PROFESSIONAL AND TECHNICAL EMPLOYEES (PTE) LOCAL 17 (EIN 910402072) - 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

1916

Legal Domicile

Principal Officer

KAREN ESTEVENIN

Phone

2063287321

Tax Period

2024-01-01 to 2024-12-31

PROFESSIONAL AND TECHNICAL EMPLOYEES (PTE) LOCAL 17, founded in 1916, is a community nonprofit that reported $7.9M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.6M, a strong 20% operating margin.

Mission

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $7,602,873

Investment Income $312,601

Other Revenue $516

TOTAL REVENUE $7,915,990

Expense Breakdown

Grants Paid $56,599

Salaries & Benefits $5,359,939

Fundraising Expenses $0

Other Expenses $910,563

TOTAL EXPENSES $6,327,101

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,915,990	$6,841,193	+0.2%
Expenses	$6,327,101	$5,854,133	+0.1%
Net Income	$1,588,889	$987,060	+0.6%

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

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

$725,505

Total Directors

$4,390

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN ESTEVENIN	EXECUTIVE DIRECTOR	40.00	Officer	$230,907	$82,324	$313,431
ANTHONY DAVIDSON	DIRECTOR OF OPERATIONS	40.00	Officer	$160,182	$64,729	$225,111
DEIDRE GIRARD	COMMUNICATIONS DIRECTOR	40.00	Highest	$160,782	$63,195	$223,977
BRENT WAGAR	UNION REPRESENTATIVE	40.00	Highest	$152,980	$60,416	$213,396
ELLIOT LEVIN	RESEARCH DIRECTOR	40.00	Highest	$152,530	$59,493	$212,023
ALEX IL	UNION REPRESENTATIVE	40.00	Highest	$152,530	$59,493	$212,023
RACHEL WHITESIDE	UNION REPRESENTATIVE	40.00	Highest	$152,530	$60,416	$212,946
VALENTINA MONTECINOS	DIRECTOR OF FINANCE	40.00	Officer	$139,443	$45,220	$184,863
ANGELES IZE	TRUSTEE	1.00	Director	$690	$0	$890
RACHAEL BROOKS	PRESIDENT	1.00	Officer Director	$500	$0	$700
RENEE THOMPSON	VICE PRESIDENT	1.00	Officer Director	$500	$0	$700
MASON EMRYS	SECRETARY/TREASURER	1.00	Officer Director	$500	$0	$700
ZORAIDA PRUNEDA	TRUSTEE	1.00	Director	$500	$0	$700
EMILY TABACHNICK	TRUSTEE	1.00	Director	$500	$0	$700
JENNELL HICKS	TRUSTEE (THRU 1/2024)	1.00	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
2024	$7,915,990	$6,327,101	$13,294,588	$1,588,889
2023	$6,841,193	$5,854,133	$11,616,484	$987,060
2022	$6,254,809	$5,419,281	$10,462,792	$835,528
2021	$5,899,655	$5,000,683	$9,959,694	$898,972
2020	$5,841,522	$4,548,339	$9,000,445	$1,293,183
2019	$5,514,204	$4,915,052	$7,707,095	$599,152
2018	$5,541,149	$4,658,328	$7,108,647	$882,821

PROFESSIONAL AND TECHNICAL EMPLOYEES (PTE) LOCAL 17