AMALGAMATED TRANSIT UNION-LOCAL 265 (EIN 941014118) - 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

1902

Legal Domicile

Principal Officer

RAJVINDER SINGH

Phone

4088740900

Tax Period

2023-01-01 to 2023-12-31

AMALGAMATED TRANSIT UNION-LOCAL 265, founded in 1902, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $1.9M left a modest 7% surplus.

Mission

TO PROVIDE REPRESENTATION TO MEMBERS IN MATTERS RELATED TO EMPLOYMENT IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENT AND FAIR EMPLOYMENT STANDARDS.

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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 $2,068,189

Investment Income $21,541

Other Revenue $0

TOTAL REVENUE $2,089,730

Expense Breakdown

Grants Paid $10,960

Salaries & Benefits $982,438

Fundraising Expenses $0

Other Expenses $940,392

TOTAL EXPENSES $1,933,790

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,089,730	$1,893,832	+0.1%
Expenses	$1,933,790	$1,802,298	+0.1%
Net Income	$155,940	$91,534	+0.7%

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

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

$462,698

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN COURTNEY	PRESIDENT	40.00		$101,011	$0	$101,011
RAJVINDER SINGH	REC & FINANC	40.00	Officer	$149,471	$0	$149,471
JOHN POSPISHEK	REC & FINANC	40.00	Officer	$34,429	$0	$34,429
JESUS IBOA	VICE PRESIDE	5.00	Officer	$1,291	$0	$1,291
JERI L BROMLEY	TREASURER	5.00	Officer	$18,606	$0	$18,606
ZACHERY BODLE	ASST BUSINES	40.00	Officer	$149,306	$0	$149,306
SHAUN WALSTON	ASST BUSINES	40.00	Officer	$24,509	$0	$24,509
ARMANDO BARBOSA	EXECUTIVE BO	9.00	Officer	$29,802	$0	$29,802
LISA BRADLEY	EXECUTIVE BO	3.00	Officer	$6,971	$0	$6,971
CHANDER MOHAN	EXECUTIVE BO	9.00	Officer	$21,596	$0	$21,596
VICTOR OSEGUERA	EXECUTIVE BO	3.00	Officer	$10,120	$0	$10,120
SAMUEL PUAN	EXECUTIVE BO	2.00	Officer	$1,495	$0	$1,495
MATTHEW RADESIC	EXECUTIVE BO	1.00	Officer	$878	$0	$878
DAVID SANCHEZ	EXECUTIVE BO	2.00	Officer	$5,907	$0	$5,907
MARK ZHUKOV	EXECUTIVE BO	3.00	Officer	$8,317	$0	$8,317

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	No data	No data	No data	No data
2023	$2,089,730	$1,933,790	$1,835,630	$155,940
2022	$1,893,832	$1,802,298	$1,662,034	$91,534
2021	$1,737,370	$1,674,055	$1,552,516	$63,315
2020	$1,744,477	$1,621,815	$1,496,521	$122,662
2019	$1,817,125	$1,785,062	$1,310,481	$32,063
2018	$1,904,414	$1,852,480	$1,297,089	$51,934

AMALGAMATED TRANSIT UNION-LOCAL 265