Amalgamated Transit Union Local 1733 (EIN 364307346) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

Charles Wells

Phone

8479873171

Tax Period

2024-01-01 to 2024-12-31

Amalgamated Transit Union Local 1733, founded in 2008, is a small nonprofit that reported $228K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

Transit Union

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $227,577

Program Service Revenue $0

Investment Income $2

Other Revenue $0

TOTAL REVENUE $227,579

Expense Breakdown

Grants Paid $0

Salaries & Benefits $98,783

Fundraising Expenses $0

Other Expenses $31,098

TOTAL EXPENSES $226,191

Year-over-Year Comparison

	2024	2023	Change
Revenue	$227,579	$198,310	+0.1%
Expenses	$226,191	$188,425	+0.2%
Net Income	$1,388	$9,885	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✓ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$82,898

Total Directors

$6,912

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julie Anne Mcdonough	Financial Secretary	030.00	Officer	$43,274	$0	$43,274
Charles Wells	President	030.00	Officer	$39,624	$0	$39,624
Bernard Powell	Executive Board	001.00	Director	$2,566	$0	$2,566
Shekila Sanders	Executive Board	001.00	Director	$2,103	$0	$2,103
Dena Drake	Executive Board	001.00	Director	$1,485	$0	$1,485
Donna Matuzak	Executive Board	001.00	Director	$758	$0	$758

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	$227,579	$226,191	$66,509	$1,388
2023	$198,310	$188,425	$63,172	$9,885
2022	$179,766	$173,992	$48,562	$5,774
2021	$147,009	$160,173	$43,398	$-13,164
2020	$123,408	$101,449	$50,896	$21,959
2019	$195,990	$206,894	$36,344	$-10,904
2018	$221,685	$226,996	$47,807	$-5,311

Amalgamated Transit Union Local 1733