Civic Intelligence

Albuquerque Teachers Federation

990 • Fiscal year 2018 • EIN 85-6011519

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 15, 2019

530 Jefferson NEAlbuquerque, NM 87108

(505) 262-2657

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$816,003

Flat from 2018

Net Assets

Flat

$482,055

Flat from 2018

Liabilities

Flat

$333,948

Flat from 2018

Revenue And Expenses

Revenue

Flat

$2,278,561

Flat from 2018

Expenses

Flat

$2,231,033

Flat from 2018

Net Income

Flat

$47,528

Flat from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2012: $1,075,956Liabilities 2012: $542,002Net Assets 2012: $533,9542012Assets 2015: $954,646Liabilities 2015: $485,888Net Assets 2015: $468,7582015Assets 2016: $877,141Liabilities 2016: $456,113Net Assets 2016: $421,0282016Assets 2017: $960,669Liabilities 2017: $526,142Net Assets 2017: $434,5272017Assets 2018: $816,003Liabilities 2018: $333,948Net Assets 2018: $482,0552018Assets 2018: $816,003Liabilities 2018: $333,948Net Assets 2018: $482,0552018Assets 2019: $792,630Liabilities 2019: $322,456Net Assets 2019: $470,1742019Assets 2021: $1,092,231Liabilities 2021: $311,372Net Assets 2021: $780,8592021Assets 2022: $1,165,996Liabilities 2022: $283,989Net Assets 2022: $882,0072022Assets 2025: $1,281,834Liabilities 2025: $200,028Net Assets 2025: $1,081,8062025

Highlighted filing

2018

Assets$816,003
Liabilities$333,948
Net Assets$482,055

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $2,218,8072012Revenue 2015: $2,106,016Expenses 2015: $2,110,700Net Income 2015: -$4,6842015Revenue 2016: $2,181,307Expenses 2016: $2,165,633Net Income 2016: $15,6742016Revenue 2017: $2,236,483Expenses 2017: $2,222,984Net Income 2017: $13,4992017Revenue 2018: $2,278,561Expenses 2018: $2,231,033Net Income 2018: $47,5282018Revenue 2018: $2,278,561Expenses 2018: $2,231,033Net Income 2018: $47,5282018Revenue 2019: $2,244,286Expenses 2019: $2,256,167Net Income 2019: -$11,8812019Revenue 2021: $2,716,622Expenses 2021: $2,515,385Net Income 2021: $201,2372021Revenue 2022: $2,696,365Expenses 2022: $2,595,217Net Income 2022: $101,1482022Revenue 2025: $3,007,596Expenses 2025: $2,920,868Net Income 2025: $86,7282025

Highlighted filing

2018

Revenue$2,278,561
Expenses$2,231,033
Net Income$47,528
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 15, 2019
Return Version
2017v2.3
Gross Receipts
$2,294,815
Mission and Program Overview

Mission

To promote and protect the interest of its membership, improve working conditions, encourage coordinated action of teachers and community, promote the welfare of children by providing equal eductional opportunity for all, and to support the professional growth and development of educators.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$493,407$469,121▼ $24,286
Cash and Non-Interest-Bearing Accounts$336,294$177,149▼ $159,145
Accounts Receivable$72,998$122,287▲ $49,289
Savings and Temporary Cash Investments$54,671$44,863▼ $9,808
Prepaid Expenses and Deferred Charges$3,299$2,583▼ $716
Total Assets$960,669$816,003▼ $144,666
Liabilities
Mortgage Notes Payable Secured by Investment Property$258,988$202,110▼ $56,878
Other Liabilities$246,599$112,850▼ $133,749
Accounts Payable and Accrued Expenses$20,555$18,988▼ $1,567
Total Liabilities$526,142$333,948▼ $192,194
Net Assets / Fund Balance
Unrestricted Net Assets$434,527$482,055▲ $47,528
Total Net Assets Fund Balance$434,527$482,055▲ $47,528
Total Liabilities and Net Assets / Fund Balance$960,669$816,003▼ $144,666

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$415,083$216,018$631,101
Equipment$18,943$68,750$87,693
Land$35,095-$35,095
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ellen BernsteinPresidentFT$89,501$14,219$103,720

Board Members and Trustees

NameTitle
Sean ThomasExec Vice Pr
Dwayne NorrisMem & Inv VP
Pamela IrvinSecretary
Karen BaehrTreasurer
Loyola CortinasVice Pres Es
Sonya Romero SmithVice Pres Es
Tanya KuhneeVice Pres Hs
Jason KrosinskyVice Pres Ms
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,284,701
Investment Income
$769
Other Revenue
$-6,909
Change in Net Assets
$47,528

