UNITED FEDERATION OF TEACHERS EDUCATIONAL FOUNDATION INC (EIN 139226721) - 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

1970

Legal Domicile

Principal Officer

VICTORIA LEE

Phone

2127777500

Tax Period

2023-08-01 to 2024-07-31

UNITED FEDERATION OF TEACHERS EDUCATIONAL FOUNDATION INC, founded in 1970, is a mid-sized nonprofit that reported $22.6M in total revenue in fiscal year 2023.

Mission

TO INITIATE, CONDUCT AND SPONSOR PROGRAMS IN EDUCATIONAL AND RELATED FIELDS.

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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 $22,559,361

Program Service Revenue $0

Investment Income $6,723

Other Revenue $42,136

TOTAL REVENUE $22,608,220

Expense Breakdown

Grants Paid $5,617,592

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,520,113

Other Expenses $16,902,521

TOTAL EXPENSES $22,520,113

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,608,220	$22,540,487	+0.0%
Expenses	$22,520,113	$22,342,333	+0.0%
Net Income	$88,107	$198,154	-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

N/A

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

$1,008,950

Total Directors

$253,201

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY VACCARO	DIRECTOR	1.00	Director	$0	$46,978	$253,201
MICHAEL MULGREW	PRESIDENT	1.00	Officer	$0	$71,721	$414,720
DEBRA PENNY	TREASURER - FORMER	1.00	Officer	$0	$28,048	$171,995
LEROY BARR	SECRETARY	1.00	Officer	$0	$63,526	$301,241
VICTORIA LEE	TREASURER	1.00	Officer	$0	$23,826	$120,994

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	$22,608,220	$22,520,113	$31,487,797	$88,107
2023	$22,540,487	$22,342,333	$29,115,076	$198,154
2022	$23,081,612	$23,187,081	$24,151,414	$-105,469
2021	$11,866,585	$11,815,540	$18,651,586	$51,045
2020	$6,688,649	$7,011,701	$11,222,060	$-323,052
2019	$2,466,138	$2,436,489	$6,190,780	$29,649
2018	$4,060,569	$3,942,978	$4,409,427	$117,591

UNITED FEDERATION OF TEACHERS EDUCATIONAL FOUNDATION INC