Amalgamated Transit Union FY2020 filing

Not tax-deductible

Indianapolis, IN501(c)(5)EIN 35-0142610Revenue $551K in FY2020

On file with the IRS1501 W Washington St, 46222-4550 · Indianapolis, INTax-exempt since Oct 1940

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$216K paid to officers and key staff.
Pay: Part VII

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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
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
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$216K
to officers and key staff · 42% of spending
Concern: pay to officers and key staff is 42% of spending; over 30%.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$551K
Spent
$509K
To programs
0%
Net assets
$73K
By yearFY2020–FY2024
Revenue
$551K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$551K
FY2021$487K
FY2022$459K
FY2023$395K
FY2024$484K
Expenses
$509K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$509K
FY2021$462K
FY2022$477K
FY2023$463K
FY2024$478K
Net assets
$73K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$73K
FY2021$99K
FY2022$77K
FY2023$9K
FY2024$15K

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 (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1940.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

12 people listed on the 990; $216K paid to officers and key staff.

Part VII, Section A · reportable compensation
President
$104,013Pt VII · Sec A
Financial Se
$94,195Pt VII · Sec A
$6,788Pt VII · Sec A
Board Member
$3,219Pt VII · Sec A
Board Member
$2,222Pt VII · Sec A
Board Member
$1,327Pt VII · Sec A
Board Member
$1,258Pt VII · Sec A
Board Member
$1,082Pt VII · Sec A

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

NameFY2024FY2023FY2022FY2021FY2020
Roy Luster$126,268$111,783$115,043$110,403$104,013
Rachel Hill$116,126$105,954$105,203$103,566$94,195
Catherine Starkey—$3,405$12,066$7,198$1,327
Arthurene Thompkins———$1,907$6,788
Darryl Carter$1,150$2,635$2,305$1,592$3,219
Diane Johnson———$3,159$203
George Evans$1,698$1,670$1,746$1,784$2,222
Robert Waggoner$1,867$2,025$1,645$662$1,082

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

Amalgamated Transit Union is a member-serving organization based in Indianapolis, IN.

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1 program · in their own filed words · FY2020
01

Represent the interests of the members inlcuding but not limited to contract negotiation, arbitration, health benefits and other items that promote the welfare of the members.

Pt IX · col B

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$551K
Ln 12
Fees for servicesLn 2g$552K
Money outPt IX
$509K
Ln 25
Owns and owesPt X
$73K
net assets · Ln 32
Cash and savingsLn 1–2$72K
Total assetsLn 16$75K
LiabilitiesLn 26$1K
PeoplePt VI, VII
12
listed · VII A
PaidVII A12
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$552K
Gains on assetsLn 7−$302
Total revenueLn 12$551K
Assets in detailPt X, end of year
CashLn 1$72K
Cash and savings togetherLn 1–2$72K
Land, buildings, equipmentLn 10c$3K
Total assetsLn 16$75K
LiabilitiesLn 26$1K
Net assetsLn 32$73K
OperationsPt I, VI
EmployeesI 57
VolunteersI 61
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$28K$72K
Land, buildings, equipmentLn 10c$5K$3K
Total assetsLn 16$32K$75K
LiabilitiesLn 26$884$1K
Net assetsLn 32$31K$73K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$216K
Payroll taxesLn 10$16K
Legal feesLn 11b$96K
Accounting feesLn 11c$7K
Advertising and promotionLn 12$6K
Office expensesLn 13$7K
OccupancyLn 16$4K
TravelLn 17$685
Conferences, conventions and meetingsLn 19$169
Depreciation, depletion and amortizationLn 22$2K
InsuranceLn 23$1K
Other expenses (24a–d)Ln 24$150K
All other expensesLn 24e$4K
Total functional expensesLn 25$509K$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $484K$478K$6K$15K 990 PDF
FY2023 $395K$463K−$68K$9K 990 PDF
FY2022 $459K$477K−$18K$77K 990 PDF
FY2021 $487K$462K$26K$99K 990 PDF
FY2020 Viewing $551K$509K$42K$73K 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 FY2020 990 (6 parts)
Part I · Summary $551,315 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $455,278$551,617
I-10 Investment income−$302
I-11 Other revenue$0
I-12 Total revenuePrior year $455,278$551,315
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $225,522$231,942
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $261,508$277,230
I-18 Total expensesPrior year $487,030$509,172
I-19 Revenue less expensesPrior year −$31,752$42,143
Part VI · Governance 12 of 12 board members independent, 4 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
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 $551,315 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $551,617$551,617
VIII-7 Net gain or loss on sales of assetsRelated to mission −$302−$302
VIII-12 Total revenueRelated to mission $551,315$551,315
Part IX · Statement of functional expenses $509,172 across 13 lines filed
IX-5 Pay of current officers, directors and key staff$215,637
IX-10 Payroll taxes$16,305
IX-11b Legal fees$95,661
IX-11c Accounting fees$7,330
IX-12 Advertising and promotion$5,665
IX-13 Office expenses$6,533
IX-16 Occupancy$4,200
IX-17 Travel$685
IX-19 Conferences, conventions and meetings$169
IX-22 Depreciation, depletion and amortization$1,511
IX-23 Insurance$1,275
IX-24 Other expenses (24a–d)$150,429
IX-24e All other expenses$3,772
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$509,172
Part X · Balance sheet $74,761 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $27,597$72,028
X-10c Land, buildings and equipment, netStart of year $4,546$2,733
X-16 Total assetsStart of year $32,143$74,761
X-17 Accounts payable and accrued expensesStart of year $884$1,359
X-26 Total liabilitiesStart of year $884$1,359
X-27 Net assets without donor restrictionsStart of year $31,259$73,402
X-32 Total net assets or fund balancesStart of year $31,259$73,402
X-33 Total liabilities and net assetsStart of year $32,143$74,761
Part XI · Reconciliation of net assets $73,402 net assets at year end
XI-1 Total revenue$551,315
XI-2 Total expenses$509,172
XI-3 Revenue less expenses$42,143
XI-4 Net assets at start of year$31,259
XI-10 Net assets at end of year$73,402

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

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