Amalgamated Transit Union Local 1433 (EIN 866053872) - 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

1948

Legal Domicile

Principal Officer

Robert J Bean

Phone

6024959466

Tax Period

2025-01-01 to 2025-12-31

Amalgamated Transit Union Local 1433, founded in 1948, is a community nonprofit in the Employment sector that reported $2.2M in total revenue in fiscal year 2025. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $402K, a strong 18% operating margin.

Mission

LABOR ORGANIZING

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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 $2,201,252

Investment Income $10

Other Revenue $0

TOTAL REVENUE $2,201,262

Expense Breakdown

Grants Paid $0

Salaries & Benefits $812,124

Fundraising Expenses $0

Other Expenses $987,553

TOTAL EXPENSES $1,799,677

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,201,262	$1,784,880	+0.2%
Expenses	$1,799,677	$1,793,483	+0.0%
Net Income	$401,585	$-8,603	-47.7%

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

$534,413

Total Directors

$552,434

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert J Bean	President	40.00	Officer Director	$133,136	$14,140	$147,276
Frank Gutierrez Jr	Rec Sec	40.00	Officer Director	$120,490	$12,477	$132,967
Dwayne Sessions	Financial Sec	40.00	Officer Director	$128,308	$2,650	$130,958
Dana Kraiza	Vice President	40.00	Officer Director	$119,237	$3,975	$123,212
Charles Gooch	Executive Board	1.00	Director	$3,906	$0	$3,906
Susana Judd	Executive Board	1.00	Director	$2,134	$0	$2,134
Chris Sheaffer	Executive Board	1.00	Director	$2,009	$0	$2,009
Ruben Conchola	Executive Board	1.00	Director	$1,961	$0	$1,961
Kenneth Hillman	Executive Board	1.00	Director	$1,492	$0	$1,492
Tiffany Hawkins	Executive Board	1.00	Director	$1,347	$0	$1,347
James Washington	Executive Board	1.00	Director	$819	$0	$819
Robert Elmer	Executive Board	1.00	Director	$785	$0	$785
Omar Ortega	Executive Board	1.00	Director	$693	$0	$693
Samir Havic	Executive Board	1.00	Director	$654	$0	$654
Mark Ellis	Executive Board	1.00	Director	$651	$0	$651
Carolyn Waters	Executive Board	1.00	Director	$638	$0	$638
James Williams	Executive Board	1.00	Director	$567	$0	$567
Kurt Volk	Executive Board	1.00	Director	$365	$0	$365
Santiago Brenton	Executive Board	1.00	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
2025	$2,201,262	$1,799,677	$1,220,803	$401,585
2024	$1,784,880	$1,793,483	$1,038,427	$-8,603
2023	$1,431,150	$1,432,049	$1,079,710	$-899
2022	$1,199,858	$1,314,765	$1,108,154	$-114,907
2021	$1,287,421	$1,256,258	$1,334,630	$31,163
2020	$1,364,787	$1,293,816	$1,319,944	$70,971

Amalgamated Transit Union Local 1433