Association Employees Union (EIN 770114152) - 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

1968

Legal Domicile

Phone

6267108277

Tax Period

2023-01-01 to 2023-12-31

Association Employees Union, founded in 1968, is a small nonprofit that reported $243K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $67K, a strong 28% operating margin.

Mission

It is the objective of AEU to maintain & improve the general welfare of its members by considering, discussing, & negotiating all matters affecting members rights, privileges, duties and benefits.

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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 $235,195

Program Service Revenue $0

Investment Income $6,433

Other Revenue $1,262

TOTAL REVENUE $242,890

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $156,910

Other Expenses $176,076

TOTAL EXPENSES $176,076

Year-over-Year Comparison

	2023	2022	Change
Revenue	$242,890	$217,065	+0.1%
Expenses	$176,076	$176,796	0.0%
Net Income	$66,814	$40,269	+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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Valerie Hollins	President	20.00	Officer Director	$0	$0	$0
Patricia Atherton	Vice President	15.00	Officer Director	$0	$0	$0
Gary Snyder	Vice President	15.00	Officer Director	$0	$0	$0
Raymond Renzullo	Treasurer	15.00	Officer Director	$0	$0	$0
Denesa Moore	Secretary	15.00	Officer Director	$0	$0	$0
Rosalinda Cardenas-Vega	Trustee North	10.00	Officer Director	$0	$0	$0
Emma Lopez	Trustee South	10.00	Officer Director	$0	$0	$0
Mac McClaran	Chief Steward N	10.00	Officer Director	$0	$0	$0
Margie Espinoza	Chief Steward S	10.00	Officer Director	$0	$0	$0
Kasie Harmon	Chief Steward H	10.00	Director	$0	$0	$0
Vanessa Cervantez	Chief Steward N	10.00	Director	$0	$0	$0

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	$242,890	$176,076	$751,816	$66,814
2022	$217,065	$176,796	$685,002	$40,269
2021	$211,068	$75,055	$644,733	$136,013
2020	$206,932	$53,238	$508,720	$153,694
2019	$204,009	$210,793	$354,651	$-6,784
2018	$206,420	$184,254	$361,435	$22,166

Association Employees Union