Amalgamated Transit Union

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Member representation

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 84-0004215) · Dispute this line
501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
$694K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2025 · 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
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average deficit $48K a year · 3% of revenue · last 6 filings
A surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Pay to officers and key staff
$694K
to officers and key staff · 35% of spending
Pay to officers and key staff is 35% of spending.
Part VII, Section A
2.2 mo
of spending, in cash
Plus $461K in investments, Pt X · Ln 11–13
2.2 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$18K
1% of total assets
Liabilities are 1% of assets.
Pt X · Ln 26
Independent board members
0
of 17 voting members
None of 17 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$2.0M
+8% vs prior year
Spent
$2.0M
Net assets
$1.4M
By yearFY2020–FY2025
Revenue
$2.0M
FY2025▲ +8%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.7M
FY2021$1.6M
FY2022$1.5M
FY2023$1.7M
FY2024$1.8M
FY2025$2.0M
Expenses
$2.0M
FY2025▲ +9%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.7M
FY2021$1.6M
FY2022$1.7M
FY2023$1.6M
FY2024$1.8M
FY2025$2.0M
Net assets
$1.4M
FY2025▲ +4%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.5M
FY2021$1.4M
FY2022$1.2M
FY2023$1.2M
FY2024$1.3M
FY2025$1.4M

From the FY2025 Form 990 · figures checked against the IRS filing · see the original

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

17 people listed on the 990; $694K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
President/Business Agent
$124,716Pt VII · Sec A
Recording Secretary/Corres
$94,857Pt VII · Sec A
Financial Secretary/Assist
$91,989Pt VII · Sec A
Vice President
$86,350Pt VII · Sec A
Chief Steward
$36,978Pt VII · Sec A
Chief Steward
$30,679Pt VII · Sec A
Chief Steward
$30,375Pt VII · Sec A
Chief Steward
$29,936Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2021FY2020
Lance Longenbohn$124,716$111,550$104,322$105,212$90,554$84,460
William Jones———$115,708——
Marvin Roberts———$95,698$84,966$77,511
Ronald Short$94,857$85,378$79,619$75,490$64,862$52,522
Michael Harvey$91,989$87,212$80,118$78,389$74,517$67,481
Julian Gutierrez$86,350$76,414$60,068$36,928$26,993$13,865
Nathaniel Ludwig$36,978$24,549$12,551———
Matthew Jackson$22,698$32,731$15,393$15,547——

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 15aYes

Programs and updates

Advocates for transit workers' rights, wages, and benefits through collective bargaining, contract enforcement, and education.

Questions for Amalgamated Transit Union

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Your first name shows with your question. Amalgamated Transit Union answers here, for everyone.

1 program · in their own filed words · FY2025
01

Negotiations on behalf of members during collective bargaining to adopt a contract for employment of union members with regional transportation district and other employers that provide route services to the regional transportation district.

Form 990 Part III, line 4, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 84-0004215) · Dispute this line
Pt IX · Ln 25 · col B

