Am Fed of State County & Municipal Employees 2836 CT Local SAME (EIN 510213499) - 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

1977

Legal Domicile

Principal Officer

LISA BIGELOW

Phone

2033925490

Tax Period

2023-01-01 to 2023-12-31

Am Fed of State County & Municipal Employees 2836 CT Local SAME, founded in 1977, is a small nonprofit that reported $620K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $588K left a modest 5% surplus.

Mission

Bargaining agent with respect to wages hours and conditions of employment for administrative faculty members

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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 $608,462

Program Service Revenue $0

Investment Income $5,091

Other Revenue $6,865

TOTAL REVENUE $620,418

Expense Breakdown

Grants Paid $25,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,305

Other Expenses $562,054

TOTAL EXPENSES $587,854

Year-over-Year Comparison

	2023	2022	Change
Revenue	$620,418	$566,680	+0.1%
Expenses	$587,854	$566,336	+0.0%
Net Income	$32,564	$344	+93.7%

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

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
JON DERMAN	Vice President	N/A	Officer	$0	$0	$0
JORDAN JONES	SECRETARY	N/A	Officer	$0	$0	$0
JEN RUGGIERO	MEMBERSHIP OFFICER	N/A	Officer	$0	$0	$0
LISA M BIGELOW	LOCAL 2836 PRESIDENT	5.000	Officer	$0	$0	$0
ROBERT DEMEZZO	CHAPTER PRESIDENT	N/A	Officer	$0	$0	$0
CYNTHIA SHEA-LUZIK	Treasurer	N/A	Officer	$0	$0	$0
MARVIN WILSON	TRUSTEE	N/A	Director	$0	$0	$0
ANNMARIE PULEO	TRUSTEE	N/A	Director	$0	$0	$0
JOHN MURPHY	Trustee	N/A	Director	$0	$0	$0
JUSTINE GAMACHE	Trustee	N/A	Director	$0	$0	$0
LATANYA KENNEDY	Trustee	N/A	Director	$0	$0	$0
WESLEY MEEKER	Trustee	N/A	Director	$0	$0	$0
KURT JAGIELOW	Trustee	N/A	Director	$0	$0	$0
STEVE VALLENTI	Trustee	N/A	Director	$0	$0	$0
CHRIS REILLY	BOR BOARD REP	N/A	Director	$0	$0	$0
TRUDY HYATT	Board Rep	N/A	Director	$0	$0	$0
JENNA RETORT	Board Rep	N/A	Director	$0	$0	$0
ISAIAH RAMOS	Representative	N/A	Director	$0	$0	$0
SEAN ALEXIS	Representative	N/A	Director	$0	$0	$0
JOSHUA SUMRELL	Representative	N/A	Director	$0	$0	$0
LEIGH BALDUCCI	Chapter President	N/A	Director	$0	$0	$0
REBECCA WOODWARD	Chapter President	N/A	Director	$0	$0	$0
DYAN ROBINSON	FAC Representative	N/A	Director	$0	$0	$0
VU TRIEU	FAC representative	N/A	Director	$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	No data	No data	No data	No data
2023	$620,418	$587,854	$824,864	$32,564
2022	$566,680	$566,336	$792,402	$344
2021	$174,755	$130,304	$792,058	$44,451
2020	$156,001	$58,678	$747,607	$97,323
2019	$169,318	$164,001	$650,284	$5,317
2018	$170,769	$149,088	$644,967	$21,681

Am Fed of State County & Municipal Employees 2836 CT Local SAME