AMALGAMATED TRANSIT UNION LOCAL 1181-1061 (EIN 111554402) - 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

1938

Legal Domicile

Principal Officer

TOMAS FRET JR

Phone

7188455600

Tax Period

2023-07-01 to 2024-06-30

AMALGAMATED TRANSIT UNION LOCAL 1181-1061, founded in 1938, is a mid-sized nonprofit that reported $11.0M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.6M, a strong 23% operating margin.

Mission

TO REPRESENT MEMBERS IN LABOR RELATED ISSUES, CONTRACT NEGOTIATIONS, AND COLLECTIVE BARGAINING.

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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 $0

Program Service Revenue $9,994,657

Investment Income $1,017,451

Other Revenue $801

TOTAL REVENUE $11,012,909

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,120,234

Fundraising Expenses $0

Other Expenses $4,338,873

TOTAL EXPENSES $8,459,107

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,012,909	$10,060,466	+0.1%
Expenses	$8,459,107	$8,113,808	+0.0%
Net Income	$2,553,802	$1,946,658	+0.3%

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

N/A

Employees

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

$2,502,551

Total Directors

$2,502,551

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEAN CLAUDE CALIXTE	FINANCIAL SECRETARY-TREASU	50.00	Officer Director	$200,851	$24,055	$224,906
TOMAS FRET JR	PRESIDENT	60.00	Officer Director	$258,220	$24,055	$282,275
GEORGE ST VICTOR	EXECUTIVE BOARD MEMBER	40.00	Officer Director	$151,606	$24,055	$175,661
RENEE JEAN-LOUIS	EXECUTIVE BOARD MEMBER	40.00	Officer Director	$151,606	$24,055	$175,661
FRED ANDREANI	EXECUTIVE BOARD MEMBER	40.00	Officer Director	$151,606	$24,055	$175,661
EDWARD CUSANO	FORMER EXECUTIVE BOARD MEMBER	40.00	Officer Director	$7,571	$0	$7,571
JOHN I DELOATCH	EXECUTIVE BOARD MEMBER	40.00	Officer Director	$154,462	$24,055	$178,517
JOSEPH MICCIULLI	EXECUTIVE BOARD MEMBER	40.00	Officer Director	$151,606	$24,055	$175,661
ROBIN BENEDETTO	VICE PRESIDENT	40.00	Officer Director	$162,574	$24,055	$186,629
ANTHONY CORDIELLO	RECORDING SECRETARY	40.00	Officer Director	$191,272	$24,055	$215,327
JOHN CLEARY	EXECUTIVE BOARD MEMBER	40.00	Officer Director	$153,644	$24,055	$177,699
MARIO JEAN	EXECUTIVE BOARD MEMBER	40.00	Officer Director	$151,606	$24,055	$175,661
MARK PEAY	EXECUTIVE BOARD MEMBER	40.00	Officer Director	$151,606	$24,055	$175,661
NICHOLAS HEDGE	EXECUTIVE BOARD MEMBER	40.00	Officer Director	$151,606	$24,055	$175,661

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
2025	No data	No data	No data	No data
2024	$11,012,909	$8,459,107	$27,577,802	$2,553,802
2023	$10,060,466	$8,113,808	$24,301,018	$1,946,658
2022	$9,730,448	$7,953,642	$19,631,842	$1,776,806
2021	$8,990,869	$7,172,051	$20,633,082	$1,818,818
2020	$7,905,223	$7,527,928	$17,294,563	$377,295
2019	$8,746,561	$7,624,273	$16,656,318	$1,122,288
2018	$8,290,294	$7,300,375	$14,962,178	$989,919

AMALGAMATED TRANSIT UNION LOCAL 1181-1061