NATIONAL ASSOCIATION OF LETTER CARRIERS 133 NALC (EIN 946102878) - 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

1979

Legal Domicile

Principal Officer

JOHN MCPHERSON

Phone

9163480133

Tax Period

2024-01-01 to 2024-12-31

NATIONAL ASSOCIATION OF LETTER CARRIERS 133 NALC, founded in 1979, is a small nonprofit that reported $994K in total revenue in fiscal year 2024.

Mission

THE LOCAL'S PRIMARY FUNCTION INCLUDES REPRESENTING MEMBERS IN MATTERS RELATED TO EMPLOYEE-EMPLOYER RELATIONS, INCLUDING, BUT NOT LIMITED TO WAGES, HOURS AND OTHER TERMS AND CONDITIONS OF EMPLOYMENT AND TO PROTECT AND PRESERVE THE UNION AS AN INSTITUTION IN THE PERFORMANCE OF ITS LEGAL AND CONTRACTUAL OBLIGATIONS.

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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 $23,366

Program Service Revenue $951,830

Investment Income $16,979

Other Revenue $2,290

TOTAL REVENUE $994,465

Expense Breakdown

Grants Paid $5,704

Salaries & Benefits $649,809

Fundraising Expenses $0

Other Expenses $407,965

TOTAL EXPENSES $1,072,978

Year-over-Year Comparison

	2024	2023	Change
Revenue	$994,465	$966,708	+0.0%
Expenses	$1,072,978	$928,849	+0.2%
Net Income	$-78,513	$37,859	-3.1%

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

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

$493,800

Total Directors

$21,166

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN MCPHERSON	PRESIDENT	40.00	Officer	$92,392	$0	$92,392
ROXANNE LUCE	EXEC VICE PR	40.00	Officer	$84,354	$0	$84,354
RYAN STOCKTON	SENIOR VICE	40.00	Officer	$87,546	$0	$87,546
CHARLES LINCOLN	VICE PRESIDE	40.00	Officer	$92,129	$0	$92,129
JEFF BISHOP	SECRETARY/TR	40.00	Officer	$86,613	$0	$86,613
WHITNEY BROWN	1ST VICE PRE	15.00	Officer	$27,938	$0	$27,938
JASKARAN SINGH	2ND VICE PRE	2.00	Officer	$4,357	$0	$4,357
CRAIG BISHOP	INSURANCE OF	10.00	Officer	$18,471	$0	$18,471
BRIAN BUMP	DIRECTOR OF	5.00	Director	$10,035	$0	$10,035
ANTONIA WALKER	SERGEANT-AT-	1.00	Director	$2,681	$0	$2,681
HAROLD KEIM	CHIEF TRUSTE	1.00	Director	$1,303	$0	$1,303
MELODY BISHOP	TRUSTEE	1.00	Director	$1,007	$0	$1,007
HECTOR MARTINEZ-ZAMBRANO	TRUSTEE	1.00	Director	$2,315	$0	$2,315
JOSEPH VILLANUEVA	TRUSTEE	1.00	Director	$2,818	$0	$2,818
CHERYL WHITTAKER	TRUSTEE	1.00	Director	$1,007	$0	$1,007

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	$994,465	$1,072,978	$1,137,325	$-78,513
2023	$966,708	$928,849	$1,215,838	$37,859
2022	$1,247,404	$1,273,538	$1,132,623	$-26,134
2021	$875,276	$943,988	$1,158,757	$-68,712
2020	$972,490	$935,251	$1,172,125	$37,239
2019	$959,310	$838,001	$1,135,279	$121,309
2018	$881,066	$864,753	$1,031,842	$16,313

NATIONAL ASSOCIATION OF LETTER CARRIERS 133 NALC