Amalgamated Transit Union 825 ATU (EIN 220729420) - 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

Phone

2012060004

Tax Period

2024-01-01 to 2024-12-31

Amalgamated Transit Union 825 ATU, founded in 1945, is a small nonprofit that reported $355K in total revenue in fiscal year 2024. Expenses of $317K left a modest 11% surplus.

Mission

Representation New Jersey Tranit 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 $354,563

Program Service Revenue $0

Investment Income $123

Other Revenue $329

TOTAL REVENUE $355,015

Expense Breakdown

Grants Paid $0

Salaries & Benefits $155,183

Fundraising Expenses $0

Program Expenses $317,151

Other Expenses $161,968

TOTAL EXPENSES $317,151

Year-over-Year Comparison

	2024	2023	Change
Revenue	$355,015	$332,383	+0.1%
Expenses	$317,151	$301,706	+0.1%
Net Income	$37,864	$30,677	+0.2%

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

$132,796

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Retheena M Goodwin	President	50.00	Officer	$99,285	$0	$99,285
Jeffrey Evans	Financial Secretary	20.00	Officer	$25,017	$0	$25,017
Christopher Haskins	Vice Pres	5.00	Officer	$4,722	$0	$4,722
Darren Allen	Rec Sec	0.00	Officer	$3,772	$0	$3,772

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	$355,015	$317,151	$67,942	$37,864
2023	$332,383	$301,706	$30,078	$30,677
2022	$301,234	$305,530	$-599	$-4,296
2021	$269,321	$284,575	$3,697	$-15,254
2020	$306,039	$286,453	$18,951	$19,586
2019	$286,391	$296,129	$-635	$-9,738
2018	$258,481	$264,634	$9,103	$-6,153

Amalgamated Transit Union 825 ATU