AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES 829 (EIN 946101983) - 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

1997

Legal Domicile

Principal Officer

JEFF TEMPLIN

Phone

5106521000

Tax Period

2023-02-01 to 2024-01-31

AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES 829, founded in 1997, is a small nonprofit that reported $134K in total revenue in fiscal year 2023. Revenue fell 45% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $24K, a strong 18% operating margin.

Mission

LABOR UNION REPRESENTATION.

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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 $134,440

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $134,440

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $110,683

TOTAL EXPENSES $110,683

Year-over-Year Comparison

	2023	2022	Change
Revenue	$134,440	$243,565	-0.4%
Expenses	$110,683	$313,533	-0.6%
Net Income	$23,757	$-69,968	-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

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

$20,700

Total Directors

$20,700

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN WIGHT	SECRETARY	2.00	Officer Director	$12,000	$0	$12,000
JEFF TEMPLIN	TREASURER	10.00	Officer Director	$6,000	$0	$6,000
RYAN SHANNON	PRESIDENT	6.00	Officer Director	$1,500	$0	$1,500
FELIPE DONAIRE	VICE PRESIDE	2.00	Officer Director	$1,200	$0	$1,200
NICHOLAS CRESCENZI	EXECUTIVE BO	N/A	Officer Director	$0	$0	$0
JACQUELINE GARCIA	EXECUTIVE BO	N/A	Officer Director	$0	$0	$0
KEN JONES	EXECUTIVE BO	N/A	Officer Director	$0	$0	$0
NADIA PEREZ	EXECUTIVE BO	N/A	Officer Director	$0	$0	$0
JOSEPH PUCKET	EXECUTIVE BO	N/A	Officer 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	$134,440	$110,683	$627,496	$23,757
2023	$243,565	$313,533	$603,738	$-69,968
2022	$159,258	$118,437	$673,707	$40,821
2021	$176,910	$181,731	$625,605	$-4,821
2020	$69,405	$107,506	$630,426	$-38,101
2019	$112,110	$116,825	$646,427	$-4,715

AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES 829