AMERICAN FEDERATION OF TEACHERS LOCAL 1481 JEFFERSON DISTRICT (EIN 942311296) - 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

1963

Legal Domicile

Principal Officer

MONICA CASEY

Phone

6509948663

Tax Period

2022-07-01 to 2023-06-30

AMERICAN FEDERATION OF TEACHERS LOCAL 1481 JEFFERSON DISTRICT, founded in 1963, is a small nonprofit that reported $495K in total revenue in fiscal year 2022. Expenses of $453K left a modest 9% surplus.

Mission

TO PROMOTE THE WELFARE OF THE LOCAL'S MEMBERS BY OBTAINING FULL AND JUST COMPENSATION, BENEFITS, AND RIGHTS FOR SERVICES

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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 $0

Program Service Revenue $494,997

Investment Income $0

Other Revenue $0

TOTAL REVENUE $494,997

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,350

Fundraising Expenses $0

Other Expenses $437,512

TOTAL EXPENSES $452,862

Year-over-Year Comparison

	2022	2021	Change
Revenue	$494,997	$483,555	+0.0%
Expenses	$452,862	$487,534	-0.1%
Net Income	$42,135	$-3,979	-11.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MONICA CASEY	President	40.00	Officer	$0	$0	$0
KEVIN MURPHY	Member Chair	10.00	Officer	$0	$0	$0
ED LOPEZ	SGT-AT-ARMS	0.00	Officer	$0	$0	$0
ALAN VU	Treasurer	2.00	Officer	$0	$0	$0
JERRY REED	LABOR DELEGATE	0.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$494,997	$452,862	$87,400	$42,135
2022	$483,555	$487,534	$45,265	$-3,979
2021	$432,730	$379,076	$49,244	$53,654
2020	$428,942	$550,554	$-4,410	$-121,612
2019	$396,843	$462,313	$117,202	$-65,470
2018	$438,577	$435,588	$182,672	$2,989

AMERICAN FEDERATION OF TEACHERS LOCAL 1481 JEFFERSON DISTRICT