AMERICAN FEDERATION OF TEACHERS Lo… - Form 990 Financial Data

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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

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 San Francisco Archdiocesan Federation of Teachers Local 2240 represents lay teachers, counselors, and librarians at Sacred Heart Cathedral Prep, Marin Catholic, Archbishop Riordan, and Junipero Serra high schools in the Roman Catholic Archdiocese of San Francisco, as well as Archbishop Mitty HS in the Diocese of San Jose.

Program Service Accomplishments

Program 1

Expenses: $198,946 Revenue: $160,137

We provided membership in the CFT and AFT umbrella organizations for our local members

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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 (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

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

Total Directors

Key Employees

Highest Compensated

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

AMERICAN FEDERATION OF TEACHERS Local 2240