California Labor Federation AFL-CIO (EIN 940362030) - 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

1901

Legal Domicile

Principal Officer

LORENA GONZALEZ FLETCHER

Phone

9164443676

Tax Period

2023-01-01 to 2023-12-31

California Labor Federation AFL-CIO, founded in 1901, is a mid-sized nonprofit that reported $10.3M in total revenue in fiscal year 2023. The organization ran a surplus of $2.3M, a strong 22% operating margin.

Mission

THE PRIMARY PURPOSES OF THE ORGANIZATION ARE THE STUDY OF ECONOMIC AND SOCIAL CONDITIONS; THE PURSUIT OF POLICIES AIMED AT EFFECTING A MORE EQUAL DISTRIBUTION OF WEALTH; AND THE PROMOTION OF FULL EMPLOYMENT.

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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 $3,497,089

Program Service Revenue $6,303,700

Investment Income $276,132

Other Revenue $267,444

TOTAL REVENUE $10,344,365

Expense Breakdown

Grants Paid $112,610

Salaries & Benefits $4,485,068

Fundraising Expenses $0

Other Expenses $3,464,002

TOTAL EXPENSES $8,061,680

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,344,365	$10,803,295	0.0%
Expenses	$8,061,680	$10,443,547	-0.2%
Net Income	$2,282,685	$359,748	+5.3%

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

$336,201

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lorena Gonzalez Fletcher	PRESIDENT	40.0	Officer	$243,683	$92,518	$336,201
Shubhangi Domokos	CHIEF OF STAFF	40.0	Highest	$157,328	$79,930	$237,258
Jessica Butler	Director of Finance & Admin	40.0	Highest	$154,728	$81,405	$236,133
bryan blum	political director	40.0	Highest	$137,299	$73,767	$211,066
SARA FLOCKS	Legislative and Strategic Camp	40.0	Highest	$141,473	$42,250	$183,723
Caitlin Vega	General Counsel	40.0	Highest	$141,473	$42,250	$183,723
GLORIA ALVARADO	vice president	1.0	Officer	$0	$0	$0
thom davis	vice president	1.0	Officer	$0	$0	$0
FRANK ARCE	vice president	1.0	Officer	$0	$0	$0
oscar de la torre	vice president	1.0	Officer	$0	$0	$0
BONNIE CASTILLO	vice president	1.0	Officer	$0	$0	$0
david huerta	vice president	1.0	Officer	$0	$0	$0
enrique fernandez	vice president	1.0	Officer	$0	$0	$0
DAVE CONNOLLOY	vice president	1.0	Officer	$0	$0	$0
ron espinoza	vice president	1.0	Officer	$0	$0	$0
JEFF FREITAS	SECRETARY-TREASURER	1.0	Officer	$0	$0	$0
jacques loveall	vice president	1.0	Officer	$0	$0	$0
larry mazzola jr	vice president	1.0	Officer	$0	$0	$0
michael f miller	vice president	1.0	Officer	$0	$0	$0
doug moore	vice president	1.0	Officer	$0	$0	$0
JAMES LINDSAY	vice president	1.0	Officer	$0	$0	$0
JON PRECIADO	vice president	1.0	Officer	$0	$0	$0
DAN REDING	vice president	1.0	Officer	$0	$0	$0
BRIAN RICE	vice president	1.0	Officer	$0	$0	$0
TAMARA RUBYN	vice president	1.0	Officer	$0	$0	$0
ROBERT D SMITH	vice president	1.0	Officer	$0	$0	$0
ellen crawford	vice president	1.0	Officer	$0	$0	$0
johanna hester	vice president	1.0	Officer	$0	$0	$0
DAVID sikorski	vice president	1.0	Officer	$0	$0	$0
Gary Allen	VICE PRESIDENT	1.0	Officer	$0	$0	$0
jeremy abrams	vice president	1.0	Officer	$0	$0	$0
joseph bryant	vice president	1.0	Officer	$0	$0	$0
robert dean	vice president	1.0	Officer	$0	$0	$0
julie lind	vice president	1.0	Officer	$0	$0	$0
tia orr	vice president	1.0	Officer	$0	$0	$0
sandy reding	vice president	1.0	Officer	$0	$0	$0
tim steed	vice president	1.0	Officer	$0	$0	$0
adam weinberger	vice president	1.0	Officer	$0	$0	$0
mario yedidia	vice president	1.0	Officer	$0	$0	$0
andrea zinder	vice president	1.0	Officer	$0	$0	$0
kathryn lybarger	VICE PRESIDENT	1.0	Officer	$0	$0	$0
Brigette Browning	VICE PRESIDENT	1.0	Officer	$0	$0	$0
Joe Duffle	VICE PRESIDENT	1.0	Officer	$0	$0	$0
PETER FINN	VICE PRESIDENT	1.0	Officer	$0	$0	$0
David Green	VICE PRESIDENT	1.0	Officer	$0	$0	$0
Chris Griswold	VICE PRESIDENT	1.0	Officer	$0	$0	$0
Bill Hagar	VICE PRESIDENT	1.0	Officer	$0	$0	$0
Chris Hannan	VICE PRESIDENT	1.0	Officer	$0	$0	$0
Charmaine Morales	VICE PRESIDENT	1.0	Officer	$0	$0	$0
David Osbourne	VICE PRESIDENT	1.0	Officer	$0	$0	$0
Julie Van Winkle	VICE PRESIDENT	1.0	Officer	$0	$0	$0
Robert Ward	VICE PRESIDENT	1.0	Officer	$0	$0	$0
Yvonne Wheeler	VICE PRESIDENT	1.0	Officer	$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
2024	No data	No data	No data	No data
2023	$10,344,365	$8,061,680	$19,502,074	$2,282,685
2022	$10,803,295	$10,443,547	$17,832,964	$359,748
2021	$13,853,047	$9,128,884	$16,392,646	$4,724,163
2020	$11,894,000	$10,363,335	$11,656,233	$1,530,665
2019	$10,289,139	$7,315,080	$10,125,568	$2,974,059
2018	$9,227,994	$9,780,148	$7,151,509	$-552,154

California Labor Federation AFL-CIO