SOUTHWEST FLORIDA AREA LOCAL APWU

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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

2000

Legal Domicile

Principal Officer

SAMUEL WOOD

Phone

2392751007

Tax Period

2024-01-01 to 2024-12-31

SOUTHWEST FLORIDA AREA LOCAL APWU, founded in 2000, is a small nonprofit that reported $277K in total revenue in fiscal year 2024.

Mission

TO PROVIDE REPRESENTATION TO ASSURE POSTAL WORKERS RECEIVE FAIR TREATMENT AT ARBITRATIONS, COLLECTIVE BARGAINING MEETINGS AND CONFERENCES.

Program Service Accomplishments

Program 1

PROVIDED POSTAL WORKERS WITH ASSURANCE THAT THEY RECEIVE FAIR TREATMENT AT ARBITRATIONS, COLLECTIVE BARGAINING MEETINGS AND CONFERENCES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $277,046

Investment Income $45

Other Revenue $0

TOTAL REVENUE $277,091

Expense Breakdown

Grants Paid $0

Salaries & Benefits $162,986

Fundraising Expenses $0

Other Expenses $133,005

TOTAL EXPENSES $295,991

Year-over-Year Comparison

	2024	2023	Change
Revenue	$277,091	$269,314	+0.0%
Expenses	$295,991	$268,925	+0.1%
Net Income	$-18,900	$389	-49.6%

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

$77,609

Total Directors

$92,098

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAMUEL WOOD	PRESIDENT/DI	16.00	Officer Director	$34,797	$0	$34,797
JAMIE L ROBERTSON	SECRETARY/TR	6.00	Officer Director	$30,611	$0	$30,611
DANIEL CARINCI	VICE PRESIDE	4.00	Officer Director	$12,201	$0	$12,201
CANDACE RATLIFF	TRUSTEE	0.50		$9,554	$0	$9,554
JEREMIAH STRUNK	DIRECTOR	2.00	Director	$7,267	$0	$7,267
GRACE BAER	DIRECTOR	0.50	Director	$4,822	$0	$4,822
JOSEPH FRACEK	DIRECTOR	0.50	Director	$2,400	$0	$2,400
VIVIANE THOMAS	TRUSTEE	0.50		$1,888	$0	$1,888
SCOTT WISER	TRUSTEE	0.50		$651	$0	$651

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	$277,091	$295,991	$88,384	$-18,900
2023	$269,314	$268,925	$109,631	$389
2022	$273,316	$274,089	$113,270	$-773
2021	$228,787	$207,341	$111,628	$21,446
2020	$217,896	$207,150	$87,975	$10,746
2019	$214,476	$234,382	$78,895	$-19,906
2018	$227,321	$224,552	$102,227	$2,769