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,278,561
Revenue Not Reported on Form 990
$16,254
Total Revenue per Audited Statements
$2,294,815
Total Revenue per Form 990
$2,278,561
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,613,058
Salaries, Compensation, and Employee Benefits$617,975
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$1,351,027
Other Salaries and Wages---$372,111
Other Employee Benefits---$89,874
Current Officers, Directors, Trustees, and Key Employees---$66,010
Pension Plan Contributions---$55,601
Office Expenses---$43,768
Payroll Taxes---$34,379
Depreciation Depletion---$32,338
All Other Expenses---$31,237
Fees for Services Accounting---$16,596
Other Expenses---$12,000
Information Technology---$11,292
Interest---$8,133
Fees for Services Other---$1,990
Insurance---$1,420
Fees for Services Legal---$251
Total Functional Expenses$0$0$0$2,231,033

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,247,287
Expenses per Audited Statements$2,231,033
Total Expenses per Form 990$2,231,033
Expenses Not Reported on Form 990$16,254
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$698
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Others$112,850
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

A draft of the 990 information return is provided to specified executive council members for review prior to submission.

Form 990, Page 6, Part VI, Line 15A

Compensation of the president is subject to review and approval process as part of annual budgeting for the organization.

Form 990, Page 6, Part VI, Line 15B

Compensation of officers or key employees, as applicable, subject to review and approval process as part of annual budgeting for the organization.

Form 990, Page 6, Part VI, Line 19

A copy of the governing documents are maintained at the organization's office and are available upon request.

Filing and Contact Details

Filer

Filer Name
Albuquerque Teachers Federation
EIN
85-6011519
Phone
5052622657
Address
530 JEFFERSON NE, ALBUQUERQUE, NM 87108

Signing Officer

Name
Ellen Bernstein
Title
President
Phone
5052622657
Signed
2019-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ellen Bernstein
Formed
1962
Legal Domicile
Nm
Voting Board Members
9
Independent Board Members
8
Employees
11
Volunteers
500

Preparer

Firm
Loftis Group LLC
Address
4811 HARDWARE RD NE STE E-4, ALBUQUERQUE, NM 87109-2023
Preparer
Nick Loftis
Phone
5052935009
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To promote and protect the interest of its membership, improve working conditions, encourage coordinated action of teachers and community, promote the welfare of children by providing equal eductional opportunity for all, and to support the professional growth and development of educators.

Form 990, Page 1, Part I, Line 6

All volunteers are part-time and provide the organization by assisting members related to educational issues and organizational opportunities.

Form 990, Part XI, Line 9

Direct rent expenses 16,254 direct rent expenses -16,254

Financial Statement Notes

Schedule D, Page 3, Part X

Atf is a nonprofit organization and qualifies as a tax-exempt organization under section 501(c)(5) of the internal revenue code. Atf regularly evaluates activities as it relates to is tax exempt status. If atf activities are determined to be outside of its tax exempt status, the potential exists for tax liabilities on those unrelated activities. Currently, atf engages in no activities that create taxable unrelated business income. Accordingly, no provisions for income taxes has been reflected in atf's financial statements. Atf's income tax filings are subject to audit by various taxing authorities. Atf's open audit periods are for the years ended june 30, 2016 and thereafter. Atf has adopted the provisions of fasb asc 740-10 "accounting for uncertainty in income taxes". Atf has not recognized any changes to its financial statements for uncertain tax positions resulting from this adoption.

