AMERICAN FED OF STATE CNTY AND MUN… - 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

1985

Legal Domicile

Principal Officer

MICHAEL STEWART

Phone

5039640799

Tax Period

2023-01-01 to 2023-12-31

AMERICAN FED OF STATE CNTY AND MUNI DBA 328 OR HEALTH SCIENCES UNIV EMP, founded in 1985, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 82% from the prior year, signaling strong growth momentum. The organization ran a surplus of $695K, a strong 57% operating margin.

Mission

MEMBER SERVICES - LABOR UNION. AFSCME LOCAL 328 IS A LOCAL UNION AFFILIATED WITH OREGON COUNCIL 75 OF HTE AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES; THE ORGANIZATION AFL-CIO; AND THE NORTHWEST OREGON LABOR COUNCIL AFL-CIO.

Program Service Accomplishments

Program 1

AFSCME LOCAL 328 CARRIES OUT ON A LOCAL BASIS THE OBJECTIVES OF AFSCME WHICH ARE AS FOLLOWS:A. TO PROMOTE THE ORGANIZATION OF WORKERS IN GENERAL AND PUBLIC EMPLOYEES PARTICULAR.B. TO PROMOTE THE...

AFSCME LOCAL 328 CARRIES OUT ON A LOCAL BASIS THE OBJECTIVES OF AFSCME WHICH ARE AS FOLLOWS:A. TO PROMOTE THE ORGANIZATION OF WORKERS IN GENERAL AND PUBLIC EMPLOYEES PARTICULAR.B. TO PROMOTE THE WELFARE OF THE MEMBERSHIP AND TO PROVIDE A VOICE IN THE DETERMINATION OF THE TERMS AND CONDITIONS OF EMPLOYMENT. WE ARE COMMITTED TO THE PROCESS OF COLLECTIVE BARGAINING AS THE MOST DESIRABLE, DEMOCRATIC AND EFFECTIVE METHOD TO ACHIEVE THIS. BOTH AS UNION MEMBERS AND CITIZENS, WE SHALL ALSO EMPLOY AVAILABLE LEGISLATIVE AND POLITICAL ACTION.C. TO PROMOTE JOB SECURITY BY OPPOSING EFFORTS TO OUTSOURCE THE WORK OF OUR MEMBERS.D. TO PROMOTE CIVIL SERVICE LEGISLATION AND CAREER SERVICE IN GOVERNMENT.E. TO PROVIDE RESEARCH AND EDUCATIONAL SERVICES AND ACTIVITIES DESIGNED TO ASSIST MEMBERS AND AFFILIATES.F. TO FOSTER COOPERATION AMONG AFFILIATES.G. TO COOPERATE WITH OTHER LABOR ORGANIZATIONS IN PARTICULAR AND OTHER SEGMENTS OF OUR SOCIETY IN GENERAL TOWARDS THE END THAT THE MATERIAL RICHES OF AMERICAN SOCIETY BE MORE JUSTLY DISTRIBUTED AND THE MORAL PROMISE OF AMERICAN LIFE BE REALIZED.H. TO WORK WITH OUR BROTHERS AND SISTERS IN OTHER LANDS TOWARDS THE IMPROVEMENT OF THE CONDITION OF LIFE AND WORK IN ALL COUNTRIES, TOWARDS THE DIMINUTION OF INTERNATIONAL TENSIONS AND REDUCTION IN THE USE OF ARMED FORCE TO RESOLVE DISPUTES, AND TOWARDS GENUINE SOLIDARITY OF ALL WORKERS.

Program 2

ADDITIONALLY, THE AFSCME LOCAL 328 AFFIRMS THE FOLLOWING OBJECTIVES:A. TO WORK TOWARDS THE DAY WHEN ALL MEMBERS OF THE UNIVERSITY COMMUNITY CAN REALIZE THEIR FULLEST POTENTIAL REGARDLESS OF RACE...

ADDITIONALLY, THE AFSCME LOCAL 328 AFFIRMS THE FOLLOWING OBJECTIVES:A. TO WORK TOWARDS THE DAY WHEN ALL MEMBERS OF THE UNIVERSITY COMMUNITY CAN REALIZE THEIR FULLEST POTENTIAL REGARDLESS OF RACE, SEX, RELIGIOUS OR POLITICAL BELIEF, EDUCATIONAL LEVEL, NATIONAL ORIGIN, SEXUAL ORIENTATION, AGE OR DISABILITY.B. TO ENSURE THAT THE OREGON HEALTH SCIENCES UNIVERSITY (OHSU) MEETS ITS OBLIGATIONS TO ITS EMPLOYEE COMMUNITY REGARDLESS OF RACE, SEX, RELIGIOUS OR POLITICAL BELIEF, EDUCATIONAL LEVEL, NATIONAL ORIGIN, SEXUAL ORIENTATION, AGE OR DISABILITY.C. TO DO OUR PART TO ENSURE THAT THE OHSU MEETS ITS OBLIGATIONS TO THE LARGER COMMUNITY BY PROMOTING THE HIGHEST STANDARDS OF HUMANITY AND EXCELLENCE IN PATIENT CARE, TEACHING AND RESEARCH.

