AMALGAMATED TRANSIT UNION 1027 (EIN 942568509) - 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

1934

Legal Domicile

Principal Officer

ALFREDO MOLINA

Phone

5594424140

Tax Period

2024-01-01 to 2024-12-31

AMALGAMATED TRANSIT UNION 1027, founded in 1934, is a small nonprofit that reported $533K in total revenue in fiscal year 2024. Expenses of $512K left a modest 4% surplus.

Mission

UNITE MEMBERS INTO ONE ORGANIZATION FOR THE PURPOSE OF IMPROVING ECONOMIC ADVANTAGES THROUGH COLLECTIVE BARGAINING AND PROMOTE EDUCATIONAL AND SOCIAL AWARENESS OF ITS MEMBERSHIP.

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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 $0

Program Service Revenue $526,928

Investment Income $0

Other Revenue $6,254

TOTAL REVENUE $533,182

Expense Breakdown

Grants Paid $0

Salaries & Benefits $176,128

Fundraising Expenses $0

Other Expenses $335,749

TOTAL EXPENSES $511,877

Year-over-Year Comparison

	2024	2023	Change
Revenue	$533,182	$499,356	+0.1%
Expenses	$511,877	$499,208	+0.0%
Net Income	$21,305	$148	+143.0%

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

$103,316

Total Directors

$156,864

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUIS R MONTOYA ALCAZAR	PRESIDENT	10.0	Officer Director	$43,585	$0	$43,585
ALFREDO MOLINA JR	SECRETARY-TREASURER	10.0	Officer Director	$42,302	$0	$42,302
Samuel L Hernandez	Vice President - PAST	10.0	Officer Director	$17,429	$0	$17,429
JEROME W TURNER	EXEC BOARD	0.25	Director	$7,580	$0	$7,580
ROBYN R REEVES	EXEC BOARD	0.25	Director	$7,469	$0	$7,469
FAITHA JENKINS	EXEC BOARD	0.25	Director	$6,813	$0	$6,813
Henry r Amador	EXEC BOARD - PAST	0.25	Director	$4,825	$0	$4,825
Dominic r Small	EXEC BOARD	0.25	Director	$4,791	$0	$4,791
Sharla v Brewer	EXEC BOARD	0.25	Director	$4,658	$0	$4,658
Federico Galindo	EXEC BOARD	0.25	Director	$4,574	$0	$4,574
CHARLES HOUSE	EXEC BOARD	0.25	Director	$4,559	$0	$4,559
BRENDA SKINNER	EXEC BOARD	0.25	Director	$4,097	$0	$4,097
Manuel R Sandoval	EXEC BOARD - PAST	0.25	Director	$3,588	$0	$3,588
ERIC HOOPINGARNER	EXEC BOARD	0.25	Director	$594	$0	$594

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	$533,182	$511,877	$445,628	$21,305
2023	$499,356	$499,208	$319,378	$148
2022	$412,619	$410,658	$319,230	$1,961
2021	$383,500	$358,791	$317,269	$24,709
2020	$388,364	$343,675	$292,560	$44,689
2019	$420,109	$354,386	$247,871	$65,723
2018	$450,353	$405,906	$183,687	$44,447

AMALGAMATED TRANSIT UNION 1027