Local 828 Civil Service Employees Assn (EIN 166027666) - 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

1950

Legal Domicile

Tax Period

2023-10-01 to 2024-09-30

Local 828 Civil Service Employees Assn, founded in 1950, is a small nonprofit that reported $229K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $213K left a modest 7% surplus.

Mission

Negotiating contracts for its members of CSEA 828, attending workshops, representation at delegations

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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 $228,765

Program Service Revenue $0

Investment Income $38

Other Revenue $0

TOTAL REVENUE $228,803

Expense Breakdown

Grants Paid $8,500

Salaries & Benefits $20,600

Fundraising Expenses $0

Program Expenses $213,347

Other Expenses $182,425

TOTAL EXPENSES $213,347

Year-over-Year Comparison

	2023	2022	Change
Revenue	$228,803	$252,534	-0.1%
Expenses	$213,347	$259,424	-0.2%
Net Income	$15,456	$-6,890	-3.2%

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

N/A

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
Carrie Asenato	2nd Vice President	10.00	Officer	$0	$0	$0
Tom Sarkis	3rd Vice President	10.00	Officer	$0	$0	$0
Holly Roth	3rd VP	10.00	Officer	$0	$0	$0
Joanne Graff-Dunn	Secretary	10.00	Officer	$0	$0	$0
Debbie Ake	Treasurer	15.00	Officer	$0	$0	$0
Michael Irving	1st Vice President	5.00	Officer	$0	$0	$0
Jim D Amico	President-Former	10.00		$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	$228,803	$213,347	$632,594	$15,456
2023	$252,534	$259,424	$612,954	$-6,890
2022	$478,411	$189,534	$619,844	$288,877
2021	$132,291	$188,096	$330,967	$-55,805

Local 828 Civil Service Employees Assn