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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 $0

Program Service Revenue $518,519

Investment Income $6,815

Other Revenue $692,665

TOTAL REVENUE $1,217,999

Expense Breakdown

Grants Paid $1,625

Salaries & Benefits $36,525

Fundraising Expenses $0

Other Expenses $484,687

TOTAL EXPENSES $522,837

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,217,999	$671,009	+0.8%
Expenses	$522,837	$505,489	+0.0%
Net Income	$695,162	$165,520	+3.2%

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

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

$30,597

Total Directors

$7,494

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELO BOLOGNA	AT-LARGE POSITION 19	10.00	Director	$0	$0	$0
ANTHONY TSOPKO	AT-LARGE POSITION 11	10.00	Director	$0	$0	$0
ARRISON WARNER	COMMUNITY LIAISON (1)	10.00	Director	$0	$0	$0
BRIANNA O'LOUGHLIN	AT-LARGE POSITION 22	10.00	Director	$0	$0	$0
CASEY PARR	MEMBERSHIP 2	10.00	Director	$0	$0	$0
CASSIE BARTON	AT-LARGE POSITION 5	10.00	Director	$1,497	$0	$1,497
CG BROTHERS	DIVERSITY, EQUITY & INCLUSION (18)	15.00	Director	$0	$0	$0
DANA HENDRICKS	AT-LARGE POSITION 21	10.00	Director	$0	$0	$0
DERECK WALLACE	AT-LARGE POSITION 14	10.00	Director	$0	$0	$0
HEATH OETKEN	AT-LARGE POSITION 20	10.00	Director	$0	$0	$0
JEN LAVERDURE	POLITICAL ACTION (6)	15.00	Director	$1,497	$0	$1,497
JENNIFER BARKER	COMMUNICATIONS (7)	15.00	Director	$0	$0	$0
JESSE MILLER	AT-LARGE POSITION 8	10.00	Director	$0	$0	$0
KARRI GARAVENTA	AT-LARGE POSITION 15	10.00	Director	$0	$0	$0
KATE STOUT	AT-LARGE POSITION 5	10.00	Director	$0	$0	$0
KATY HOLMES	AT-LARGE POSITION 16	10.00	Director	$0	$0	$0
MARK CHAPMAN	BUILDING MGR (13)	10.00	Director	$0	$0	$0
MELISSA BEAVERS	COMMUNICATIONS (7)	15.00	Director	$0	$0	$0
MICHAEL EVERHART	EDUCATION & TRAINING (3)	10.00	Director	$0	$0	$0
ROXANA LOGSDON	AT-LARGE POSITION 4	10.00	Director	$0	$0	$0
SARAH CURTIS	VP/AT-LARGE POSITION 8	10.00	Officer Director	$4,500	$0	$4,500
SERGIO ACENA	DIVERSITY, EQUITY & INCLUSION (18)	15.00	Director	$0	$0	$0
THERESIA LLOYD-SIEMER	AT-LARGE POSITION 12/TRUSTEE	10.00	Director	$0	$0	$0
TROY WINSLOW	POLITICAL ACTION (6)	15.00	Director	$0	$0	$0
CLAIRE IRVAN	TREASURER	20.00	Officer	$6,000	$0	$6,000
CYNTHIA PECKOVER	AT-LARGE POSITION 10	10.00	Officer	$0	$0	$0
HALEY WOLFORD-DAVIS	CHIEF STEWARD	20.00	Officer	$6,000	$0	$6,000
JENNIE S OLSON	SECRETARY	20.00	Officer	$6,897	$0	$6,897
MICHAEL STEWART	PRESIDENT	40.00	Officer	$7,200	$0	$7,200

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	No data	No data	No data	No data
2023	$1,217,999	$522,837	$3,457,643	$695,162
2022	$671,009	$505,489	$2,708,313	$165,520
2021	$546,531	$476,921	$2,682,072	$69,610
2020	$652,711	$372,531	$2,567,540	$280,180
2019	$435,785	$441,942	$2,361,667	$-6,157
2018	$453,245	$282,549	$2,328,177	$170,696
2017	$467,377	$272,685	$2,227,219	$194,692

AMERICAN FED OF STATE CNTY AND MUNI DBA 328 OR HEALTH SCIENCES UNIV EMP