Amalgamated Transit Union #843 FY2022 filing

Not tax-deductible

Bellingham, WA501(c)(5)Since 1918EIN 91-6054331Revenue $215K in FY2022

On file with the IRS1305 Fraser St Ste 109, 98229-5840 · Bellingham, WATax-exempt since Oct 1940

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Union For Whatcom Transportation Authority Bus Drivers

87¢ of each $1 spent went to programs.
$31K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 3
filings with a surplus
Average surplus $20K a year · 9% of revenue · last 3 filings
Fine: a surplus in 2 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$31K
to officers and key staff · 17% of spending
Fine: pay to officers and key staff is 17% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
20 mo
of spending, in cash
Looks good: 19.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$954
0.3% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 11 voting members
Looks good: 7 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$215K
+8% vs prior year
Spent
$185K
To programs
87%
Net assets
$300K
By yearFY2021–FY2024
Revenue
$215K
FY2022▲ +8%
Tap a bar for its year
Revenue by fiscal year
FY2021$199K
FY2022$215K
FY2023$223K
FY2024$256K
FY2024$263K
Expenses
$185K
FY2022
Tap a bar for its year
Expenses by fiscal year
FY2021Not on file
FY2022$185K
FY2023$231K
FY2024$216K
FY2024$285K
Net assets
$300K
FY2022▲ +11%
Tap a bar for its year
Net assets by fiscal year
FY2021$270K
FY2022$300K
FY2023$292K
FY2024$331K
FY2024$310K

From the FY2022 Form 990 (year ending June 2022) · see the original

Form 990 (PDF) Claim
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1940.

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

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $161K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990; $31K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
President
$8,400Pt VII · Sec A
Board Member
$6,038Pt VII · Sec A
Vice President
$5,400Pt VII · Sec A
Financial Secretary
$5,400Pt VII · Sec A
Recording Secretary
$4,200Pt VII · Sec A
Board Member
$1,211Pt VII · Sec A
Board Member
$202Pt VII · Sec A
Board Member
$0Pt VII · Sec A

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

NameFY2024FY2023FY2022FY2021
Dan Darwin$11,150$8,400$8,400$5,400
Albert Walcott JR$7,325$5,400$5,400$8,400
Michael Gross—$8,191$6,038—
Elizabeth Thies$7,325$5,400$5,400$268
Mike Gross———$5,400
Andrew Ingram-Monteiro—$4,200——
Andy Ingram-Monteiro——$4,200—
Carrie Myers———$4,200

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 #843 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 15aNo

Programs and updates

Advocates for bus drivers' rights and working conditions.

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Provided by the organization

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1 program · $161K · in their own filed words · FY2021
01

Providing ongoing representation and support for union members.

$161Kprogram expense

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$215K
Ln 12
Fees for servicesLn 2g$211K
Other incomeLn 4–11$3K
Investment incomeLn 3$394
Money outPt IX
$185K
Ln 25
Programscol B$161K
Owns and owesPt X
$300K
net assets · Ln 32
Cash and savingsLn 1–2$301K
Total assetsLn 16$301K
LiabilitiesLn 26$954
PeoplePt VI, VII
11
listed · VII A
PaidVII A7
Voting boardVI 1a11
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$211K
Investment incomeLn 3$394
Other incomeLn 4–11$3K
Total revenueLn 12$215K
Assets in detailPt X, end of year
CashLn 1$27K
SavingsLn 2$274K
Cash and savings togetherLn 1–2$301K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$301K
LiabilitiesLn 26$954
Net assetsLn 32$300K
OperationsPt I, VI
EmployeesI 522
VolunteersI 64
Fiscal year endsHeaderJune
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$277K$301K
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$277K$301K
LiabilitiesLn 26$7K$954
Net assetsLn 32$270K$300K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$3K
Pay of current officers, directors and key staffLn 5$46K
Other salaries and wagesLn 7$35K
Payroll taxesLn 10$223
Legal feesLn 11b$3K
Accounting feesLn 11c$3K
Other fees for servicesLn 11g$2K
Office expensesLn 13$7K
Information technologyLn 14$1K
OccupancyLn 16$13K
TravelLn 17$8K
Conferences, conventions and meetingsLn 19$5K
Payments to affiliatesLn 21$55K
InsuranceLn 23$550
Other expenses (24a–d)Ln 24$3K
All other expensesLn 24e$270
Total functional expensesLn 25$185K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $256K$216K$40K$331K 990 PDF
FY2023 $223K$231K−$8K$292K 990 PDF
FY2022 Viewing $215K$185K$30K$300K 990 PDF
FY2021 $199K$270K 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 (6 parts)
Part I · Summary $214,643 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $198,878$211,163
I-10 Investment incomePrior year $223$394
I-11 Other revenuePrior year $0$3,086
I-12 Total revenuePrior year $199,101$214,643
I-13 Grants and similar amounts paidPrior year $87,443$2,650
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $30,348$81,659
I-16a Professional fundraising feesPrior year $7,232$0
I-17 Other expensesPrior year $27,633$100,624
I-18 Total expensesPrior year $152,656$184,933
I-19 Revenue less expensesPrior year $46,445$29,710
Part VI · Governance 7 of 11 board members independent, 4 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members7
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $214,643 across 3 lines filed
Lines not itemized here account for $3,086 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $211,163$211,163
VIII-3 Investment incomeExcluded from tax $394$394
VIII-12 Total revenueRelated to mission $211,163 · Unrelated business $0 · Excluded from tax $3,480$214,643
Part IX · Statement of functional expenses $184,933 across 16 lines filed
IX-2 Grants to domestic individuals$2,650
IX-5 Pay of current officers, directors and key staff$46,294
IX-7 Other salaries and wages$35,142
IX-10 Payroll taxes$223
IX-11b Legal fees$3,000
IX-11c Accounting fees$3,375
IX-11g Other fees for services$1,547
IX-13 Office expenses$7,128
IX-14 Information technology$1,392
IX-16 Occupancy$12,786
IX-17 Travel$8,009
IX-19 Conferences, conventions and meetings$5,051
IX-21 Payments to affiliates$54,625
IX-23 Insurance$550
IX-24 Other expenses (24a–d)$2,891
IX-24e All other expenses$270
IX-25 Total functional expenses$184,933
Part X · Balance sheet $300,853 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $42,315$27,265
X-2 Savings and temporary cash investmentsStart of year $234,651$273,539
X-9 Prepaid expenses and deferred chargesStart of year $64$49
X-10c Land, buildings and equipment, netStart of year $0$0
X-16 Total assetsStart of year $277,030$300,853
X-17 Accounts payable and accrued expensesStart of year $6,842$954
X-26 Total liabilitiesStart of year $6,842$954
X-32 Total net assets or fund balancesStart of year $270,188$299,899
X-33 Total liabilities and net assetsStart of year $277,030$300,853
Part XI · Reconciliation of net assets $299,899 net assets at year end
XI-1 Total revenue$214,643
XI-2 Total expenses$184,933
XI-3 Revenue less expenses$29,710
XI-4 Net assets at start of year$270,188
XI-9 Other changes in net assets$1
XI-10 Net assets at end of year$299,899

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

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