Amalgamated Transit Union Local 697

Not tax-deductible

Toledo, OH501(c)(5)EIN 34-4175645

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Advance the economic interest of it's members

29¢ of each $1 spent went to programs.
$39K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · 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
5 of 6
filings with a surplus
Average surplus $4K a year · 4% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
29%
of spending
Concern: 29% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$39K
to officers and key staff · 28% of spending
Worth a look: pay to officers and key staff is 28% of spending; over 20%.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1K
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$148K
+23% vs prior year
Spent
$140K
To programs
29%
Net assets
$26K
By yearFY2020–FY2025
Revenue
$148K
FY2025▲ +23%
Revenue by fiscal year
FY2020$127K
FY2021$113K
FY2022$108K
FY2023$114K
FY2024$121K
FY2025$148K
Expenses
$140K
FY2025▲ +30%
Expenses by fiscal year
FY2020$120K
FY2021$119K
FY2022$104K
FY2023$114K
FY2024$107K
FY2025$140K
Net assets
$26K
FY2025▲ +47%
Net assets by fiscal year
FY2020$11K
FY2021$5K
FY2022$7K
FY2023$4K
FY2024$18K
FY2025$26K

From the FY2025 Form 990 · see the original

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

Where the money goes

29 cents of each dollar spent went to programs.

Program services 29% · $41K Management & general 71% · $99K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990; $39K paid to officers and key staff.

Part VII, Section A · reportable compensation
President
$11,700Pt VII · Sec A
Business Age
$9,750Pt VII · Sec A
$7,800Pt VII · Sec A
Trustee
$2,600Pt VII · Sec A
$2,600Pt VII · Sec A
$2,600Pt VII · Sec A
Vice Preside
$1,950Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2021FY2020
Carly Allen$11,700$15,600$15,900$15,000—$55
Krissy Bofia$9,750$7,800$7,950$7,500$223—
Steve Villagomez$7,800$7,800$7,950$7,500$668$666
Barb Mills$2,600$2,600$2,650$2,500$668$666
Donterriain Neal$2,600$2,600$2,650$2,500$668$666
Rorric Russell$2,600$2,600$2,650$1,500——
Teri Wills$1,950—————
Levi Petersheim———$600$669$666

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 697 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 members' economic well-being and growth.

Provided by the organization

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1 program service account for $41K of program spending, described in the organization's own filed words · FY2025.
01

Fees for union support, arbitration costs for contract disputes, lost time reimbursements.

$41Kprogram expense

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By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$148K
Ln 12
Fees for servicesLn 2g$148K
Money outPt IX
$140K
Ln 25
Programscol B$41K
Managementcol C$99K
Owns and owesPt X
$26K
net assets · Ln 32
Cash and savingsLn 1–2$27K
Total assetsLn 16$27K
LiabilitiesLn 26$1K
PeoplePt VI, VII
7
listed · VII A
PaidVII A7
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$148K
Total revenueLn 12$148K
Assets in detailPt X, end of year
CashLn 1$27K
Cash and savings togetherLn 1–2$27K
Total assetsLn 16$27K
LiabilitiesLn 26$1K
Net assetsLn 32$26K
OperationsPt I, VI
EmployeesI 57
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 FY25End FY25
Cash and savingsLn 1–2$19K$27K
Total assetsLn 16$19K$27K
LiabilitiesLn 26$977$1K
Net assetsLn 32$18K$26K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$41K$41K
Pay of current officers, directors and key staffLn 5$39K$39K
Payroll taxesLn 10$2K$2K
Management feesLn 11a$41K$41K
Legal feesLn 11b$1K$1K
Accounting feesLn 11c$2K$2K
OccupancyLn 16$4K$4K
Other expenses (24a–d)Ln 24$8K$8K
All other expensesLn 24e$2K$2K
Total functional expensesLn 25$140K$41K$99K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $148K$140K$8K$26K 990 PDF
FY2024 $121K$107K$13K$18K 990 PDF
FY2023 $114K$114K$638$4K 990 PDF
FY2022 $108K$104K$3K$7K 990 PDF
FY2021 $113K$119K−$7K$5K 990 PDF
FY2020 $127K$120K$7K$11K 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 $148,362 across 2 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $148,362$148,362
VIII-12 Total revenueRelated to mission $148,362$148,362
Part IX · Statement of functional expenses $139,895 across 9 lines filed
IX-4 Benefits paid to or for membersPrograms $40,551$40,551
IX-5 Pay of current officers, directors and key staffManagement $39,000$39,000
IX-10 Payroll taxesManagement $2,304$2,304
IX-11a Management feesManagement $40,826$40,826
IX-11b Legal feesManagement $1,200$1,200
IX-11c Accounting feesManagement $2,215$2,215
IX-16 OccupancyManagement $4,000$4,000
IX-24 Other expenses (24a–d)Management $8,161$8,161
IX-24e All other expensesManagement $1,638$1,638
IX-25 Total functional expensesPrograms $40,551 · Management $99,344 · Fundraising $0$139,895
Part X · Balance sheet $27,257 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $18,789$27,257
X-16 Total assetsStart of year $18,789$27,257
X-17 Accounts payable and accrued expensesStart of year $977$1,137
X-26 Total liabilitiesStart of year $977$1,137
X-27 Net assets without donor restrictionsStart of year $17,812$26,120
X-32 Total net assets or fund balancesStart of year $17,812$26,120
X-33 Total liabilities and net assetsStart of year $18,789$27,257
Part XI · Reconciliation of net assets $26,120 net assets at year end
XI-1 Total revenue$148,362
XI-2 Total expenses$139,895
XI-3 Revenue less expenses$8,467
XI-4 Net assets at start of year$17,812
XI-8 Prior period adjustments−$159
XI-10 Net assets at end of year$26,120

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

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