AMERICAN POSTAL WORKERS UNION 512 SOUTHWEST MARYLAND BAY AREA LOCAL (EIN 521099388) - 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

1978

Legal Domicile

Principal Officer

PHYLLIS ROBINSON

Phone

4439554935

Tax Period

2023-01-01 to 2023-12-31

AMERICAN POSTAL WORKERS UNION 512 SOUTHWEST MARYLAND BAY AREA LOCAL, founded in 1978, is a small nonprofit that reported $162K in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum. Expenses of $199K exceeded revenue, resulting in a 23% operating deficit.

Mission

DEFEND AND EDUCATE MEMBERSHIP BY PROVIDING ADVICE, REPRESENTATION AND GUIDANCE CONCERNING BENEFITS, GRIEVANCES AND LABOR/MANAGEMENT ISSUES.

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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 $159,704

Investment Income $2,258

Other Revenue $0

TOTAL REVENUE $161,962

Expense Breakdown

Grants Paid $0

Salaries & Benefits $65,658

Fundraising Expenses $0

Other Expenses $130,043

TOTAL EXPENSES $198,791

Year-over-Year Comparison

	2023	2022	Change
Revenue	$161,962	$110,110	+0.5%
Expenses	$198,791	$131,807	+0.5%
Net Income	$-36,829	$-21,697	+0.7%

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

$48,814

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOROTHY TYLER	SECRETARY	4.40	Officer	$12,571	$0	$12,571
JEFFREY WATSON	CLERK CRAFT DIRECTOR	0.40	Officer	$1,943	$0	$1,943
PHYLLIS ROBINSON	TREASURER	4.90	Officer	$11,134	$0	$11,134
TRINA BENNETT-FAIR	PRESIDENT	8.90	Officer	$15,944	$0	$15,944
CHARLES L GRANT III	MVS CRAFT DIRECTOR	0.60	Officer	$1,643	$0	$1,643
JOSEPH H LEE JR	MAINT. CRAFT DIRECTOR	1.90	Officer	$1,426	$0	$1,426
ROGER RHODES	EXECUTIVE VICE PRESIDENT	3.60	Officer	$2,647	$0	$2,647
SHANNON SPATES	HEALTHCARE DIRECTOR	1.40	Officer	$1,506	$0	$1,506

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
2023	$161,962	$198,791	$141,051	$-36,829
2019	$110,379	$106,191	$220,542	$4,188

AMERICAN POSTAL WORKERS UNION 512 SOUTHWEST MARYLAND BAY AREA LOCAL