Amalgamated Transit Union FY2021 filing

Not tax-deductible

West Seneca, NY501(c)(5)EIN 16-0707808

To provide collective bargaining for members.

$235K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

Before you give

FY2021 · 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
2 of 5
filings with a surplus
Average surplus $24K a year · 3% of revenue · last 5 filings
Worth a look: a surplus in 2 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
$235K
to officers and key staff · 29% of spending
Worth a look: pay to officers and key staff is 29% of spending; over 20%.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$38K
15% of total assets
Looks good: liabilities are 15% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 15 voting members
Concern: none of 15 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$777K
Spent
$810K
To programs
0%
Net assets
$208K
By yearFY2021–FY2025
Revenue
$777K
FY2021
Revenue by fiscal year
FY2021$777K
FY2022$850K
FY2023$872K
FY2024$964K
FY2025$1.1M
Expenses
$810K
FY2021
Expenses by fiscal year
FY2021$810K
FY2022$866K
FY2023$909K
FY2024$891K
FY2025$971K
Net assets
$208K
FY2021
Net assets by fiscal year
FY2021$208K
FY2022$191K
FY2023$154K
FY2024$226K
FY2025$361K

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 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 Oct 1940.

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

Who runs it and what they're paid

21 people listed on the 990; $235K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$87,915Pt VII · Sec A
Financial Se
$80,042Pt VII · Sec A
Treas. (form
$18,717Pt VII · Sec A
Vice Preside
$11,593Pt VII · Sec A
Recording Se
$7,172Pt VII · Sec A
Executive Bo
$4,802Pt VII · Sec A
Exec Board (
$4,558Pt VII · Sec A
Executive Bo
$3,494Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2021
Jeff Richardson$102,447$101,019$96,141$87,886$87,915
Ronald Giza$93,142$91,898$87,449$79,929$80,042
Leonard Oleksy$19,909$12,404$15,184$5,291$1,131
Kevin Kline———$18,978$11,593
Charles Sikora————$18,717
Lydia Moore$7,725$9,177$8,918$9,236$7,172
Frank Mule$6,415$4,972$7,994$6,270$4,802
James Cornelius———$6,164$3,494

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

Negotiates contracts and benefits for its members.

Provided by the organization

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1 program service, described in the organization's own filed words · FY2020.
01

The local secured and safeguarded the rights and interests of its members and also encouraged the principle and practices of conciliation and arbitration in the settlement of differences between labor and management.

Pt IX · col B

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By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$777K
Ln 12
Fees for servicesLn 2g$732K
Other incomeLn 4–11$45K
Investment incomeLn 3$64
Money outPt IX
$810K
Ln 25
Owns and owesPt X
$208K
net assets · Ln 32
Cash and savingsLn 1–2$206K
Total assetsLn 16$246K
LiabilitiesLn 26$38K
PeoplePt VI, VII
21
listed · VII A
PaidVII A20
Voting boardVI 1a15
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$732K
Investment incomeLn 3$64
Other incomeLn 4–11$45K
Total revenueLn 12$777K
Assets in detailPt X, end of year
CashLn 1$184K
SavingsLn 2$21K
Cash and savings togetherLn 1–2$206K
Land, buildings, equipmentLn 10c$7K
Total assetsLn 16$246K
LiabilitiesLn 26$38K
Net assetsLn 32$208K
OperationsPt I, VI
EmployeesI 528
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$245K$206K
Land, buildings, equipmentLn 10c$1K$7K
Total assetsLn 16$278K$246K
LiabilitiesLn 26$37K$38K
Net assetsLn 32$241K$208K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$281K
Other salaries and wagesLn 7$70K
Pension plan contributionsLn 8$8K
Other employee benefitsLn 9$925
Payroll taxesLn 10$25K
Legal feesLn 11b$71K
Accounting feesLn 11c$19K
Other fees for servicesLn 11g$7K
Office expensesLn 13$23K
Information technologyLn 14$649
OccupancyLn 16$21K
TravelLn 17$11K
Conferences, conventions and meetingsLn 19$4K
InterestLn 20$77
Payments to affiliatesLn 21$221K
Depreciation, depletion and amortizationLn 22$2K
InsuranceLn 23$5K
Other expenses (24a–d)Ln 24$41K
Total functional expensesLn 25$810K$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.1M$971K$135K$361K 990 PDF
FY2024 $964K$891K$73K$226K 990 PDF
FY2023 $872K$909K−$38K$154K 990 PDF
FY2022 $850K$866K−$17K$191K 990 PDF
FY2021 Viewing $777K$810K−$33K$208K 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 FY2021 990 (4 parts)
Part VIII · Statement of revenue $777,168 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $731,660$731,660
VIII-3 Investment incomeExcluded from tax $64$64
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $45,444$45,444
VIII-12 Total revenueRelated to mission $777,104 · Excluded from tax $64$777,168
Part IX · Statement of functional expenses $809,919 across 18 lines filed
IX-5 Pay of current officers, directors and key staff$281,084
IX-7 Other salaries and wages$69,852
IX-8 Pension plan contributions$7,717
IX-9 Other employee benefits$925
IX-10 Payroll taxes$25,113
IX-11b Legal fees$70,824
IX-11c Accounting fees$19,175
IX-11g Other fees for services$7,264
IX-13 Office expenses$22,736
IX-14 Information technology$649
IX-16 Occupancy$21,000
IX-17 Travel$10,787
IX-19 Conferences, conventions and meetings$3,884
IX-20 Interest$77
IX-21 Payments to affiliates$221,178
IX-22 Depreciation, depletion and amortization$1,711
IX-23 Insurance$4,998
IX-24 Other expenses (24a–d)$40,945
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$809,919
Part X · Balance sheet $245,581 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $135,189$184,400
X-2 Savings and temporary cash investmentsStart of year $109,476$21,415
X-4 Accounts receivableStart of year $28,213$29,009
X-9 Prepaid expenses and deferred chargesStart of year $3,995$4,184
X-10c Land, buildings and equipment, netStart of year $1,338$6,573
X-16 Total assetsStart of year $278,211$245,581
X-17 Accounts payable and accrued expensesStart of year $37,453$37,574
X-26 Total liabilitiesStart of year $37,453$37,574
X-27 Net assets without donor restrictionsStart of year $240,758$208,007
X-32 Total net assets or fund balancesStart of year $240,758$208,007
X-33 Total liabilities and net assetsStart of year $278,211$245,581
Part XI · Reconciliation of net assets $208,007 net assets at year end
XI-1 Total revenue$777,168
XI-2 Total expenses$809,919
XI-3 Revenue less expenses−$32,751
XI-4 Net assets at start of year$240,758
XI-10 Net assets at end of year$208,007

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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