American Federation of Teachers Education MN Inter Distr 287 Local 2209 (EIN 411432874) - 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

1973

Legal Domicile

Principal Officer

Erika Frison Zay Zay

Phone

7635503174

Tax Period

2023-09-01 to 2024-08-31

American Federation of Teachers Education MN Inter Distr 287 Local 2209, founded in 1973, is a small nonprofit that reported $458K in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year.

Mission

Improved Members' Professional Abilities and Secured For Them Better Salaries and Working Conditions

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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 $0

Program Service Revenue $457,266

Investment Income $690

Other Revenue $0

TOTAL REVENUE $457,956

Expense Breakdown

Grants Paid $0

Salaries & Benefits $26,620

Fundraising Expenses $0

Program Expenses $485,822

Other Expenses $459,202

TOTAL EXPENSES $485,822

Year-over-Year Comparison

	2023	2022	Change
Revenue	$457,956	$483,670	-0.1%
Expenses	$485,822	$598,310	-0.2%
Net Income	$-27,866	$-114,640	-0.8%

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

566

Independent Members

208

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

$26,620

Total Directors

$26,620

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Schmidtke	President	20.00	Officer Director	$4,240	$0	$4,240
John Clayton Fishbaugher	Vice President	8.00	Officer Director	$3,660	$0	$3,660
Erika Frison Zay Zay	Treasurer	2.00	Officer Director	$4,500	$0	$4,500
Emily V Woods	Executive Officer	1.00	Officer Director	$2,860	$0	$2,860
Andria Lukeskie	Executive Officer	1.00	Officer Director	$2,860	$0	$2,860
Letitia Maria Jennings- Homes	Executive Officer	1.00	Officer Director	$4,500	$0	$4,500
Megan Leigh Madson	Membership Secretary	3.00	Officer Director	$4,000	$0	$4,000

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	$457,956	$485,822	$80,968	$-27,866
2023	$483,670	$598,310	$108,800	$-114,640
2022	$489,225	$507,300	$230,088	$-18,075
2021	$578,739	$776,627	$256,665	$-197,888
2020	$577,560	$352,515	$458,231	$225,045
2019	$525,368	$521,228	$265,996	$4,140
2018	$572,880	$571,130	$213,120	$1,750

American Federation of Teachers Education MN Inter Distr 287 Local 2209