Amalgamated Transit Union FY2020 filing

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Representing members and promoting their occupational interest is the organization's sole purpose.

Form 990 Part I, line 1, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 55-0417110) · Dispute this line
501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
$72K 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
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
The IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2023
latest Form 990
The latest return is for FY2023, 3 tax years back.
IRS e-file · Filing history
Surplus or deficit
1 of 3
filings with a surplus
Average deficit $3K a year · 1% of revenue · last 3 filings
A surplus in 1 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
0%
of spending
0% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$72K
to officers and key staff · 41% of spending
Pay to officers and key staff is 41% of spending.
Part VII, Section A
16.8 mo
of spending, in cash
16.8 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$13K
5% of total assets
Liabilities are 5% of assets.
Pt X · Ln 26
Independent board members
18
of 18 voting members
18 of 18 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$223K
-2% vs prior year
Spent
$178K
To programs
0%
Net assets
$236K
By yearFY2019–FY2023
Revenue
$223K
FY2020▼ -2%
Tap a bar for its year
Revenue by fiscal year
FY2019$228K
FY2020$223K
FY2023$185K
Expenses
$178K
FY2020▼ -31%
Tap a bar for its year
Expenses by fiscal year
FY2019$258K
FY2020$178K
FY2023$207K
Net assets
$236K
FY2020▲ +24%
Tap a bar for its year
Net assets by fiscal year
FY2019$191K
FY2020$236K
FY2023$132K

From the FY2020 Form 990 · see the original

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2023) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023. IRS ruling in Oct 1940.

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

Who runs it and what they're paid

17 people listed on the 990; $72K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
$17,499Pt VII · Sec A
$12,105Pt VII · Sec A
$7,419Pt VII · Sec A
Vice Preside
$7,295Pt VII · Sec A
$6,757Pt VII · Sec A
$5,574Pt VII · Sec A
Financial Se
$5,082Pt VII · Sec A
$2,913Pt VII · Sec A

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

NameFY2020FY2019
Percival Patterson$17,499$8,203
Shirley Williams—$12,127
Clifford Headrick$12,105$11,200
Stephanie Hartgrove$954$7,494
Tameka Walker$7,419$2,051
Kirk S Mitchell$7,295$4,848
Robin Dillon$6,757$3,494
Ronnie Goodman$5,574—

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 executive salaries →

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 and promotes their professional interests.

Questions for Amalgamated Transit Union

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1 program · in their own filed words · FY2020
01

Representing members and promoting their occupational interest is the organization's sole purpose.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 55-0417110) · Dispute this line
Pt IX · Ln 25 · col B

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$223K
Ln 12
Gifts and grantsLn 1h$211K
Other incomeLn 4–11$12K
Money outPt IX
$178K
Ln 25
Owns and owesPt X
$236K
net assets · Ln 32
Cash and savingsLn 1–2$248K
Total assetsLn 16$248K
LiabilitiesLn 26$13K
PeoplePt VI, VII
17
listed · VII A
PaidVII A17
Voting boardVI 1a18
IndependentVI 1b18
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$211K
Other incomeLn 4–11$12K
Total revenueLn 12$223K
Assets in detailPt X, end of year
CashLn 1$248K
Cash and savings togetherLn 1–2$248K
Total assetsLn 16$248K
LiabilitiesLn 26$13K
Net assetsLn 32$236K
OperationsPt I, VI
EmployeesI 518
VolunteersI 60
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$196K$248K
Total assetsLn 16$196K$248K
LiabilitiesLn 26$5K$13K
Net assetsLn 32$191K$236K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$77K
Accounting feesLn 11c$4K
Advertising and promotionLn 12$2K
Office expensesLn 13$2K
OccupancyLn 16$134
Other expenses (24a–d)Ln 24$88K
All other expensesLn 24e$4K
Total functional expensesLn 25$178K$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 LatestFiled with the IRS Mar 26, 2024 $185K$207K−$22K$132K 990 PDF
FY2022 Not on file
FY2021 Not on file
FY2020 ViewingFiled with the IRS Oct 20, 2021 $223K$178K$45K$236K 990 PDF
FY2019Filed with the IRS Sep 22, 2021 $228K$258K−$30K$191K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2020 990
Part I · Summary $222,525 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $214,707$210,575
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenuePrior year $13,364$11,950
I-12 Total revenuePrior year $228,071$222,525
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to membersPrior year $100,081$77,465
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $158,387$100,067
I-18 Total expensesPrior year $258,468$177,532
I-19 Revenue less expensesPrior year −$30,397$44,993
Part VI · Governance 18 of 18 board members independent, 4 to look at
VI-1a Voting members of the governing body18
VI-1b Independent voting members18
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 $222,525 across 4 lines filed
VIII-1b Membership dues$210,575
VIII-1h Total contributions, gifts and grants$210,575
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $11,950$11,950
VIII-12 Total revenueRelated to mission $11,950$222,525
Part IX · Statement of functional expenses $177,532 across 7 lines filed
IX-4 Benefits paid to or for members$77,465
IX-11c Accounting fees$4,392
IX-12 Advertising and promotion$2,009
IX-13 Office expenses$1,752
IX-16 Occupancy$134
IX-24 Other expenses (24a–d)$88,070
IX-24e All other expenses$3,710
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$177,532
Part X · Balance sheet $248,491 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $196,147$248,491
X-16 Total assetsStart of year $196,147$248,491
X-25 Other liabilitiesStart of year $5,175$12,526
X-26 Total liabilitiesStart of year $5,175$12,526
X-27 Net assets without donor restrictionsStart of year $190,972$235,965
X-32 Total net assets or fund balancesStart of year $190,972$235,965
X-33 Total liabilities and net assetsStart of year $196,147$248,491
Part XI · Reconciliation of net assets $235,965 net assets at year end
XI-1 Total revenue$222,525
XI-2 Total expenses$177,532
XI-3 Revenue less expenses$44,993
XI-4 Net assets at start of year$190,972
XI-10 Net assets at end of year$235,965

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

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