AMALGAMATED TRANSIT UNION NO 1576

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

KATHLEEN CUSTER

Phone

4252594544

Tax Period

2018-01-01 to 2018-12-31

AMALGAMATED TRANSIT UNION NO 1576, founded in 1977, is a small nonprofit that reported $814K in total revenue in fiscal year 2018. Expenses of $726K left a modest 11% surplus.

Mission

THE LOCAL REPRESENTS ITS MEMBERS IN CONTRACT NEGOTIATIONS AS WELL AS GRIEVANCES AND ARBITRATIONS FILED BY AND ON BEHALF OF INDIVIDUAL MEMBERS.

Program Service Accomplishments

Program 1

Expenses: $726,236 Revenue: $805,249

THE LOCAL REPRESENTS ITS MEMBERS IN CONTRACT NEGOTIATIONS AS WELL AS GRIEVANCES AND ARBITRATIONS FILED BY AND ON BEHALF OF INDIVIDUAL MEMBERS. THERE ARE ABOUT 831 MEMBERS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $3,041

Program Service Revenue $805,249

Investment Income $4,558

Other Revenue $1,062

TOTAL REVENUE $813,910

Expense Breakdown

Grants Paid $1,200

Salaries & Benefits $244,206

Fundraising Expenses $0

Program Expenses $726,236

Other Expenses $480,830

TOTAL EXPENSES $726,236

Year-over-Year Comparison

	2018	2017	Change
Revenue	$813,910	$791,483	+0.0%
Expenses	$726,236	$695,904	+0.0%
Net Income	$87,674	$95,579	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$36,000

Total Directors

$92,033

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN CUSTER	PRESIDENT	40.00	Officer Director	$9,000	$0	$9,000
RICK JURKOVIC	VICE PRESIDENT	40.00	Officer Director	$9,000	$0	$9,000
JOHN SAINZ	TREASURER	40.00	Officer Director	$9,000	$0	$9,000
DANIELLE JULIEN	SECRETARY	40.00	Officer Director	$9,000	$0	$9,000
GEORGE ALDERETTE	EXECUTIVE BOARD OFFICER	10.00	Director	$149	$0	$149
JAMES CAVENESS	EXECUTIVE BOARD OFFICER	10.00	Director	$50	$0	$50
STEVEN MISHLER	EXECUTIVE BOARD OFFICER	3.00	Director	$169	$0	$169
LISA SILLS	EXECUTIVE BOARD OFFICER	10.00	Director	$47	$0	$47
LAUREL BOYD	EXECUTIVE BOARD OFFICER	6.00	Director	$10,033	$0	$10,033
LAKHJIT GREWAL	EXECUTIVE BOARD OFFICER	2.00	Director	$75	$0	$75
CHARLES COX	EXECUTIVE BOARD OFFICER	5.00	Director	$2,541	$0	$2,541
DEBBIE WALLIN	EXECUTIVE BOARD OFFICER	4.00	Director	$206	$0	$206
DARRELL JOHNSON	EXECUTIVE BOARD OFFICER	10.00	Director	$7,629	$0	$7,629
BRUCE KURJIAKA	EXECUTIVE BOARD OFFICER	10.00	Director	$9,054	$0	$9,054
ERIC SULLIVAN	EXECUTIVE BOARD OFFICER	10.00	Director	$8,323	$0	$8,323
DAVID GIBSON	EXECUTIVE BOARD OFFICER	10.00	Director	$7,890	$0	$7,890
SHERRI LONGANECKER DALEY	EXECUTIVE BOARD OFFICER	3.00	Director	$6,163	$0	$6,163
ROY OTT	EXECUTIVE BOARD OFFICER	10.00	Director	$1,256	$0	$1,256
STEVEN POLITZ	EXECUTIVE BOARD OFFICER	10.00	Director	$1,400	$0	$1,400
RAY CARR	EXECUTIVE BOARD OFFICER	2.00	Director	$0	$0	$0
JAMES KONICKI	EXECUTIVE BOARD OFFICER	2.00	Director	$0	$0	$0
SHELLEY SUTTON	EXECUTIVE BOARD OFFICER	2.00	Director	$1,048	$0	$1,048

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
2018	$813,910	$726,236	$786,611	$87,674