AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES LOCAL 2028 (EIN 237002696) - 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

EVELYN LOCKRIDGE

Phone

4128497937

Tax Period

2024-05-01 to 2025-04-30

AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES LOCAL 2028, founded in 1970, is a small nonprofit that reported $460K in total revenue in fiscal year 2024. The organization ran a surplus of $172K, a strong 37% operating margin.

Mission

THE AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES (AFGE) IS THE LARGEST LABOR UNION REPRESENTING FEDERAL EMPLOYEES WORLDWIDE. AFGE LOCAL #2028 PROVIDES LEGAL REPRESENTATION, LEGISLATIVE ADVOCACY, TECHNICAL EXPERTISE AND INFORMATIONAL SERVICES FOR LOCAL FEDERAL GOVERNMENT EMPLOYEES.

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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 $460,087

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $460,087

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,150

Fundraising Expenses $0

Program Expenses $288,209

Other Expenses $169,329

TOTAL EXPENSES $288,209

Year-over-Year Comparison

	2024	2023	Change
Revenue	$460,087	$470,641	0.0%
Expenses	$288,209	$252,222	+0.1%
Net Income	$171,878	$218,419	-0.2%

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

1250

Independent Members

1250

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

$15,850

Total Directors

$5,300

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN DAVIDSON	CHAPLAIN	10.00	Director	$1,850	$0	$1,850
AMBER BLUMLING	CHIEF STEWARD OF NURSING	10.00	Director	$1,800	$0	$1,800
CRYSTAL ROBINSON-BURKES	CHIEF STEWART (UD)	10.00	Director	$1,650	$0	$1,650
LORI LYDIC	PRESIDENT	10.00	Officer	$2,400	$0	$2,400
EVELYN LOCKRIDGE	SECRETARY/TREASURER	10.00	Officer	$1,925	$0	$1,925
KENNETH JOHNSON	VICE PRESIDENT - TITLE 38	10.00	Officer	$2,100	$0	$2,100
JIM MALONEY	SAFETY OFFICER	10.00	Officer	$1,800	$0	$1,800
ROBERT HALL	WORKERS COMP OFFICER	10.00	Officer	$1,800	$0	$1,800
JEROME D WESLEY SR	IMMEDIATE PAST CHIEF STEWARD - (HEINZ)	10.00	Officer	$600	$0	$600
STEVE FESTA	IMMEDIATE PAST EEO OFFICER	10.00	Officer	$1,500	$0	$1,500
THERESA BETHEA	RECORDING SECRETARY	10.00	Officer	$1,650	$0	$1,650
CLARISSA HUNTER	VICE PRESIDENT - NURSING	10.00	Officer	$2,075	$0	$2,075

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	$460,087	$288,209	$1,085,003	$171,878
2024	$470,641	$252,222	$916,713	$218,419
2023	$438,881	$333,837	$694,697	$105,044
2022	$432,799	$215,549	$589,653	$217,250
2021	$352,951	$212,521	$372,803	$140,430
2020	$366,157	$184,217	$232,223	$181,940
2019	$273,964	$286,365	$63,990	$-12,401
2018	$211,763	$270,167	$68,171	$-58,404

AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES LOCAL 2028