AMERICAN POSTAL WORKERS UNION #299 (EIN 741714039) - 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

1971

Legal Domicile

Principal Officer

LARRY ROBERTS

Phone

5124544174

Tax Period

2023-01-01 to 2023-12-31

AMERICAN POSTAL WORKERS UNION #299, founded in 1971, is a small nonprofit that reported $358K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $85K, a strong 24% operating margin.

Mission

UNION REPRESENTATION AND WORKPLACE SUPPORT OF ITS 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 $0

Program Service Revenue $352,842

Investment Income $2,293

Other Revenue $3,299

TOTAL REVENUE $358,434

Expense Breakdown

Grants Paid $500

Salaries & Benefits $130,958

Fundraising Expenses $0

Other Expenses $129,842

TOTAL EXPENSES $273,620

Year-over-Year Comparison

	2023	2022	Change
Revenue	$358,434	$321,243	+0.1%
Expenses	$273,620	$241,380	+0.1%
Net Income	$84,814	$79,863	+0.1%

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

772

Independent Members

772

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

$111,703

Total Directors

$2,313

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARRY ROBERTS	PRESIDENT	40.00	Officer	$51,927	$0	$51,927
LINDA PANARELLI	VICE PRESIDENT	40.00	Officer	$27,109	$0	$27,109
JACQUE BROCK	SECRETARY	2.00	Officer	$7,397	$0	$7,397
TRACEY DINGMAN	TREASURER	4.00	Officer	$11,012	$0	$11,012
MONTE LANE	PARLIAMENTRN/HLTH PLAN REP	40.00	Officer	$14,258	$0	$14,258
RENE HAMILTON	TRUSTEE	0.50	Director	$0	$0	$0
JESSE BENAVIDES	DIRECTOR CLERK CRFT	40.00	Director	$1,498	$0	$1,498
HENRY RIOS	ASST DIRECTOR	1.00	Director	$0	$0	$0
RON MASTEN	ASST DIRECTOR	0.50	Director	$0	$0	$0
CRYSTAL GONZALES	TRUSTEE	0.50	Director	$0	$0	$0
RICHARD PATE	MAINT CRAFT DIRCTR	2.00	Director	$0	$0	$0
BRENDA MIDDLETON	LEGISLATIVE DIRECTOR	1.00	Director	$815	$0	$815

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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$358,434	$273,620	$1,117,710	$84,814
2022	$321,243	$241,380	$1,032,924	$79,863
2021	$306,939	$240,719	$953,142	$66,220
2020	$302,964	$222,988	$886,853	$79,976
2019	$320,769	$245,295	$806,995	$75,474
2018	$315,611	$245,891	$731,490	$69,720

AMERICAN POSTAL WORKERS UNION #299