Amalgamated Transit Union

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Labor organizing

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 86-6053872) · Dispute this line
$519K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
Revoked
IRS exemption revoked
The IRS revoked its tax exemption.
IRS Auto-Revocation List
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 surplus $63K a year · 4% of revenue · last 6 filings
A surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
0%
of spending
0% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$519K
to officers and key staff · 29% of spending
Pay to officers and key staff is 29% of spending.
Part VII, Section A
1.8 mo
of spending, in cash
1.8 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$95K
8% of total assets
Liabilities are 8% of assets.
Pt X · Ln 26
Independent board members
12
of 17 voting members
12 of 17 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$2.2M
+23% vs prior year
Spent
$1.8M
To programs
0%
Net assets
$1.1M
By yearFY2020–FY2025
Revenue
$2.2M
FY2025▲ +23%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.4M
FY2021$1.3M
FY2022$1.2M
FY2023$1.4M
FY2024$1.8M
FY2025$2.2M
Expenses
$1.8M
FY2025+0.3%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.3M
FY2021$1.3M
FY2022$1.3M
FY2023$1.4M
FY2024$1.8M
FY2025$1.8M
Net assets
$1.1M
FY2025▲ +55%
Tap a bar for its year
Net assets by fiscal year
FY2020$818K
FY2021$849K
FY2022$734K
FY2023$733K
FY2024$724K
FY2025$1.1M

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

IRS revoked this organization's tax-exempt status on May 15, 2011

Is it real?

No. The IRS revoked its tax exemption. 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; $519K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
President
$133,136Pt VII · Sec A
Financial Sec
$128,308Pt VII · Sec A
$120,490Pt VII · Sec A
Vice President
$119,237Pt VII · Sec A
Executive Board
$3,906Pt VII · Sec A
Executive Board
$2,134Pt VII · Sec A
Executive Board
$2,009Pt VII · Sec A
Executive Board
$1,961Pt VII · Sec A

Robert J Bean’s $133K as President is at the 53rd percentile of top reported officer pay among 1245 $1–10M employment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

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

NameFY2025FY2024FY2023FY2022FY2021FY2020
Robert J Bean$133,136$141,188$121,063$118,351$101,195$106,651
Dwayne Sessions$128,308$121,356$108,359$103,970$94,460$86,855
Frank Gutierrez JR$120,490$117,818$114,026$107,790$88,671$84,365
Dana Kraiza$119,237$117,109$113,162$102,096$88,141$88,349
Susana Judd$2,134—$1,240$1,414$2,356$5,571
Chris Sheaffer$2,009$315——$4,822$3,445
Charles Gooch$3,906$1,699————
Robert Elmer$785$321—$3,723——

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

Amalgamated Transit Union is a member-serving organization based in Phoenix, AZ.

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1 program · in their own filed words · FY2025
01

Organization is a labor union for transit workers in phoenix, az

Form 990 Part III, line 4, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 86-6053872) · Dispute this line
Pt IX · Ln 25 · col B

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$2.2M
Ln 12
Fees for servicesLn 2g$2.2M
Investment incomeLn 3$10
Money outPt IX
$1.8M
Ln 25
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$271K
Total assetsLn 16$1.2M
LiabilitiesLn 26$95K
PeoplePt VI, VII
19
listed · VII A
PaidVII A18
Voting boardVI 1a17
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$2.2M
Investment incomeLn 3$10
Gains on assetsLn 7$0
Total revenueLn 12$2.2M
Assets in detailPt X, end of year
CashLn 1$96K
SavingsLn 2$175K
Cash and savings togetherLn 1–2$271K
Land, buildings, equipmentLn 10c$950K
Total assetsLn 16$1.2M
LiabilitiesLn 26$95K
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 525
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$65K$271K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$973K$950K
Total assetsLn 16$1.0M$1.2M
LiabilitiesLn 26$314K$95K
Net assetsLn 32$724K$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of officers and key staff (Part IX, line 5)Ln 5$552K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$52K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$163K
Payroll taxesLn 10$45K
Management feesLn 11a$0
Legal feesLn 11b$101K
Accounting feesLn 11c$14K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$16K
Advertising and promotionLn 12$0
Office expensesLn 13$22K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$111K
TravelLn 17$150K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$4K
InterestLn 20$25K
Payments to affiliatesLn 21$435K
Depreciation, depletion and amortizationLn 22$35K
InsuranceLn 23$19K
Other expenses (24a–d)Ln 24$51K
All other expensesLn 24e$4K
Total functional expensesLn 25$1.8M$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Apr 21, 2026 $2.2M$1.8M$402K$1.1M 990 PDF
FY2024Filed with the IRS May 28, 2025 $1.8M$1.8M−$9K$724K 990 PDF
FY2023Filed with the IRS May 15, 2024 $1.4M$1.4M−$899$733K 990 PDF
FY2022Filed with the IRS Mar 23, 2023 $1.2M$1.3M−$115K$734K 990 PDF
FY2021Filed with the IRS May 3, 2022 $1.3M$1.3M$31K$849K 990 PDF
FY2020Filed with the IRS Apr 1, 2021 $1.4M$1.3M$71K$818K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2025 990
Part I · Summary $2,201,262 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $1,784,876$2,201,252
I-10 Investment incomePrior year $4$10
I-11 Other revenue$0
I-12 Total revenuePrior year $1,784,880$2,201,262
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $805,590$812,124
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $987,893$987,553
I-18 Total expensesPrior year $1,793,483$1,799,677
I-19 Revenue less expensesPrior year −$8,603$401,585
Part VI · Governance 12 of 17 board members independent, 3 to look at
VI-1a Voting members of the governing body17
VI-1b Independent voting members12
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 $2,201,262 across 8 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,201,252$2,201,252
VIII-3 Investment incomeExcluded from tax $10$10
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $2,201,252 · Excluded from tax $10$2,201,262
Part IX · Statement of functional expenses $1,799,677 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of officers and key staff (Part IX, line 5)$552,434
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$52,099
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$162,505
IX-10 Payroll taxes$45,086
IX-11a Management fees$0
IX-11b Legal fees$101,131
IX-11c Accounting fees$13,673
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$15,542
IX-12 Advertising and promotion$0
IX-13 Office expenses$21,731
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$111,080
IX-17 Travel$150,169
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$3,993
IX-20 Interest$25,229
IX-21 Payments to affiliates$435,453
IX-22 Depreciation, depletion and amortization$35,048
IX-23 Insurance$18,826
IX-24 Other expenses (24a–d)$51,426
IX-24e All other expenses$4,252
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$1,799,677
Part X · Balance sheet $1,220,803 assets, 21 lines filed
X-1 Cash, non-interest-bearingStart of year $49,926$96,118
X-2 Savings and temporary cash investmentsStart of year $15,101$175,004
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-5 Loans to officers and key people$0
X-6 Loans to other insiders$0
X-7 Notes and loans receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, netStart of year $973,400$949,681
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $1,038,427$1,220,803
X-23 Secured mortgages and notes payableStart of year $314,128$94,919
X-26 Total liabilitiesStart of year $314,128$94,919
X-27 Net assets without donor restrictionsStart of year $724,299$1,125,884
X-32 Total net assets or fund balancesStart of year $724,299$1,125,884
X-33 Total liabilities and net assetsStart of year $1,038,427$1,220,803
Part XI · Reconciliation of net assets $1,125,884 net assets at year end
XI-1 Total revenue$2,201,262
XI-2 Total expenses$1,799,677
XI-3 Revenue less expenses$401,585
XI-4 Net assets at start of year$724,299
XI-10 Net assets at end of year$1,125,884

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

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