Amalgamated Transit Union #694 (EIN 740926565) - 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

1916

Legal Domicile

Principal Officer

Amalio L Soto

Phone

2107336327

Tax Period

2024-01-01 to 2024-12-31

Amalgamated Transit Union #694, founded in 1916, is a small nonprofit that reported $539K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year.

Mission

Operate union business.

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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 $512,741

Program Service Revenue $0

Investment Income $24,880

Other Revenue $1,107

TOTAL REVENUE $538,728

Expense Breakdown

Grants Paid $0

Salaries & Benefits $273,787

Fundraising Expenses $0

Other Expenses $306,357

TOTAL EXPENSES $585,994

Year-over-Year Comparison

	2024	2023	Change
Revenue	$538,728	$608,231	-0.1%
Expenses	$585,994	$563,840	+0.0%
Net Income	$-47,266	$44,391	-2.1%

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

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

$213,053

Total Directors

$213,053

Key Employees

$196,001

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIGIDO ALAMANZ	PRESIDENT	40.00	Officer Director Key Emp	$92,769	$0	$92,769
AMALIO SOTO	TREASURER	40.00	Officer Director Key Emp Highest	$100,546	$0	$100,546
ROBERT GARZA	VICE PRESIDENT	2.00	Officer Director	$3,625	$0	$3,625
JASON TREVINO	VICE PRESIDENT	2.00	Officer Director Key Emp	$2,686	$0	$2,686
JESSE MORIN	RECORDING SECRETARY	2.00	Officer Director	$7,147	$0	$7,147
EDWARD HERNANDEZ	BOARD REPRESENTATIVE	2.00	Officer Director	$3,474	$0	$3,474
MIGUEL AMADOR	BOARD REPRESENTATIVE	2.00	Officer Director	$2,806	$0	$2,806

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	$538,728	$585,994	$954,107	$-47,266
2023	$608,231	$563,840	$982,486	$44,391
2022	$532,983	$562,789	$640,115	$-29,806
2021	$551,172	$553,720	$640,309	$-2,548
2020	$609,900	$578,043	No data	$31,857
2019	$661,714	$566,198	$632,028	$95,516

Amalgamated Transit Union #694