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$2.0M
Ln 12
Fees for servicesLn 2g$1.9M
Other incomeLn 4–11$41K
Investment incomeLn 3$25K
Money outPt IX
$2.0M
Ln 25
Owns and owesPt X
$1.4M
net assets · Ln 32
Cash and savingsLn 1–2$367K
Total assetsLn 16$1.4M
LiabilitiesLn 26$18K
PeoplePt VI, VII
17
listed · VII A
PaidVII A17
Voting boardVI 1a17
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.9M
Investment incomeLn 3$25K
Other incomeLn 4–11$41K
Gains on assetsLn 7$12K
Total revenueLn 12$2.0M
Assets in detailPt X, end of year
CashLn 1$7K
SavingsLn 2$360K
Cash and savings togetherLn 1–2$367K
Land, buildings, equipmentLn 10c$543K
InvestmentsLn 11–13$461K
Other assetsLn 15$550
Total assetsLn 16$1.4M
LiabilitiesLn 26$18K
Net assetsLn 32$1.4M
OperationsPt I, VI
EmployeesI 556
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 FY25End FY25
Cash and savingsLn 1–2$336K$367K
InvestmentsLn 11–13$409K$461K
Land, buildings, equipmentLn 10c$562K$543K
Total assetsLn 16$1.3M$1.4M
LiabilitiesLn 26$6K$18K
Net assetsLn 32$1.3M$1.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$4K
Pay of officers and key staff (Part IX, line 5)Ln 5$707K
Other salaries and wagesLn 7$36K
Pension plan contributionsLn 8$61K
Payroll taxesLn 10$65K
Legal feesLn 11b$22K
Accounting feesLn 11c$54K
Investment management feesLn 11f$2K
Office expensesLn 13$45K
OccupancyLn 16$43K
Conferences, conventions and meetingsLn 19$79K
Payments to affiliatesLn 21$678K
Depreciation, depletion and amortizationLn 22$20K
InsuranceLn 23$13K
Other expenses (24a–d)Ln 24$132K
All other expensesLn 24e$8K
Total functional expensesLn 25$2.0M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Mar 23, 2026 $2.0M$2.0M$18K$1.4M 990 PDF
FY2024Filed with the IRS Mar 29, 2025 $1.8M$1.8M$37K$1.3M 990 PDF
FY2023Filed with the IRS Mar 21, 2024 $1.7M$1.6M$38K$1.2M 990 PDF
FY2022Filed with the IRS Mar 21, 2023 $1.5M$1.7M−$297K$1.2M 990 PDF
FY2021Filed with the IRS Jul 12, 2022 $1.6M$1.6M−$69K$1.4M 990 PDF
FY2020Filed with the IRS Jun 16, 2021 $1.7M$1.7M−$14K$1.5M 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2025 990
Part I · Summary $1,987,708 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $1,762,006$1,921,898
I-10 Investment incomePrior year $14,927$24,536
I-11 Other revenuePrior year $65,687$41,274
I-12 Total revenuePrior year $1,842,620$1,987,708
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $17,589$4,399
I-15 Salaries and benefitsPrior year $804,100$868,972
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $984,260$1,096,139
I-18 Total expensesPrior year $1,805,949$1,969,510
I-19 Revenue less expensesPrior year $36,671$18,198
Part VI · Governance 0 of 17 board members independent, 3 to look at
VI-1a Voting members of the governing body17
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,987,708 across 5 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,921,898$1,921,898
VIII-3 Investment incomeExcluded from tax $12,830$12,830
VIII-7 Net gain or loss on sales of assetsRelated to mission $11,706$11,706
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $41,274$41,274
VIII-12 Total revenueRelated to mission $1,974,878 · Unrelated business $0 · Excluded from tax $12,830$1,987,708
Part IX · Statement of functional expenses $1,969,510 across 16 lines filed
IX-4 Benefits paid to or for members$4,399
IX-5 Pay of officers and key staff (Part IX, line 5)$707,037
IX-7 Other salaries and wages$35,916
IX-8 Pension plan contributions$60,985
IX-10 Payroll taxes$65,034
IX-11b Legal fees$21,663
IX-11c Accounting fees$53,583
IX-11f Investment management fees$2,165
IX-13 Office expenses$45,198
IX-16 Occupancy$43,037
IX-19 Conferences, conventions and meetings$78,969
IX-21 Payments to affiliates$677,512
IX-22 Depreciation, depletion and amortization$20,257
IX-23 Insurance$13,420
IX-24 Other expenses (24a–d)$132,134
IX-24e All other expenses$8,201
IX-25 Total functional expenses$1,969,510
Part X · Balance sheet $1,372,187 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $6,178$6,576
X-2 Savings and temporary cash investmentsStart of year $330,264$360,463
X-10c Land, buildings and equipment, netStart of year $562,474$543,272
X-11 Publicly traded securitiesStart of year $409,299$461,042
X-12 Other securities$284
X-15 Other assetsStart of year $550$550
X-16 Total assetsStart of year $1,308,765$1,372,187
X-17 Accounts payable and accrued expensesStart of year $6,043$18,083
X-26 Total liabilitiesStart of year $6,043$18,083
X-27 Net assets without donor restrictionsStart of year $673,371$626,134
X-28 Net assets with donor restrictionsStart of year $629,351$727,970
X-32 Total net assets or fund balancesStart of year $1,302,722$1,354,104
X-33 Total liabilities and net assetsStart of year $1,308,765$1,372,187
Part XI · Reconciliation of net assets $1,354,104 net assets at year end
XI-1 Total revenue$1,987,708
XI-2 Total expenses$1,969,510
XI-3 Revenue less expenses$18,198
XI-4 Net assets at start of year$1,302,722
XI-5 Net unrealized gains (losses) on investments$33,184
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,354,104

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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