AMERICAN FEDERATION OF TEACHERS Local 2240

EIN: 237155568

San Mateo, CA

Total Revenue
$210,165
Total Expenses
$144,746
Total Assets
$8,060
Net Assets
$8,060
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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
1972
Legal Domicile
CA
Principal Officer
David Pardini
Phone
4152469725
Tax Period
2019-07-01 to 2020-06-30

AMERICAN FEDERATION OF TEACHERS Local 2240, founded in 1972, is a small nonprofit that reported $210K in total revenue in fiscal year 2019. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $65K, a strong 31% operating margin.

Mission

The AFT Local 2240 represents teachers, counselors, and librarians in the Archdiocese of San Francisco and the Diocese of San Jose.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $160,137
Investment Income $28
Other Revenue $50,000
TOTAL REVENUE $210,165

Expense Breakdown

Grants Paid $0
Salaries & Benefits $275
Fundraising Expenses $0
Program Expenses $198,946
Other Expenses $144,471
TOTAL EXPENSES $144,746

Year-over-Year Comparison

2019 2018 Change
Revenue $210,165 $167,504 +0.3%
Expenses $144,746 $155,800 -0.1%
Net Income $65,419 $11,704 +4.6%
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

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Governance

Voting Members
14
Independent Members
14
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
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
David Pardini President 5
Officer
$0 $0 $0
Peter Berkhout Vice President 5
Officer
$0 $0 $0
Michael Patterson Treasurer 7
Officer
$0 $0 $0
Katie Levine Secretary 5
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
2020 $210,165 $144,746 $8,060 $65,419
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