NATIONAL TREASURY EMPLOYEES UNION

EIN: 530244795

WASHINGTON, DC

Total Revenue
$40,156,407
Total Expenses
$39,725,408
Total Assets
$75,111,182
Net Assets
$40,999,554
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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
1939
Legal Domicile
DC
Principal Officer
DOREEN GREENWALD
Phone
2025725500
Tax Period
2023-10-01 to 2024-09-30

NATIONAL TREASURY EMPLOYEES UNION, founded in 1939, is a mid-sized nonprofit that reported $40.2M in total revenue in fiscal year 2023.

Mission

TO ORGANIZE AND SERVE FEDERAL EMPLOYEES.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $39,574,907
Investment Income $-449,003
Other Revenue $1,030,503
TOTAL REVENUE $40,156,407

Expense Breakdown

Grants Paid $112,500
Salaries & Benefits $29,810,536
Fundraising Expenses $0
Other Expenses $9,802,372
TOTAL EXPENSES $39,725,408

Year-over-Year Comparison

2023 2022 Change
Revenue $40,156,407 $38,633,296 +0.0%
Expenses $39,725,408 $37,013,168 +0.1%
Net Income $430,999 $1,620,128 -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

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Governance

Voting Members
17
Independent Members
15
Employees
148
Volunteers
15

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
2
$325,023
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARJORIE WHEELER BOARD MEMBER/NATIONAL VP 40.00
Director
$0 $0 $0
SUSAN WRIGHT BOARD MEMBER/NATIONAL VP 40.00
Director
$0 $0 $0
JOHN KELSHAW BOARD MEMBER/NATIONAL VP 40.00
Director
$0 $0 $0
DANA BREWER BOARD MEMBER/NATIONAL VP 40.00
Director
$0 $0 $0
JULIE-ANNA BARDON BOARD MEMBER/NATIONAL VP 40.00
Director
$0 $0 $0
ROBERT HARRINGTON BOARD MEMBER/NATIONAL VP 40.00
Director
$0 $0 $0
CHRISTINA BENNETT BOARD MEMBER/NATIONAL VP 40.00
Director
$0 $0 $0
JULIA MILLER BOARD MEMBER/NATIONAL VP 40.00
Director
$0 $0 $0
MARTHA SOLT BOARD MEMBER/NATIONAL VP 40.00
Director
$0 $0 $0
JEFF EAGAN BOARD MEMBER/NATIONAL VP 40.00
Director
$0 $0 $0
JOE ACOSTA JR BOARD MEMBER/NATIONAL VP 40.00
Director
$0 $0 $0
DAVID ATKINSON BOARD MEMBER/NATIONAL VP 40.00
Director
$0 $0 $0
FLORENCE CANNON BOARD MEMBER/NATIONAL VP 40.00
Director
$0 $0 $0
PATRICK MANGAN BOARD MEMBER/NATIONAL VP 40.00
Director
$0 $0 $0
JORDAN LUM BOARD MEMBER/NATIONAL VP 40.00
Director
$0 $0 $0
DOREEN GREENWALD NATIONAL PRESIDENT (EFFECTIVE 8/10/2023) 40.00
Officer
$285,693 $39,330 $325,023
TERRY SCOTT NATIONAL EXECUTIVE VICE PRESIDENT (EFFECTIVE 7/27/ 40.00
Officer
$0 $0 $0
KATHERINE SYBENGA DIRECTOR OF LEGISLATIVE AND POLITICAL 40.00
Highest
$243,418 $14,063 $257,481
DANIEL KASPAR DIRECTOR OF FIELD OPERATIONS 40.00
Highest
$250,917 $13,102 $264,019
MARK GRAY DIRECTOR OF OPERATIONS AND ADMINISTRATION 40.00
Highest
$264,476 $19,657 $284,133
KENNETH MOFFETT DIRECTOR OF NEGOTIATIONS 40.00
Highest
$256,982 $20,586 $277,568
JULIE WILSON GENERAL COUNSEL 40.00
Highest
$244,137 $12,344 $256,481
ANTHONY REARDON NATIONAL PRESIDENT (THRU 8/10/2023) 40.00
$222,349 $51,440 $273,789
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 $40,156,407 $39,725,408 $75,111,182 $430,999
2023 $38,633,296 $37,013,168 $68,016,156 $1,620,128
2022 $35,713,945 $33,927,589 $46,595,555 $1,786,356
2021 $33,842,755 $32,815,318 $53,644,265 $1,027,437
2020 $34,013,603 $33,619,566 $46,239,365 $394,037
2019 $32,384,802 $32,458,836 $41,465,980 $-74,034
2018 $31,339,155 $31,006,810 $41,851,011 $332,345
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