Amalgamated Transit Union #843 FY2023 filing

Not tax-deductible

Bellingham, WA501(c)(5)Since 1918EIN 91-6054331

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Union For Whatcom Transportation Authority Bus Drivers

81¢ of each $1 spent went to programs.
$36K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

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
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
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$36K
to officers and key staff · 15% of spending
Looks good: pay to officers and key staff is 15% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
15 mo
of spending, in cash
Looks good: 15.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1K
0.4% 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
$223K
+4% vs prior year
Spent
$231K
To programs
81%
Net assets
$292K
By yearFY2021–FY2024
Revenue
$223K
FY2023▲ +4%
Revenue by fiscal year
FY2021$199K
FY2022$215K
FY2023$223K
FY2024$256K
FY2024$263K
Expenses
$231K
FY2023▲ +25%
Expenses by fiscal year
FY2021Not on file
FY2022$185K
FY2023$231K
FY2024$216K
FY2024$285K
Net assets
$292K
FY2023▼ -3%
Net assets by fiscal year
FY2021$270K
FY2022$300K
FY2023$292K
FY2024$331K
FY2024$310K

From the FY2023 Form 990 (year ending June 2023) · see the original

You’re viewing the FY2023 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

81 cents of each dollar spent went to programs.

Program services 81% · $187K

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; $36K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
President
$8,400Pt VII · Sec A
Board Member
$8,191Pt 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
$1,766Pt VII · Sec A
Board Member
$1,387Pt VII · Sec A
Board Member
$732Pt VII · Sec A

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

NameFY2024FY2023FY2022FY2021
Dan Darwin$11,150———
Dan Darwin—$8,400$8,400$5,400
Albert Walcott JR—$5,400$5,400$8,400
Michael Gross—$8,191$6,038—
Elizabeth Thies$7,325———
Albert Walcott JR$7,325———
Elizabeth Thies—$5,400$5,400$268
Mike Gross———$5,400

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.

Provided by the organization

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1 program service account for $187K of program spending, described in the organization's own filed words · FY2022.
01

Providing ongoing representation and support for union members.

$187Kprogram expense

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By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$223K
Ln 12
Fees for servicesLn 2g$219K
Other incomeLn 4–11$3K
Investment incomeLn 3$1K
Money outPt IX
$231K
Ln 25
Programscol B$187K
Owns and owesPt X
$292K
net assets · Ln 32
Cash and savingsLn 1–2$293K
Total assetsLn 16$293K
LiabilitiesLn 26$1K
PeoplePt VI, VII
11
listed · VII A
PaidVII A9
Voting boardVI 1a11
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$219K
Investment incomeLn 3$1K
Other incomeLn 4–11$3K
Total revenueLn 12$223K
Assets in detailPt X, end of year
CashLn 1$18K
SavingsLn 2$275K
Cash and savings togetherLn 1–2$293K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$293K
LiabilitiesLn 26$1K
Net assetsLn 32$292K
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 FY23End FY23
Cash and savingsLn 1–2$301K$293K
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$301K$293K
LiabilitiesLn 26$954$1K
Net assetsLn 32$300K$292K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$1K
Benefits paid to or for membersLn 4$61K
Pay of disqualified personsLn 6$40K
Payroll taxesLn 10$455
Legal feesLn 11b$22K
Accounting feesLn 11c$4K
Other fees for servicesLn 11g$2K
Office expensesLn 13$6K
Information technologyLn 14$2K
OccupancyLn 16$13K
TravelLn 17$9K
Conferences, conventions and meetingsLn 19$9K
Payments to affiliatesLn 21$59K
InsuranceLn 23$550
Other expenses (24a–d)Ln 24$3K
All other expensesLn 24e$20
Total functional expensesLn 25$231K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $256K$216K$40K$331K 990 PDF
FY2023 Viewing $223K$231K−$8K$292K 990 PDF
FY2022 $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 FY2023 990 (4 parts)
Part VIII · Statement of revenue $222,695 across 3 lines filed
Lines not itemized here account for $2,698 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $218,818$218,818
VIII-3 Investment incomeExcluded from tax $1,179$1,179
VIII-12 Total revenueRelated to mission $218,818 · Unrelated business $0 · Excluded from tax $3,877$222,695
Part IX · Statement of functional expenses $230,986 across 16 lines filed
IX-2 Grants to domestic individuals$1,303
IX-4 Benefits paid to or for members$61,305
IX-6 Pay of disqualified persons$39,664
IX-10 Payroll taxes$455
IX-11b Legal fees$21,557
IX-11c Accounting fees$3,575
IX-11g Other fees for services$1,717
IX-13 Office expenses$6,209
IX-14 Information technology$1,613
IX-16 Occupancy$12,564
IX-17 Travel$9,396
IX-19 Conferences, conventions and meetings$9,292
IX-21 Payments to affiliates$58,509
IX-23 Insurance$550
IX-24 Other expenses (24a–d)$3,257
IX-24e All other expenses$20
IX-25 Total functional expenses$230,986
Part X · Balance sheet $292,739 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $27,265$17,989
X-2 Savings and temporary cash investmentsStart of year $273,539$274,717
X-9 Prepaid expenses and deferred chargesStart of year $49$33
X-10c Land, buildings and equipment, netStart of year $0$0
X-16 Total assetsStart of year $300,853$292,739
X-17 Accounts payable and accrued expensesStart of year $954$1,132
X-26 Total liabilitiesStart of year $954$1,132
X-32 Total net assets or fund balancesStart of year $299,899$291,607
X-33 Total liabilities and net assetsStart of year $300,853$292,739
Part XI · Reconciliation of net assets $291,607 net assets at year end
XI-1 Total revenue$222,695
XI-2 Total expenses$230,986
XI-3 Revenue less expenses−$8,291
XI-4 Net assets at start of year$299,899
XI-9 Other changes in net assets−$1
XI-10 Net assets at end of year$291,607

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

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