Amalgamated Transit Union FY2023 filing

Not tax-deductible

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

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Member representation

$517K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

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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 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
$517K
to officers and key staff · 31% of spending
Concern: pay to officers and key staff is 31% of spending; over 30%.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.2 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$5K
0.4% of total assets
Looks good: liabilities are 0% 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
$1.7M
+16% vs prior year
Spent
$1.6M
Net assets
$1.2M
By yearFY2020–FY2025
Revenue
$1.7M
FY2023▲ +16%
Revenue by fiscal year
FY2020$1.7M
FY2021$1.6M
FY2022$1.5M
FY2023$1.7M
FY2024$1.8M
FY2025$2.0M
Expenses
$1.6M
FY2023▼ -6%
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
FY2023▲ +6%
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 FY2023 Form 990 · figures checked against the IRS filing · see the original

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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

19 people listed on the 990; $517K paid to officers and key staff.

Part VII, Section A · reportable compensation
President/Business Agent
$104,322Pt VII · Sec A
Financial Secretary/Assist
$80,118Pt VII · Sec A
Recording Secretary/Corres
$79,619Pt VII · Sec A
Vice President
$60,068Pt VII · Sec A
Chief Steward
$20,820Pt VII · Sec A
Chief Steward
$19,823Pt VII · Sec A
Chief Steward
$18,144Pt VII · Sec A
Chief Steward
$15,514Pt 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 · in their own filed words · FY2023
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

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$1.7M
Ln 12
Fees for servicesLn 2g$1.6M
Other incomeLn 4–11$71K
Investment incomeLn 3$17K
Money outPt IX
$1.6M
Ln 25
Owns and owesPt X
$1.2M
net assets · Ln 32
Cash and savingsLn 1–2$303K
Total assetsLn 16$1.2M
LiabilitiesLn 26$5K
PeoplePt VI, VII
19
listed · VII A
PaidVII A19
Voting boardVI 1a17
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.6M
Investment incomeLn 3$17K
Other incomeLn 4–11$71K
Gains on assetsLn 7$7K
Total revenueLn 12$1.7M
Assets in detailPt X, end of year
CashLn 1$5K
SavingsLn 2$298K
Cash and savings togetherLn 1–2$303K
InvestmentsLn 11–13$364K
Land, buildings, equipmentLn 10c$572K
Other assetsLn 15$550
Total assetsLn 16$1.2M
LiabilitiesLn 26$5K
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 FY23End FY23
Cash and savingsLn 1–2$122K$303K
InvestmentsLn 11–13$464K$364K
Land, buildings, equipmentLn 10c$590K$572K
Total assetsLn 16$1.2M$1.2M
LiabilitiesLn 26$17K$5K
Net assetsLn 32$1.2M$1.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$13K
Pay of current officers, directors and key staffLn 5$540K
Other salaries and wagesLn 7$116K
Pension plan contributionsLn 8$68K
Other employee benefitsLn 9$9K
Payroll taxesLn 10$52K
Legal feesLn 11b$4K
Accounting feesLn 11c$41K
Investment management feesLn 11f$2K
Office expensesLn 13$53K
OccupancyLn 16$40K
Conferences, conventions and meetingsLn 19$51K
Payments to affiliatesLn 21$572K
Depreciation, depletion and amortizationLn 22$21K
InsuranceLn 23$10K
Other expenses (24a–d)Ln 24$46K
All other expensesLn 24e$4K
Total functional expensesLn 25$1.6M

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 Viewing $1.7M$1.6M$38K$1.2M 990 PDF
FY2022 $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 FY2023 990 (4 parts)
Part VIII · Statement of revenue $1,681,652 across 5 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,593,205$1,593,205
VIII-3 Investment incomeExcluded from tax $9,967$9,967
VIII-7 Net gain or loss on sales of assetsRelated to mission $7,017$7,017
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $71,463$71,463
VIII-12 Total revenueRelated to mission $1,671,685 · Unrelated business $0 · Excluded from tax $9,967$1,681,652
Part IX · Statement of functional expenses $1,643,154 across 17 lines filed
IX-4 Benefits paid to or for members$12,823
IX-5 Pay of current officers, directors and key staff$540,275
IX-7 Other salaries and wages$116,233
IX-8 Pension plan contributions$68,243
IX-9 Other employee benefits$8,535
IX-10 Payroll taxes$52,078
IX-11b Legal fees$3,805
IX-11c Accounting fees$41,285
IX-11f Investment management fees$2,022
IX-13 Office expenses$52,800
IX-16 Occupancy$39,989
IX-19 Conferences, conventions and meetings$51,328
IX-21 Payments to affiliates$572,016
IX-22 Depreciation, depletion and amortization$20,832
IX-23 Insurance$10,403
IX-24 Other expenses (24a–d)$46,251
IX-24e All other expenses$4,236
IX-25 Total functional expenses$1,643,154
Part X · Balance sheet $1,239,207 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $14,708$5,088
X-2 Savings and temporary cash investmentsStart of year $106,950$297,549
X-10c Land, buildings and equipment, netStart of year $590,311$571,541
X-11 Publicly traded securitiesStart of year $464,134$364,479
X-15 Other assetsStart of year $550$550
X-16 Total assetsStart of year $1,176,653$1,239,207
X-17 Accounts payable and accrued expenses$4,819
X-25 Other liabilitiesStart of year $16,686$0
X-26 Total liabilitiesStart of year $16,686$4,819
X-27 Net assets without donor restrictionsStart of year $611,345$709,855
X-28 Net assets with donor restrictionsStart of year $548,622$524,533
X-32 Total net assets or fund balancesStart of year $1,159,967$1,234,388
X-33 Total liabilities and net assetsStart of year $1,176,653$1,239,207
Part XI · Reconciliation of net assets $1,234,388 net assets at year end
XI-1 Total revenue$1,681,652
XI-2 Total expenses$1,643,154
XI-3 Revenue less expenses$38,498
XI-4 Net assets at start of year$1,159,967
XI-5 Net unrealized gains (losses) on investments$35,923
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,234,388

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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