Amalgamated Transit Union Local 1433
Nonprofit profile at a glance
- EIN
- 866053872
- IRS 990 coverage
- 2020–2025
- Forms available
- Form 990 2025
- Location
- Phoenix, AZ, USA
- Phone
- 6024959466
- Rating
- 44
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Labor Unions
Reported finances
- Revenue
- $2,201,262
- Expenses
- $1,799,677
- Assets
- $1,220,803
- Liabilities
- $94,919
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
19 people listed
Executive titles in this filing
- Robert J Bean (President)
- Dana Kraiza (Vice President)
Highest reported compensation
- Robert J Bean (President): $147,276 total reported compensation
- Frank Gutierrez Jr (Rec Sec): $132,967 total reported compensation
- Dwayne Sessions (Financial Sec): $130,958 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Labor organizing
What it reported doing in 2025
Organization is a labor union for transit workers in phoenix, az
Operating model
- Revenue model
- Earned-program. 100% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 0
- Transparency & Controls: 90
- Accountability: 65
- Sustainability: 47
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 0%; rating input score 0
- Program expense ratio: 0%; rating input score 0
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 70.6%; rating input score 71; 13th percentile among comparable filings
- Governance controls: 5 of 9 controls in place; rating input score 56
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 18.2%; rating input score 70; 70th percentile among comparable filings
- Total-asset coverage ratio: 0.68; rating input score 23; 23rd percentile among comparable filings
- Liabilities to assets ratio: 0.08; rating input score 53; 53rd percentile among comparable filings
- Officer compensation ratio: 30.7%; rating input score 7; 7th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 10.9% per year; rating input score 100; 69th percentile among comparable filings
- Asset growth: -3.4% per year; rating input score 0; 4th percentile among comparable filings
Details
- Where the money goes: 0% of revenue deployed · 0% of spending went to programs
- Governance: 12 of 17 board members independent · 5 of 9 filing controls reported
- Programs: 1 filed program accomplishment
- Leadership: top reported pay $147K · 19 people listed
- Consistency: 13 of 14 current checks pass · 1 finding to review
- Schedules: 2 filed schedules
- Filing history: 6 filing years from 2020 to 2025
- Contacts: How to reach this organization
- Money network: 18 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- High — Financial Efficiency: Mission deployment rate scored 0/100.
- High — Financial Efficiency: Program expense ratio scored 0/100.
- Review — Accountability: Governance controls: 4 of 9 not reported.
- Moderate — Transparency & Controls: Functional expense sum did not reconcile in the filed values.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 23/100.
- High — Sustainability: Officer compensation ratio scored 7/100.
- Review — Sustainability: Liabilities to assets ratio scored 53/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.