Amalgamated Transit Union Local 1225 (EIN 940938512) - 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

1977

Legal Domicile

Principal Officer

Steve Ramirez

Phone

8315829115

Tax Period

2024-01-01 to 2024-12-31

Amalgamated Transit Union Local 1225, founded in 1977, is a small nonprofit that reported $171K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $212K exceeded revenue, resulting in a 24% operating deficit.

Mission

To improve the lives of our ATU Local 1225 members.

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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 (2024)

Revenue Breakdown

Contributions & Grants $171,173

Program Service Revenue $0

Investment Income $13

Other Revenue $0

TOTAL REVENUE $171,186

Expense Breakdown

Grants Paid $0

Salaries & Benefits $143,062

Fundraising Expenses $0

Program Expenses $203,117

Other Expenses $69,346

TOTAL EXPENSES $212,408

Year-over-Year Comparison

	2024	2023	Change
Revenue	$171,186	$145,577	+0.2%
Expenses	$212,408	$203,099	+0.0%
Net Income	$-41,222	$-57,522	-0.3%

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

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

$95,962

Total Directors

$118,991

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steve Ramirez	President	10.00	Officer Director	$53,917	$0	$53,917
Isidro Corona	Treasurer	5.00	Officer Director	$39,892	$0	$39,892
Esteban Ybarra	Director	1.00	Director	$13,960	$0	$13,960
Gabriel Garcia	Director	5.00	Director	$7,298	$0	$7,298
Jeronimo Vega	Director	1.00	Officer Director	$2,153	$0	$2,153
Fred Simkins	Director	1.00	Director	$1,771	$0	$1,771

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	$171,186	$212,408	$76,914	$-41,222
2023	$145,577	$203,099	$127,739	$-57,522
2022	$147,171	$189,621	$185,262	$-42,450
2021	$205,409	$281,703	$218,108	$-76,294
2020	$261,597	$167,385	$293,118	$94,212

Amalgamated Transit Union Local 1225