Amalgamated Transit Union

Not tax-deductible

Worcester, MA501(c)(5)EmploymentEIN 04-1917661

Member benefits - labor union

58¢ of each $1 spent went to programs.
$137K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(5)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average deficit $10K a year · 3% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
58%
of spending
Worth a look: 58% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$137K
to officers and key staff · 40% of spending
Top officer’s pay higher than 91% of similar orgs
Concern: pay to officers and key staff is 40% of spending; over 30%.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$355K
+10% vs prior year
Spent
$346K
To programs
58%
Net assets
$90K
By yearFY2020–FY2025
Revenue
$355K
FY2025▲ +10%
Revenue by fiscal year
FY2020$263K
FY2021$235K
FY2022$222K
FY2023$243K
FY2024$322K
FY2025$355K
Expenses
$346K
FY2025▲ +14%
Expenses by fiscal year
FY2020$234K
FY2021$258K
FY2022$290K
FY2023$267K
FY2024$302K
FY2025$346K
Net assets
$90K
FY2025▲ +12%
Net assets by fiscal year
FY2020$175K
FY2021$152K
FY2022$85K
FY2023$61K
FY2024$81K
FY2025$90K

From the FY2025 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1940.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

58 cents of each dollar spent went to programs.

Program services 58% · $200K Management & general 42% · $146K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

11 people listed on the 990; $137K paid to officers and key staff.

Part VII, Section A · reportable compensation
Fin Sec / Ba
$129,894Pt VII · Sec A
President
$3,835Pt VII · Sec A
Recording Se
$2,243Pt VII · Sec A
Vice Preside
$683Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Kenneth Kephart JR’s $130K as Fin Sec / Ba is at the 91st percentile of top reported officer pay among 1216 $100K–1M employment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Kenneth Kephart JR$129,894$122,484$119,919$115,060$101,065$101,212
Kevin Odum$3,835$1,282$4,553$9,851$5,656$7,241
June Silva—————$5,031
June Elrifai—$1,401$2,725$1,839$3,312—
Shane Szkutak——$3,277$1,216——
Dorothy Jones$2,243—————
Thomas Cane$683—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Amalgamated Transit Union executive salaries →

Are you one of these people? Claim this org to confirm your role

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Amalgamated Transit Union is a member-serving organization based in Worcester, MA.

Provided by the organization

This section is blank until Amalgamated Transit Union claims this page.

Know this organization? Claim it to add your story

1 program service account for $200K of program spending, described in the organization's own filed words · FY2025.
01

Benefits to member of local labor union

$200Kprogram expense

Run this program? Claim this org to tell your story

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$355K
Ln 12
Fees for servicesLn 2g$354K
Other incomeLn 4–11$2K
Investment incomeLn 3$1
Money outPt IX
$346K
Ln 25
Programscol B$200K
Managementcol C$146K
Owns and owesPt X
$90K
net assets · Ln 32
Cash and savingsLn 1–2$90K
Total assetsLn 16$90K
LiabilitiesLn 26$0
PeoplePt VI, VII
11
listed · VII A
PaidVII A4
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$354K
Investment incomeLn 3$1
Other incomeLn 4–11$2K
Total revenueLn 12$355K
Assets in detailPt X, end of year
CashLn 1$90K
Cash and savings togetherLn 1–2$90K
Total assetsLn 16$90K
LiabilitiesLn 26$0
Net assetsLn 32$90K
OperationsPt I, VI
EmployeesI 51
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$81K$90K
Total assetsLn 16$81K$90K
LiabilitiesLn 26$0$0
Net assetsLn 32$81K$90K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$137K$7K$130K
Payroll taxesLn 10$6K$6K
Legal feesLn 11b$27K$27K
Accounting feesLn 11c$4K$4K
Office expensesLn 13$4K$4K
OccupancyLn 16$10K$10K
Conferences, conventions and meetingsLn 19$29K$29K
Other expenses (24a–d)Ln 24$128K$126K$2K
All other expensesLn 24e$328$300$28
Total functional expensesLn 25$346K$200K$146K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $355K$346K$9K$90K 990 PDF
FY2024 $322K$302K$20K$81K 990 PDF
FY2023 $243K$267K−$24K$61K 990 PDF
FY2022 $222K$290K−$68K$85K 990 PDF
FY2021 $235K$258K−$23K$152K 990 PDF
FY2020 $263K$234K$28K$175K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (4 parts)
Part VIII · Statement of revenue $355,199 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Excluded from tax $353,566$353,566
VIII-3 Investment incomeExcluded from tax $1$1
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $1,632$1,632
VIII-12 Total revenueExcluded from tax $355,199$355,199
Part IX · Statement of functional expenses $345,822 across 9 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $6,761 · Management $129,894$136,655
IX-10 Payroll taxesManagement $6,426$6,426
IX-11b Legal feesPrograms $26,796$26,796
IX-11c Accounting feesManagement $3,595$3,595
IX-13 Office expensesManagement $4,039$4,039
IX-16 OccupancyPrograms $10,500$10,500
IX-19 Conferences, conventions and meetingsPrograms $29,432$29,432
IX-24 Other expenses (24a–d)Programs $126,256 · Management $1,795$128,051
IX-24e All other expensesPrograms $300 · Management $28$328
IX-25 Total functional expensesPrograms $200,045 · Management $145,777 · Fundraising $0$345,822
Part X · Balance sheet $89,891 assets, 5 lines filed
X-1 Cash, non-interest-bearingStart of year $80,514$89,891
X-16 Total assetsStart of year $80,514$89,891
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $80,514$89,891
X-33 Total liabilities and net assetsStart of year $80,514$89,891
Part XI · Reconciliation of net assets $89,891 net assets at year end
XI-1 Total revenue$355,199
XI-2 Total expenses$345,822
XI-3 Revenue less expenses$9,377
XI-4 Net assets at start of year$80,514
XI-10 Net assets at end of year$89,891

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.