Amalgamated Transit Union 757

Not tax-deductible

Portland, OR501(c)(5)Since 1917Mutual / membership EIN 93-0111775Revenue $4.0M in FY2025

On file with the IRS1801 Ne Couch St, 97232-3054 · Portland, ORTax-exempt since Oct 1940

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Benefit Members

501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
4¢ of each $1 spent went to programs.
$764K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2025 · 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
5 of 5
filings with a surplus
Average surplus $198K a year · 6% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
4%
of spending
Concern: 4% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$764K
to officers and key staff · 20% of spending
Fine: pay to officers and key staff is 20% of spending; 15% to 20%.
Pt VII · Sec A
10 mo
of spending, in cash
Looks good: 10.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$21K
0.6% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 18 voting members
Concern: none of 18 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.0M
+10% vs prior year
Spent
$3.8M
To programs
4%
Net assets
$3.6M
By yearFY2020–FY2025
Revenue
$4.0M
FY2025▲ +10%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.5M
FY2022$3.1M
FY2023$3.3M
FY2024$3.7M
FY2025$4.0M
Expenses
$3.8M
FY2025▲ +10%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.2M
FY2022$3.0M
FY2023$3.3M
FY2024$3.4M
FY2025$3.8M
Net assets
$3.6M
FY2025▲ +8%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.6M
FY2022$3.1M
FY2023$3.1M
FY2024$3.3M
FY2025$3.6M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

990 PDF Claim

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

Where the money goes

4 cents of each dollar spent went to programs.

Program services 4% · $144K

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

18 people listed on the 990; $764K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
President
$170,610Pt VII · Sec A
Financial Secretary
$163,958Pt VII · Sec A
Vice President
$162,774Pt VII · Sec A
Executive Board
$114,565Pt VII · Sec A
Executive Board
$16,513Pt VII · Sec A
Executive Board
$15,509Pt VII · Sec A
Executive Board
$14,624Pt VII · Sec A
Executive Board
$13,628Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2020
Shirley Block—$199,665$154,807$147,877$135,321
Bruce Hansen$170,610————
Kevin Kinoshita—$165,634$16,967$10,604$12,844
Mary Longoria$163,958$157,491$148,211$140,541$129,048
Henry Beasley$162,774————
Frederick Casey—$8,710$140,366$137,502—
Bill Bradley——$104,987$137,812$14,841
Jonathan Hunt————$132,501

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 757 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

Amalgamated Transit Union 757 is a member-serving organization based in Portland, OR, formed in 1917.

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Provided by the organization

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1 program · $144K · in their own filed words · FY2024
01

See schedule of program services per part II. All program services are incurred to further the objectives of the union. The prime objective is to benefit its members' work agreements and their work environments.

