Amalgamated Transit Union Local 11… - 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

1939

Legal Domicile

Phone

7576228680

Tax Period

2023-01-01 to 2023-12-31

Amalgamated Transit Union Local 1177, founded in 1939, is a small nonprofit that reported $365K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $344K left a modest 6% surplus.

Mission

THE ORGANIZATIONS MISSION IS TO FURTHER THE EMPLOYMENT AND IMPROVE THE EMPLOYMENT CONDITIONS FOR ITS UNION MEMBERS.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

This organizations exempt purpose is to further the employment and improve employment conditions for its union employees.

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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 $365,350

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $365,350

Expense Breakdown

Grants Paid $0

Salaries & Benefits $226,383

Fundraising Expenses $0

Program Expenses $0

Other Expenses $117,064

TOTAL EXPENSES $344,447

Year-over-Year Comparison

	2023	2022	Change
Revenue	$365,350	$327,440	+0.1%
Expenses	$344,447	$323,871	+0.1%
Net Income	$20,903	$3,569	+4.9%

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

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

$174,361

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Reid	President	40.00	Officer	$81,978	$0	$81,978
Vanessa Wadsworth	Vice President	10.00	Officer	$20,292	$0	$20,292
Cheri Jordan	Financial Secretary	15.00	Officer	$27,299	$0	$27,299
William Claud	Shop Steward	5.00	Officer	$9,698	$0	$9,698
Michael Gilliam	Shop Steward	5.00	Officer	$7,607	$0	$7,607
Marlo Maxwell	Shop Steward	5.00	Officer	$10,121	$0	$10,121
Lisa Lawrence	Shop Steward	5.00	Officer	$10,367	$0	$10,367
Mark Davis	Former Shop Steward	5.00	Officer	$3,364	$0	$3,364
Crystal Norman	Shop Steward	5.00	Officer	$3,635	$0	$3,635

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	$365,350	$344,447	$312,322	$20,903
2022	$327,440	$323,871	$327,440	$3,569
2021	$329,909	$350,519	$329,724	$-20,610
2020	$326,725	$314,758	$376,661	$11,967
2019	$341,834	$331,759	$359,190	$10,075
2018	$373,808	$397,849	$352,922	$-24,041

Amalgamated Transit Union Local 1177