Amalgamated Transit Union FY2024 filing

Not tax-deductible

Rochester, NY501(c)(5)EIN 16-0330345

The union's mission is to secure employment and adequate pay for our work and by all legal means to elevate our moral, intellectual, and social condition; to encourage the principle and practice of conciliation and arbitration in the settlement of all difficulties between labor and management, to and truth, establish order, ensure peace and harmony; promote the general cause of humanity and brotherly love, and to secure the blessing of friendship, equality and truth.

$356K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

Before you give

FY2024 · 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 5
filings with a surplus
Average deficit $15K a year · 2% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$356K
to officers and key staff · 48% of spending
Concern: pay to officers and key staff is 48% of spending; over 30%.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 4.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$67K
19% of total assets
Looks good: liabilities are 19% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 8 voting members
Concern: none of 8 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$757K
+10% vs prior year
Spent
$742K
To programs
0%
Net assets
$289K
By yearFY2021–FY2025
Revenue
$757K
FY2024▲ +10%
Revenue by fiscal year
FY2021$724K
FY2022$672K
FY2023$688K
FY2024$757K
FY2025$800K
Expenses
$742K
FY2024▼ -5%
Expenses by fiscal year
FY2021$648K
FY2022$646K
FY2023$784K
FY2024$742K
FY2025$896K
Net assets
$289K
FY2024▲ +6%
Net assets by fiscal year
FY2021$343K
FY2022$369K
FY2023$273K
FY2024$289K
FY2025$193K

From the FY2024 Form 990 (year ending June 2024) · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

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

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

Who runs it and what they're paid

20 people listed on the 990; $356K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
President
$110,111Pt VII · Sec A
Treasurer/F-
$57,783Pt VII · Sec A
Vice-Preside
$52,318Pt VII · Sec A
Executive Bo
$33,987Pt VII · Sec A
$25,542Pt VII · Sec A
Recording Se
$17,510Pt VII · Sec A
$15,042Pt VII · Sec A
$6,515Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
John a Trott$113,902$110,111$74,980$46,255$42,506
Jacques Chapman——$83,333$103,496$104,011
Dawn Metcalf$58,391$57,783$54,627$52,709$52,624
Joseph Duemmel$47,759$52,318$34,801$19,639$19,133
Christopher Rivers$36,996$17,510$3,910——
Jeffery F Dixon$4,872$33,987$15,370$8,555$3,199
Christopher D Winburn$32,728$25,542$10,685$4,174$648
Terry L Sabernick—$15,042$24,803$19,829$15,808

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 →

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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

Advocates for fair wages, better working conditions, and peaceful labor-management relations.

Provided by the organization

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1 program service account for $742K of program spending, described in the organization's own filed words · FY2023.
01

The union monitored grievances and complaints, represented its members at contract negotiations and at arbitration, provided for education of its officers and members as to the union's practices and procedures, and worked towards the union's objectives as stated in its constitution and by-laws.

$742Kprogram expense

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By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$757K
Ln 12
Fees for servicesLn 2g$747K
Other incomeLn 4–11$10K
Money outPt IX
$742K
Ln 25
Owns and owesPt X
$289K
net assets · Ln 32
Cash and savingsLn 1–2$293K
Total assetsLn 16$356K
LiabilitiesLn 26$67K
PeoplePt VI, VII
20
listed · VII A
PaidVII A20
Voting boardVI 1a8
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$747K
Other incomeLn 4–11$10K
Total revenueLn 12$757K
Assets in detailPt X, end of year
CashLn 1$293K
Cash and savings togetherLn 1–2$293K
Land, buildings, equipmentLn 10c$2K
Other assetsLn 15$38K
Total assetsLn 16$356K
LiabilitiesLn 26$67K
Net assetsLn 32$289K
OperationsPt I, VI
EmployeesI 522
Fiscal year endsHeaderJune
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 FY24End FY24
Cash and savingsLn 1–2$275K$293K
Land, buildings, equipmentLn 10c$2K
Total assetsLn 16$369K$356K
LiabilitiesLn 26$96K$67K
Net assetsLn 32$273K$289K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$353K
Other salaries and wagesLn 7$5K
Payroll taxesLn 10$31K
Legal feesLn 11b$56K
Accounting feesLn 11c$15K
Other fees for servicesLn 11g$15K
Office expensesLn 13$27K
OccupancyLn 16$22K
TravelLn 17$19K
Payments to affiliatesLn 21$151K
Depreciation, depletion and amortizationLn 22$124
InsuranceLn 23$770
Other expenses (24a–d)Ln 24$43K
All other expensesLn 24e$3K
Total functional expensesLn 25$742K$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $800K$896K−$96K$193K 990 PDF
FY2024 Viewing $757K$742K$15K$289K 990 PDF
FY2023 $688K$784K−$95K$273K 990 PDF
FY2022 $672K$646K$26K$369K 990 PDF
FY2021 $724K$648K$76K$343K 990 PDF

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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 FY2024 990 (4 parts)
Part VIII · Statement of revenue $757,129 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $747,432$747,432
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $9,697$9,697
VIII-12 Total revenueRelated to mission $757,129$757,129
Part IX · Statement of functional expenses $742,005 across 14 lines filed
IX-5 Pay of current officers, directors and key staff$353,120
IX-7 Other salaries and wages$4,660
IX-10 Payroll taxes$31,219
IX-11b Legal fees$56,012
IX-11c Accounting fees$14,550
IX-11g Other fees for services$14,880
IX-13 Office expenses$27,326
IX-16 Occupancy$22,498
IX-17 Travel$19,152
IX-21 Payments to affiliates$151,140
IX-22 Depreciation, depletion and amortization$124
IX-23 Insurance$770
IX-24 Other expenses (24a–d)$43,218
IX-24e All other expenses$3,336
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$742,005
Part X · Balance sheet $355,589 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $275,373$293,252
X-4 Accounts receivableStart of year $28,435$18,809
X-9 Prepaid expenses and deferred chargesStart of year $3,818$3,818
X-10c Land, buildings and equipment, net$2,110
X-15 Other assetsStart of year $61,347$37,600
X-16 Total assetsStart of year $368,973$355,589
X-17 Accounts payable and accrued expensesStart of year $27,815$25,794
X-19 Deferred revenueStart of year $6,345$3,605
X-25 Other liabilitiesStart of year $61,347$37,600
X-26 Total liabilitiesStart of year $95,507$66,999
X-32 Total net assets or fund balancesStart of year $273,466$288,590
X-33 Total liabilities and net assetsStart of year $368,973$355,589
Part XI · Reconciliation of net assets $288,590 net assets at year end
XI-1 Total revenue$757,129
XI-2 Total expenses$742,005
XI-3 Revenue less expenses$15,124
XI-4 Net assets at start of year$273,466
XI-10 Net assets at end of year$288,590

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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