CALIFORNIA FEDERATION OF TEACHERS AFT 8004

EIN: 941271864

BURBANK, CA

Total Revenue
$24,676,145
Total Expenses
$18,812,072
Total Assets
$69,787,200
Net Assets
$21,586,733
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1919
Legal Domicile
CA
Principal Officer
L LACY BARNES
Phone
8188438226
Tax Period
2023-01-01 to 2023-12-31

CALIFORNIA FEDERATION OF TEACHERS AFT 8004, founded in 1919, is a mid-sized nonprofit that reported $24.7M in total revenue in fiscal year 2023. The organization ran a surplus of $5.9M, a strong 24% operating margin.

Mission

TO ORGANIZE THE EDUCATIONAL EMPLOYEES OF CALIFORNIA INTO LOCALS CHARTERED BY THE AMERICAN FEDERATION OF TEACHERS (THE "AFT"), AND TO BRING THEM INTO RELATIONS OF MUTUAL ASSISTANCE AND COOPERATION; TO OBTAIN FOR THEM ALL THE RIGHTS AND BENEFITS TO WHICH THEY ARE ENTITLED; TO RAISE THE STANDARDS OF THE EDUCATIONAL PROFESSION AND TO SECURE CONDITIONS ESSENTIAL TO THE BEST PROFESSIONAL SERVICE; TO PROMOTE SUCH DEMOCRATIZATION OF THE EDUCATIONAL INSTITUTIONS AS WILL ENABLE THEM BETTER TO EQUIP THEIR STUDENTS TO TAKE THEIR PLACES IN THE ECONOMIC, SOCIAL AND POLITICAL LIFE OF THE COMMUNITY; TO STRIVE FOR EQUAL EDUCATIONAL OPPORTUNITIES FOR ALL AND TO INITIATE AND SUPPORT STATE LEGISLATION TO BENEFIT STUDENTS AND EDUCATIONAL EMPLOYEES OF THE STATE OF CALIFORNIA.

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $913,598
Program Service Revenue $22,586,947
Investment Income $531,163
Other Revenue $644,437
TOTAL REVENUE $24,676,145

Expense Breakdown

Grants Paid $673,440
Salaries & Benefits $6,082,417
Fundraising Expenses $0
Other Expenses $12,056,215
TOTAL EXPENSES $18,812,072

Year-over-Year Comparison

2023 2022 Change
Revenue $24,676,145 $23,791,484 +0.0%
Expenses $18,812,072 $33,701,129 -0.4%
Net Income $5,864,073 $-9,909,645 -1.6%
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

Sign In

Governance

Voting Members
28
Independent Members
23
Employees
61
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
2
$266,124
Total Directors
36
$348,682
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEFFERY M FREITAS PRESIDENT 40.0
Officer Director
$201,215 $-65,999 $135,216
LUUKIA A SMITH SECRETARY-TREASURER - PAST 40.0
Officer Director
$130,908 $0 $130,908
GLENN GOLDSTEIN DEPUTY EXECUTIVE DIRECTOR 40.0
Highest
$173,686 $-60,606 $113,080
SARAH A CALLAHAN STRATEGIC CAMPAIGNS MANAGER 40.0
Highest
$184,359 $-72,661 $111,698
MARTIN MOTA IT DIRECTOR 40.0
Highest
$171,161 $-67,232 $103,929
SANDRA WEESE ORGANIZING DIRECTOR 40.0
Highest
$175,776 $-73,216 $102,560
TERRY ELVERUM FIELD REPRESENTATIVE 40.0
Highest
$170,799 $-82,612 $88,187
L LACY BARNES SECRETARY-TREASURER 40.0
Director
$39,710 $500 $40,210
CARL WILLIAMS VICE PRESIDENT 5.0
Director
$10,400 $3,200 $13,600
STEVEN MCDOUGALL VICE PRESIDENT - PAST 5.0
Director
$6,717 $4,698 $11,415
JUAN J RAMIREZ EXECUTIVE VICE PRESIDENT 5.0
Director
$8,333 $0 $8,333
JENNIFER SHANOSKI VICE PRESIDENT 5.0
Director
$2,400 $0 $2,400
LINDA SNEED VICE PRESIDENT 5.0
Director
$2,400 $0 $2,400
JOHN GOVSKY VICE PRESIDENT 5.0
Director
$1,200 $600 $1,800
JOANNE WADDELL VICE PRESIDENT - PAST 5.0
Director
$1,200 $0 $1,200
LINDA CHAN VICE PRESIDENT - PAST 5.0
Director
$1,200 $0 $1,200
MONICA CASEY VICE PRESIDENT 5.0
Director
$0 $0 $0
GLORIA GARCIA VICE PRESIDENT 5.0
Director
$0 $0 $0
MARY BRAVEWOMAN VICE PRESIDENT 5.0
Director
$0 $0 $0
MIKI GORAL VICE PRESIDENT 5.0
Director
$0 $0 $0
MATTHEW KOGAN VICE PRESIDENT 5.0
Director
$0 $0 $0
MATTHEW MEYER VICE PRESIDENT 5.0
Director
$0 $0 $0
JASON NEWMAN VICE PRESIDENT 5.0
Director
$0 $0 $0
KENT WONG VICE PRESIDENT 5.0
Director
$0 $0 $0
SUSAN SOLOMON VICE PRESIDENT - PAST 5.0
Director
$0 $0 $0
ARCELIA O'CONNOR VICE PRESIDENT 5.0
Director
$0 $0 $0
RAY GAER VICE PRESIDENT 5.0
Director
$0 $0 $0
NELLY VAQUERA-BOGGS VICE PRESIDENT 5.0
Director
$0 $0 $0
AMANKWA MCKINZIE VICE PRESIDENT 5.0
Director
$0 $0 $0
ARLENE INOUYE VICE PRESIDENT - PAST 5.0
Director
$0 $0 $0
BRITT DOWDY VICE PRESIDENT - PAST 5.0
Director
$0 $0 $0
ANTHONY ARINWINE VICE PRESIDENT 5.0
Director
$0 $0 $0
LILIA CARREON VICE PRESIDENT 5.0
Director
$0 $0 $0
HAZEL ALONZO VICE PRESIDENT 5.0
Director
$0 $0 $0
KATI BASSLER VICE PRESIDENT 5.0
Director
$0 $0 $0
CASSONDRA CURIEL VICE PRESIDENT 5.0
Director
$0 $0 $0
A JAMES MCKEEVER VICE PRESIDENT 5.0
Director
$0 $0 $0
KATIE RODGER VICE PRESIDENT 5.0
Director
$0 $0 $0
SEIJA ROHKEA VICE PRESIDENT 5.0
Director
$0 $0 $0
JULIE VAN WINKLE VICE PRESIDENT 5.0
Director
$0 $0 $0
LYNN WANG VICE PRESIDENT 5.0
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
2024 No data No data No data No data
2023 $24,676,145 $18,812,072 $69,787,200 $5,864,073
2022 $23,791,484 $33,701,129 $67,213,040 $-9,909,645
2021 $23,519,232 $17,541,868 $70,243,010 $5,977,364
2020 $23,796,977 $15,872,883 $62,448,681 $7,924,094
2019 $24,681,663 $14,081,987 $54,112,586 $10,599,676
2018 $23,943,906 $22,257,587 $44,286,014 $1,686,319
Explore More Nonprofits
Top 100 Nonprofits in California Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare CALIFORNIA FEDERATION OF TEACHERS AFT 8004 with other nonprofits in California and across the country.