AMALGAMATED TRANSIT UNION LOCAL 1001 (EIN 840004215) - 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

1933

Legal Domicile

Principal Officer

MICHAEL HARVEY

Phone

3034121001

Tax Period

2025-01-01 to 2025-12-31

AMALGAMATED TRANSIT UNION LOCAL 1001, founded in 1933, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2025.

Mission

MEMBER REPRESENTATION

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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 $0

Program Service Revenue $1,921,898

Investment Income $24,536

Other Revenue $41,274

TOTAL REVENUE $1,987,708

Expense Breakdown

Grants Paid $0

Salaries & Benefits $868,972

Fundraising Expenses $0

Other Expenses $1,096,139

TOTAL EXPENSES $1,969,510

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,987,708	$1,842,620	+0.1%
Expenses	$1,969,510	$1,805,949	+0.1%
Net Income	$18,198	$36,671	-0.5%

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

$431,836

Total Directors

$312,019

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RONALD CHAMPENO	CHIEF STEWARD	5.00	Director	$30,679	$0	$30,679
DENNIS HAWKINS	CHIEF STEWARD	5.00	Director	$30,375	$2,821	$33,196
MATTHEW JACKSON	CHIEF STEWARD	5.00	Director	$22,698	$2,120	$24,818
KELLY KEEP	CHIEF STEWARD	5.00	Director	$17,573	$1,531	$19,104
KERESA MARTINEZ	CHIEF STEWARD	5.00	Director	$20,357	$0	$20,357
BARBARA O'DONNELL	CHIEF STEWARD	5.00	Director	$20,135	$1,611	$21,746
NATHANIEL LUDWIG	CHIEF STEWARD	5.00	Director	$36,978	$2,205	$39,183
DAWIT TADESSE	CHIEF STEWARD	5.00	Director	$24,328	$0	$24,328
CHRISTOPHER MORALEZ	CHIEF STEWARD	5.00	Director	$17,666	$1,308	$18,974
BRANDON SANTOS	CHIEF STEWARD	5.00	Director	$29,936	$2,374	$32,310
WILLIAM SNIDER	CHIEF STEWARD	5.00	Director	$17,269	$1,240	$18,509
LEVI YARBROUGH	CHIEF STEWARD	5.00	Director	$12,105	$1,055	$13,160
FELIPE PEREZ	CHIEF STEWARD	5.00	Director	$15,655	$0	$15,655
LANCE LONGENBOHN	PRESIDENT/BUSINESS AGENT	40.00	Officer	$124,716	$10,765	$135,481
RONALD SHORT	RECORDING SECRETARY/CORRES	40.00	Officer	$94,857	$7,797	$102,654
MICHAEL HARVEY	FINANCIAL SECRETARY/ASSIST	40.00	Officer	$91,989	$7,967	$99,956
JULIAN GUTIERREZ	VICE PRESIDENT	25.00	Officer	$86,350	$7,395	$93,745

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	$1,987,708	$1,969,510	$1,372,187	$18,198
2024	$1,842,620	$1,805,949	$1,308,765	$36,671
2023	$1,681,652	$1,643,154	$1,239,207	$38,498
2022	$1,452,378	$1,749,179	$1,176,653	$-296,801
2021	$1,557,590	$1,626,807	$1,461,205	$-69,217
2020	$1,718,771	$1,732,902	$1,523,647	$-14,131
2019	$1,685,700	$1,691,821	$1,548,500	$-6,121
2018	$1,789,562	$1,778,331	$1,540,789	$11,231

AMALGAMATED TRANSIT UNION LOCAL 1001