AMALGAMATED TRANSIT UNION DIVISION… - Form 990 Financial Data

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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

1916

Legal Domicile

Principal Officer

RAYMOND JACKSON

Phone

3015686899

Tax Period

2023-01-01 to 2023-12-31

AMALGAMATED TRANSIT UNION DIVISION 689, founded in 1916, is a mid-sized nonprofit that reported $11.2M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $10.8M left a modest 4% surplus.

Mission

TO FURTHER THE INTERESTS AND WELFARE OF THE MEMBERSHIP OF THIS ORGANIZATION AND ADVANCE THE CAUSE OF ORGANIZED LABOR.

Program Service Accomplishments

Program 1

SERVICES PERFORMED BY OFFICERS, DIRECTORS, COMMITTEE STAFF AND SHOP STEWARDS IN SUPPORT AND ASSISTANCE TO LOCAL 689 UNION MEMBERS.

Program 2

CONTRACT NEGOTIATION, LEGAL AND ARBITRATION EXPENSES FOR SERVICES RENDERED INVOLVING THE SUPPORT AND ASSISTANCE TO LOCAL 689 MEMBERS.

Program 3

CONFERENCES, CONVENTIONS, MEETINGS AND NEW MEMBER PROGRAM EXPENSE.

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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 $10,208,041

Investment Income $946,421

Other Revenue $84,338

TOTAL REVENUE $11,238,800

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,436,748

Fundraising Expenses $0

Other Expenses $5,375,384

TOTAL EXPENSES $10,812,132

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,238,800	$9,458,493	+0.2%
Expenses	$10,812,132	$9,662,793	+0.1%
Net Income	$426,668	$-204,300	-3.1%

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

165

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

$906,178

Total Directors

$435,723

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
OZZIE ANDREWS	DIRECTOR	2.00	Director	$19,909	$0	$19,909
PL DATES JR	DIRECTOR	2.00	Director	$25,706	$0	$25,706
BRANDON GODWIN	DIRECTOR	2.00	Director	$7,499	$0	$7,499
JAMES GOINES	DIRECTOR	2.00	Director	$20,180	$0	$20,180
RONALD SHELTON	DIRECTOR	2.00	Director	$34,456	$0	$34,456
ROBERT GIRDHARRY JR	DIRECTOR	2.00	Director	$69,781	$0	$69,781
AARON BROOKS	DIRECTOR	2.00	Director	$39,324	$0	$39,324
DERRICK DUBOSE	DIRECTOR	2.00	Director	$19,621	$0	$19,621
WARREN FLOWERS	DIRECTOR	2.00	Director	$21,539	$0	$21,539
ARTHUR KNIGHT JR	DIRECTOR	2.00	Director	$20,434	$0	$20,434
RACHID MHAMDI	DIRECTOR	2.00	Director	$27,477	$0	$27,477
CHRISTOPHER MILLER	DIRECTOR	2.00	Director	$17,834	$0	$17,834
RAYNELL REDD	DIRECTOR	2.00	Director	$25,891	$0	$25,891
ABDULRAHMAN SANUSI	DIRECTOR	2.00	Director	$28,817	$0	$28,817
WILLS BURKE	DIRECTOR	2.00	Director	$24,333	$0	$24,333
TERRY DAVIS	DIRECTOR	2.00	Director	$10,346	$0	$10,346
GREG BOWEN	DIRECTOR	2.00	Director	$22,576	$0	$22,576
RAYMOND JACKSON	PRESIDENT	40.00	Officer	$238,948	$0	$238,948
KEITH BULLOCK	TREASURER	40.00	Officer	$198,190	$0	$198,190
BARRY WILSON	RECORDING SECRETARY	40.00	Officer	$188,412	$0	$188,412
ROMOAN BRUCE	FIRST VICE PRESIDENT	40.00	Officer	$140,314	$0	$140,314
THEUS R JONES	SECOND VICE PRESIDENT	40.00	Officer	$140,314	$0	$140,314
DAMION CANNON	ASSISTANT BUSINESS AGENT	40.00	Highest	$137,659	$0	$137,659
DERRICK GRAY	ASSISTANT BUSINESS AGENT	40.00	Highest	$140,314	$0	$140,314
DION BAKER	ASSISTANT BUSINESS AGENT	40.00	Highest	$140,314	$0	$140,314
MAURICE WOMACK	ASSISTANT BUSINESS AGENT	40.00	Highest	$135,004	$0	$135,004
GARY L ROUSE	ASSISTANT BUSINESS AGENT	40.00	Highest	$135,004	$0	$135,004
DIRON JACKSON	ASSISTANT BUSINESS AGENT	40.00	Highest	$135,004	$0	$135,004
LEAH ANDERSON	ASSISTANT BUSINESS AGENT	40.00	Highest	$140,314	$0	$140,314
JOHN GAINES	ASSISTANT BUSINESS AGENT	40.00	Highest	$140,314	$0	$140,314
GLENN MILLER	ASSISTANT BUSINESS AGENT	40.00	Highest	$140,314	$0	$140,314
JENNIFER CHASE	ASSISTANT BUSINESS AGENT	40.00	Highest	$132,467	$0	$132,467
ALPHONZA CLEMENTS	ASSISTANT BUSINESS AGENT	40.00	Highest	$135,004	$0	$135,004

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	$11,238,800	$10,812,132	$33,734,315	$426,668
2022	$9,458,493	$9,662,793	$29,071,783	$-204,300
2021	$10,347,621	$8,555,027	$34,166,206	$1,792,594
2020	$9,570,179	$8,448,585	$29,314,700	$1,121,594
2019	$9,597,869	$8,497,331	$26,911,990	$1,100,538
2018	$7,628,055	$8,929,819	$23,327,574	$-1,301,764

AMALGAMATED TRANSIT UNION DIVISION 689