OKLAHOMA CITY AFT LOCAL 2309 (EIN 730955513) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Principal Officer

TORIE LUSTER-PENNINGTON

Phone

4055280801

Tax Period

2024-09-01 to 2025-08-31

OKLAHOMA CITY AFT LOCAL 2309, founded in 1972, is a small nonprofit that reported $892K in total revenue in fiscal year 2024. Expenses of $856K left a modest 4% surplus.

Mission

LOCAL TEACHERS UNION

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $60,000

Program Service Revenue $814,380

Investment Income $8,459

Other Revenue $9,237

TOTAL REVENUE $892,076

Expense Breakdown

Grants Paid $0

Salaries & Benefits $354,771

Fundraising Expenses $0

Other Expenses $501,559

TOTAL EXPENSES $856,330

Year-over-Year Comparison

	2024	2023	Change
Revenue	$892,076	$901,147	0.0%
Expenses	$856,330	$821,232	+0.0%
Net Income	$35,746	$79,915	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$114,444

Total Directors

$114,444

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TORIE LUSTER-PENNINGTON	PRESIDENT	40.00	Officer Director	$65,328	$16,595	$81,923
MARY BEST	MEMBERSHIP S	20.00	Officer Director	$22,938	$0	$22,938
RUTH NICHOLS	TREASURER	10.00	Officer Director	$9,583	$0	$9,583
CHERYL BROUWER	2ND VICE PRE	1.00	Officer Director	$0	$0	$0
MARY COX	TRUSTEE	1.00	Director	$0	$0	$0
MARIEA DRAIN	TRUSTEE	1.00	Director	$0	$0	$0
COLLEEN ELLIOTT	RECORDING SE	1.00	Director	$0	$0	$0
JOHN HILL	AREA REPRESE	1.00	Director	$0	$0	$0
AMBER HULME	LABOR COUNCI	1.00	Director	$0	$0	$0
DOMINQUE PONCELET	AREA REPRESE	1.00	Director	$0	$0	$0
TODD POTTER	AREA REPRESE	1.00	Director	$0	$0	$0
JOSHUA SMITH	EXEC VICE PR	1.00	Officer Director	$0	$0	$0
JUNE WOODALL	AREA REPRESE	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	$892,076	$856,330	$652,091	$35,746
2024	$901,147	$821,232	$688,474	$79,915
2023	$870,957	$797,963	$436,390	$72,994
2022	$867,026	$798,389	$363,521	$68,637
2021	$803,172	$753,838	$295,032	$49,334
2020	$797,988	$758,546	$245,551	$39,442
2019	$795,373	$750,821	$205,450	$44,552
2018	$707,198	$669,973	$160,275	$37,225

OKLAHOMA CITY AFT LOCAL 2309