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Amalgamated Transit Union Local 697 FY2020 filing

Not tax-deductible

Toledo, OH501(c)(5)Mutual / membership EIN 34-4175645Revenue $127K in FY2020

On file with the IRS2300 Ashland Ave Ste 223-A, 43620-1280 · Toledo, OHTax-exempt since Oct 1940

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Advance the economic interest of it's members

501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
39¢ of each $1 spent went to programs.
$3K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · 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
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
39%
of spending
Concern: 39% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$3K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.8 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$179
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$127K
Spent
$120K
To programs
39%
Net assets
$11K
By yearFY2020–FY2025
Revenue
$127K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$127K
FY2021$113K
FY2022$108K
FY2023$114K
FY2024$121K
FY2025$148K
Expenses
$120K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$120K
FY2021$119K
FY2022$104K
FY2023$114K
FY2024$107K
FY2025$140K
Net assets
$11K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$11K
FY2021$5K
FY2022$7K
FY2023$4K
FY2024$18K
FY2025$26K

From the FY2020 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

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

39 cents of each dollar spent went to programs.

Program services 39% · $47K Management & general 61% · $73K

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

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

Part VII, Section A · reportable compensation
Clifford Dickman
Vice Preside
$666Pt VII · Sec A
Barb Mills
Trustee
$666Pt VII · Sec A
$666Pt VII · Sec A
$666Pt VII · Sec A
$666Pt VII · Sec A
Carly Allen
Business Age
$55Pt 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.

Questions for Amalgamated Transit Union Local 697

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Provided by the organization

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1 program · $47K · in their own filed words · FY2020
01

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

$47Kprogram expense

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$127K
Ln 12
Fees for servicesLn 2g$127K
Money outPt IX
$120K
Ln 25
Programscol B$47K
Managementcol C$73K
Owns and owesPt X
$11K
net assets · Ln 32
Cash and savingsLn 1–2$8K
Total assetsLn 16$12K
LiabilitiesLn 26$179
PeoplePt VI, VII
6
listed · VII A
PaidVII A6
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$127K
Total revenueLn 12$127K
Assets in detailPt X, end of year
CashLn 1$8K
Cash and savings togetherLn 1–2$8K
Land, buildings, equipmentLn 10c$4K
Total assetsLn 16$12K
LiabilitiesLn 26$179
Net assetsLn 32$11K
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 FY20End FY20
Cash and savingsLn 1–2$11K$8K
Land, buildings, equipmentLn 10c$4K$4K
Total assetsLn 16$14K$12K
LiabilitiesLn 26$10K$179
Net assetsLn 32$4K$11K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$44K$44K
Pay of current officers, directors and key staffLn 5$3K$3K
Payroll taxesLn 10$366$366
Management feesLn 11a$62K$62K
Legal feesLn 11b$1K$1K
Accounting feesLn 11c$985$985
OccupancyLn 16$3K$3K
Other expenses (24a–d)Ln 24$6K$6K
Total functional expensesLn 25$120K$47K$73K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $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 Viewing $127K$120K$7K$11K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $127,105 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $132,548$127,105
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenuePrior year $132,548$127,105
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to membersPrior year $48,597$43,517
I-15 Salaries and benefitsPrior year $4,542$3,751
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $57,749$72,953
I-18 Total expensesPrior year $110,888$120,221
I-19 Revenue less expensesPrior year $21,660$6,884
Part VI · Governance 5 of 5 board members independent, 4 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
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 $127,105 across 2 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $127,105$127,105
VIII-12 Total revenueRelated to mission $127,105$127,105
Part IX · Statement of functional expenses $120,221 across 8 lines filed
IX-4 Benefits paid to or for membersPrograms $43,517$43,517
IX-5 Pay of current officers, directors and key staffPrograms $3,385$3,385
IX-10 Payroll taxesManagement $366$366
IX-11a Management feesManagement $61,689$61,689
IX-11b Legal feesManagement $1,080$1,080
IX-11c Accounting feesManagement $985$985
IX-16 OccupancyManagement $3,250$3,250
IX-24 Other expenses (24a–d)Management $5,949$5,949
IX-25 Total functional expensesPrograms $46,902 · Management $73,319 · Fundraising $0$120,221
Part X · Balance sheet $11,534 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $10,715$8,034
X-10c Land, buildings and equipment, netStart of year $3,500$3,500
X-16 Total assetsStart of year $14,215$11,534
X-17 Accounts payable and accrued expensesStart of year $9,744$179
X-26 Total liabilitiesStart of year $9,744$179
X-27 Net assets without donor restrictionsStart of year $4,471$11,355
X-32 Total net assets or fund balancesStart of year $4,471$11,355
X-33 Total liabilities and net assetsStart of year $14,215$11,534
Part XI · Reconciliation of net assets $11,355 net assets at year end
XI-1 Total revenue$127,105
XI-2 Total expenses$120,221
XI-3 Revenue less expenses$6,884
XI-4 Net assets at start of year$4,471
XI-10 Net assets at end of year$11,355

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

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