Amalgamated Transit Union FY2023 filing

IRS exemption revoked

Phoenix, AZ501(c)(5)EmploymentEIN 86-6053872

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Labor organizing

$458K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
Revoked
IRS exemption revoked
Concern: the IRS revoked its tax exemption.
IRS Auto-Revocation List
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 surplus $63K a year · 4% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$458K
to officers and key staff · 32% of spending
Concern: pay to officers and key staff is 32% of spending; over 30%.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.6 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$347K
32% of total assets
Looks good: liabilities are 32% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 17 voting members
Looks good: 12 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.4M
+19% vs prior year
Spent
$1.4M
To programs
0%
Net assets
$733K
By yearFY2020–FY2025
Revenue
$1.4M
FY2023▲ +19%
Revenue by fiscal year
FY2020$1.4M
FY2021$1.3M
FY2022$1.2M
FY2023$1.4M
FY2024$1.8M
FY2025$2.2M
Expenses
$1.4M
FY2023▲ +9%
Expenses by fiscal year
FY2020$1.3M
FY2021$1.3M
FY2022$1.3M
FY2023$1.4M
FY2024$1.8M
FY2025$1.8M
Net assets
$733K
FY2023-0.1%
Net assets by fiscal year
FY2020$818K
FY2021$849K
FY2022$734K
FY2023$733K
FY2024$724K
FY2025$1.1M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

IRS revoked this organization's tax-exempt status on May 15, 2011
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

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

17 people listed on the 990; $458K paid to officers and key staff.

Part VII, Section A · reportable compensation
President
$121,063Pt VII · Sec A
$114,026Pt VII · Sec A
Vice President
$113,162Pt VII · Sec A
Financial Sec
$108,359Pt VII · Sec A
Executive Board
$1,240Pt VII · Sec A
Executive Board
$0Pt VII · Sec A
Executive Board
$0Pt VII · Sec A
Executive Board
$0Pt 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 →

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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

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

Provided by the organization

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1 program service, described in the organization's own filed words · FY2023.
01

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

Pt IX · col B

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By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$1.4M
Ln 12
Fees for servicesLn 2g$1.4M
Investment incomeLn 3$37
Money outPt IX
$1.4M
Ln 25
Owns and owesPt X
$733K
net assets · Ln 32
Cash and savingsLn 1–2$77K
Total assetsLn 16$1.1M
LiabilitiesLn 26$347K
PeoplePt VI, VII
17
listed · VII A
PaidVII A5
Voting boardVI 1a17
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.4M
Investment incomeLn 3$37
Gains on assetsLn 7$0
Total revenueLn 12$1.4M
Assets in detailPt X, end of year
CashLn 1$26K
SavingsLn 2$51K
Cash and savings togetherLn 1–2$77K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$1.0M
Other assetsLn 15$0
Total assetsLn 16$1.1M
LiabilitiesLn 26$347K
Net assetsLn 32$733K
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 FY23End FY23
Cash and savingsLn 1–2$72K$77K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$1.0M$1.0M
Total assetsLn 16$1.1M$1.1M
LiabilitiesLn 26$374K$347K
Net assetsLn 32$734K$733K
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 current officers, directors and key staffLn 5$604K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$68K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$17K
Payroll taxesLn 10$39K
Management feesLn 11a$0
Legal feesLn 11b$48K
Accounting feesLn 11c$14K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$14K
Advertising and promotionLn 12$0
Office expensesLn 13$56K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$64K
TravelLn 17$52K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$9K
InterestLn 20$20K
Payments to affiliatesLn 21$354K
Depreciation, depletion and amortizationLn 22$34K
InsuranceLn 23$15K
Other expenses (24a–d)Ln 24$24K
All other expensesLn 24e$0
Total functional expensesLn 25$1.4M$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.2M$1.8M$402K$1.1M 990 PDF
FY2024 $1.8M$1.8M−$9K$724K 990 PDF
FY2023 Viewing $1.4M$1.4M−$899$733K 990 PDF
FY2022 $1.2M$1.3M−$115K$734K 990 PDF
FY2021 $1.3M$1.3M$31K$849K 990 PDF
FY2020 $1.4M$1.3M$71K$818K 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 $1,431,150 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 $1,431,113$1,431,113
VIII-3 Investment incomeExcluded from tax $37$37
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 $1,431,113 · Excluded from tax $37$1,431,150
Part IX · Statement of functional expenses $1,432,049 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 current officers, directors and key staff$604,034
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$68,408
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$17,120
IX-10 Payroll taxes$39,210
IX-11a Management fees$0
IX-11b Legal fees$48,247
IX-11c Accounting fees$13,770
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$13,960
IX-12 Advertising and promotion$0
IX-13 Office expenses$56,488
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$63,880
IX-17 Travel$51,942
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$9,185
IX-20 Interest$19,834
IX-21 Payments to affiliates$353,822
IX-22 Depreciation, depletion and amortization$33,585
IX-23 Insurance$14,714
IX-24 Other expenses (24a–d)$23,850
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$1,432,049
Part X · Balance sheet $1,079,710 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $72,470$25,694
X-2 Savings and temporary cash investments$51,070
X-3 Pledges and grants receivable$0
X-4 Accounts 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 $1,035,684$1,002,946
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 $1,108,154$1,079,710
X-26 Total liabilitiesStart of year $374,353$346,808
X-27 Net assets without donor restrictionsStart of year $733,801$732,902
X-32 Total net assets or fund balancesStart of year $733,801$732,902
X-33 Total liabilities and net assetsStart of year $1,108,154$1,079,710
Part XI · Reconciliation of net assets $732,902 net assets at year end
XI-1 Total revenue$1,431,150
XI-2 Total expenses$1,432,049
XI-3 Revenue less expenses−$899
XI-4 Net assets at start of year$733,801
XI-10 Net assets at end of year$732,902

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

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