Amalgamated Transit Union FY2023 filing

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To provide collective bargaining representation to members.

Form 990 Part I, line 1, FY2023. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 11-0476097) · Dispute this line
501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
$249K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(5)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
The IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $237K a year · 12% of revenue · last 5 filings
A surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
0%
of spending
0% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$249K
to officers and key staff · 13% of spending
Pay to officers and key staff is 13% of spending.
Part VII, Section A
5.8 mo
of spending, in cash
5.8 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
Pt X · Ln 26
Independent board members
0
of 9 voting members
None of 9 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$2.0M
-15% vs prior year
Spent
$1.9M
To programs
0%
Net assets
$952K
By yearFY2020–FY2024
Revenue
$2.0M
FY2023▼ -15%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.9M
FY2021$1.8M
FY2022$2.3M
FY2023$2.0M
FY2024$2.1M
Expenses
$1.9M
FY2023-0.08%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.5M
FY2021$1.3M
FY2022$1.9M
FY2023$1.9M
FY2024$2.3M
Net assets
$952K
FY2023▼ -17%
Tap a bar for its year
Net assets by fiscal year
FY2020$674K
FY2021$1.1M
FY2022$1.1M
FY2023$952K
FY2024$572K

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1940.

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

Who runs it and what they're paid

9 people listed on the 990; $249K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
President
$81,954Pt VII · Sec A
Record Secret
$38,105Pt VII · Sec A
Executive Board
$35,056Pt VII · Sec A
Executive Board
$25,547Pt VII · Sec A
Finl Secr/Treas
$22,248Pt VII · Sec A
Vice President
$19,114Pt VII · Sec A
Executive Board
$14,571Pt VII · Sec A
Executive Board
$10,878Pt VII · Sec A

Harry Fred-Rivera’s $97K as Executive Board is at the 24th percentile of top reported officer pay among 1245 $1–10M 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 · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Harry Fred-Rivera$97,451$25,547———
Luis Alzate$97,244$81,954$29,497$7,935$8,952
Mark Henry——$45,450$48,850$69,103
Bernadette Dyer$22,868$38,105$24,579$6,895—
Byron Bolling$37,443$22,248$14,334$7,709$5,884
Joseph Branch$30,248$35,056$31,244$12,602—
Francisco Ortiz$31,521$19,114———
Tanya Damas$28,804————

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 →

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 15aNo

Programs and updates

Negotiates contracts and advocates for workers' rights.

Questions for Amalgamated Transit Union

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1 program · in their own filed words · FY2023
01

Provided collective bargaining representation to members.

Form 990 Part III, line 4, FY2023. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 11-0476097) · Dispute this line
Pt IX · Ln 25 · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 4 grants · $244K · 2021–2024
Unitemized GrantFY2024$78,000
Unitemized GrantFY2023$108,000
Unitemized GrantFY2022$24,000
Unitemized GrantFY2021$34,000

