METROPOLITAN WATER DISTRICT EMPLOYEES ASSOCIATION LOCAL 1902 AFSCME AFL CIO (EIN 237420633) - 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

1932

Legal Domicile

Principal Officer

ALAN SHANAHAN PRESIDENT

Phone

2132176674

Tax Period

2023-01-01 to 2023-12-31

METROPOLITAN WATER DISTRICT EMPLOYEES ASSOCIATION LOCAL 1902 AFSCME AFL CIO, founded in 1932, is a small nonprofit that reported $873K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $987K exceeded revenue, resulting in a 13% operating deficit.

Mission

TO IMPROVE ECONOMIC AND WORKING CONDITIONS FOR MEMBERS THROUGH COLLECTIVE BARGAINING AND PROMOTE EDUCATION AND SOCIAL AWARENESS OF ITS MEMBERSHIP.

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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 $0

Program Service Revenue $835,512

Investment Income $16,330

Other Revenue $20,662

TOTAL REVENUE $872,504

Expense Breakdown

Grants Paid $0

Salaries & Benefits $306,724

Fundraising Expenses $0

Other Expenses $672,717

TOTAL EXPENSES $986,583

Year-over-Year Comparison

	2023	2022	Change
Revenue	$872,504	$790,977	+0.1%
Expenses	$986,583	$777,260	+0.3%
Net Income	$-114,079	$13,717	-9.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN SHANAHAN	EXECUTIVE PRESIDENT	40.0	Officer Director	$0	$0	$0
YVETTE ROQUE	GROUP PRESIDENT	4.0	Director	$0	$0	$0
JOHNNY SANCHEZ	GROUP PRESIDENT	4.0	Director	$0	$0	$0
JESUS-ZAVALA	GROUP PRESIDENT	4.0	Director	$0	$0	$0
RICHARD BARNETT	GROUP PRESIDENT	4.0	Director	$0	$0	$0
MIKE DIAZ	GROUP PRESIDENT	4.0	Director	$0	$0	$0
MIKE JONES	GROUP PRESIDENT - PAST	5.0	Director	$0	$0	$0
KENNETH LORENZO	GROUP PRESIDENT	4.0	Director	$0	$0	$0
KEVIN MALVIN	GROUP PRESIDENT	4.0	Director	$0	$0	$0
DIEGO DIAZ	GROUP PRESIDENT - PAST	4.0	Director	$0	$0	$0
THOMAS RYAN	GROUP PRESIDENT	4.0	Director	$0	$0	$0
RONI SANTOS	GROUP PRESIDENT	4.0	Director	$0	$0	$0
KELLEN BOYCE	GROUP PRESIDENT - PAST	4.0	Director	$0	$0	$0
JEFF FLYNN	GROUP PRESIDENT	4.0	Director	$0	$0	$0
PATRICIA IRENE BEARD	GROUP PRESIDENT - PAST	2.0	Director	$0	$0	$0
GREG OSTI	GROUP PRESIDENT	4.0	Director	$0	$0	$0
MARCO DE JERONIMO	GROUP PRESIDENT	4.0	Director	$0	$0	$0
CONRAD VILLA	INTERIM EXEC. VICE PRESIDENT	40.0	Officer Director	$0	$0	$0
JOHN HELTON	GROUP PRESIDENT	4.0	Director	$0	$0	$0
LAURA GARCIA	EXECUTIVE VICE PRESIDENT -PAST	40.0	Officer Director	$0	$0	$0
JANNINE ROJO	EXECUTIVE SECRETARY - PAST	5.0	Officer Director	$0	$0	$0
JAN MATUSAK	GROUP PRESIDENT	2.0	Director	$0	$0	$0
RAY MEHTA	EXECUTIVE TREASURER - PAST	5.0	Officer Director	$0	$0	$0
DAVID DIEMER	GROUP PRESIDENT - PAST	4.0	Director	$0	$0	$0
LARRY WARNE	GROUP PRESIDENT - PAST	2.0	Director	$0	$0	$0
DANIEL RODRIGUEZ	GROUP PRESIDENT	4.0	Director	$0	$0	$0
BEN GALLEGOS	EXECUTIVE SECRETARY	40.0	Officer Director	$0	$0	$0
PETE HILKE	GROUP PRESIDENT	4.0	Director	$0	$0	$0
DOUGLAS NORDGREN	GROUP PRESIDENT	4.0	Director	$0	$0	$0
FRANCISCO CRESPO	GROUP PRESIDENT	4.0	Director	$0	$0	$0
RYAN BECKER	GROUP PRESIDENT	4.0	Director	$0	$0	$0
SAMANTHA BOWLES-RUSSELL	GROUP PRESIDENT	4.0	Director	$0	$0	$0
GONZALO PANTOJA	EXECUTIVE TREASURER	5.0	Officer Director	$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
2024	No data	No data	No data	No data
2023	$872,504	$986,583	$568,382	$-114,079
2022	$790,977	$777,260	$637,218	$13,717
2021	$812,625	$800,446	$585,522	$12,179
2020	$808,553	$728,977	$612,653	$79,576
2019	$808,950	$825,075	$520,398	$-16,125
2018	$774,444	$713,047	$527,002	$61,397

METROPOLITAN WATER DISTRICT EMPLOYEES ASSOCIATION LOCAL 1902 AFSCME AFL CIO