National Postal Mailhandlers Union Local 320 (EIN 860309455) - 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

1950

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

National Postal Mailhandlers Union Local 320, founded in 1950, is a small nonprofit that reported $496K in total revenue in fiscal year 2023. Expenses of $474K left a modest 4% surplus.

Mission

Promote the welfare of its members through education, handling grievances, and organizing and providing health benefit options.

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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 $40,483

Program Service Revenue $450,825

Investment Income $4,274

Other Revenue $0

TOTAL REVENUE $495,582

Expense Breakdown

Grants Paid $0

Salaries & Benefits $311,457

Fundraising Expenses $0

Other Expenses $162,088

TOTAL EXPENSES $473,545

Year-over-Year Comparison

	2023	2022	Change
Revenue	$495,582	$494,939	+0.0%
Expenses	$473,545	$450,104	+0.1%
Net Income	$22,037	$44,835	-0.5%

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

$164,148

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bernard Gonzales	President	18.00	Officer	$73,321	$0	$73,321
Shawn Garey	Vice President	7.00	Officer	$49,747	$0	$49,747
Arturo Aguilar	Treasurer	5.00		$25,978	$0	$25,978
Felipe Ruiz	Tucson Branch President	0.50		$13,306	$0	$13,306
Jeremy Wood	Phoenix Branch President	0.50	Officer	$9,732	$0	$9,732
Aaron Hernandez	State Representative	2.00		$9,406	$0	$9,406
Marcosa Vargas	State Representative	2.00	Officer	$8,961	$0	$8,961
Brian Dungey	Treasurer	5.00	Officer	$8,961	$0	$8,961
Anthony Zamorano	Tucson Branch President	0.50	Officer	$6,797	$0	$6,797
Laurie Wargo	Recording Secretary	1.00		$6,777	$0	$6,777
David McGinley	Recording Secretary	1.00	Officer	$6,629	$0	$6,629

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	No data	No data	No data	No data
2023	$495,582	$473,545	$433,540	$22,037
2022	$494,939	$450,104	$411,503	$44,835
2021	$410,814	$332,963	$366,668	$77,851
2020	$346,291	$271,092	$288,817	$75,199
2019	$327,841	$329,051	$213,618	$-1,210
2018	$307,816	$286,169	$214,828	$21,647

National Postal Mailhandlers Union Local 320