Amalgamated Transit Union #694 FY2023 filing

Not tax-deductible

San Antonio, TX501(c)(5)Since 1916EIN 74-0926565

Operate union business.

56¢ of each $1 spent went to programs.
$210K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · 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
3 of 5
filings with a surplus
Average surplus $13K a year · 2% 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
56%
of spending
Worth a look: 56% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$210K
to officers and key staff · 37% of spending
Concern: pay to officers and key staff is 37% of spending; over 30%.
Pt VII · Sec A
Cash reserves
11 mo
of spending, in cash
Looks good: 11.2 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
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
$608K
+14% vs prior year
Spent
$564K
To programs
56%
Net assets
$982K
By yearFY2020–FY2025
Revenue
$608K
FY2023▲ +14%
Revenue by fiscal year
FY2020$610K
FY2022$533K
FY2023$608K
FY2024$539K
FY2025$687K
Expenses
$564K
FY2023+0.2%
Expenses by fiscal year
FY2020$578K
FY2022$563K
FY2023$564K
FY2024$586K
FY2025$621K
Net assets
$982K
FY2023▲ +53%
Net assets by fiscal year
FY2020$0
FY2022$640K
FY2023$982K
FY2024$954K
FY2025$596K

From the FY2023 Form 990 · see the original

You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Status and standing

Is it real, and can you give to it?

Tax-deductible?
No
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Yes — filed FY2025
Legal name (IRS)Hdr · item CAmalgamated Transit Union #694
EINHdr · item D74-0926565
Exempt statusHdr · item I501(c)(5) · active
Ruling yearIRS BMFOct 1940
Year of formationHdr · item L1916
Latest filingForm 990FY2025 · Form 990
Principal addressHdr · item CSan Antonio, TX
NTEE classificationIRS BMFNonprofit

Where the money goes

What each dollar paid for.

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.56 Management & general $0.44
Program services56%$318K
Management & general44%$246K
Total functional expensesLn 25$564K

Financial health

Is it on solid ground?

Surplus margin
+7%
revenue over expenses, this year
Program spending
56%
of expenses reach programs

Summary of the Filing

Part I · fiscal year 2023 · Form 990
Total assets
$982K
FY2023▲ +53%
Total assets by fiscal year
FY2020$0
FY2022$640K
FY2023$982K
FY2024$954K
FY2025$596K
Total liabilities
$0
FY2023
Total liabilities by fiscal year
FY2020$0
FY2022$0
FY2023$0
FY2024$0
FY2025$0
Revenue less expensesPt I · Ln 19$44K
Total assetsPt X · Ln 16$982K
Program-expense ratioPt IX · col B56%
Voting members of governing bodyPt I · Ln 312
Independent voting membersPt I · Ln 412

Balance Sheet

Part X · end of year
CashLn 1$528K
Total assetsLn 16$982K
Total liabilitiesLn 26$0
Total net assetsLn 32$982K
Months of cash on handcomputed11.2

Statement of Revenue

Part VIII
Contributions & grants$589K · 97%
Investment income$15K · 2%
Other revenue$5K · 1%
Contributions & grants97%$589K
Investment income2%$15K
Other revenue1%$5K
Total revenueLn 12$608K

Financial Metrics

Form 990 · FY2023 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $528K · Operating expenses/yr $564K
11.2 months
Where the money goes
Program services
Program services $318K · Total expenses $564K
56%
Management & General
Management & general $246K · Total expenses $564K
44%
Fundraising
Fundraising $0 · Total expenses $564K
0%
Cost to raise $1
Fundraising expense (2-yr avg) $0 · Solicited contributions (2-yr avg) $294K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $589K · Total revenue $608K
97%
Government reliance
Government grants — · Total revenue $608K
—
Earned-income share
Program service revenue $0 · Total revenue $608K
0%
Investment reliance
Investment income $15K · Total revenue $608K
+2%
Program self-sufficiency
Program service revenue $0 · Total expenses $564K
0%
Growth & trend
Revenue growth (YoY)
This year $608K · Prior year $533K
+14%
Net-asset trend (YoY)
End of year $982K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $608K · Expenses $564K
+7%
Liabilities-to-Assets
Total liabilities — · Total assets $982K
—
Net-asset ratio
Net assets $982K · Total assets $982K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $982K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Amalio Soto · Reported title Tresurer · Highest reported compensation $99K · Total expenses $564K
18%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $274K · Total expenses $564K
49%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 56%——
Overhead ratio 44%——
Fundraising cost ratio 0%——
Revenue growth 14%——
Accounting fee ratio 1%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Who runs it, and what are they paid?

