AMALGAMATED TRANSIT UNION LOCAL 1704 (EIN 330666806) - 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

1996

Legal Domicile

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.

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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 $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

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

$21,779

Total Directors

$27,707

Key Employees

Highest Compensated

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

AMALGAMATED TRANSIT UNION LOCAL 1704