American Federation of Teachers San Rafael Federation Local 1077

Nonprofit profile at a glance

EIN
946181619
IRS 990-EZ coverage
2020–2024
Forms available
Form 990 2022, Form 990-EZ 2024
Location
San Rafael, CA, USA
Phone
4158471885
Rating
59
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$191,528
Expenses
$171,648
Assets
$206,725

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • Morgan Agnew (President)
  • Erik Schoengart (Vice President)
  • Matthew Winton (Vice President)

People named in this filing

  • Morgan Agnew (President)
  • Erik Schoengart (Vice President)
  • Matthew Winton (Vice President)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Collective Bargaining Representation

What it reported doing in 2024

The Federation provides collective bargaining representation to approximately 130 teachers in the San Rafael Unified School District, including contractual bargaining and grievance handling

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

MIXED - The filed numbers largely add up and revenue has grown recently. Expenses are high relative to revenue and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 42
  • Transparency & Controls: 82
  • Sustainability: 50
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 66.6%; rating input score 67
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 10.4%; rating input score 59; 59th percentile among comparable filings
  • Total-asset coverage ratio: 1.2; rating input score 66; 66th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 1.9%; rating input score 24; 24th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 6.3% per year; rating input score 100; 53rd percentile among comparable filings
  • Asset growth: 9.8% per year; rating input score 100; 61st percentile among comparable filings

Details

  • Where the money goes: 66.6% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 5 of 5 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 4 filing years from 2020 to 2024
  • Contacts: How to reach this organization
  • Money network: 12 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Sustainability: Operating margin scored 59/100.
  • High — Sustainability: Officer compensation ratio scored 24/100.