TRANSPORT WORKERS UNION OF AMERICA LOCAL 556 (EIN 751870759) - 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

1981

Legal Domicile

Principal Officer

KRISTINA PETERSON

Phone

8009697932

Tax Period

2023-10-01 to 2024-09-30

TRANSPORT WORKERS UNION OF AMERICA LOCAL 556, founded in 1981, is a mid-sized nonprofit that reported $13.7M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $16.4M exceeded revenue, resulting in a 20% operating deficit.

Mission

CONTRACT NEGOTIATION, ADMINISTRATION & MANAGMENT FOR A LOCAL LABOR UNION

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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 $13,477,045

Investment Income $0

Other Revenue $204,198

TOTAL REVENUE $13,681,243

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,260,548

Fundraising Expenses $0

Program Expenses $14,799,530

Other Expenses $7,153,485

TOTAL EXPENSES $16,414,033

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,681,243	$12,533,685	+0.1%
Expenses	$16,414,033	$12,344,146	+0.3%
Net Income	$-2,732,790	$189,539	-15.4%

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

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

$2,699,730

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE FLAGG	DEMB BNA	18.00	Officer	$7,166	$0	$7,166
DAWN WANN	BOARD MBR AT LARGE	13.00	Officer	$8,783	$0	$8,783
JOSE RIVERA	BOARD MBR AT LARGE	13.00	Officer	$10,994	$0	$10,994
ALTON MANN	BOARD MBR AT LARGE	13.00	Officer	$13,660	$0	$13,660
CHRIS SULLIVAN	DEMB BNA	18.00	Officer	$13,999	$0	$13,999
BRYAN RICKS	BOARD MBR AT LARGE	13.00	Officer	$14,816	$0	$14,816
KRISTEN LOUCKS	BOARD MBR AT LARGE	18.00	Officer	$15,973	$0	$15,973
DONNA KEITH	DEBM MDW	33.00	Officer	$16,667	$0	$16,667
DAVID REED	BOARD MBR AT LARGE	13.00	Officer	$17,201	$0	$17,201
EDWARD MARQ	DEMB HOU	18.00	Officer	$22,889	$0	$22,889
ELIZABETH LEAPLEY	BOARD MBR AT LARGE	13.00	Officer	$23,289	$0	$23,289
LISA WILSON	REC SECRETARY	18.00	Officer	$24,106	$0	$24,106
CHRIS CLICK	BOARD MBR AT LARGE	13.00	Officer	$26,743	$0	$26,743
RAY PRESNALL	2ND VP	18.00	Officer	$30,955	$0	$30,955
PATRICK PALIDINO	DEMB MCO	18.00	Officer	$33,419	$0	$33,419
JANELL TORRES	DEMB OAK	18.00	Officer	$35,717	$0	$35,717
GUILLERMO BERNAL	PRESIDENT	32.00	Officer	$42,539	$0	$42,539
ANGEL FIGUEROA	DEMB (LAX)	18.00	Officer	$44,948	$0	$44,948
OSHA STEGALL	BOARD MBR AT LARGE	20.00	Officer	$48,983	$0	$48,983
KRISTINA PETERSON	1ST VP	20.00	Officer	$49,785	$0	$49,785
ROY SORIA	DEMB MDW	20.00	Officer	$54,209	$0	$54,209
JOHN DIPIPPA	DEBM PHX	20.00	Officer	$57,715	$0	$57,715
DANIEL MODELO	BOARD MBR AT LARGE	20.00	Officer	$62,753	$0	$62,753
MELISSA LEYVA	TRES/FIN SEC	20.00	Officer	$64,114	$0	$64,114
DAVID JACKSON	DEBM HOU	20.00	Officer	$64,298	$0	$64,298
KATHLEEN HOGAN	BOARD MBR AT LARGE	20.00	Officer	$66,344	$0	$66,344
JOHN F PARROTT	SEC/TREASURER	30.00	Officer	$67,082	$0	$67,082
CORLISS KING	2ND VP	30.00	Officer	$80,357	$0	$80,357
KRISTIE SCARBROUGH	DEBM DAL	30.00	Officer	$88,231	$0	$88,231
ALISON HEAD	DEBM ATL	30.00	Officer	$88,271	$0	$88,271
ALEXANDER RICKER	DEBM DENVER	30.00	Officer	$88,987	$0	$88,987
MARK TORREZ	DEBM LAX	30.00	Officer	$88,998	$0	$88,998
ASHLEY BREUER	REC SECRETARY	30.00	Officer	$90,207	$0	$90,207
BRIAN OROZCO	DEBM LAS	30.00	Officer	$90,653	$0	$90,653
CHARLA MILLER	BOARD MBR AT LARGE	40.00	Officer	$92,904	$0	$92,904
JAMIE SIMPSON	DEBM DEN	40.00	Officer	$109,560	$0	$109,560
ANNACLAIRE CRAWFORD	BOARD MBR AT LARGE	40.00	Officer	$112,540	$0	$112,540
GAYLE MIDDLETON	GRIEVANCE TEAM	40.00	Officer	$112,933	$0	$112,933
MELISSA GRUBE	DEBM BAL	40.00	Officer	$114,501	$0	$114,501
JOSHUA ROSENBERG	DEBM OAK	40.00	Officer	$114,624	$0	$114,624
RENDA MARSH	BOARD MBR AT LARGE	40.00	Officer	$115,515	$0	$115,515
MICHAEL SHY	DEBM MCO	40.00	Officer	$118,733	$0	$118,733
MICHAEL MASSONI	1ST VP	40.00	Officer	$126,254	$0	$126,254
LYN MONTGOMERY	PRESIDENT	40.00	Officer	$127,315	$0	$127,315

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	$13,681,243	$16,414,033	$3,529,191	$-2,732,790
2023	$12,533,685	$12,344,146	$6,262,833	$189,539
2022	$10,500,954	$10,998,284	$6,072,391	$-497,330
2021	$11,000,628	$10,091,460	$6,569,645	$909,168
2020	$11,549,560	$10,475,472	$5,660,577	$1,074,088
2019	$10,963,346	$10,854,056	$4,586,427	$109,290
2018	$9,994,596	$9,293,609	$4,476,869	$700,987

TRANSPORT WORKERS UNION OF AMERICA LOCAL 556