AFL-CIO TECHNOLOGY INSTITUTE (EIN 871908508) - 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

2021

Legal Domicile

Principal Officer

AMANDA BALLANTYNE

Phone

2026375000

Tax Period

2022-07-01 to 2023-06-30

AFL-CIO TECHNOLOGY INSTITUTE, founded in 2021, is a community nonprofit in the Civil Rights & Advocacy sector that reported $3.6M in total revenue in fiscal year 2022. Revenue surged 299% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.3M, a strong 65% operating margin.

Mission

THE INSTITUTE'S MISSION IS TO CONDUCT RESEARCH AND PUBLIC EDUCATION ON THE INTERSECTION OF WORK AND TECHNOLOGY AND TO ADVOCATE FOR PUBLIC POLICIES THAT IMPROVE THE LIVES OF WORKING PEOPLE.

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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 $3,450,000

Program Service Revenue $0

Investment Income $0

Other Revenue $122,196

TOTAL REVENUE $3,572,196

Expense Breakdown

Grants Paid $250,000

Salaries & Benefits $548,420

Fundraising Expenses $0

Program Expenses $1,084,234

Other Expenses $457,795

TOTAL EXPENSES $1,256,215

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,572,196	$895,804	+3.0%
Expenses	$1,256,215	$218,266	+4.8%
Net Income	$2,315,981	$677,538	+2.4%

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

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 SHULER	PRESIDENT	1.00	Officer Director	$0	$109,617	$381,867
AMANDA BALLANTYNE	SECRETARY/EXECUTIVE DIRECTOR	17.50	Officer Director	$0	$77,090	$234,443
FREDERICK REDMOND	TREASURER	1.00	Officer Director	$0	$99,518	$338,493

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	$3,572,196	$1,256,215	$3,143,618	$2,315,981
2022	$895,804	$218,266	$724,639	$677,538

AFL-CIO TECHNOLOGY INSTITUTE