AMERICAN FEDERATION OF TEACHERS OCEANSIDE (EIN 956220540) - 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

1980

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

AMERICAN FEDERATION OF TEACHERS OCEANSIDE, founded in 1980, is a small nonprofit that reported $641K in total revenue in fiscal year 2023. Expenses of $609K left a modest 5% surplus.

Mission

TEACHERS COLLECTIVE BARGAINING

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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 $637,041

Program Service Revenue $0

Investment Income $4,241

Other Revenue $0

TOTAL REVENUE $641,282

Expense Breakdown

Grants Paid $0

Salaries & Benefits $173,873

Fundraising Expenses $0

Program Expenses $51,311

Other Expenses $383,519

TOTAL EXPENSES $608,703

Year-over-Year Comparison

	2023	2022	Change
Revenue	$641,282	$624,112	+0.0%
Expenses	$608,703	$662,021	-0.1%
Net Income	$32,579	$-37,909	-1.9%

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

$113,577

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
ROBERT PITTMAN	PRESIDENT	Officer	$27,836	$0	$27,836
DONNA GALES	VICE PRESIDENT	Officer	$16,702	$0	$16,702
SUSAN TANTLEFF	TREASURER	Officer	$11,691	$0	$11,691
AMY BROWN RAND	RECORDING SECRETARY	Officer	$10,021	$0	$10,021
MICHAEL DEMARCO	MID SCHOOL VP	Officer	$9,744	$0	$9,744
JENNIFER WHYTE	ELEM SCHOOL VP	Officer	$9,744	$0	$9,744
THOMAS MORREALE	AFFILIATES VP	Officer	$9,744	$0	$9,744
GAVIN K KALNER	HS VP	Officer	$9,744	$0	$9,744
VICTORIA TRUM	FIN SECRETARY	Officer	$8,351	$0	$8,351

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	$641,282	$608,703	$773,632	$32,579
2022	$624,112	$662,021	$740,324	$-37,909
2021	$643,770	$638,673	$778,233	$5,097
2020	$579,498	$661,593	$773,136	$-82,095
2019	$632,779	$592,359	$855,231	$40,420
2018	$667,532	$679,432	$814,811	$-11,900

AMERICAN FEDERATION OF TEACHERS OCEANSIDE