Amalgamated Transit Union Local 1338 (EIN 750679974) - 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

1943

Legal Domicile

Principal Officer

Donnie Jolly

Phone

2148281641

Tax Period

2025-01-01 to 2025-12-31

Amalgamated Transit Union Local 1338, founded in 1943, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2025. Expenses of $1.7M left a modest 6% surplus.

Mission

The exempt purpose of the labor union is to provide better work conditions for the members and procide assistance with grievances.

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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 $1,781,391

Program Service Revenue $0

Investment Income $805

Other Revenue $9,583

TOTAL REVENUE $1,791,779

Expense Breakdown

Grants Paid $0

Salaries & Benefits $213,189

Fundraising Expenses $0

Other Expenses $1,474,367

TOTAL EXPENSES $1,687,556

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,791,779	$1,739,929	+0.0%
Expenses	$1,687,556	$1,502,791	+0.1%
Net Income	$104,223	$237,138	-0.6%

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

$88,090

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Donnie Jolly	President	20.00	Officer	$15,000	$0	$15,000
Bernard Wade	Executive VP	20.00	Officer	$7,700	$0	$7,700
Sabrina Creques	Recording Secretary	10.00	Officer	$6,626	$0	$6,626
Bryan Blanks	Financial Secretary/Treasurer	10.00	Officer	$9,599	$0	$9,599
Diego Garcia	VP of Maintenance	10.00	Officer	$6,725	$0	$6,725
Sherri Blanks	SOC Transporation	10.00	Officer	$3,975	$0	$3,975
Van Simmons	SOC Maintenance	10.00	Officer	$3,375	$0	$3,375
Michael Hamilton	NW Transporation	10.00	Officer	$3,300	$0	$3,300
Brian Green	NW Maintenance	10.00	Officer	$2,500	$0	$2,500
Armando Escobedo	NRV	10.00	Officer	$3,350	$0	$3,350
Jeffrey Luckey	Rail Transportation	10.00	Officer	$3,300	$0	$3,300
Tony Williams	VP of Transporation	10.00	Officer	$6,800	$0	$6,800
Rodolfo Chavez	Rail Maintenance	10.00	Officer	$3,300	$0	$3,300
Mark Broadhurst	East Dallas Maintenance	10.00	Officer	$3,475	$0	$3,475
Victoria Allen	Denton County	10.00	Officer	$7,915	$0	$7,915
Derrick Drennan	East Dallas Maintenance	10.00	Officer	$1,150	$0	$1,150

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	$1,791,779	$1,687,556	$1,364,482	$104,223
2024	No data	No data	No data	No data
2023	$1,604,468	$1,591,621	$1,147,862	$12,847
2022	$1,408,186	$1,458,832	$1,177,175	$-50,646
2021	$1,416,189	$1,429,408	$1,260,395	$-13,219
2020	$1,442,029	$1,332,938	$1,380,060	$109,091
2019	$1,906,978	$1,701,936	$1,398,702	$205,042
2018	$1,466,037	$1,437,016	$1,201,608	$29,021

Amalgamated Transit Union Local 1338