AMERICAN FEDERATION OF TEACHERS 5000 NURSES & HEALTH PROFESSIONALS (EIN 391336926) - 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

1979

Legal Domicile

Principal Officer

CONNIE SMITH

Phone

4144756065

Tax Period

2024-01-01 to 2024-12-31

AMERICAN FEDERATION OF TEACHERS 5000 NURSES & HEALTH PROFESSIONALS, founded in 1979, is a small nonprofit that reported $431K in total revenue in fiscal year 2024.

Mission

COLLECTIVE BARGAINING & EDUCATION

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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 $7,942

Program Service Revenue $421,341

Investment Income $382

Other Revenue $1,806

TOTAL REVENUE $431,471

Expense Breakdown

Grants Paid $0

Salaries & Benefits $277,372

Fundraising Expenses $0

Other Expenses $171,628

TOTAL EXPENSES $449,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	$431,471	$418,869	+0.0%
Expenses	$449,000	$428,206	+0.0%
Net Income	$-17,529	$-9,337	+0.9%

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

N/A

Employees

Volunteers

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

$148,805

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN EPPLE	TREASURER	1.00	Officer	$0	$0	$0
LUIS BORDA	VP-AT-LARGE	1.00	Officer	$12,014	$0	$12,014
MARY MILTON	VP-AT-LARGE	1.00	Officer	$0	$0	$0
BARBARA POMASL	EXECUTIVE VICE PRESIDENT	1.00	Officer	$0	$0	$0
CONNIE SMITH	PRESIDENT	1.00	Officer	$20,575	$0	$20,575
RACHEL SPOTZ	SECRETARY	1.00	Officer	$0	$0	$0
DANIELLE MAJEWSKI	CHAPTER PRESIDENT (ANTIGO)	1.00	Officer	$0	$0	$0
ANDREA HULETT	CHAPTER PRESIDENT (CUMBERL	1.00	Officer	$0	$0	$0
TISHANA COLLINS	CHAPTER PRESIDENT (TOUCHPO	1.00	Officer	$5,500	$0	$5,500
ZACHARY CORLEY	CHAPTER PRESIDENT (VA)	1.00	Officer	$0	$0	$0
TERESA SCHWERDTFEGER	CHAPTER PRESIDENT (ASCENSI	1.00	Officer	$1,150	$0	$1,150
RICHARD LUCAS	EXECUTIVE DIRECTOR	40.00	Officer	$85,388	$13,247	$98,635
CLARA EFFERTZ	CHAPTER PRESIDENT (CUMBERL	1.00	Officer	$0	$0	$0
HOGAN PIPER	CHAPTER VP (WDL)	1.00	Officer	$10,931	$0	$10,931

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
2024	$431,471	$449,000	$139,165	$-17,529
2023	$418,869	$428,206	$156,694	$-9,337
2022	$441,077	$406,832	$166,031	$34,245
2021	$544,399	$482,421	$131,786	$61,978
2020	$561,649	$556,784	$69,808	$4,865
2019	$579,262	$611,503	$64,943	$-32,241
2018	$641,719	$711,826	$97,184	$-70,107

AMERICAN FEDERATION OF TEACHERS 5000 NURSES & HEALTH PROFESSIONALS