AMERICAN POSTAL WORKERS UNION State of Iowa Postal Workers Union (EIN 420331897) - 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

1970

Legal Domicile

Principal Officer

Kimberly Karol

Phone

5152657371

Tax Period

2022-01-01 to 2022-12-31

AMERICAN POSTAL WORKERS UNION State of Iowa Postal Workers Union, founded in 1970, is a small nonprofit that reported $215K in total revenue in fiscal year 2022. Expenses of $293K exceeded revenue, resulting in a 36% operating deficit.

Mission

Implementation of Collective Bargaining including the arbitration of grievances and education of our 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 (2022)

Revenue Breakdown

Contributions & Grants $176,643

Program Service Revenue $0

Investment Income $33

Other Revenue $38,768

TOTAL REVENUE $215,444

Expense Breakdown

Grants Paid $8,000

Salaries & Benefits $117,360

Fundraising Expenses $0

Program Expenses $0

Other Expenses $168,003

TOTAL EXPENSES $293,363

Year-over-Year Comparison

	2022	2021	Change
Revenue	$215,444	$202,006	+0.1%
Expenses	$293,363	$187,478	+0.6%
Net Income	$-77,919	$14,528	-6.4%

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

$95,716

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kimberly Karol	President	20	Officer	$30,879	$0	$30,879
Mallory Shepard	Clerk Craft Director	12	Officer	$16,681	$0	$16,681
Sandra Marshall	Trustee	0	Officer	$10,751	$0	$10,751
Julie Bates	Vice President	8	Officer	$9,606	$0	$9,606
Jon Arnold	Treasurer	12	Officer	$9,010	$0	$9,010
Michael Bates	Vice President	8	Officer	$3,178	$0	$3,178
Jesse Larson	Maintenance Craft Director	4	Officer	$2,876	$0	$2,876
Robert Gray	Support Services Craft Director	0	Officer	$2,225	$0	$2,225
Lonnie Matticks	MVS Craft Director	0	Officer	$2,225	$0	$2,225
Kimberly Adkins	Recording Secretary	0	Officer	$2,065	$0	$2,065
Lance Coles	Editor	8	Officer	$2,000	$0	$2,000
Michael Gillespie	Trustee	0	Officer	$1,677	$0	$1,677
Kathy Bunda	Trustee	0	Officer	$1,493	$0	$1,493
Brian Brommel	Maintenance Craft Director	4	Officer	$875	$0	$875
Cynthia Housh	Trustee	0	Officer	$175	$0	$175

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
2022	$215,444	$293,363	$188,247	$-77,919
2021	$202,006	$187,478	$268,584	$14,528
2020	$210,622	$147,831	$254,056	$62,791

AMERICAN POSTAL WORKERS UNION State of Iowa Postal Workers Union