AMALGAMATED TRANSIT UNION LOCAL 998 (EIN 390127040) - 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

1933

Legal Domicile

Principal Officer

BRUCE FREEMAN

Phone

4143424300

Tax Period

2024-01-01 to 2024-12-31

AMALGAMATED TRANSIT UNION LOCAL 998, founded in 1933, is a small nonprofit that reported $923K in total revenue in fiscal year 2024.

Mission

COLLECTIVE BARGAINING

🔒

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 $0

Program Service Revenue $916,082

Investment Income $213

Other Revenue $6,306

TOTAL REVENUE $922,601

Expense Breakdown

Grants Paid $0

Salaries & Benefits $520,117

Fundraising Expenses $0

Other Expenses $429,016

TOTAL EXPENSES $949,133

Year-over-Year Comparison

	2024	2023	Change
Revenue	$922,601	$942,940	0.0%
Expenses	$949,133	$850,693	+0.1%
Net Income	$-26,532	$92,247	-1.3%

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

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

$326,488

Total Directors

$368,221

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNELL SHORTER	PRESIDENT - PART YEAR	40.00	Officer Director	$67,396	$5,265	$72,661
MICHAEL BROWN	VICE PRESIDENT	40.00	Officer Director	$81,705	$10,587	$92,292
CASSANDRA COBB	FINANCIAL SECRETARY-TREASU - PART YEAR	40.00	Officer Director	$50,653	$4,528	$55,181
PAMELLA FISHER	CHIEF STEWARD	1.00	Director	$5,312	$0	$5,312
KYLE HANDEL	CHIEF STEWARD - PART YEAR	1.00	Director	$4,275	$141	$4,416
TRACEY HARRIS	CHIEF STEWARD	1.00	Director	$7,593	$0	$7,593
YELONDA NASH	FINANCIAL SECRETARY-TREASU - PART YEAR	1.00	Officer Director	$53,167	$5,130	$58,297
ANTON SADILEK	CHIEF STEWARD - PART YEAR	1.00	Director	$2,195	$72	$2,267
JAMES SCHRAMM	CHIEF STEWARD - PART YEAR	1.00	Director	$0	$0	$0
SANIKA MCKINNEY	CHIEF STEWARD	1.00	Director	$374	$0	$374
HOWARD JOHNSON-ORTIZ	CHIEF STEWARD - PART YEAR	1.00	Director	$2,825	$91	$2,916
NYCOLA PHIFER	CHIEF STEWARD	1.00	Director	$11,972	$394	$12,366
MATTHEW KALLAS	CHIEF STEWARD - PART YEAR	1.00	Director	$3,363	$111	$3,474
BRUCE FREEMAN	PRESIDENT - PART YEAR	40.00	Officer Director	$43,477	$4,580	$48,057
RAQIB AHMAD	CHIEF STEWARD	1.00	Director	$2,919	$96	$3,015

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	$922,601	$949,133	$539,138	$-26,532
2023	$942,940	$850,693	$565,670	$92,247
2022	$814,251	$878,879	$473,423	$-64,628
2021	$822,250	$675,240	$538,051	$147,010
2020	$865,384	$782,894	$391,041	$82,490
2019	$921,610	$932,579	$308,551	$-10,969
2018	$889,655	$871,503	$319,520	$18,152

AMALGAMATED TRANSIT UNION LOCAL 998