AMALGAMATED TRANSIT UNION LOCAL DIVISION 1342 (EIN 160707808) - 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

1945

Legal Domicile

Principal Officer

JEFF RICHARDSON

Phone

7168259217

Tax Period

2023-07-01 to 2024-06-30

AMALGAMATED TRANSIT UNION LOCAL DIVISION 1342, founded in 1945, is a small nonprofit that reported $964K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $891K left a modest 8% surplus.

Mission

TO PROVIDE COLLECTIVE BARGAINING FOR MEMBERS.

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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 $912,550

Investment Income $1,270

Other Revenue $49,746

TOTAL REVENUE $963,566

Expense Breakdown

Grants Paid $0

Salaries & Benefits $443,418

Fundraising Expenses $0

Other Expenses $447,455

TOTAL EXPENSES $890,873

Year-over-Year Comparison

	2023	2022	Change
Revenue	$963,566	$871,837	+0.1%
Expenses	$890,873	$909,360	0.0%
Net Income	$72,693	$-37,523	-2.9%

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

$257,584

Total Directors

$313,926

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF RICHARDSON	PRESIDENT	40.00	Officer Director	$101,019	$27,745	$128,764
RONALD GIZA	FINANCIAL SE	40.00	Officer Director	$91,898	$27,745	$119,643
LEONARD OLEKSY	VICE PRESIDE	8.00	Director	$12,404	$0	$12,404
LYDIA MOORE	RECORDING SE	4.00	Officer Director	$9,177	$0	$9,177
KEVIN OKIE	EXECUTIVE BO	3.00	Director	$5,964	$0	$5,964
FRANK MULE	EXECUTIVE BO	3.00	Director	$4,972	$0	$4,972
ANTHONY GREEN	EXECUTIVE BO	3.00	Director	$4,937	$0	$4,937
TROY NESBITT	EXECUTIVE BO	3.00	Director	$4,679	$0	$4,679
REGINALD JOHNSON	EXECUTIVE BO	3.00	Director	$4,157	$0	$4,157
CAROLYN POPE	EXECUTIVE BO	3.00	Director	$3,499	$0	$3,499
THOMAS CARNEY	EXECUTIVE BO	3.00	Director	$3,254	$0	$3,254
KEVIN PAWLOWSKI	EXECUTIVE BO	3.00	Director	$3,254	$0	$3,254
LYNETTE WATKINS	EXECUTIVE BO	3.00	Director	$3,254	$0	$3,254
JOHN BOTTOM	EXECUTIVE BO	3.00	Director	$3,216	$0	$3,216
JEREMIAH SHADWICK	EXECUTIVE BO	3.00	Director	$2,752	$0	$2,752
DAVE HEIRLS	EXECUTIVE BO	3.00	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
2025	No data	No data	No data	No data
2024	$963,566	$890,873	$253,706	$72,693
2023	$871,837	$909,360	$193,261	$-37,523
2022	$849,529	$866,397	$226,434	$-16,868
2021	$777,168	$809,919	$245,581	$-32,751
2020	$868,532	$866,284	$278,211	$2,248
2019	$971,201	$1,000,224	$279,563	$-29,023

AMALGAMATED TRANSIT UNION LOCAL DIVISION 1342