Amalgamated Transit Union Local 1555

Not tax-deductible

Oakland, CA501(c)(5)EIN 23-7299601

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Organized for the improvement of wages, hours and conditions of employment for members and their families: promotion of public information and awareness.

$241K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

Before you give

FY2025 · 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
6 of 6
filings with a surplus
Average surplus $280K a year · 19% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Pay to officers and key staff
$241K
to officers and key staff · 16% of spending
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
17 mo
of spending, in cash
Looks good: 17.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1.2M
29% of total assets
Looks good: liabilities are 29% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 9 voting members
Looks good: 7 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.9M
+13% vs prior year
Spent
$1.5M
Net assets
$2.8M
By yearFY2020–FY2025
Revenue
$1.9M
FY2025▲ +13%
Revenue by fiscal year
FY2020$1.3M
FY2021$1.2M
FY2022$1.1M
FY2023$1.5M
FY2024$1.7M
FY2025$1.9M
Expenses
$1.5M
FY2025▲ +17%
Expenses by fiscal year
FY2020$1.0M
FY2021$920K
FY2022$1.0M
FY2023$1.2M
FY2024$1.3M
FY2025$1.5M
Net assets
$2.8M
FY2025▲ +15%
Net assets by fiscal year
FY2020$1.5M
FY2021$1.9M
FY2022$1.9M
FY2023$2.1M
FY2024$2.4M
FY2025$2.8M

From the FY2025 Form 990 · figures checked against the IRS filing · see the original

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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

10 people listed on the 990; $241K paid to officers and key staff.

Part VII, Section A · reportable compensation
Office Manager
$125,001Pt VII · Sec A
President
$72,487Pt VII · Sec A
Financial Secretary
$24,530Pt VII · Sec A
Board Member
$7,101Pt VII · Sec A
Board Member
$2,656Pt VII · Sec A
Recording Secretary
$2,264Pt VII · Sec A
Board Member
$2,176Pt VII · Sec A
Board Member
$1,979Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2020
Nancy Rodriguez$125,001———
Jesse Hunt$72,487$70,409$67,667$45,291
Jacob Lilja$24,530$25,278$15,855—
Dana M Mims———$9,185
Antoinette Burnett$7,101———
Christine Nicholas——$5,346—
Michael Granat$2,176$4,564$2,112$1,200
Mike Garcia———$4,526

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 Local 1555 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

Advocates for better pay, hours, and work conditions for members and their families.

Provided by the organization

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1 program · in their own filed words · FY2025
01

Organized for the improvement of wages, hours and conditions of employment for members and their families: promotion of public information and awareness.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 5 grants · $165K · 2024–2025
Connect Bay Area TransitFY2025$100,000
Bay Area ForwardFY2025$25,000
Unitemized GrantFY2025$23,610
Unitemized GrantFY2024$10,000

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$1.9M
Ln 12
Fees for servicesLn 2g$1.8M
Investment incomeLn 3$55K
Other incomeLn 4–11$8K
Money outPt IX
$1.5M
Ln 25
Owns and owesPt X
$2.8M
net assets · Ln 32
Cash and savingsLn 1–2$2.1M
Total assetsLn 16$4.0M
LiabilitiesLn 26$1.2M
PeoplePt VI, VII
10
listed · VII A
PaidVII A10
Voting boardVI 1a9
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.8M
Investment incomeLn 3$55K
Other incomeLn 4–11$8K
Total revenueLn 12$1.9M
Assets in detailPt X, end of year
CashLn 1$285K
SavingsLn 2$1.9M
Cash and savings togetherLn 1–2$2.1M
Land, buildings, equipmentLn 10c$1.8M
Total assetsLn 16$4.0M
LiabilitiesLn 26$1.2M
Net assetsLn 32$2.8M
OperationsPt I, VI
EmployeesI 533
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$1.8M$2.1M
Land, buildings, equipmentLn 10c$1.9M$1.8M
Total assetsLn 16$3.6M$4.0M
LiabilitiesLn 26$1.2M$1.2M
Net assetsLn 32$2.4M$2.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$154K
Grants to domestic individualsLn 2$24K
Benefits paid to or for membersLn 4$100K
Pay of current officers, directors and key staffLn 5$116K
Other salaries and wagesLn 7$164K
Other employee benefitsLn 9$22K
Payroll taxesLn 10$23K
Legal feesLn 11b$93K
Accounting feesLn 11c$25K
Advertising and promotionLn 12$89K
Office expensesLn 13$68K
Information technologyLn 14$10K
OccupancyLn 16$25K
TravelLn 17$71K
Conferences, conventions and meetingsLn 19$29K
InterestLn 20$48K
Payments to affiliatesLn 21$323K
Depreciation, depletion and amortizationLn 22$39K
InsuranceLn 23$7K
Other expenses (24a–d)Ln 24$64K
Total functional expensesLn 25$1.5M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $1.9M$1.5M$373K$2.8M 990 PDF
FY2024 $1.7M$1.3M$380K$2.4M 990 PDF
FY2023 $1.5M$1.2M$280K$2.1M 990 PDF
FY2022 $1.1M$1.0M$73K$1.9M 990 PDF
FY2021 $1.2M$920K$318K$1.9M 990 PDF
FY2020 $1.3M$1.0M$255K$1.5M 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 FY2025 990 (4 parts)
Part VIII · Statement of revenue $1,867,796 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,805,097$1,805,097
VIII-3 Investment incomeExcluded from tax $55,165$55,165
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $7,534$7,534
VIII-12 Total revenueRelated to mission $1,812,631 · Unrelated business $0 · Excluded from tax $55,165$1,867,796
Part IX · Statement of functional expenses $1,495,077 across 20 lines filed
IX-1 Grants to domestic organizations$154,430
IX-2 Grants to domestic individuals$23,610
IX-4 Benefits paid to or for members$99,719
IX-5 Pay of current officers, directors and key staff$116,061
IX-7 Other salaries and wages$163,790
IX-9 Other employee benefits$22,086
IX-10 Payroll taxes$23,141
IX-11b Legal fees$93,104
IX-11c Accounting fees$25,150
IX-12 Advertising and promotion$88,655
IX-13 Office expenses$68,098
IX-14 Information technology$10,500
IX-16 Occupancy$25,252
IX-17 Travel$70,957
IX-19 Conferences, conventions and meetings$29,190
IX-20 Interest$47,786
IX-21 Payments to affiliates$323,276
IX-22 Depreciation, depletion and amortization$38,906
IX-23 Insurance$7,176
IX-24 Other expenses (24a–d)$64,190
IX-25 Total functional expenses$1,495,077
Part X · Balance sheet $3,970,785 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $222,056$284,941
X-2 Savings and temporary cash investmentsStart of year $1,544,338$1,858,344
X-10c Land, buildings and equipment, netStart of year $1,866,406$1,827,500
X-16 Total assetsStart of year $3,632,800$3,970,785
X-24 Unsecured notes and loans payableStart of year $1,197,070$1,162,336
X-26 Total liabilitiesStart of year $1,197,070$1,162,336
X-27 Net assets without donor restrictionsStart of year $2,435,730$2,808,449
X-32 Total net assets or fund balancesStart of year $2,435,730$2,808,449
X-33 Total liabilities and net assetsStart of year $3,632,800$3,970,785
Part XI · Reconciliation of net assets $2,808,449 net assets at year end
XI-1 Total revenue$1,867,796
XI-2 Total expenses$1,495,077
XI-3 Revenue less expenses$372,719
XI-4 Net assets at start of year$2,435,730
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,808,449

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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