NATIONAL TREASURY EMPLOYEE UNION

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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

1958

Legal Domicile

Principal Officer

ROBERT LAWRENCE

Phone

8016206223

Tax Period

2023-10-01 to 2024-09-30

NATIONAL TREASURY EMPLOYEE UNION, founded in 1958, is a small nonprofit that reported $200K in total revenue in fiscal year 2023.

Mission

LABOR UNION (LOCAL CHAPTER)

Program Service Accomplishments

Program 1

Expenses: $208,884 Revenue: $194,587

TO ASSIST EMPLOYEES WITH LABOR TRAINING AND CONFLICTS. TO NEGOTIATE ON MEMBERS BEHALF AND REPRESENT THEM IN DISPUTES WITH MANAGEMENT. THERE ARE OVER 4,400 BARGAINING EMPLOYEES AND OVER 2,900 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 $194,587

Investment Income $5,542

Other Revenue $0

TOTAL REVENUE $200,129

Expense Breakdown

Grants Paid $0

Salaries & Benefits $30,828

Fundraising Expenses $0

Program Expenses $208,884

Other Expenses $178,056

TOTAL EXPENSES $208,884

Year-over-Year Comparison

	2023	2022	Change
Revenue	$200,129	$208,038	0.0%
Expenses	$208,884	$251,665	-0.2%
Net Income	$-8,755	$-43,627	-0.8%

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

$28,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT LAWRENCE	PRESIDENT	5.00	Officer	$6,000	$0	$6,000
SHELLY CARVER	TREASURER	5.00	Officer	$5,400	$0	$5,400
SHELLEE GAMBLE	SECRETARY	1.00	Officer	$5,400	$0	$5,400
JAMIE DOXEY	2ND VICE PRE	1.00	Officer	$4,400	$0	$4,400
LORI WILCOX	1ST VICE PRE	1.00	Officer	$4,400	$0	$4,400
TODD MITCHELL	CHIEF STEWAR	1.00	Officer	$2,800	$0	$2,800

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	$200,129	$208,884	$177,061	$-8,755
2023	$208,038	$251,665	$186,040	$-43,627
2022	$173,886	$176,573	$228,885	$-2,687
2021	$184,020	$50,753	$231,550	$133,267
2020	$142,520	$75,729	$98,245	$66,791
2019	$151,804	$156,565	$31,198	$-4,761
2018	$111,720	$97,268	$36,059	$14,452