AMALGAMATED TRANSIT UNION LOCAL 1039 (EIN 381223436) - 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

1938

Legal Domicile

Principal Officer

CAITLIN GARDNER

Phone

2489095149

Tax Period

2024-01-01 to 2024-12-31

AMALGAMATED TRANSIT UNION LOCAL 1039, founded in 1938, is a small nonprofit that reported $188K in total revenue in fiscal year 2024. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $34K, a strong 18% operating margin.

Mission

TO IMPROVE WORKING CONDITIONS, WAGES AND BENEFITS FOR TRANSIT WORKERS

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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 $188,312

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $188,312

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,624

Fundraising Expenses $0

Other Expenses $149,550

TOTAL EXPENSES $154,174

Year-over-Year Comparison

	2024	2023	Change
Revenue	$188,312	$275,748	-0.3%
Expenses	$154,174	$137,145	+0.1%
Net Income	$34,138	$138,603	-0.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN SOLIZ	PRESIDENT	16.00	Officer	$0	$0	$0
STEVEN CLEM	VICE PRESIDENT	16.00	Officer	$0	$0	$0
CAITLIN GARDNER	TREASURER	16.00	Officer	$0	$0	$0
BRADLEY BUZZARD	BOARD MEMBER	8.00	Director	$0	$0	$0
DONALD BEAN	BOARD MEMBER	8.00	Director	$0	$0	$0
GREGORY MAYES	BOARD MEMBER	8.00	Director	$0	$0	$0
JAMES BEECH	BOARD MEMBER	8.00	Director	$0	$0	$0
N/A	BOARD MEMBER	8.00	Director	$0	$0	$0
CHRISTOPHER NOBLE	BOARD MEMBER	8.00		$0	$0	$0

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	$188,312	$154,174	$34,146	$34,138
2023	$275,748	$137,145	No data	$138,603
2022	$146,327	$142,626	No data	$3,701
2021	$210,918	$206,393	$328,240	$4,525
2020	$319,302	$313,008	$385,439	$6,294

AMALGAMATED TRANSIT UNION LOCAL 1039