LAKELAND FEDERATION OF TEACHERS (EIN 237016716) - 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

ROBERT TORRIERI

Phone

9145282483

Tax Period

2023-07-01 to 2024-06-30

LAKELAND FEDERATION OF TEACHERS, founded in 1970, is a small nonprofit in the Employment sector that reported $506K in total revenue in fiscal year 2023. Expenses of $432K left a modest 14% surplus.

Mission

THE PRIMARY RESPONSIBILITY OF OUR ASSOCIATION IS TO ENFORCE OUR COLLECTIVE BARGAINING AGREEMENT ON BEHALF OF OUR 250 MEMBERS. WE NEGOTIATE SUCCESSOR AGREEMENTS AND ASSIST MEMBERS IN THEIR DECISIONS

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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 $505,598

Program Service Revenue $0

Investment Income $15

Other Revenue $0

TOTAL REVENUE $505,613

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $354,267

Other Expenses $78,052

TOTAL EXPENSES $432,319

Year-over-Year Comparison

	2023	2022	Change
Revenue	$505,613	$512,639	0.0%
Expenses	$432,319	$418,031	+0.0%
Net Income	$73,294	$94,608	-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

Independent Members

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

$51,560

Total Directors

$51,560

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL LILLIS	PRESIDENT	1.00	Officer Director	$12,362	$0	$12,362
MICHELLE POANDL	VICE PRESIDENT	1.00	Officer Director	$11,920	$0	$11,920
MATTHEW EVANGELISTA	HS VICE PRESIDENT	1.00	Officer Director	$6,995	$0	$6,995
JAMES LINDSAY	MS VICE PRESIDENT	1.00	Officer Director	$5,850	$0	$5,850
BRIAN O'SULLIVAN	SECRETARY	1.00	Officer Director	$6,808	$0	$6,808
ROBERT TORRIERI	TREASURER	1.00	Officer Director	$7,625	$0	$7,625

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	No data	No data	No data	No data
2024	$505,613	$432,319	$144,252	$73,294
2023	$512,639	$418,031	$77,557	$94,608
2022	$386,578	$438,841	$17,465	$-52,263
2021	$427,218	$441,202	$67,568	$-13,984
2020	$445,692	$424,711	$90,985	$20,981
2019	$379,636	$446,878	$72,477	$-67,242
2018	$413,441	$384,796	$112,899	$28,645

LAKELAND FEDERATION OF TEACHERS