Amalgamated Transit Union #694 FY2024 filing

San Antonio, TX · Mutual-benefit / member-serving · Since 1916

! Not tax-deductible
Revenue
$539K
-11% vs prior year
Spent
$586K
To programs
57%
Net assets
$954K
By yearFY2020–FY2025
Revenue
$539K
FY2024▼ -11%
Revenue by fiscal year
FY2020$610K
FY2022$533K
FY2023$608K
FY2024$539K
FY2025$687K
Expenses
$586K
FY2024▲ +4%
Expenses by fiscal year
FY2020$578K
FY2022$563K
FY2023$564K
FY2024$586K
FY2025$621K
Net assets
$954K
FY2024▼ -3%
Net assets by fiscal year
FY2020$0
FY2022$640K
FY2023$982K
FY2024$954K
FY2025$596K

From the FY2024 Form 990 · see the original

You’re viewing the FY2024 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 $0.57 Management & general $0.43
Program services57%$332K
Management & general43%$254K
Total functional expensesLn 25$586K

Financial health

Is it on solid ground?

Surplus margin
-9%
revenue over expenses, this year
Program spending
57%
of expenses reach programs

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Total assets
$954K
FY2024▼ -3%
Total assets by fiscal year
FY2020$0
FY2022$640K
FY2023$982K
FY2024$954K
FY2025$596K
Total liabilities
$0
FY2024
Total liabilities by fiscal year
FY2020$0
FY2022$0
FY2023$0
FY2024$0
FY2025$0
Revenue less expensesPt I · Ln 19−$47K
Total assetsPt X · Ln 16$954K
Program-expense ratioPt IX · col B57%
Voting members of governing bodyPt I · Ln 312
Independent voting membersPt I · Ln 412

Balance Sheet

Part X · end of year
CashLn 1$472K
Total assetsLn 16$954K
Total liabilitiesLn 26$0
Total net assetsLn 32$954K
Months of cash on handcomputed9.7

Statement of Revenue

Part VIII
Contributions & grants$513K · 95%
Investment income$25K · 5%
Contributions & grants95%$513K
Investment income5%$25K
Other revenue$1K
Total revenueLn 12$539K

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $472K · Operating expenses/yr $586K
9.7 months
Where the money goes
Program services
Program services $332K · Total expenses $586K
57%
Management & General
Management & general $254K · Total expenses $586K
43%
Fundraising
Fundraising $0 · Total expenses $586K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $367K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $513K · Total revenue $539K
95%
Government reliance
Government grants — · Total revenue $539K
—
Earned-income share
Program service revenue $0 · Total revenue $539K
0%
Investment reliance
Investment income $25K · Total revenue $539K
+5%
Program self-sufficiency
Program service revenue $0 · Total expenses $586K
0%
Growth & trend
Revenue growth (YoY)
This year $539K · Prior year $608K
-11%
Revenue CAGR
FY2020 $610K · FY2024 $539K
-3%
Net-asset trend (YoY)
End of year $954K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $539K · Expenses $586K
-9%
Liabilities-to-Assets
Total liabilities — · Total assets $954K
—
Net-asset ratio
Net assets $954K · Total assets $954K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $954K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Amalio Soto · Reported title TREASURER · Highest reported compensation $101K · Total expenses $586K
17%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $274K · Total expenses $586K
47%
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 57%——
Overhead ratio 43%——
Fundraising cost ratio 0%——
Revenue growth -11%——
Legal fee ratio 0.09%——
Accounting fee ratio 2%——

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
Treasurer
$100,546Pt VII · Sec A
$92,769Pt VII · Sec A
Recording Secretary
$7,147Pt VII · Sec A
Vice President
$3,625Pt VII · Sec A
Board Representative
$3,474Pt VII · Sec A
Board Representative
$2,806Pt VII · Sec A
Vice President
$2,686Pt 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 · FY2024.
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 Viewing $539K$586K-11% 990 PDF
FY2023 $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

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) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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