AMALGAMATED TRANSIT UNION LOCAL 1309 AFL-CIO (EIN 951185013) - 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

1942

Legal Domicile

Principal Officer

DUANE KOSLICKI

Phone

6195631309

Tax Period

2024-01-01 to 2024-12-31

AMALGAMATED TRANSIT UNION LOCAL 1309 AFL-CIO, founded in 1942, is a small nonprofit that reported $732K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $698K left a modest 5% surplus.

Mission

TO UNITE THE MEMBERS, TO PROMOTE THEIR GENERAL WELFARE AND ADVANCE THEIR SOCIAL, MORAL AND INTELLECTUAL INTERESTS; TO PROTECT THEIR FAMILIES IN CASE OF SICKNESS OR DEATH; TO CONSTANTLY ENDEAVOR TO ESTABLISH MUTUAL CONFIDENCE AND CREATE AND MAINTAIN HARMONIOUS RELATIONS WITH THE EMPLOYER; TO ENCOURAGE THE PRINCIPLE OF ARBITRATION AND PRODUCE ALL CONCILIATION POSSIBLE IN THE SETTLEMENT OF DIFFERENCES BETWEEN EMPLOYEES AND EMPLOYER.

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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 $702,718

Investment Income $0

Other Revenue $29,114

TOTAL REVENUE $731,832

Expense Breakdown

Grants Paid $0

Salaries & Benefits $262,793

Fundraising Expenses $0

Other Expenses $398,370

TOTAL EXPENSES $697,663

Year-over-Year Comparison

	2024	2023	Change
Revenue	$731,832	$674,022	+0.1%
Expenses	$697,663	$735,166	-0.1%
Net Income	$34,169	$-61,144	-1.6%

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

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

$215,782

Total Directors

$240,495

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DUANE KOSLICKI	PRESIDENT	40.0	Officer Director	$136,457	$22,001	$158,458
JAMAAL RUSSELL	FINANCIAL SECRETARY	8.0	Officer Director	$37,333	$0	$37,333
MIKE TENORIO	RECORDING SECRETARY	7.0	Officer Director	$11,175	$0	$11,175
FRANK COATES	VICE PRESIDENT	2.0	Officer Director	$8,816	$0	$8,816
KEVIN WILLIAMS	EXECUTIVE BOARD	2.0	Director	$7,003	$0	$7,003
MARIO SALGUERO	EXECUTIVE BOARD	2.0	Director	$4,253	$0	$4,253
REBECCA SATROM	EXECUTIVE BOARD	2.0	Director	$3,917	$0	$3,917
MANUEL OCAMPO	EXECUTIVE BOARD	2.0	Director	$2,994	$0	$2,994
AARON HOLLAND	EXECUTIVE BOARD	2.0	Director	$2,667	$0	$2,667
THOMAS WILSON	EXECUTIVE BOARD	2.0	Director	$2,141	$0	$2,141
STEPHEN DUNHAM	EXECUTIVE BOARD - PAST	2.0	Director	$1,556	$0	$1,556
BRENT CHAMBERS	EXECUTIVE BOARD - PAST	2.0	Director	$182	$0	$182
ESTHER RIVERS	EXECUTIVE BOARD - PAST	2.0	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
2024	$731,832	$697,663	$638,750	$34,169
2023	$674,022	$735,166	$612,842	$-61,144
2022	$631,410	$736,878	$682,653	$-105,468
2021	$644,512	$605,062	$805,813	$39,450
2020	$629,598	$578,445	$779,048	$51,153
2019	$693,259	$609,685	$734,536	$83,574
2018	$670,556	$622,412	$667,327	$48,144

AMALGAMATED TRANSIT UNION LOCAL 1309 AFL-CIO