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

EIN: 510213499

West Haven, CT

Total Revenue
$620,418
Total Expenses
$587,854
Total Assets
$824,864
Net Assets
$824,864
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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
CT
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

SUOAF-AFSCME is the sole and exclusive barganing agent with respect to wages, hours and conditions of employment for all administrative faculty members employed by the State of Connecticut Universities

Program Service Accomplishments

Program 1
Expenses: $74,385

Member meetings, Chapter meetings, Holiday Parties, Picnics

Program 2
Expenses: $25,920

$19,800 donations by chapters to respective University Foundations $6,000 Grants by PAC

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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%)

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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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Governance

Voting Members
24
Independent Members
N/A
Employees
N/A
Volunteers
25

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
6
$0
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
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
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