Amalgamated Transit Union FY2021 filing

Not tax-deductible

Monroe Twp, NJ501(c)(5)EIN 22-0729415

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For the protection and assitance of Union members

100¢ of each $1 spent went to programs.
$139K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average deficit $2K a year · under 1% 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
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
$139K
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
<1 mo
of spending, in cash
Concern: 0.3 months of spending in cash; under 2 weeks.
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 6 voting members
Concern: none of 6 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$271K
-6% vs prior year
Spent
$292K
To programs
100%
Net assets
$8K
By yearFY2020–FY2024
Revenue
$271K
FY2021▼ -6%
Revenue by fiscal year
FY2020$287K
FY2021$271K
FY2022$300K
FY2023$316K
FY2024$321K
Expenses
$292K
FY2021▲ +3%
Expenses by fiscal year
FY2020$282K
FY2021$292K
FY2022$292K
FY2023$318K
FY2024$320K
Net assets
$8K
FY2021▼ -71%
Net assets by fiscal year
FY2020$29K
FY2021$8K
FY2022$16K
FY2023$14K
FY2024$15K

From the FY2021 Form 990 · see the original

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You’re viewing the FY2021 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 May 1969.

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% · $292K

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

6 people listed on the 990; $139K paid to officers and key staff.

Part VII, Section A · reportable compensation
$108,826Pt VII · Sec A
Vice President
$12,858Pt VII · Sec A
Director
$6,315Pt VII · Sec A
$4,379Pt VII · Sec A
$4,250Pt VII · Sec A
$2,034Pt VII · Sec A

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

NameFY2024FY2023FY2021FY2020
Martin Heraghty$106,358$106,494$108,826$103,794
Brian Duartee$14,294———
Sharyn Vitello——$12,858$13,885
S Vitello—$11,710——
Robert Carle III$6,728$10,857——
Robert Carle——$6,315$8,399
Franncis Lally$4,584———
Douglas Armstrong$4,260—$4,250$4,460

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 15aNo

Programs and updates

Protects and assists union members.

Provided by the organization

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1 program · in their own filed words · FY2021
01

All programs are for the benefit and protection of members of the union

Pt IX · col B

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$271K
Ln 12
Gifts and grantsLn 1h$271K
Money outPt IX
$292K
Ln 25
Programscol B$292K
Owns and owesPt X
$8K
net assets · Ln 32
Cash and savingsLn 1–2$8K
Total assetsLn 16$8K
LiabilitiesLn 26$0
PeoplePt VI, VII
6
listed · VII A
PaidVII A6
Voting boardVI 1a6
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$271K
Total revenueLn 12$271K
Assets in detailPt X, end of year
CashLn 1$8K
Cash and savings togetherLn 1–2$8K
Total assetsLn 16$8K
LiabilitiesLn 26$0
Net assetsLn 32$8K
OperationsPt I, VI
EmployeesI 58
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 FY21End FY21
Cash and savingsLn 1–2$29K$8K
Total assetsLn 16$29K$8K
LiabilitiesLn 26$0$0
Net assetsLn 32$29K$8K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$139K$139K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$8K$8K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$8K$8K
Management feesLn 11a$0
Legal feesLn 11b$21K$21K
Accounting feesLn 11c$4K$4K
Lobbying feesLn 11d$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$7K$7K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$600$600
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$3K$3K
Other expenses (24a–d)Ln 24$101K$101K
All other expensesLn 24e$0
Total functional expensesLn 25$292K$292K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $321K$320K$1K$15K 990 PDF
FY2023 $316K$318K−$2K$14K 990 PDF
FY2022 $300K$292K$8K$16K 990 PDF
FY2021 Viewing $271K$292K−$21K$8K 990 PDF
FY2020 $287K$282K$5K$29K 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 $270,744 across 3 lines filed
VIII-1f All other contributions, gifts and grants$270,744
VIII-1h Total contributions, gifts and grants$270,744
VIII-12 Total revenue$270,744
Part IX · Statement of functional expenses $291,547 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $138,662$138,662
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $8,460$8,460
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $8,256$8,256
IX-11a Management fees$0
IX-11b Legal feesPrograms $20,807$20,807
IX-11c Accounting feesPrograms $4,062$4,062
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $7,398$7,398
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $600$600
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsurancePrograms $2,794$2,794
IX-24 Other expenses (24a–d)Programs $100,508$100,508
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $291,547$291,547
Part X · Balance sheet $8,480 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $29,283$8,480
X-16 Total assetsStart of year $29,283$8,480
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $29,283$8,480
X-32 Total net assets or fund balancesStart of year $29,283$8,480
X-33 Total liabilities and net assetsStart of year $29,283$8,480
Part XI · Reconciliation of net assets $8,480 net assets at year end
XI-1 Total revenue$270,744
XI-2 Total expenses$291,547
XI-3 Revenue less expenses−$20,803
XI-4 Net assets at start of year$29,283
XI-10 Net assets at end of year$8,480

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

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