AMALGAMATED TRANSIT UNION CALIFORNIA CONFERENCE BOARD (EIN 510188226) - 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

1975

Legal Domicile

Principal Officer

JEFF SHAFFER

Phone

3232221277

Tax Period

2025-01-01 to 2025-12-31

AMALGAMATED TRANSIT UNION CALIFORNIA CONFERENCE BOARD, founded in 1975, is a small nonprofit that reported $363K in total revenue in fiscal year 2025. Revenue decreased 13% compared to the prior year. Expenses of $471K exceeded revenue, resulting in a 30% operating deficit.

Mission

TO PROPOSE STATE AND LOCAL LEGISLATION IN ALL MATTERS PERTAINING TO THE PROBLEMS AFFECTING THE WELFARE OF THE AMALGAMATED TRANSIT UNION IN THE STATE OF CALIFORNIA.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $360,743

Investment Income $0

Other Revenue $2,474

TOTAL REVENUE $363,217

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,541

Fundraising Expenses $0

Other Expenses $457,437

TOTAL EXPENSES $470,978

Year-over-Year Comparison

	2025	2024	Change
Revenue	$363,217	$417,558	-0.1%
Expenses	$470,978	$285,029	+0.7%
Net Income	$-107,761	$132,529	-1.8%

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

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

$12,000

Total Directors

$12,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY W SHAFFER	PRESIDENT/CHAIRMAN	4.0	Officer Director	$6,000	$0	$6,000
SHANE J WEINSTEIN	SECRETARY/TREASURER	4.0	Officer Director	$6,000	$0	$6,000

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	$363,217	$470,978	$448,857	$-107,761
2024	$417,558	$285,029	$556,618	$132,529
2023	$272,801	$249,665	$424,089	$23,136
2022	$351,765	$337,062	$400,953	$14,703
2021	$334,691	$219,521	$386,250	$115,170
2020	$316,051	$326,673	$271,080	$-10,622
2019	$274,038	$255,420	$281,702	$18,618
2018	$234,318	$404,239	$263,084	$-169,921

AMALGAMATED TRANSIT UNION CALIFORNIA CONFERENCE BOARD