AFGE LOCAL 2741 (EIN 986005124) - 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

1967

Legal Domicile

Principal Officer

JAMES BATTLE JR

Tax Period

2023-01-01 to 2023-12-31

AFGE LOCAL 2741, founded in 1967, is a small nonprofit that reported $210K in total revenue in fiscal year 2023. The organization ran a surplus of $36K, a strong 17% operating margin.

Mission

The Unions mission is to represent bargaining unit members collectively and individually in matters concerning pay,benefits and working conditions. Union representatives assist union members in disciplinary actions.

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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 $210,015

Program Service Revenue $0

Investment Income $100

Other Revenue $0

TOTAL REVENUE $210,115

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,921

Fundraising Expenses $0

Program Expenses $174,538

Other Expenses $152,617

TOTAL EXPENSES $174,538

Year-over-Year Comparison

	2023	2022	Change
Revenue	$210,115	$213,234	0.0%
Expenses	$174,538	$156,512	+0.1%
Net Income	$35,577	$56,722	-0.4%

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

430

Independent Members

430

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIMBERLY McPHERSON	TRESURER	20.00	Officer	$0	$0	$0
ANTHONY SHERMAN	CHIEF SHOP STEWARD	10.00	Officer	$0	$0	$0
KIMBERLY McPHERSON	TREASURER	15.00	Officer	$0	$0	$0
JAMES BATTLE JR	PRESIDENT	20.00	Officer	$0	$0	$0
JENNIFER HAMILTON	VICE PRESIDENT	20.00	Officer	$0	$0	$0
SAFIYYAH M ALEEM-WOODS Jr	RECORDING SECRETARY	20.00	Officer	$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	$210,115	$174,538	$1,345,185	$35,577
2022	$213,234	$156,512	$1,309,608	$56,722
2021	$219,924	$68,280	$1,252,886	$151,644
2020	$239,756	$149,484	$851,394	$90,272
2019	$255,946	$178,646	$761,122	$77,300

AFGE LOCAL 2741