$144Kprogram expense

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$4.0M
Ln 12
Fees for servicesLn 2g$4.0M
Investment incomeLn 3$62K
Other incomeLn 4–11$6K
Money outPt IX
$3.8M
Ln 25
Programscol B$144K
Owns and owesPt X
$3.6M
net assets · Ln 32
Cash and savingsLn 1–2$3.2M
Total assetsLn 16$3.6M
LiabilitiesLn 26$21K
PeoplePt VI, VII
18
listed · VII A
PaidVII A18
Voting boardVI 1a18
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Fees for servicesLn 2g$4.0M
Investment incomeLn 3$62K
Other incomeLn 4–11$6K
Total revenueLn 12$4.0M
Assets in detailPt X, end of year
CashLn 1$3.2M
SavingsLn 2$24K
Cash and savings togetherLn 1–2$3.2M
InvestmentsLn 11–13$177K
Land, buildings, equipmentLn 10c$159K
Other assetsLn 15$2K
Total assetsLn 16$3.6M
LiabilitiesLn 26$21K
Net assetsLn 32$3.6M
OperationsPt I, VI
EmployeesI 5109
VolunteersI 60
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 FY25End FY25
Cash and savingsLn 1–2$2.9M$3.2M
InvestmentsLn 11–13$146K$177K
Land, buildings, equipmentLn 10c$213K$159K
Total assetsLn 16$3.3M$3.6M
LiabilitiesLn 26$3K$21K
Net assetsLn 32$3.3M$3.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$765K
Other salaries and wagesLn 7$533K
Other employee benefitsLn 9$325K
Payroll taxesLn 10$149K
Legal feesLn 11b$68K
Accounting feesLn 11c$87K
Lobbying feesLn 11d$66K
Other fees for servicesLn 11g$76K
Advertising and promotionLn 12$95K
Office expensesLn 13$80K
OccupancyLn 16$59K
Conferences, conventions and meetingsLn 19$194K
Payments to affiliatesLn 21$1.2M
Depreciation, depletion and amortizationLn 22$7K
InsuranceLn 23$29K
Other expenses (24a–d)Ln 24$56K
Total functional expensesLn 25$3.8M$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $4.0M$3.8M$264K$3.6M 990 PDF
FY2024 $3.7M$3.4M$216K$3.3M 990 PDF
FY2023 $3.3M$3.3M$16K$3.1M 990 PDF
FY2022 $3.1M$3.0M$120K$3.1M 990 PDF
FY2021 Not on file
FY2020 $3.5M$3.2M$374K$2.6M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $4,035,071 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $3,488,429$3,967,406
I-10 Investment incomePrior year $67,445$61,610
I-11 Other revenuePrior year $101,790$6,055
I-12 Total revenuePrior year $3,657,664$4,035,071
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,742,401$1,772,306
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,698,822$1,998,691
I-18 Total expensesPrior year $3,441,223$3,770,997
I-19 Revenue less expensesPrior year $216,441$264,074
Part VI · Governance 0 of 18 board members independent, 4 to look at
VI-1a Voting members of the governing body18
VI-1b Independent voting members0
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 $4,035,071 across 13 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$0
VIII-1g Noncash contributions (included above)$0
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 $3,967,406 · Unrelated business $0 · Excluded from tax $0$3,967,406
VIII-3 Investment incomeRelated to mission $61,610 · Unrelated business $0 · Excluded from tax $0$61,610
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $6,055 · Unrelated business $0 · Excluded from tax $0$6,055
VIII-12 Total revenueRelated to mission $4,035,071 · Unrelated business $0 · Excluded from tax $0$4,035,071
Part IX · Statement of functional expenses $3,770,997 across 16 lines filed
IX-5 Pay of current officers, directors and key staff$764,890
IX-7 Other salaries and wages$533,158
IX-9 Other employee benefits$324,774
IX-10 Payroll taxes$149,484
IX-11b Legal fees$67,997
IX-11c Accounting fees$86,916
IX-11d Lobbying fees$66,000
IX-11g Other fees for services$75,636
IX-12 Advertising and promotion$94,847
IX-13 Office expenses$80,465
IX-16 Occupancy$59,378
IX-19 Conferences, conventions and meetings$194,339
IX-21 Payments to affiliates$1,180,851
IX-22 Depreciation, depletion and amortization$6,901
IX-23 Insurance$29,016
IX-24 Other expenses (24a–d)$56,345
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$3,770,997
Part X · Balance sheet $3,581,387 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $2,897,897$3,219,413
X-2 Savings and temporary cash investmentsStart of year $42,687$23,789
X-10c Land, buildings and equipment, netStart of year $212,801$159,090
X-11 Publicly traded securitiesStart of year $146,026$176,957
X-15 Other assets$2,138
X-16 Total assetsStart of year $3,299,411$3,581,387
X-25 Other liabilitiesStart of year $2,681$20,583
X-26 Total liabilitiesStart of year $2,681$20,583
X-27 Net assets without donor restrictionsStart of year $3,296,730$3,560,804
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $3,296,730$3,560,804
X-33 Total liabilities and net assetsStart of year $3,299,411$3,581,387
Part XI · Reconciliation of net assets $3,560,804 net assets at year end
XI-1 Total revenue$4,035,071
XI-2 Total expenses$3,770,997
XI-3 Revenue less expenses$264,074
XI-4 Net assets at start of year$3,296,730
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,560,804

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

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