AFL-CIO WORKING FOR AMERICA INSTITUTE (EIN 520884503) - 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

1968

Legal Domicile

Principal Officer

AMANDA BALLANTYNE

Phone

2025086932

Tax Period

2022-07-01 to 2023-06-30

AFL-CIO WORKING FOR AMERICA INSTITUTE, founded in 1968, is a community nonprofit in the Employment sector that reported $1.6M in total revenue in fiscal year 2022. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $1.8M exceeded revenue, resulting in a 12% operating deficit.

Mission

TO PROMOTE ECONOMIC AND WORKFORCE DEVELOPMENT STRATEGIES TO CREATE GOOD JOBS AND TO ENGAGE IN PROGRAMS AND ADVOCACY THAT ADVANCE WORKER EDUCATION AND TRAINING AND TO DEVELOP AND STRENGTHEN LABOR AND MANAGEMENT PARTNERSHIPS IN WORKPLACE TRAINING AND APPRENTICESHIP.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,639,178

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,639,178

Expense Breakdown

Grants Paid $0

Salaries & Benefits $458,567

Fundraising Expenses $0

Program Expenses $1,508,750

Other Expenses $1,381,933

TOTAL EXPENSES $1,840,500

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,639,178	$1,423,678	+0.2%
Expenses	$1,840,500	$2,341,798	-0.2%
Net Income	$-201,322	$-918,120	-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

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

$954,803

Total Directors

$954,803

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH H SCHULER	PRESIDENT	1.00	Officer Director	$0	$109,617	$381,867
AMANDA BALLANTYNE	EXECUTIVE DIRECTOR	7.50	Officer Director	$0	$77,090	$234,443
FRED REDMOND	SECRETARY-TREASURER	1.00	Officer Director	$0	$99,518	$338,493
TERRY MELVIN	BOARD MEMBER	1.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,639,178	$1,840,500	$1,566,909	$-201,322
2022	$1,423,678	$2,341,798	$1,134,827	$-918,120
2021	$3,984,038	$2,274,225	$2,136,691	$1,709,813
2020	$1,358,803	$1,359,258	$566,123	$-455
2019	$1,146,440	$1,148,375	$330,720	$-1,935
2018	$1,289,211	$1,289,211	$445,405	No data

AFL-CIO WORKING FOR AMERICA INSTITUTE