AMERICAN POSTAL WORKERS UNION (EIN 952868733) - 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

1973

Legal Domicile

Principal Officer

Garrett Jenkins

Phone

7146602882

Tax Period

2023-01-01 to 2023-12-31

AMERICAN POSTAL WORKERS UNION, founded in 1973, is a small nonprofit that reported $597K in total revenue in fiscal year 2023. Revenue fell 48% from the prior year — a significant decline worth monitoring. Expenses of $556K left a modest 7% surplus.

Mission

To provide representation of members of the local through collective bargaining efforts to secure better wages, benefits and working conditions.

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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 $597,057

Investment Income $424

Other Revenue $0

TOTAL REVENUE $597,481

Expense Breakdown

Grants Paid $0

Salaries & Benefits $363,443

Fundraising Expenses $0

Program Expenses $0

Other Expenses $192,691

TOTAL EXPENSES $556,134

Year-over-Year Comparison

	2023	2022	Change
Revenue	$597,481	$1,147,883	-0.5%
Expenses	$556,134	$508,060	+0.1%
Net Income	$41,347	$639,823	-0.9%

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

$126,658

Total Directors

$106,396

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Garrett Jenkins	President	40	Director	$82,184	$0	$82,184
David R Dodero	Vice President	40	Officer	$65,749	$0	$65,749
Will Khong	Secretary/Treasurer	40	Officer	$60,909	$0	$60,909
Alexi Quynh-Anh Tran	Clerk Div Dir & Huntington Beach Chief Steward	5	Director	$17,766	$0	$17,766
Valounny De La Cruz	Fullerton Chief Steward	0.5	Director	$1,981	$0	$1,981
Thomas J Locke	Motor Vehicle Craft Director	0.5	Director	$1,737	$0	$1,737
David Chiang	Laguna Beach Chief Steward	0.5	Director	$1,416	$0	$1,416
Rebena Balisacan	El Toro Chief Steward	0.5	Director	$1,140	$0	$1,140
James Taylor	Maintenance Craft Dir. & Chief Steward-San Clemente	0.5	Director	$172	$0	$172
Kevin Cole	Anaheim Plant Chief Steward	0.5	Director	$0	$0	$0
Joseph Fesili	Chief Steward - Garden Grove	0.5	Director	$0	$0	$0
Sharon P Johnson	Chief Steward - La Habra	0.5	Director	$0	$0	$0
Hani KhajaviNia	Chief Steward - Newport Beach	0.5	Director	$0	$0	$0
Diane Phan	Orange Chief Steward	0.5	Director	$0	$0	$0
Richard C Paguirigan	Santa Ana Stations Chief Steward	0.5	Director	$0	$0	$0
Nereida Lopez	Westminster Chief Steward	0.5	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	No data	No data	No data	No data
2023	$597,481	$556,134	$2,226,481	$41,347
2022	$1,147,883	$508,060	$2,176,057	$639,823
2021	$494,264	$451,372	$1,536,234	$42,892
2020	$479,273	$384,432	$1,507,793	$94,841
2019	$507,854	$390,703	$1,440,330	$117,151
2018	$582,373	$384,966	$1,302,055	$197,407

AMERICAN POSTAL WORKERS UNION