Amalgamated Transit Union FY2022 filing

Not tax-deductible

Indianapolis, IN501(c)(5)EIN 35-0142610Revenue $459K in FY2022

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

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$241K paid to officers and key staff.
Pay: Part VII

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FY2022 · 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
Pay to officers and key staff
$241K
to officers and key staff · 50% of spending
Concern: pay to officers and key staff is 50% of spending; over 30%.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.0 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
1
of 13 voting members
Worth a look: 1 of 13 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$459K
-6% vs prior year
Spent
$477K
Net assets
$77K
By yearFY2020–FY2024
Revenue
$459K
FY2022▼ -6%
Tap a bar for its year
Revenue by fiscal year
FY2020$551K
FY2021$487K
FY2022$459K
FY2023$395K
FY2024$484K
Expenses
$477K
FY2022▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2020$509K
FY2021$462K
FY2022$477K
FY2023$463K
FY2024$478K
Net assets
$77K
FY2022▼ -22%
Tap a bar for its year
Net assets by fiscal year
FY2020$73K
FY2021$99K
FY2022$77K
FY2023$9K
FY2024$15K

From the FY2022 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2022 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

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

Part VII, Section A · reportable compensation
President
$115,043Pt VII · Sec A
Financial Secretary
$105,203Pt VII · Sec A
Board Member
$12,066Pt VII · Sec A
Vice President
$2,305Pt VII · Sec A
Board Member
$1,746Pt VII · Sec A
Board Member
$1,645Pt VII · Sec A
Board Member
$960Pt VII · Sec A
Board Member
$835Pt 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 · FY2022
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 FY2022 990, line by line.

1The main four
Money inPt VIII
$459K
Ln 12
Fees for servicesLn 2g$459K
Money outPt IX
$477K
Ln 25
Owns and owesPt X
$77K
net assets · Ln 32
Cash and savingsLn 1–2$78K
Total assetsLn 16$79K
LiabilitiesLn 26$1K
PeoplePt VI, VII
13
listed · VII A
PaidVII A12
Voting boardVI 1a13
IndependentVI 1b1
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$459K
Total revenueLn 12$459K
Assets in detailPt X, end of year
CashLn 1$16K
SavingsLn 2$62K
Cash and savings togetherLn 1–2$78K
Land, buildings, equipmentLn 10c$745
Total assetsLn 16$79K
LiabilitiesLn 26$1K
Net assetsLn 32$77K
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 FY22End FY22
Cash and savingsLn 1–2$99K$78K
Land, buildings, equipmentLn 10c$2K$745
Total assetsLn 16$101K$79K
LiabilitiesLn 26$1K$1K
Net assetsLn 32$99K$77K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$241K
Other salaries and wagesLn 7$7K
Payroll taxesLn 10$19K
Legal feesLn 11b$40K
Other fees for servicesLn 11g$15K
Advertising and promotionLn 12$5K
Office expensesLn 13$16K
OccupancyLn 16$13K
TravelLn 17$2K
Conferences, conventions and meetingsLn 19$8K
Payments to affiliatesLn 21$107K
Depreciation, depletion and amortizationLn 22$994
InsuranceLn 23$1K
Other expenses (24a–d)Ln 24$3K
Total functional expensesLn 25$477K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $484K$478K$6K$15K 990 PDF
FY2023 $395K$463K−$68K$9K 990 PDF
FY2022 Viewing $459K$477K−$18K$77K 990 PDF
FY2021 $487K$462K$26K$99K 990 PDF
FY2020 $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 FY2022 990 (6 parts)
Part I · Summary $459,242 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $487,350$459,242
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $487,350$459,242
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $251,605$266,399
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $210,059$210,451
I-18 Total expensesPrior year $461,664$476,850
I-19 Revenue less expensesPrior year $25,686−$17,608
Part VI · Governance 1 of 13 board members independent, 4 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members1
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 $459,242 across 2 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $459,242$459,242
VIII-12 Total revenueRelated to mission $459,242 · Unrelated business $0 · Excluded from tax $0$459,242
Part IX · Statement of functional expenses $476,850 across 14 lines filed
IX-5 Pay of current officers, directors and key staff$240,732
IX-7 Other salaries and wages$6,878
IX-10 Payroll taxes$18,789
IX-11b Legal fees$40,106
IX-11g Other fees for services$15,095
IX-12 Advertising and promotion$5,233
IX-13 Office expenses$15,962
IX-16 Occupancy$12,556
IX-17 Travel$2,385
IX-19 Conferences, conventions and meetings$7,574
IX-21 Payments to affiliates$106,846
IX-22 Depreciation, depletion and amortization$994
IX-23 Insurance$1,183
IX-24 Other expenses (24a–d)$2,517
IX-25 Total functional expenses$476,850
Part X · Balance sheet $78,816 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $98,692$15,925
X-2 Savings and temporary cash investments$62,146
X-10c Land, buildings and equipment, netStart of year $1,739$745
X-16 Total assetsStart of year $100,527$78,816
X-17 Accounts payable and accrued expensesStart of year $1,439$1,439
X-26 Total liabilitiesStart of year $1,439$1,439
X-27 Net assets without donor restrictionsStart of year $99,088$77,377
X-32 Total net assets or fund balancesStart of year $99,088$77,377
X-33 Total liabilities and net assetsStart of year $100,527$78,816
Part XI · Reconciliation of net assets $77,377 net assets at year end
XI-1 Total revenue$459,242
XI-2 Total expenses$476,850
XI-3 Revenue less expenses−$17,608
XI-4 Net assets at start of year$99,088
XI-8 Prior period adjustments−$4,103
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$77,377

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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