Amalgamated Transit Union 880 FY2020 filing

Not tax-deductible

Mount Ephraim, NJ501(c)(5)EIN 21-0390650Revenue $777K in FY2020

On file with the IRSatulocal880.com126 W Kings Hwy, 08059-1305 · Mount Ephraim, NJTax-exempt since Oct 1940

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To promote employer/employee goodwill

100¢ of each $1 spent went to programs.
$235K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 4
filings with a surplus
Average surplus $7K a year · under 1% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$235K
to officers and key staff · 32% of spending
Concern: pay to officers and key staff is 32% of spending; over 30%.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Fine: 2.7 months of spending in cash; 1 to 3.
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
0
of 1497 voting members
Concern: none of 1497 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$777K
Spent
$732K
To programs
100%
Net assets
$182K
By yearFY2020–FY2023
Revenue
$777K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$777K
FY2021$788K
FY2022$771K
FY2023$856K
Expenses
$732K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$732K
FY2021$763K
FY2022$802K
FY2023$864K
Net assets
$182K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$182K
FY2021$207K
FY2022$176K
FY2023$168K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2023) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023. IRS ruling in Oct 1940.

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

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $732K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

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

Part VII, Section A · reportable compensation
Former Presi
$130,886Pt VII · Sec A
Secretary Tr
$103,749Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2023FY2022FY2021FY2020
Steven Van Sant$134,881$73,785$125,414—
Joseph Romeo———$130,886
Corey Gallman$113,402$60,388$107,700$103,749
Jami Shepherd$25,563———

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 880 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 15aNo

Programs and updates

Fosters positive relationships and understanding between employers and their staff.

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Provided by the organization

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1 program · $732K · in their own filed words · FY2020
01

Amicable resoltuion of EMPLOYEE/EMPLOYER disputes

$732Kprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$777K
Ln 12
Fees for servicesLn 2g$765K
Other incomeLn 4–11$12K
Investment incomeLn 3$208
Money outPt IX
$732K
Ln 25
Programscol B$732K
Owns and owesPt X
$182K
net assets · Ln 32
Cash and savingsLn 1–2$163K
Total assetsLn 16$182K
LiabilitiesLn 26$0
PeoplePt VI, VII
3
listed · VII A
PaidVII A2
Voting boardVI 1a1,497
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$765K
Investment incomeLn 3$208
Other incomeLn 4–11$12K
Total revenueLn 12$777K
Assets in detailPt X, end of year
CashLn 1$33K
SavingsLn 2$130K
Cash and savings togetherLn 1–2$163K
Land, buildings, equipmentLn 10c$19K
Total assetsLn 16$182K
LiabilitiesLn 26$0
Net assetsLn 32$182K
OperationsPt I, VI
EmployeesI 519
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 FY20End FY20
Cash and savingsLn 1–2$117K$163K
Land, buildings, equipmentLn 10c$21K$19K
Total assetsLn 16$138K$182K
LiabilitiesLn 26$0$0
Net assetsLn 32$138K$182K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$235K$235K
Other salaries and wagesLn 7$81K$81K
Pension plan contributionsLn 8$2K$2K
Other employee benefitsLn 9$5K$5K
Payroll taxesLn 10$26K$26K
Legal feesLn 11b$46K$46K
Accounting feesLn 11c$6K$6K
Other fees for servicesLn 11g$750$750
TravelLn 17$592$592
Conferences, conventions and meetingsLn 19$18K$18K
InterestLn 20$1K$1K
Payments to affiliatesLn 21$263K$263K
Depreciation, depletion and amortizationLn 22$1K$1K
InsuranceLn 23$7K$7K
Other expenses (24a–d)Ln 24$32K$32K
All other expensesLn 24e$9K$9K
Total functional expensesLn 25$732K$732K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest $856K$864K−$8K$168K 990 PDF
FY2022 $771K$802K−$31K$176K 990 PDF
FY2021 $788K$763K$25K$207K 990 PDF
FY2020 Viewing $777K$732K$45K$182K 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 FY2020 990 (6 parts)
Part I · Summary $776,988 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $766,610$765,142
I-10 Investment incomePrior year $199$208
I-11 Other revenuePrior year $15,599$11,638
I-12 Total revenuePrior year $782,408$776,988
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $390,854$348,281
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $409,362$384,122
I-18 Total expensesPrior year $800,216$732,403
I-19 Revenue less expensesPrior year −$17,808$44,585
Part VI · Governance 0 of 1,497 board members independent, 4 to look at
VI-1a Voting members of the governing body1,497
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 $776,988 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $765,142$765,142
VIII-3 Investment incomeRelated to mission $208$208
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $11,638$11,638
VIII-12 Total revenueRelated to mission $776,988$776,988
Part IX · Statement of functional expenses $732,403 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $234,635$234,635
IX-7 Other salaries and wagesPrograms $80,841$80,841
IX-8 Pension plan contributionsPrograms $1,977$1,977
IX-9 Other employee benefitsPrograms $4,973$4,973
IX-10 Payroll taxesPrograms $25,855$25,855
IX-11b Legal feesPrograms $46,113$46,113
IX-11c Accounting feesPrograms $6,350$6,350
IX-11g Other fees for servicesPrograms $750$750
IX-17 TravelPrograms $592$592
IX-19 Conferences, conventions and meetingsPrograms $17,537$17,537
IX-20 InterestPrograms $1,162$1,162
IX-21 Payments to affiliatesPrograms $263,210$263,210
IX-22 Depreciation, depletion and amortizationPrograms $1,413$1,413
IX-23 InsurancePrograms $6,658$6,658
IX-24 Other expenses (24a–d)Programs $31,726$31,726
IX-24e All other expensesPrograms $8,611$8,611
IX-25 Total functional expensesPrograms $732,403 · Management $0 · Fundraising $0$732,403
Part X · Balance sheet $182,308 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $28,379$32,664
X-2 Savings and temporary cash investmentsStart of year $88,515$130,228
X-10c Land, buildings and equipment, netStart of year $20,829$19,416
X-16 Total assetsStart of year $137,723$182,308
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $137,723$182,308
X-33 Total liabilities and net assetsStart of year $137,723$182,308
Part XI · Reconciliation of net assets $182,308 net assets at year end
XI-1 Total revenue$776,988
XI-2 Total expenses$732,403
XI-3 Revenue less expenses$44,585
XI-4 Net assets at start of year$137,723
XI-10 Net assets at end of year$182,308

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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