1,831
RAQUEZ PINEDO	TRUSTEE	1.00		$1,454	$0	$1,454
CARLOS ARREDONDO	TRUSTEE	1.00	Director	$1,450	$0	$1,450
TIANA BULLARD-HUNE	TRUSTEE	1.00	Director	$1,121	$0	$1,121
WALTER CALAHAN	TRUSTEE	1.00	Director	$1,121	$0	$1,121
JOHANN HART	TRUSTEE	1.00	Director	$412	$0	$412

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	No data	No data	No data	No data
2024	$566,556	$741,038	$649,304	$-174,482
2023	$455,895	$622,920	$823,786	$-167,025
2022	$579,404	$471,989	$990,811	$107,415
2021	$547,136	$433,314	$883,396	$113,822
2020	$531,782	$486,931	$769,574	$44,851
2019	$551,701	$448,500	$724,723	$103,201

AMERICAN POSTAL WORKERS UNION LOCAL 197