Amalgamated Transit Union 1328 FY2020 filing

Not tax-deductible

Raleigh, NC501(c)(5)Since 1975Mutual / membership EIN 56-6070661Revenue $193K in FY2020

On file with the IRSPo Box 24802, 27611-4802 · Raleigh, NCTax-exempt since Apr 1966

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Advocacy for Union membership

501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
100¢ of each $1 spent went to programs.
$36K 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
4 of 6
filings with a surplus
Average surplus $16K a year · 8% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$36K
to officers and key staff · 17% of spending
Fine: pay to officers and key staff is 17% of spending; 15% to 20%.
Pt VII · Sec A
<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
$3K
17% of total assets
Looks good: liabilities are 17% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$193K
Spent
$215K
To programs
100%
Net assets
$13K
By yearFY2020–FY2025
Revenue
$193K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$193K
FY2021$194K
FY2022$179K
FY2023$189K
FY2024$204K
FY2025$247K
Expenses
$215K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$215K
FY2021$198K
FY2022$143K
FY2023$151K
FY2024$179K
FY2025$227K
Net assets
$13K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$13K
FY2021$9K
FY2022$45K
FY2023$84K
FY2024$109K
FY2025$118K

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 Apr 1966.

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

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $215K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990; $36K paid to officers and key staff.

Part VII, Section A · reportable compensation
$9,633Pt VII · Sec A
$6,897Pt VII · Sec A
Vice President
$6,613Pt VII · Sec A
$4,673Pt VII · Sec A
$4,068Pt VII · Sec A
$1,652Pt VII · Sec A
$1,648Pt VII · Sec A
$1,208Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2021FY2020
Michael General$22,688$20,664$8,428———
Clifton Hill$22,100$19,013$7,031———
Terrence Dewberry———$2,521$5,655$9,633
Yzosne Marie Riley———$7,761$6,852$6,897
Sherita McCullers———$3,263$3,760$6,613
Rhonda High$6,568$3,869$3,541———
Donald Holloman———$3,512$4,614$4,673
Vincent Price$2,441$3,917$4,252———

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 1328 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 1328 is a member-serving organization based in Raleigh, NC, formed in 1975.

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1 program · in their own filed words · FY2020
01

Advocacy for union membership

Pt IX · col B

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$193K
Ln 12
Gifts and grantsLn 1h$192K
Investment incomeLn 3$775
Money outPt IX
$215K
Ln 25
Programscol B$215K
Owns and owesPt X
$13K
net assets · Ln 32
Cash and savingsLn 1–2$15K
Total assetsLn 16$16K
LiabilitiesLn 26$3K
PeoplePt VI, VII
8
listed · VII A
PaidVII A8
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$192K
Fundraising eventsLn 1c$95
Investment incomeLn 3$775
Total revenueLn 12$193K
Assets in detailPt X, end of year
CashLn 1$6K
SavingsLn 2$9K
Cash and savings togetherLn 1–2$15K
Total assetsLn 16$16K
LiabilitiesLn 26$3K
Net assetsLn 32$13K
OperationsPt I, VI
EmployeesI 515
VolunteersI 69
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
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$36K$15K
Total assetsLn 16$37K$16K
LiabilitiesLn 26$1K$3K
Net assetsLn 32$35K$13K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$72K$72K
Pay of current officers, directors and key staffLn 5$36K$36K$0$0
Payroll taxesLn 10$3K$3K$0$0
Management feesLn 11a$2K$2K$0$0
Legal feesLn 11b$1K$1K$0$0
Accounting feesLn 11c$2K$2K$0$0
Office expensesLn 13$4K$4K$0$0
OccupancyLn 16$75$75$0$0
TravelLn 17$3K$3K$0$0
Payments to affiliatesLn 21$43K$43K$0$0
Other expenses (24a–d)Ln 24$48K$48K$0$0
All other expensesLn 24e$186$186$0$0
Total functional expensesLn 25$215K$215K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $247K$227K$20K$118K 990 PDF
FY2024 $204K$179K$25K$109K 990 PDF
FY2023 $189K$151K$39K$84K 990 PDF
FY2022 $179K$143K$36K$45K 990 PDF
FY2021 $194K$198K−$3K$9K 990 PDF
FY2020 Viewing $193K$215K−$22K$13K 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 $193,114 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $191,882$192,339
I-9 Program service revenuePrior year $26,944$0
I-10 Investment incomePrior year $2,664$775
I-11 Other revenue$0
I-12 Total revenuePrior year $221,490$193,114
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to membersPrior year $67,183$71,559
I-15 Salaries and benefitsPrior year $30,880$39,534
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $113,637$104,342
I-18 Total expensesPrior year $211,700$215,435
I-19 Revenue less expensesPrior year $9,790−$22,321
Part VI · Governance 9 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
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-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $193,114 across 5 lines filed
VIII-1b Membership dues$192,244
VIII-1c Fundraising events$95
VIII-1h Total contributions, gifts and grants$192,339
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $0$775
VIII-12 Total revenueRelated to mission $775 · Unrelated business $0 · Excluded from tax $0$193,114
Part IX · Statement of functional expenses $215,435 across 12 lines filed
IX-4 Benefits paid to or for membersPrograms $71,559$71,559
IX-5 Pay of current officers, directors and key staffPrograms $36,401 · Management $0 · Fundraising $0$36,401
IX-10 Payroll taxesPrograms $3,133 · Management $0 · Fundraising $0$3,133
IX-11a Management feesPrograms $1,500 · Management $0 · Fundraising $0$1,500
IX-11b Legal feesPrograms $1,000 · Management $0 · Fundraising $0$1,000
IX-11c Accounting feesPrograms $2,435 · Management $0 · Fundraising $0$2,435
IX-13 Office expensesPrograms $4,474 · Management $0 · Fundraising $0$4,474
IX-16 OccupancyPrograms $75 · Management $0 · Fundraising $0$75
IX-17 TravelPrograms $3,340 · Management $0 · Fundraising $0$3,340
IX-21 Payments to affiliatesPrograms $43,257 · Management $0 · Fundraising $0$43,257
IX-24 Other expenses (24a–d)Programs $48,075 · Management $0 · Fundraising $0$48,075
IX-24e All other expensesPrograms $186 · Management $0 · Fundraising $0$186
IX-25 Total functional expensesPrograms $215,435 · Management $0 · Fundraising $0$215,435
Part X · Balance sheet $15,740 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $18,267$6,427
X-2 Savings and temporary cash investmentsStart of year $17,688$8,692
X-4 Accounts receivableStart of year $975$621
X-16 Total assetsStart of year $36,930$15,740
X-17 Accounts payable and accrued expensesStart of year $1,495$2,627
X-26 Total liabilitiesStart of year $1,495$2,627
X-27 Net assets without donor restrictionsStart of year $35,435$13,113
X-32 Total net assets or fund balancesStart of year $35,435$13,113
X-33 Total liabilities and net assetsStart of year $36,930$15,740
Part XI · Reconciliation of net assets $13,113 net assets at year end
XI-1 Total revenue$193,114
XI-2 Total expenses$215,435
XI-3 Revenue less expenses−$22,321
XI-4 Net assets at start of year$35,435
XI-10 Net assets at end of year$13,113

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

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