AMALGAMATED TRANSIT UNION LOCAL DIVISION 1575 (EIN 942370555) - 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

1976

Legal Domicile

Principal Officer

SHANE WEINSTEIN

Phone

4154795090

Tax Period

2021-01-01 to 2021-12-31

AMALGAMATED TRANSIT UNION LOCAL DIVISION 1575, founded in 1976, is a small nonprofit in the Employment sector that reported $360K in total revenue in fiscal year 2021. Revenue decreased 14% compared to the prior year. Expenses of $499K exceeded revenue, resulting in a 39% operating deficit.

Mission

UNION MEMBER REPRESENTATION

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $359,962

Investment Income $0

Other Revenue $0

TOTAL REVENUE $359,962

Expense Breakdown

Grants Paid $4,000

Salaries & Benefits $332,004

Fundraising Expenses $0

Other Expenses $162,613

TOTAL EXPENSES $498,617

Year-over-Year Comparison

	2021	2020	Change
Revenue	$359,962	$416,695	-0.1%
Expenses	$498,617	$441,669	+0.1%
Net Income	$-138,655	$-24,974	+4.6%

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

$209,291

Total Directors

$235,131

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANE WEINSTEIN	PRESIDENT	40.00	Officer Director	$123,497	$0	$123,497
DAVID HERRERA	FINANCIAL SE	20.00	Officer Director	$64,750	$21,044	$85,794
KIMMIKO JOSEPH	EXECUTIVE BO	5.00	Director	$16,168	$5,255	$21,423
CARLOS OLIVA	EXECUTIVE BO	2.00	Director	$3,063	$995	$4,058
JAMES PETERSEN	EXECUTIVE BO	2.00	Director	$271	$88	$359
MARY FULLER	EXECUTIVE BO	2.00	Director	$0	$0	$0
PHILLIP WHITE	VICE-PRESIDE	5.00	Officer 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
2021	$359,962	$498,617	$219,774	$-138,655
2020	$416,695	$441,669	$194,473	$-24,974
2019	$452,087	$412,913	$207,224	$39,174
2018	$466,039	$427,270	$165,202	$38,769

AMALGAMATED TRANSIT UNION LOCAL DIVISION 1575