Amalgamated Transit Union FY2021 filing

Not tax-deductible

Irvington, NJ501(c)(5)EIN 22-0800010Revenue $1.3M in FY2021

On file with the IRS186 Brookside Ave, 07111-2618 · Irvington, NJTax-exempt since Oct 1942

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Representation New Jersey Transit union members.

100¢ of each $1 spent went to programs.
$337K 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 surplus $25K 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
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
$337K
to officers and key staff · 27% of spending
Worth a look: pay to officers and key staff is 27% of spending; over 20%.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.4 months of spending in cash; 3 or more.
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 4 voting members
Concern: none of 4 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.3M
-2% vs prior year
Spent
$1.2M
To programs
100%
Net assets
$572K
By yearFY2020–FY2024
Revenue
$1.3M
FY2021▼ -2%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.3M
FY2021$1.3M
FY2022$1.3M
FY2023$1.4M
FY2024$1.5M
Expenses
$1.2M
FY2021▲ +13%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.1M
FY2021$1.2M
FY2022$1.4M
FY2023$1.5M
FY2024$1.5M
Net assets
$572K
FY2021▲ +1%
Tap a bar for its year
Net assets by fiscal year
FY2020$566K
FY2021$572K
FY2022$481K
FY2023$446K
FY2024$510K

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

990 PDF Claim
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 Oct 1942.

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% · $1.2M

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; $337K paid to officers and key staff.

Part VII, Section A · reportable compensation
Financial Sec
$116,028Pt VII · Sec A
President
$112,687Pt VII · Sec A
Vice President
$107,928Pt VII · Sec A

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
David Greaves$149,578$138,884$144,866$116,028$108,844
Veronica Cobb$141,948$134,588$131,553$112,687$42,408
Darrell Lampley——$128,977$107,928$104,732
Lakisha Ewell$127,727$121,230———
Tiran Billups————$54,437
Orlando Riley————$9,786

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.

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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

Advocates for New Jersey Transit union members' rights and interests.

Questions for Amalgamated Transit Union

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Provided by the organization

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1 program · $1.2M · in their own filed words · FY2021
01

Provide contract negotiations, collective bargaining and arbitration to approximately 1474 members in Essex County New Jersey.

$1.2Mprogram expense

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$1.3M
Ln 12
Fees for servicesLn 2g$1.2M
Other incomeLn 4–11$28K
Investment incomeLn 3$2K
Money outPt IX
$1.2M
Ln 25
Programscol B$1.2M
Owns and owesPt X
$572K
net assets · Ln 32
Cash and savingsLn 1–2$356K
Total assetsLn 16$572K
LiabilitiesLn 26$0
PeoplePt VI, VII
3
listed · VII A
PaidVII A3
Voting boardVI 1a4
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.2M
Investment incomeLn 3$2K
Other incomeLn 4–11$28K
Total revenueLn 12$1.3M
Assets in detailPt X, end of year
CashLn 1$54K
SavingsLn 2$302K
Cash and savings togetherLn 1–2$356K
Land, buildings, equipmentLn 10c$216K
Total assetsLn 16$572K
LiabilitiesLn 26$0
Net assetsLn 32$572K
OperationsPt I, VI
EmployeesI 512
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$422K$356K
Land, buildings, equipmentLn 10c$144K$216K
Total assetsLn 16$566K$572K
LiabilitiesLn 26$0$0
Net assetsLn 32$566K$572K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$337K$337K
Other salaries and wagesLn 7$55K$55K
Pension plan contributionsLn 8$9K$9K
Payroll taxesLn 10$18K$18K
Legal feesLn 11b$104K$104K
Accounting feesLn 11c$10K$10K
Advertising and promotionLn 12$8K$8K
Office expensesLn 13$35K$35K
TravelLn 17$48K$48K
Conferences, conventions and meetingsLn 19$65K$65K
Depreciation, depletion and amortizationLn 22$4K$4K
InsuranceLn 23$15K$15K
Other expenses (24a–d)Ln 24$512K$512K
All other expensesLn 24e$26K$26K
Total functional expensesLn 25$1.2M$1.2M$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.5M$1.5M$65K$510K 990 PDF
FY2023 $1.4M$1.5M−$36K$446K 990 PDF
FY2022 $1.3M$1.4M−$91K$481K 990 PDF
FY2021 Viewing $1.3M$1.2M$6K$572K 990 PDF
FY2020 $1.3M$1.1M$180K$566K 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 (6 parts)
Part I · Summary $1,251,691 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $1,239,838$1,221,083
I-10 Investment incomePrior year $8,941$2,275
I-11 Other revenuePrior year $32,077$28,333
I-12 Total revenuePrior year $1,280,856$1,251,691
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $399,270$419,524
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $701,616$825,867
I-18 Total expensesPrior year $1,100,886$1,245,391
I-19 Revenue less expensesPrior year $179,970$6,300
Part VI · Governance 0 of 4 board members independent, 4 to look at
VI-1a Voting members of the governing body4
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 $1,251,691 across 5 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,221,083$1,221,083
VIII-3 Investment incomeRelated to mission $2,275$2,275
VIII-6 Net rental income or lossRelated to mission $22,200$22,200
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $6,133$6,133
VIII-12 Total revenueRelated to mission $1,251,691 · Unrelated business $0 · Excluded from tax $0$1,251,691
Part IX · Statement of functional expenses $1,245,391 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $336,642$336,642
IX-7 Other salaries and wagesPrograms $55,104$55,104
IX-8 Pension plan contributionsPrograms $9,398$9,398
IX-10 Payroll taxesPrograms $18,380$18,380
IX-11b Legal feesPrograms $104,293$104,293
IX-11c Accounting feesPrograms $9,900$9,900
IX-12 Advertising and promotionPrograms $7,652$7,652
IX-13 Office expensesPrograms $34,773$34,773
IX-17 TravelPrograms $47,553$47,553
IX-19 Conferences, conventions and meetingsPrograms $65,287$65,287
IX-22 Depreciation, depletion and amortizationPrograms $3,912$3,912
IX-23 InsurancePrograms $15,201$15,201
IX-24 Other expenses (24a–d)Programs $511,683$511,683
IX-24e All other expensesPrograms $25,613$25,613
IX-25 Total functional expensesPrograms $1,245,391 · Management $0 · Fundraising $0$1,245,391
Part X · Balance sheet $572,196 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $140,301$54,060
X-2 Savings and temporary cash investmentsStart of year $281,732$302,349
X-10c Land, buildings and equipment, netStart of year $143,863$215,787
X-16 Total assetsStart of year $565,896$572,196
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $565,896$572,196
X-32 Total net assets or fund balancesStart of year $565,896$572,196
X-33 Total liabilities and net assetsStart of year $565,896$572,196
Part XI · Reconciliation of net assets $572,196 net assets at year end
XI-1 Total revenue$1,251,691
XI-2 Total expenses$1,245,391
XI-3 Revenue less expenses$6,300
XI-4 Net assets at start of year$565,896
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$572,196

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

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