AMALGAMATED TRANSIT UNION LOCAL 1704

EIN: 330666806

SAN BERNARDINO, CA

Total Revenue
$399,218
Total Expenses
$353,971
Total Assets
$137,165
Net Assets
$137,165
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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
1996
Legal Domicile
CA
Principal Officer
JOSE MONROY
Phone
9095220372
Tax Period
2024-07-01 to 2025-06-30

AMALGAMATED TRANSIT UNION LOCAL 1704, founded in 1996, is a small nonprofit that reported $399K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $354K left a modest 11% surplus.

Mission

UNITE MEMBERS INTO ONE ORGANIZATION FOR THE PURPOSE OF IMPROVING ECONOMIC ADVANTAGES THROUGH COLLECTIVE BARGAINING AND TO PROMOTE THE SOCIAL AWARENESS OF ITS MEMBERSHIP.

Program Service Accomplishments

Program 1

UNITE MEMBERS INTO ONE ORGANIZATION FOR THE PURPOSE OF IMPROVING ECONOMIC ADVANTAGES THROUGH COLLECTIVE BARGAINING AND TO PROMOTE THE SOCIAL AWARENESS OF ITS MEMBERSHIP.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $393,944
Investment Income $7
Other Revenue $5,267
TOTAL REVENUE $399,218

Expense Breakdown

Grants Paid $0
Salaries & Benefits $38,184
Fundraising Expenses $0
Other Expenses $315,787
TOTAL EXPENSES $353,971

Year-over-Year Comparison

2024 2023 Change
Revenue $399,218 $324,407 +0.2%
Expenses $353,971 $303,200 +0.2%
Net Income $45,247 $21,207 +1.1%
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

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Governance

Voting Members
7
Independent Members
N/A
Employees
8
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
3
$21,779
Total Directors
7
$27,707
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOANNE BARNES PRESIDENT/BUS AGENT 10.0
Officer Director
$8,453 $0 $8,453
ALFRED FLORES VICE PRESIDENT 10.0
Officer Director
$6,992 $0 $6,992
JOSE MONROY SECRETARY/TREASURER 10.0
Officer Director
$6,334 $0 $6,334
TONYA MILLER recording secretary 10.0
Director
$2,667 $0 $2,667
RENOSHA LAND EXECUTIVE BOARD 10.0
Director
$1,370 $0 $1,370
KANDI SANDOVAL EXECUTIVE BOARD 2.0
Director
$1,261 $0 $1,261
CAROL WALTHOUR EXECUTIVE BOARD 2.0
Director
$630 $0 $630
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 $399,218 $353,971 $137,165 $45,247
2024 $324,407 $303,200 $91,918 $21,207
2023 $309,752 $282,066 $70,711 $27,686
2022 $293,749 $258,899 $43,025 $34,850
2021 $296,631 $316,926 $8,175 $-20,295
2020 $435,676 $489,625 $53,470 $-53,949
2019 $456,408 $491,202 $82,419 $-34,794
2018 $520,769 $488,141 $117,213 $32,628
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