AFT - WISCONSIN

EIN: 390963086

COTTAGE GROVE, WI

Total Revenue
$749,896
Total Expenses
$894,054
Total Assets
$1,476,033
Net Assets
$1,209,508
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1933
Legal Domicile
WI
Principal Officer
JON SHELTON
Phone
9209774911
Tax Period
2024-07-01 to 2025-06-30

AFT - WISCONSIN, founded in 1933, is a small nonprofit that reported $750K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $894K exceeded revenue, resulting in a 19% operating deficit.

Mission

THE MISSION OF AFT-WISCONSIN IS TO IMPROVE THE LIVES OF OUR MEMBERS AND THEIR FAMILIES, TO GIVE VOICE TO THEIR LEGITIMATE PROFESSIONAL, ECONOMIC AND SOCIAL ASPIRATIONS, TO STRENGTHEN THE INSTITUTIONS IN WHICH WE WORK, TO IMPROVE THE QUALITY OF THE SERVICES WE PROVIDE, TO BRING TOGETHER ALL MEMBERS TO ASSIST AND SUPPORT ONE ANOTHER AND TO PROMOTE DEMOCRACY, HUMAN RIGHTS AND FREEDOM IN OUR UNION, OUR STATE AND OUR NATION.

Program Service Accomplishments

Program 1

THE AFT-WISCONSIN SOLIDARITY FUND IS A $0.60 PER MEMBER PER MONTH CONTRIBUTION. THESE CONTRIBUTIONS ARE USED FOR COMMUNICATION WITH MEMBERS REGARDING LEGISLATION AND ELECTORAL INFORMATION AND...

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THE AFT-WISCONSIN SOLIDARITY FUND IS A $0.60 PER MEMBER PER MONTH CONTRIBUTION. THESE CONTRIBUTIONS ARE USED FOR COMMUNICATION WITH MEMBERS REGARDING LEGISLATION AND ELECTORAL INFORMATION AND COMMUNICATING WITH THE PUBLIC IN ADVOCACY OF AFT-WISCONSIN MEMBERSHIP. CONTRIBUTIONS FROM THE AFT-WISCONSIN SOLIDARITY FUND MAY NOT BE MADE TO CAMPAIGN OR CANDIDATE COMMITTEES. CONTRIBUTIONS INTO SOLIDARITY FUND STOPPED FROM JAN 2024-DEC 2026 PER CONSTITUTION.

Program 2

THE CONVENTION IS THE BIENNIAL MEETING OF LOCAL REPRESENTATIVES FOR THE PURPOSE OF THE ELECTION OF OFFICERS, AUTHORIZATION OF THE PROPOSED FEDERATION BUDGET, AND DIRECTING THE ORGANIZATION THROUGH...

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THE CONVENTION IS THE BIENNIAL MEETING OF LOCAL REPRESENTATIVES FOR THE PURPOSE OF THE ELECTION OF OFFICERS, AUTHORIZATION OF THE PROPOSED FEDERATION BUDGET, AND DIRECTING THE ORGANIZATION THROUGH CONSTITUTIONAL AMENDMENTS AND RESOLUTIONS.

Program 3

AFT-WISCONSIN PROVIDES LEADERSHIP TRAINING TO DEVELOP STRONG, INFORMED LEADERS IN OUR LOCALS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $106,881
Program Service Revenue $618,912
Investment Income $18,828
Other Revenue $5,275
TOTAL REVENUE $749,896

Expense Breakdown

Grants Paid $88,500
Salaries & Benefits $630,726
Fundraising Expenses $0
Other Expenses $174,828
TOTAL EXPENSES $894,054

Year-over-Year Comparison

2024 2023 Change
Revenue $749,896 $690,204 +0.1%
Expenses $894,054 $715,295 +0.2%
Net Income $-144,158 $-25,091 +4.7%
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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Governance

Voting Members
10
Independent Members
10
Employees
9
Volunteers
12

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
13
$123,110
Total Directors
13
$123,110
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JON SHELTON PRESIDENT (BEG APRIL) 40.00
Officer Director
$0 $0 $0
KIMBERLY KOHLHAAS PRESIDENT (THRU MARCH) 40.00
Officer Director
$86,496 $36,614 $123,110
NATALIA TAFT SECRETARY (BEGAN APRIL) 1.00
Officer Director
$0 $0 $0
CHAD GOLDBERG SECRETARY (THRU MARCH) 1.00
Officer Director
$0 $0 $0
DAVID SIMMONS TREASURER 1.00
Officer Director
$0 $0 $0
MEGAN BRETT VICE PRESIDENT, PK-12 COUNCIL 1.00
Officer Director
$0 $0 $0
LYNNETT HARVEY VICE PRESIDENT, PSRP COUNCIL 1.00
Officer Director
$0 $0 $0
JAMIE MCCARVILLE VICE PRESIDENT, STATE EMPLOYEE COUNCIL 1.00
Officer Director
$0 $0 $0
LISA CONLEY VICE PRESIDENT, WTCS COUNCIL 1.00
Officer Director
$0 $0 $0
KARLY CAVEN NORTHERN REGION VP (THRU AUG) 1.00
Officer Director
$0 $0 $0
ANGELA BAZAN WEST/CENTRAL REGION VP 1.00
Officer Director
$0 $0 $0
MIKE LUSSENDEN VICE PRESIDENT, RETIREE COUNCIL 1.00
Officer Director
$0 $0 $0
NEIL KRAUS NORTHERN REGION VP 1.00
Officer Director
$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
2025 $749,896 $894,054 $1,476,033 $-144,158
2024 $690,204 $715,295 $1,606,730 $-25,091
2023 $757,191 $815,426 $1,666,170 $-58,235
2022 $801,173 $753,730 $1,752,161 $47,443
2019 $817,199 $809,670 $1,769,011 $7,529
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