GREYHOUND LINES INC - NAT'L LOCAL 1700 THE AMALGAMATED TU HEALTH & WELFARE TR (EIN 752599025) - 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

1996

Legal Domicile

Principal Officer

YEAN LEE

Phone

9724829165

Tax Period

2023-01-01 to 2023-12-31

GREYHOUND LINES INC - NAT'L LOCAL 1700 THE AMALGAMATED TU HEALTH & WELFARE TR, founded in 1996, is a mid-sized nonprofit that reported $10.7M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $1.8M, a strong 17% operating margin.

Mission

THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO PROVIDE WELFARE BENEFITS TO ITS PARTICIPANTS.

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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 $10,556,090

Investment Income $56,855

Other Revenue $126,128

TOTAL REVENUE $10,739,073

Expense Breakdown

Grants Paid $0

Salaries & Benefits $95,326

Fundraising Expenses $0

Other Expenses $2,288,309

TOTAL EXPENSES $8,919,048

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,739,073	$11,847,732	-0.1%
Expenses	$8,919,048	$9,688,454	-0.1%
Net Income	$1,820,025	$2,159,278	-0.2%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DWAYNE L FRANKLIN	UNION TRUSTEE	0.00	Director	$0	$0	$0
EMBER HARBAUGH	COMPANY TRUSTEE	0.50	Director	$0	$0	$0
YEAN LEE	COMPANY TRUSTEE	0.50	Director	$0	$0	$0
RHONDA MACANDREW	COMPANY TRUSTEE	0.00	Director	$0	$0	$0
KAREN MILLER	UNION TRUSTEE	0.50	Director	$0	$0	$0
MICHAEL A RODRIGUEZ	UNION TRUSTEE	0.50	Director	$0	$0	$0

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	$10,739,073	$8,919,048	$8,270,403	$1,820,025
2022	$11,847,732	$9,688,454	$6,550,017	$2,159,278
2021	$11,818,335	$11,031,443	$4,440,844	$786,892
2020	$16,058,271	$18,337,240	$3,563,221	$-2,278,969
2019	$19,043,865	$20,524,547	$7,578,634	$-1,480,682
2018	$17,334,989	$18,397,177	$8,044,330	$-1,062,188

GREYHOUND LINES INC - NAT'L LOCAL 1700 THE AMALGAMATED TU HEALTH & WELFARE TR