National Association of Letter Carriers Branch 9 (EIN 410839111) - 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

1960

Legal Domicile

Principal Officer

SCOTT L BULTENA

Tax Period

2023-01-01 to 2023-12-31

National Association of Letter Carriers Branch 9, founded in 1960, is a small nonprofit that reported $762K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $733K left a modest 4% surplus.

Mission

UNION ORGANIZATION SERVING AS BARGAINING AGENT FOR MEMBERS

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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 $754,346

Program Service Revenue $0

Investment Income $2,553

Other Revenue $5,511

TOTAL REVENUE $762,410

Expense Breakdown

Grants Paid $0

Salaries & Benefits $502,650

Fundraising Expenses $0

Program Expenses $732,922

Other Expenses $230,272

TOTAL EXPENSES $732,922

Year-over-Year Comparison

	2023	2022	Change
Revenue	$762,410	$704,096	+0.1%
Expenses	$732,922	$781,433	-0.1%
Net Income	$29,488	$-77,337	-1.4%

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

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

$292,302

Total Directors

$340,248

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT L BULTENA	PRESIDENT 58-123123	40.00	Officer Director	$95,013	$39,486	$134,499
JOE D TIEMANN	EXEC VICE PRESIDENT 58-1231	1.00	Officer Director	$67,193	$21,129	$88,322
JOANN GILBAUGH	PRESIDENT 11-5723	1.00	Officer Director	$34,543	$9,512	$44,055
CHRISTA ABRAHAM	TREASURER	1.00	Officer Director	$17,576	$0	$17,576
JEREMY ROTHSTEIN	EDITOR	4.00	Director	$9,084	$0	$9,084
KEN JAMBOIS	HEALTH BENEFITS REP	3.00	Director	$8,823	$0	$8,823
STACEY ELLINGSON	FINANCIAL SECRETARY	3.00	Officer Director	$7,850	$0	$7,850
RYAN ONEILL	TRUSTEE	1.00	Director	$6,312	$0	$6,312
ROBB PETERSBURG	RECORDING SECRETARY	3.00	Director	$6,059	$0	$6,059
NICK TIEMANN	TRUSTEE	1.00	Director	$6,059	$0	$6,059
WILLIAM MATHES	SGT AT ARMS 58-123123	5.00	Director	$4,983	$0	$4,983
RONAELE BOLDEN	TRUSTEE	1.00	Director	$4,723	$0	$4,723
MELIA DERRICK	DIRECTOR OF RETIREES	1.00	Director	$1,903	$0	$1,903

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	$762,410	$732,922	$341,504	$29,488
2022	$704,096	$781,433	$313,844	$-77,337
2021	$700,839	$738,668	$390,982	$-37,829
2020	$827,738	$674,586	$1,347,930	$153,152
2019	$695,373	$678,000	$275,774	$17,373
2018	$666,070	$731,762	$257,589	$-65,692

National Association of Letter Carriers Branch 9