AMERICAN FEDERATION OF TEACHERS LOCAL 28 SCHOLARSHIP FUND TRUST (EIN 411444096) - 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

1955

Legal Domicile

Principal Officer

Emily Yang

Phone

6512227303

Tax Period

2023-09-01 to 2024-08-31

AMERICAN FEDERATION OF TEACHERS LOCAL 28 SCHOLARSHIP FUND TRUST, founded in 1955, is a micro nonprofit that reported $27K in total revenue in fiscal year 2023. The organization ran a surplus of $9K, a strong 34% operating margin.

Mission

Scholarships for Teachers Children

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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 $6,300

Program Service Revenue $0

Investment Income $20,213

Other Revenue $0

TOTAL REVENUE $26,513

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,500

Other Expenses $0

TOTAL EXPENSES $17,500

Year-over-Year Comparison

	2023	2022	Change
Revenue	$26,513	$25,550	+0.0%
Expenses	$17,500	$57,500	-0.7%
Net Income	$9,013	$-31,950	-1.3%

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

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
Emily Yang	Committee Co-Chair	0.25	Officer Director	$0	$0	$0
Kimberly Esso	Committee Co-Chair	0.25	Officer Director	$0	$0	$0
Timothy Leone-Getten	Trustee	0.25	Director	$0	$0	$0
Luke Leba	Trustee	0.25	Director	$0	$0	$0
Brad Moening	Trustee	0.25	Director	$0	$0	$0
Thomas Totushek	Trustee	0.25	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
2024	$26,513	$17,500	$723,415	$9,013
2023	$25,550	$57,500	$648,229	$-31,950
2022	$23,467	$43,500	$654,424	$-20,033
2021	$33,331	$35,000	$754,898	$-1,669
2020	$169,089	$46,000	$652,197	$123,089

AMERICAN FEDERATION OF TEACHERS LOCAL 28 SCHOLARSHIP FUND TRUST