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Tresurer
$99,195Pt VII · Sec A
$93,170Pt VII · Sec A
Recording Secretary
$4,980Pt VII · Sec A
Vice President
$4,221Pt VII · Sec A
Board Representative
$3,048Pt VII · Sec A
Vice President
$2,608Pt VII · Sec A
Board Representative
$2,344Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2020
Amalio Soto$104,757$100,546———
Amalio Soto——$99,195$95,403$87,589
Brigido Alamanz$96,008$92,769———
Brigido Almanza——$93,170$7,362$2,946
Juan Amaya———$89,120$83,658
Jesse Morin$5,068$7,147———
Robert Garza$5,291$3,625———
Tammy Lafond——$4,980——

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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Governance & Policies

Part VI
  • 12Voting board membersPt VI · Ln 1a
  • 12Independent board membersPt VI · Ln 1b
  • Conflict-of-interest policyPt VI · Ln 12aYes
  • Whistleblower policyPt VI · Ln 13Yes
  • Document retention policyPt VI · Ln 14Yes
  • Top official’s pay independently reviewedPt VI · Ln 15aYes
  • Family or business ties among leadersPt VI · Ln 2No

Mission and programs

What it does.

Amalgamated Transit Union #694 is a member-serving organization based in San Antonio, TX, formed in 1916.

Provided by the organization

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Mission & Programs · Part III

Where the work happens

1 program service, described in the organization's own filed words · FY2023.
01

The Organization manages business operations for its members. Dues are collected and remitted to the National Organization. Salaries and wages are paid to members for their employment activities. Other miscellaneous income was collected. Other expenses, such as insurance, interest, postage and maintenance of the Unions building were paid.

Pt IX · col B

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Filing history

Every return on file.

YearRevenueExpensesChangeFiling
FY2025 Latest $687K$621K+27% 990 PDF
FY2024 $539K$586K-11% 990 PDF
FY2023 Viewing $608K$564K+14% 990 PDF
FY2022 $533K$563K-13% 990 PDF
FY2021 Not on file
FY2020 $610K$578K 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

Full filing: Form 990 for FY2023

Every line we hold from the return, cited to its Part and line.
Part IX · Statement of functional expenses $563,840 across 12 lines filed
IX-4 Benefits paid to or for membersPrograms $10,440$10,440
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $192,365 · Fundraising $0$192,365
IX-7 Other salaries and wagesPrograms $59,719 · Management $0 · Fundraising $0$59,719
IX-10 Payroll taxesPrograms $4,842 · Management $17,205 · Fundraising $0$22,047
IX-11c Accounting feesPrograms $0 · Management $8,003 · Fundraising $0$8,003
IX-12 Advertising and promotionPrograms $1,000 · Management $0 · Fundraising $0$1,000
IX-16 OccupancyPrograms $16,551 · Management $0 · Fundraising $0$16,551
IX-19 Conferences, conventions and meetingsPrograms $2,777 · Management $0 · Fundraising $0$2,777
IX-21 Payments to affiliatesPrograms $209,603 · Management $0 · Fundraising $0$209,603
IX-23 InsurancePrograms $4,697 · Management $0 · Fundraising $0$4,697
IX-24 Other expenses (24a–d)Programs $2,002 · Management $10,291 · Fundraising $0$12,293
IX-24e All other expensesPrograms $6,173 · Management $18,172 · Fundraising $0$24,345
IX-25 Total functional expensesPrograms $317,804 · Management $246,036 · Fundraising $0$563,840

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2023IRS
Classification, formation year, addressIRS Business Master File
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