NATIONAL ASSOCIATION OF LETTER CARRIERS BRANCH 52

EIN: 953450025

SAN LUIS OBISPO, CA

Total Revenue
$132,604
Total Expenses
$94,949
Total Assets
$554,222
Net Assets
$554,222
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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
1906
Legal Domicile
CA
Principal Officer
GENIE SOTO
Phone
8055437329
Tax Period
2025-01-01 to 2025-12-31

NATIONAL ASSOCIATION OF LETTER CARRIERS BRANCH 52, founded in 1906, is a small nonprofit that reported $133K in total revenue in fiscal year 2025. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $38K, a strong 28% operating margin.

Mission

PUBLIC INFORMATION AND DISSEMINATION OF INFORMATION.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $130,489
Program Service Revenue $0
Investment Income $5,064
Other Revenue $-2,949
TOTAL REVENUE $132,604

Expense Breakdown

Grants Paid $0
Salaries & Benefits $42,720
Fundraising Expenses $0
Other Expenses $52,229
TOTAL EXPENSES $94,949

Year-over-Year Comparison

2025 2024 Change
Revenue $132,604 $150,419 -0.1%
Expenses $94,949 $125,754 -0.2%
Net Income $37,655 $24,665 +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

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Governance

Voting Members
N/A
Independent Members
N/A
Employees
9
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
8
$37,938
Total Directors
3
$440
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LUIS AGUILAR TRUSTEE 2.00
Director
$220 $0 $220
JUAN GONZALEZ TRUSTEE 2.00
Director
$0 $0 $0
MARIE MORLATT TRUSTEE 2.00
Director
$220 $0 $220
ALFRED RAMOS PRESIDENT (RETIRED 9/30/25) 6.00
Officer
$7,960 $0 $7,960
GENEVIEVE SOTO TREASURER 4.00
Officer
$0 $0 $0
LYDIA J CAFFREY VICE-PRESIDENT 6.00
Officer
$4,394 $0 $4,394
RAYMOND PAULEY SECRETARY 4.00
Officer
$4,980 $0 $4,980
ANDRES GAYTAN PRESIDENT 6.00
Officer
$14,005 $0 $14,005
JOSEPH ALVAREZ EXEC. VICE-PRESIDENT 6.00
Officer
$4,849 $0 $4,849
EDWARD PEREZ SARGENT AT ARMS 2.00
Officer
$0 $0 $0
MICHAEL HIGGENS LEGISLATIVE LIAISON 2.00
Officer
$1,750 $0 $1,750
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
2025 $132,604 $94,949 $554,222 $37,655
2024 $150,419 $125,754 $516,835 $24,665
2023 $147,272 $87,363 $491,902 $59,909
2022 $130,992 $111,087 $432,319 $19,905
2021 $128,879 $72,426 $413,553 $56,453
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