Schedule D, Page 4, Part XI, Line 2D

Direct rent expenses 16,254

Schedule D, Page 4, Part XII, Line 2D

Direct rent expenses 16,254

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IRS990ScheduleD/ExpensesNotReportedAmt016254
IRS990ScheduleD/ExpensesSubtotalAmt02231033
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt035095
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt035095
IRS990ScheduleD/OtherExpensesIncludedAmt016254
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0112850
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO OTHERS
IRS990ScheduleD/OtherRevenueAmt016254
IRS990ScheduleD/RevenueNotReportedAmt016254
IRS990ScheduleD/RevenueSubtotalAmt02278561
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ATF IS A NONPROFIT ORGANIZATION AND QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE. ATF REGULARLY EVALUATES ACTIVITIES AS IT RELATES TO IS TAX EXEMPT STATUS. IF ATF ACTIVITIES ARE DETERMINED TO BE OUTSIDE OF ITS TAX EXEMPT STATUS, THE POTENTIAL EXISTS FOR TAX LIABILITIES ON THOSE UNRELATED ACTIVITIES. CURRENTLY, ATF ENGAGES IN NO ACTIVITIES THAT CREATE TAXABLE UNRELATED BUSINESS INCOME. ACCORDINGLY, NO PROVISIONS FOR INCOME TAXES HAS BEEN REFLECTED IN ATF'S FINANCIAL STATEMENTS. ATF'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. ATF'S OPEN AUDIT PERIODS ARE FOR THE YEARS ENDED JUNE 30, 2016 AND THEREAFTER. ATF HAS ADOPTED THE PROVISIONS OF FASB ASC 740-10 "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES". ATF HAS NOT RECOGNIZED ANY CHANGES TO ITS FINANCIAL STATEMENTS FOR UNCERTAIN TAX POSITIONS RESULTING FROM THIS ADOPTION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT RENT EXPENSES 16,254
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT RENT EXPENSES 16,254
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleD/TotalExpensesPerForm990Amt02231033
IRS990ScheduleD/TotalLiabilityAmt0112850
IRS990ScheduleD/TotalRevenuePerForm990Amt02278561
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02294815
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02247287
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROMOTE AND PROTECT THE INTEREST OF ITS MEMBERSHIP, IMPROVE WORKING CONDITIONS, ENCOURAGE COORDINATED ACTION OF TEACHERS AND COMMUNITY, PROMOTE THE WELFARE OF CHILDREN BY PROVIDING EQUAL EDUCTIONAL OPPORTUNITY FOR ALL, AND TO SUPPORT THE PROFESSIONAL GROWTH AND DEVELOPMENT OF EDUCATORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL VOLUNTEERS ARE PART-TIME AND PROVIDE THE ORGANIZATION BY ASSISTING MEMBERS RELATED TO EDUCATIONAL ISSUES AND ORGANIZATIONAL OPPORTUNITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A DRAFT OF THE 990 INFORMATION RETURN IS PROVIDED TO SPECIFIED EXECUTIVE COUNCIL MEMBERS FOR REVIEW PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION OF THE PRESIDENT IS SUBJECT TO REVIEW AND APPROVAL PROCESS AS PART OF ANNUAL BUDGETING FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION OF OFFICERS OR KEY EMPLOYEES, AS APPLICABLE, SUBJECT TO REVIEW AND APPROVAL PROCESS AS PART OF ANNUAL BUDGETING FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5A COPY OF THE GOVERNING DOCUMENTS ARE MAINTAINED AT THE ORGANIZATION'S OFFICE AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DIRECT RENT EXPENSES 16,254 DIRECT RENT EXPENSES -16,254
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0960669
IRS990/TotalAssetsEOYAmt0816003
IRS990/TotalAssetsGrp/BOYAmt0960669
IRS990/TotalAssetsGrp/EOYAmt0816003
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02231033
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0526142
IRS990/TotalLiabilitiesEOYAmt0333948
IRS990/TotalLiabilitiesGrp/BOYAmt0526142
IRS990/TotalLiabilitiesGrp/EOYAmt0333948
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0434527
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0482055
IRS990/TotalOtherCompensationAmt014219
IRS990/TotalProgramServiceRevenueAmt02284701
IRS990/TotalReportableCompFromOrgAmt089501
IRS990/TotalRevenueGrp/ExclusionAmt0-6140
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02284701
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02278561
IRS990/TotalVolunteersCnt0500
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0960669
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0816003
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0434527
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0482055
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0530 JEFFERSON NE
IRS990/USAddress/CityNm0ALBUQUERQUE
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd087108
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.ATFUNION.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLEN BERNSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05052622657
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALBUQUERQUE TEACHERS FEDERATION
ReturnHeader/Filer/BusinessNameControlTxt0ALBU
ReturnHeader/Filer/EIN0856011519
ReturnHeader/Filer/PhoneNum05052622657
ReturnHeader/Filer/USAddress/AddressLine1Txt0530 JEFFERSON NE
ReturnHeader/Filer/USAddress/CityNm0ALBUQUERQUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087108
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B2390F0A573CB459CB4769FA90CD6E5ED81EF109
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D2AE9665C4190E9E9CCE909C46EAAF874339B8DE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.90.202.41
ReturnHeader/FilingSecurityInformation/IPDt02019-03-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:44:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202486011
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOFTIS GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04811 HARDWARE RD NE STE E-4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBUQUERQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0871092023
ReturnHeader/PreparerPersonGrp/PhoneNum05052935009
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICK LOFTIS
ReturnHeader/ReturnTs02019-03-13T09:44:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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