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$2.0M
Ln 12
Fees for servicesLn 2g$1.8M
Other incomeLn 4–11$174K
Investment incomeLn 3$7K
Money outPt IX
$1.9M
Ln 25
Owns and owesPt X
$952K
net assets · Ln 32
Cash and savingsLn 1–2$942K
Total assetsLn 16$952K
LiabilitiesLn 26$0
PeoplePt VI, VII
9
listed · VII A
PaidVII A9
Voting boardVI 1a9
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.8M
Investment incomeLn 3$7K
Other incomeLn 4–11$174K
Gains on assetsLn 7$0
Total revenueLn 12$2.0M
Assets in detailPt X, end of year
CashLn 1$171K
SavingsLn 2$771K
Cash and savings togetherLn 1–2$942K
Land, buildings, equipmentLn 10c$10K
Total assetsLn 16$952K
LiabilitiesLn 26$0
Net assetsLn 32$952K
OperationsPt I, VI
EmployeesI 545
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 FY23End FY23
Cash and savingsLn 1–2$1.1M$942K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$8K$10K
Total assetsLn 16$1.1M$952K
LiabilitiesLn 26$0$0
Net assetsLn 32$1.1M$952K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$17K
Grants to domestic individualsLn 2$108K
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$49K
Pay of officers and key staff (Part IX, line 5)Ln 5$249K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$180K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$36K
Payroll taxesLn 10$46K
Management feesLn 11a$0
Legal feesLn 11b$101K
Accounting feesLn 11c$40K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$227K
Advertising and promotionLn 12$71
Office expensesLn 13$72K
Information technologyLn 14$23K
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$8K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$49K
InterestLn 20$0
Payments to affiliatesLn 21$478K
Depreciation, depletion and amortizationLn 22$3K
InsuranceLn 23$10K
Other expenses (24a–d)Ln 24$229K
All other expensesLn 24e$21K
Total functional expensesLn 25$1.9M$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 11, 2025 $2.1M$2.3M−$226K$572K 990 PDF
FY2023 ViewingFiled with the IRS Nov 14, 2024 $2.0M$1.9M$34K$952K 990 PDF
FY2022Filed with the IRS Nov 14, 2023 $2.3M$1.9M$368K$1.1M 990 PDF
FY2021Filed with the IRS Nov 15, 2022 $1.8M$1.3M$549K$1.1M 990 PDF
FY2020Filed with the IRS Nov 15, 2022 $1.9M$1.5M$460K$674K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2023 990
Part I · Summary $1,977,662 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $2,072,926$1,796,076
I-10 Investment incomePrior year $4,401$7,397
I-11 Other revenuePrior year $235,946$174,189
I-12 Total revenuePrior year $2,313,273$1,977,662
I-13 Grants and similar amounts paidPrior year $42,460$124,702
I-14 Benefits paid to membersPrior year $85,866$49,213
I-15 Salaries and benefitsPrior year $464,124$510,950
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,352,758$1,258,753
I-18 Total expensesPrior year $1,945,208$1,943,618
I-19 Revenue less expensesPrior year $368,065$34,044
Part VI · Governance 0 of 9 board members independent, 4 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $1,977,662 across 9 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,796,076$1,796,076
VIII-3 Investment incomeExcluded from tax $7,397$7,397
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $174,189$174,189
VIII-12 Total revenueRelated to mission $1,970,265 · Excluded from tax $7,397$1,977,662
Part IX · Statement of functional expenses $1,943,618 across 31 lines filed
IX-1 Grants to domestic organizations$16,702
IX-2 Grants to domestic individuals$108,000
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$49,213
IX-5 Pay of officers and key staff (Part IX, line 5)$249,320
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$179,560
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$35,868
IX-10 Payroll taxes$46,202
IX-11a Management fees$0
IX-11b Legal fees$100,592
IX-11c Accounting fees$39,537
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$226,703
IX-12 Advertising and promotion$71
IX-13 Office expenses$71,820
IX-14 Information technology$22,879
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$8,452
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$48,608
IX-20 Interest$0
IX-21 Payments to affiliates$477,682
IX-22 Depreciation, depletion and amortization$2,720
IX-23 Insurance$9,890
IX-24 Other expenses (24a–d)$229,210
IX-24e All other expenses$20,589
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$1,943,618
Part X · Balance sheet $952,059 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $80,013$170,622
X-2 Savings and temporary cash investmentsStart of year $1,059,532$771,026
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-5 Loans to officers and key people$0
X-6 Loans to other insiders$0
X-7 Notes and loans receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, netStart of year $8,470$10,411
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $1,148,015$952,059
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $1,148,015$952,059
X-32 Total net assets or fund balancesStart of year $1,148,015$952,059
X-33 Total liabilities and net assetsStart of year $1,148,015$952,059
Part XI · Reconciliation of net assets $952,059 net assets at year end
XI-1 Total revenue$1,977,662
XI-2 Total expenses$1,943,618
XI-3 Revenue less expenses$34,044
XI-4 Net assets at start of year$1,148,015
XI-9 Other changes in net assets−$230,000
XI-10 Net assets at end of year$952,059

Form 990 e-file FY2023 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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