American Federation of Teachers San Rafael Federation Local 1077 (EIN 946181619) - 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

1992

Legal Domicile

Principal Officer

Morgan Agnew

Phone

7033281713

Tax Period

2022-09-01 to 2023-08-31

American Federation of Teachers San Rafael Federation Local 1077, founded in 1992, is a small nonprofit that reported $248K in total revenue in fiscal year 2022. Revenue surged 358% from the prior year, signaling strong growth momentum. The organization ran a surplus of $55K, a strong 22% operating margin.

Mission

Collective Bargaining 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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $247,555

Investment Income $481

Other Revenue $0

TOTAL REVENUE $248,036

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,195

Fundraising Expenses $0

Other Expenses $188,986

TOTAL EXPENSES $193,396

Year-over-Year Comparison

	2022	2021	Change
Revenue	$248,036	$54,124	+3.6%
Expenses	$193,396	$91,161	+1.1%
Net Income	$54,640	$-37,037	-2.5%

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

$3,195

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Morgan Agnew	President	8.00	Officer	$599	$0	$599
Erik Schoengart	Vice President	3.00	Officer	$599	$0	$599
Matthew Winton	Vice President	3.00	Officer	$599	$0	$599
Lisa Crawford	Secretary	3.00	Officer	$599	$0	$599
David Barkley	Prior Treasurer	3.00	Officer	$599	$0	$599
Hannah Cummins	Prior Rep	3.00	Officer	$200	$0	$200
Denise Corrado	Appointed Rep	3.00	Officer	$0	$0	$0
Melinda Borello	Treasurer	3.00	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
2023	$248,036	$193,396	$140,096	$54,640
2020	$131,400	$153,334	$85,988	$-21,934
2019	$129,218	$129,168	$107,922	$50
2018	$155,310	$131,725	$107,872	$23,585

American Federation of Teachers San Rafael Federation Local 1077