Amalgamated Transit Union Local 998 FY2020 filing

Not tax-deductible

Milwaukee, WI501(c)(5)Since 1933Mutual / membership EIN 39-0127040Revenue $865K in FY2020

On file with the IRS734 N 26th St, 53233-1806 · Milwaukee, WITax-exempt since Oct 1940

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To place the occupation upon a higher plane of intelligence, efficiency and skill to secure employment and adequate pay for the workers and to elevate the moral, intellectual and social conditions.

501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
$258K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · 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
4 of 6
filings with a surplus
Average surplus $41K a year · 5% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Pay to officers and key staff
$258K
to officers and key staff · 33% of spending
Concern: pay to officers and key staff is 33% of spending; over 30%.
Pt VII · Sec A
4 mo
of spending, in cash
Looks good: 4.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
2
of 10 voting members
Worth a look: 2 of 10 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$865K
Spent
$783K
Net assets
$391K
By yearFY2020–FY2025
Revenue
$865K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$865K
FY2021$822K
FY2022$814K
FY2023$943K
FY2024$923K
FY2025$993K
Expenses
$783K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$783K
FY2021$675K
FY2022$879K
FY2023$851K
FY2024$949K
FY2025$981K
Net assets
$391K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$391K
FY2021$538K
FY2022$473K
FY2023$566K
FY2024$539K
FY2025$552K

From the FY2020 Form 990 · figures checked against the IRS filing · 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

Who runs it and what they're paid

15 people listed on the 990; $258K paid to officers and key staff.

Part VII, Section A · reportable compensation
Assistant Trustee
$75,528Pt VII · Sec A
President
$75,102Pt VII · Sec A
Financial Secretary-Treasu
$69,739Pt VII · Sec A
Assistant Trustee
$7,542Pt VII · Sec A
Assistant Trustee
$7,473Pt VII · Sec A
Assistant Trustee
$7,250Pt VII · Sec A
Assistant Trustee
$6,740Pt VII · Sec A
Assistant Trustee
$3,568Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2020
Bruce Freeman$89,937$43,477———
Yelonda Nash$84,666$53,167$18,926$17,539—
Michael Brown$83,627$81,705$75,578$71,520$7,473
Donnell Shorter—$67,396$79,904$75,928$7,542
Michael Bautch————$75,528
Cassandra Cobb—$50,653$75,224$70,134$2,770
James Macon————$75,102
John Groh————$69,739

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 998 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

Amalgamated Transit Union Local 998 is a member-serving organization based in Milwaukee, WI, formed in 1933.

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1 program · in their own filed words · FY2020
01

Organize workers to secure improved wages, hours, working conditions and other economic advantages through negotiations and collective bargaining.

Pt IX · col B

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$865K
Ln 12
Fees for servicesLn 2g$861K
Other incomeLn 4–11$4K
Investment incomeLn 3$35
Money outPt IX
$783K
Ln 25
Owns and owesPt X
$391K
net assets · Ln 32
Cash and savingsLn 1–2$260K
Total assetsLn 16$391K
LiabilitiesLn 26$0
PeoplePt VI, VII
15
listed · VII A
PaidVII A11
Voting boardVI 1a10
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$861K
Investment incomeLn 3$35
Other incomeLn 4–11$4K
Total revenueLn 12$865K
Assets in detailPt X, end of year
CashLn 1$66K
SavingsLn 2$195K
Cash and savings togetherLn 1–2$260K
Land, buildings, equipmentLn 10c$131K
Total assetsLn 16$391K
LiabilitiesLn 26$0
Net assetsLn 32$391K
OperationsPt I, VI
EmployeesI 539
VolunteersI 62
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$172K$260K
Land, buildings, equipmentLn 10c$137K$131K
Total assetsLn 16$309K$391K
LiabilitiesLn 26$0$0
Net assetsLn 32$309K$391K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$286K
Other salaries and wagesLn 7$63K
Pension plan contributionsLn 8$2K
Other employee benefitsLn 9$6K
Payroll taxesLn 10$24K
Legal feesLn 11b$43K
Accounting feesLn 11c$18K
Other fees for servicesLn 11g$1K
Office expensesLn 13$25K
Information technologyLn 14$402
OccupancyLn 16$23K
TravelLn 17$4K
Conferences, conventions and meetingsLn 19$5K
Depreciation, depletion and amortizationLn 22$6K
InsuranceLn 23$5K
Other expenses (24a–d)Ln 24$271K
Total functional expensesLn 25$783K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $993K$981K$13K$552K 990 PDF
FY2024 $923K$949K−$27K$539K 990 PDF
FY2023 $943K$851K$92K$566K 990 PDF
FY2022 $814K$879K−$65K$473K 990 PDF
FY2021 $822K$675K$147K$538K 990 PDF
FY2020 Viewing $865K$783K$82K$391K 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 $865,384 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $915,127$860,855
I-10 Investment incomePrior year $151$35
I-11 Other revenuePrior year $6,332$4,494
I-12 Total revenuePrior year $921,610$865,384
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 $436,245$381,618
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $496,334$401,276
I-18 Total expensesPrior year $932,579$782,894
I-19 Revenue less expensesPrior year −$10,969$82,490
Part VI · Governance 2 of 10 board members independent, 2 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members2
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $865,384 across 5 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $860,855$860,855
VIII-3 Investment incomeExcluded from tax $35$35
VIII-6 Net rental income or lossRelated to mission $300$300
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $4,194$4,194
VIII-12 Total revenueRelated to mission $861,155 · Unrelated business $0 · Excluded from tax $4,229$865,384
Part IX · Statement of functional expenses $782,894 across 16 lines filed
IX-5 Pay of current officers, directors and key staff$286,342
IX-7 Other salaries and wages$63,249
IX-8 Pension plan contributions$2,251
IX-9 Other employee benefits$5,601
IX-10 Payroll taxes$24,175
IX-11b Legal fees$43,123
IX-11c Accounting fees$17,600
IX-11g Other fees for services$1,200
IX-13 Office expenses$25,031
IX-14 Information technology$402
IX-16 Occupancy$23,478
IX-17 Travel$3,744
IX-19 Conferences, conventions and meetings$5,040
IX-22 Depreciation, depletion and amortization$6,230
IX-23 Insurance$4,575
IX-24 Other expenses (24a–d)$270,853
IX-25 Total functional expenses$782,894
Part X · Balance sheet $391,041 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $53,063$65,677
X-2 Savings and temporary cash investmentsStart of year $118,472$194,578
X-10c Land, buildings and equipment, netStart of year $137,016$130,786
X-16 Total assetsStart of year $308,551$391,041
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $308,551$391,041
X-32 Total net assets or fund balancesStart of year $308,551$391,041
X-33 Total liabilities and net assetsStart of year $308,551$391,041
Part XI · Reconciliation of net assets $391,041 net assets at year end
XI-1 Total revenue$865,384
XI-2 Total expenses$782,894
XI-3 Revenue less expenses$82,490
XI-4 Net assets at start of year$308,551
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$391,041

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

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