AMERICAN FEDERATION OF TEACHERS OR… - Form 990 Financial Data

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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

1979

Legal Domicile

Principal Officer

SARINA ROHER

Phone

5036579974

Tax Period

2023-07-01 to 2024-06-30

AMERICAN FEDERATION OF TEACHERS OREGON FEDERATION 5017, founded in 1979, is a community nonprofit that reported $6.3M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $5.6M left a modest 11% surplus.

Program Service Accomplishments

Program 1

THE UNION REPRESENTS APPROXIMATELY 5,800 HEALTH CARE WORKERS AT KAISER, ST. CHARLES HEALTH AND PEACEHEALTH FACILITIES IN THE GREATER PORTLAND, OREGON AND VANCOUVER, WASHINGTON AREAS AS WELL AS BEND, OREGON. THE UNION EMPLOYED FULL-TIME STAFF TO SERVE MEMBERS' NEEDS AND TO PROVIDE REPRESENTATION IN ACCORDANCE WITH COLLECTIVE BARGAINING AGREEMENTS. THE LOCAL KEEPS MEMBERS INFORMED ABOUT WORKPLACE ISSUES AND LABOR MANAGEMENT RELATIONS THROUGH MEETINGS, PUBLICATIONS, ETC. THE UNION ALSO PROVIDES CONTRACTUAL, EMPLOYMENT RELATED, LEGAL ASSISTANCE AND INCREASES MEMBERSHIP THROUGH RECRUITING PROSPECTIVE MEMBERS AND ORGANIZING NEW BARGAINING UNITS. THE LOCAL NEGOTIATES CONTRACTS FOR MEMBERS THROUGH THE COLLECTIVE BARGAINING PROCESS.

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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 $106,054

Program Service Revenue $6,018,410

Investment Income $7,386

Other Revenue $132,398

TOTAL REVENUE $6,264,248

Expense Breakdown

Grants Paid $48,996

Salaries & Benefits $2,969,987

Fundraising Expenses $0

Other Expenses $2,536,081

TOTAL EXPENSES $5,555,064

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,264,248	$5,541,939	+0.1%
Expenses	$5,555,064	$5,388,017	+0.0%
Net Income	$709,184	$153,922	+3.6%

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

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

$219,809

Total Directors

$288,371

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN BAKER	VICE-PRESIDENT	40.0	Officer Director	$156,776	$17,814	$174,590
KEELY GLASSLEY	OPERATIONS DIRECTOR	40.0	Highest	$137,546	$31,068	$168,614
ZENAIDO GONZALEZ REYNA	FINANCE DIRECTOR	40.0	Highest	$142,067	$25,082	$167,149
SHANE BURLEY	COMMUNICATIONS ORGANIZER	40.0	Highest	$126,007	$31,233	$157,240
DOROTHY VIBBERT	INTERNAL ORGANIZER	40.0	Highest	$126,007	$25,148	$151,155
APRIL WITT	INTERNAL ORGANIZER	40.0	Highest	$125,767	$15,941	$141,708
NICOLE JONES	TREASURER - PAST	2.0	Officer Director	$26,862	$7,249	$34,111
SHAWNA ROSS	TECH BU PHSW CHAIR	2.0	Director	$29,240	$0	$29,240
TREVOR DERRICK	TECH BU KP VICE CHAIR - PAST	2.0	Director	$26,770	$0	$26,770
SARINA ROHER	PRESIDENT	2.0	Officer Director	$0	$11,108	$11,108
JERRY CHIDESTER	SER-MAINT BU PHSW V.CHAIR-PAST	2.0	Director	$5,831	$0	$5,831
TOM STEWART	TECH BU ST. CHARLES CHAIR	2.0	Director	$1,715	$0	$1,715
KRISTA LEHAN	TECH BU KP CHAIR	2.0	Director	$1,314	$0	$1,314
CAROL FAULKNER	LAB PRO BU KP CHAIR - PAST	2.0	Director	$1,236	$0	$1,236
ROBIN HENDRIX	TECH BU PHSH CHAIR - PAST	2.0	Director	$1,000	$0	$1,000
MARY COFFELT	RN BU KP VICE CHAIRPERSON	2.0	Director	$822	$0	$822
JERRY LEMMONS	TECH BU KP CHAIR - PAST	2.0	Director	$634	$0	$634
NICK ENG	SECRETARY	2.0	Officer Director	$0	$0	$0
JOSHUA HOLT	TREASURER	2.0	Officer Director	$0	$0	$0
JODI ATTEBERRY	CHAIRPERSON	2.0	Director	$0	$0	$0
SUSAN BARKER	TECH BU PHSH CHAIRPERSON	2.0	Director	$0	$0	$0
JAMIE DOBBS	RN BU KP VICE CHAIR - PAST	2.0	Director	$0	$0	$0
CAROLYN FJELSTAD	ONA BU KP CHAIR	2.0	Director	$0	$0	$0
JEREMY GARDNER	PRO BU KP CHAIR - PAST	2.0	Director	$0	$0	$0
RHEA HINDEMIT	TECH BU KP VICE CHAIR	2.0	Director	$0	$0	$0
KATIE JOHNSON	RN BU KP VICE CHAIR	2.0	Director	$0	$0	$0
LEILA JOHNSON	LAB PRO BU PHLV CHAIR - PAST	2.0	Director	$0	$0	$0
GINA MANN	LAB PRO BU KP CHAIR	2.0	Director	$0	$0	$0
MAAROF SADIQ	RDH BU KP CHAIR	2.0	Director	$0	$0	$0
MINDY SCHIEBLER	RN BU KP VICE CHAIR	2.0	Director	$0	$0	$0
HANNAH WINCHESTER	PRO BU KP VICE CHAIR	2.0	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	$6,264,248	$5,555,064	$6,438,209	$709,184
2023	$5,541,939	$5,388,017	$5,913,655	$153,922
2022	$5,210,115	$5,147,982	$5,718,255	$62,133
2021	$5,220,697	$5,335,454	$5,941,941	$-114,757
2020	$5,212,867	$5,646,280	$5,831,530	$-433,413
2019	$4,958,342	$4,659,207	$2,421,327	$299,135
2018	$4,228,196	$4,186,172	$2,250,606	$42,024

AMERICAN FEDERATION OF TEACHERS OREGON FEDERATION 5017