AMALGAMATED TRANSIT UNION 757

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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

1917

Legal Domicile

Principal Officer

Mary Longoria

Phone

5032329144

Tax Period

2023-07-01 to 2024-06-30

AMALGAMATED TRANSIT UNION 757, founded in 1917, is a community nonprofit that reported $3.7M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $3.4M left a modest 6% surplus.

Mission

Benefit Members

Program Service Accomplishments

Program 1

Expenses: $70,394

f program services per part II. All program services are incurred to further the objectives of the union. The prime objective is to benefit its members' work agreements and their work environments.

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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 $3,488,429

Investment Income $67,445

Other Revenue $101,790

TOTAL REVENUE $3,657,664

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,742,401

Fundraising Expenses $0

Program Expenses $70,394

Other Expenses $1,698,822

TOTAL EXPENSES $3,441,223

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,657,664	$3,308,949	+0.1%
Expenses	$3,441,223	$3,292,716	+0.0%
Net Income	$216,441	$16,233	+12.3%

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

$531,500

Total Directors

$755,670

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shirley Block	President	60	Officer Director	$199,665	$0	$199,665
Kevin Kinoshita	Vice President	52	Officer Director	$165,634	$0	$165,634
Mary Longoria	Financial Secretary	60	Officer Director	$157,491	$0	$157,491
William Bradley	Executive Board	40	Director	$114,338	$0	$114,338
Alina Clark	Executive Board	3.69	Director	$14,596	$0	$14,596
Joe Ruffin III	Executive Board	2.98	Director	$12,172	$0	$12,172
Lilia Lopez	Executive Board	2.71	Director	$10,948	$0	$10,948
Gladys Melton	Executive Board	2.65	Director	$10,562	$0	$10,562
Ty Bobeck	Executive Board	4.94	Director	$10,497	$0	$10,497
Shawn Petersen	Executive Board	2.15	Director	$10,286	$0	$10,286
Michael McCurry	Executive Board	2.04	Director	$9,456	$0	$9,456
Frederick Casey	Vice President	20	Officer Director	$8,710	$0	$8,710
Jesse Grams	Executive Board	12.56	Director	$8,075	$0	$8,075
Kerry Montgomery	Executive Board	0.85	Director	$7,675	$0	$7,675
Anna Tompte	Executive Board	0.67	Director	$6,389	$0	$6,389
Aaron Flores	Executive Board	1.44	Director	$4,139	$0	$4,139
Terrance Howard	Executive Board	3.88	Director	$4,138	$0	$4,138
Jimmy Appelhanz	Executive Board	1.88	Director	$899	$0	$899

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	No data	No data	No data	No data
2024	$3,657,664	$3,441,223	$3,299,411	$216,441
2023	$3,308,949	$3,292,716	$3,083,761	$16,233
2022	$3,143,188	$3,023,333	$3,067,576	$119,855
2020	$3,532,612	$3,158,996	$2,593,663	$373,616
2019	$3,483,798	$3,063,328	$2,227,657	$420,470
2018	$3,411,082	$3,139,390	$1,802,800	$271,692