AUTO TRANSPORTATION UNION LOCAL 964 (EIN 340241030) - 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

1941

Legal Domicile

Phone

4402438715

Tax Period

2023-01-01 to 2023-12-31

AUTO TRANSPORTATION UNION LOCAL 964, founded in 1941, is a small nonprofit that reported $636K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $564K left a modest 11% surplus.

Mission

TO PROVIDE UNION REPRESENTATION TO ITS 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 $602,259

Investment Income $1,398

Other Revenue $32,381

TOTAL REVENUE $636,038

Expense Breakdown

Grants Paid $0

Salaries & Benefits $321,971

Fundraising Expenses $0

Other Expenses $235,811

TOTAL EXPENSES $564,207

Year-over-Year Comparison

	2023	2022	Change
Revenue	$636,038	$539,927	+0.2%
Expenses	$564,207	$541,160	+0.0%
Net Income	$71,831	$-1,233	-59.3%

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

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

$170,201

Total Directors

$185,201

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL MOATS	SECRETARY-TREASURER	55	Officer Director	$120,750	$43,251	$164,001
DWIGHT HUDDLESTON	PRESIDENT	4	Officer Director	$6,200	$0	$6,200
CLELL JONES	VICE PRESIDENT	1	Director	$3,600	$0	$3,600
KARJALA MICHAEL	RECORDING SECRETARY	1	Director	$4,400	$0	$4,400
KAY EDWARD	RECORDING SECRETARY - PAST	1	Director	$1,600	$0	$1,600
ANITA WHITE	TRUSTEE	1	Director	$3,600	$0	$3,600
MARK LINGLE	TRUSTEE	1	Director	$1,800	$0	$1,800

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	No data	No data	No data	No data
2023	$636,038	$564,207	$274,212	$71,831
2022	$539,927	$541,160	$200,881	$-1,233
2021	$627,352	$614,116	$205,014	$13,236
2020	$597,450	$615,799	$191,778	$-18,349
2019	$642,724	$643,794	$212,447	$-1,070
2018	$670,044	$619,476	$205,397	$50,568

AUTO TRANSPORTATION UNION LOCAL 964