Amalgamated Transit Union Local 823 (EIN 220729414) - 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

1917

Legal Domicile

Phone

9088848221

Tax Period

2024-01-01 to 2024-12-31

Amalgamated Transit Union Local 823, founded in 1917, is a small nonprofit that reported $416K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

Representation New Jersey Transit union 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 (2024)

Revenue Breakdown

Contributions & Grants $413,732

Program Service Revenue $0

Investment Income $2,556

Other Revenue $0

TOTAL REVENUE $416,288

Expense Breakdown

Grants Paid $0

Salaries & Benefits $184,732

Fundraising Expenses $0

Program Expenses $403,834

Other Expenses $219,102

TOTAL EXPENSES $403,834

Year-over-Year Comparison

	2024	2023	Change
Revenue	$416,288	$384,225	+0.1%
Expenses	$403,834	$340,649	+0.2%
Net Income	$12,454	$43,576	-0.7%

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

$163,391

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elijah Spates	President	50.00	Officer	$108,088	$0	$108,088
Patrick Smith	Fin Secretary	10.00	Officer	$31,951	$0	$31,951
Earl Leach	Vice Pres	10.00	Officer	$17,403	$0	$17,403
Dakeia Chaney	Recording Secretary	5.00	Officer	$5,949	$0	$5,949

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	$416,288	$403,834	$117,459	$12,454
2023	$384,225	$340,649	$105,005	$43,576
2022	$325,585	$339,617	$61,429	$-14,032
2021	$293,067	$297,260	$75,461	$-4,193
2020	$292,340	$294,781	$79,654	$-2,441
2019	$312,724	$326,837	$82,095	$-14,113
2018	$311,536	$303,746	$96,208	$7,790

Amalgamated Transit Union Local 823