Amalgamated Transit Union FY2022 filing

Not tax-deductible

Westminster, CO501(c)(5)EIN 84-0004215

Member representation

$717K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

Before you give

FY2022 · 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 6
filings with a surplus
Average deficit $48K a year · 3% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Pay to officers and key staff
$717K
to officers and key staff · 41% of spending
Concern: pay to officers and key staff is 41% of spending; over 30%.
Pt VII · Sec A
Cash reserves
<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
$17K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 17 voting members
Concern: none of 17 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.5M
-7% vs prior year
Spent
$1.7M
Net assets
$1.2M
By yearFY2020–FY2025
Revenue
$1.5M
FY2022▼ -7%
Revenue by fiscal year
FY2020$1.7M
FY2021$1.6M
FY2022$1.5M
FY2023$1.7M
FY2024$1.8M
FY2025$2.0M
Expenses
$1.7M
FY2022▲ +8%
Expenses by fiscal year
FY2020$1.7M
FY2021$1.6M
FY2022$1.7M
FY2023$1.6M
FY2024$1.8M
FY2025$2.0M
Net assets
$1.2M
FY2022▼ -20%
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 FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 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 Oct 1940.

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

Who runs it and what they're paid

18 people listed on the 990; $717K paid to officers and key staff.

Part VII, Section A · reportable compensation
General Counsel
$115,708Pt VII · Sec A
President/Business Agent
$105,212Pt VII · Sec A
Recording Secretary/Correspondent
$95,698Pt VII · Sec A
Financial Secretary/Assistant Business Agent
$78,389Pt VII · Sec A
Vice President
$75,490Pt VII · Sec A
Chief Steward
$36,928Pt VII · Sec A
Chief Steward
$23,937Pt VII · Sec A
Chief Steward
$20,718Pt 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 →

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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 15aYes

Programs and updates

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

Provided by the organization

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1 program service, described in the organization's own filed words · FY2022.
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.

Pt IX · col B

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By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$1.5M
Ln 12
Fees for servicesLn 2g$1.4M
Other incomeLn 4–11$49K
Investment incomeLn 3$33K
Money outPt IX
$1.7M
Ln 25
Owns and owesPt X
$1.2M
net assets · Ln 32
Cash and savingsLn 1–2$122K
Total assetsLn 16$1.2M
LiabilitiesLn 26$17K
PeoplePt VI, VII
18
listed · VII A
PaidVII A18
Voting boardVI 1a17
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.4M
Investment incomeLn 3$33K
Other incomeLn 4–11$49K
Gains on assetsLn 7$14K
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
CashLn 1$15K
SavingsLn 2$107K
Cash and savings togetherLn 1–2$122K
InvestmentsLn 11–13$464K
Land, buildings, equipmentLn 10c$590K
Other assetsLn 15$550
Total assetsLn 16$1.2M
LiabilitiesLn 26$17K
Net assetsLn 32$1.2M
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 FY22End FY22
Cash and savingsLn 1–2$321K$122K
InvestmentsLn 11–13$530K$464K
Land, buildings, equipmentLn 10c$609K$590K
Total assetsLn 16$1.5M$1.2M
LiabilitiesLn 26$20K$17K
Net assetsLn 32$1.4M$1.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$23K
Pay of current officers, directors and key staffLn 5$622K
Other salaries and wagesLn 7$111K
Pension plan contributionsLn 8$67K
Other employee benefitsLn 9$14K
Payroll taxesLn 10$65K
Legal feesLn 11b$1K
Accounting feesLn 11c$36K
Investment management feesLn 11f$3K
Office expensesLn 13$35K
OccupancyLn 16$41K
Conferences, conventions and meetingsLn 19$61K
Payments to affiliatesLn 21$505K
Depreciation, depletion and amortizationLn 22$21K
InsuranceLn 23$9K
Other expenses (24a–d)Ln 24$130K
All other expensesLn 24e$5K
Total functional expensesLn 25$1.7M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.0M$2.0M$18K$1.4M 990 PDF
FY2024 $1.8M$1.8M$37K$1.3M 990 PDF
FY2023 $1.7M$1.6M$38K$1.2M 990 PDF
FY2022 Viewing $1.5M$1.7M−$297K$1.2M 990 PDF
FY2021 $1.6M$1.6M−$69K$1.4M 990 PDF
FY2020 $1.7M$1.7M−$14K$1.5M 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
See the full FY2022 990 (4 parts)
Part VIII · Statement of revenue $1,452,378 across 5 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,370,460$1,370,460
VIII-3 Investment incomeExcluded from tax $19,185$19,185
VIII-7 Net gain or loss on sales of assetsRelated to mission $13,649$13,649
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $49,084$49,084
VIII-12 Total revenueRelated to mission $1,433,193 · Unrelated business $0 · Excluded from tax $19,185$1,452,378
Part IX · Statement of functional expenses $1,749,179 across 17 lines filed
IX-4 Benefits paid to or for members$23,155
IX-5 Pay of current officers, directors and key staff$622,398
IX-7 Other salaries and wages$111,429
IX-8 Pension plan contributions$67,061
IX-9 Other employee benefits$14,343
IX-10 Payroll taxes$65,402
IX-11b Legal fees$1,060
IX-11c Accounting fees$36,210
IX-11f Investment management fees$2,973
IX-13 Office expenses$34,502
IX-16 Occupancy$40,616
IX-19 Conferences, conventions and meetings$60,546
IX-21 Payments to affiliates$505,380
IX-22 Depreciation, depletion and amortization$20,955
IX-23 Insurance$8,707
IX-24 Other expenses (24a–d)$129,516
IX-24e All other expenses$4,926
IX-25 Total functional expenses$1,749,179
Part X · Balance sheet $1,176,653 assets, 12 lines filed
X-1 Cash, non-interest-bearing$14,708
X-2 Savings and temporary cash investmentsStart of year $321,120$106,950
X-10c Land, buildings and equipment, netStart of year $609,499$590,311
X-11 Publicly traded securitiesStart of year $530,036$464,134
X-15 Other assetsStart of year $550$550
X-16 Total assetsStart of year $1,461,205$1,176,653
X-25 Other liabilitiesStart of year $0$16,686
X-26 Total liabilitiesStart of year $19,606$16,686
X-27 Net assets without donor restrictionsStart of year $562,814$611,345
X-28 Net assets with donor restrictionsStart of year $878,785$548,622
X-32 Total net assets or fund balancesStart of year $1,441,599$1,159,967
X-33 Total liabilities and net assetsStart of year $1,461,205$1,176,653
Part XI · Reconciliation of net assets $1,159,967 net assets at year end
XI-1 Total revenue$1,452,378
XI-2 Total expenses$1,749,179
XI-3 Revenue less expenses−$296,801
XI-4 Net assets at start of year$1,441,599
XI-5 Net unrealized gains (losses) on investments−$120,701
XI-8 Prior period adjustments$135,870
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,159,967

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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