AFGE-Local 609 (EIN 352127650) - 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

2001

Legal Domicile

Phone

3175540000

Tax Period

2023-07-01 to 2024-06-30

AFGE-Local 609, founded in 2001, is a small nonprofit that reported $317K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $293K left a modest 7% surplus.

Mission

Provide members with contract negotiation, education and arbitration assistance.

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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 $311,765

Program Service Revenue $2,025

Investment Income $0

Other Revenue $2,977

TOTAL REVENUE $316,767

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $289,572

Other Expenses $293,097

TOTAL EXPENSES $293,097

Year-over-Year Comparison

	2023	2022	Change
Revenue	$316,767	$282,536	+0.1%
Expenses	$293,097	$376,753	-0.2%
Net Income	$23,670	$-94,217	-1.3%

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

N/A

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
Terri James	President	16.00	Officer	$0	$0	$0
MJ Burke	Vice President	8.00	Officer	$0	$0	$0
Alesia Williams	Secretary/Treasurer	16.00	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	$316,767	$293,097	$67,573	$23,670
2023	$282,536	$376,753	$43,145	$-94,217
2022	$229,190	$251,826	$135,009	$-22,636
2021	$217,878	$210,007	$156,966	$7,871
2020	$306,208	$228,217	$202,554	$77,991
2019	$308,442	$73,726	$124,452	$234,716
2018	$295,930	$314,954	$65,071	$-19,024

AFGE-Local 609