Amalgamated Transit Union 757 FY2020 filing

Not tax-deductible

Portland, OR501(c)(5)Since 1917EIN 93-0111775Revenue $3.5M in FY2020

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

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Benefit Members

6¢ of each $1 spent went to programs.
$547K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
6%
of spending
Concern: 6% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$547K
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
9 mo
of spending, in cash
Looks good: 8.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
−$103
>-0.01% of total assets
Looks good: liabilities are -0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 17 voting members
Concern: none of 17 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.5M
Spent
$3.2M
To programs
6%
Net assets
$2.6M
By yearFY2020–FY2025
Revenue
$3.5M
FY2020
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
$3.2M
FY2020
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
$2.6M
FY2020
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 FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

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

6 cents of each dollar spent went to programs.

Program services 6% · $190K Management & general 94% · $3.0M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

17 people listed on the 990; $547K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
President
$135,321Pt VII · Sec A
Vice President
$132,501Pt VII · Sec A
Financial Secretary
$129,048Pt VII · Sec A
Executive Board
$14,841Pt VII · Sec A
Executive Board
$14,379Pt VII · Sec A
Executive Board
$13,908Pt VII · Sec A
Executive Board
$13,236Pt VII · Sec A
Executive Board
$12,867Pt 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 · $190K · in their own filed words · FY2019
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.

$190Kprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$3.5M
Ln 12
Fees for servicesLn 2g$3.5M
Other incomeLn 4–11$60K
Investment incomeLn 3$9K
Money outPt IX
$3.2M
Ln 25
Programscol B$190K
Managementcol C$3.0M
Owns and owesPt X
$2.6M
net assets · Ln 32
Cash and savingsLn 1–2$2.3M
Total assetsLn 16$2.6M
LiabilitiesLn 26−$103
PeoplePt VI, VII
17
listed · VII A
PaidVII A17
Voting boardVI 1a17
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$3.5M
Investment incomeLn 3$9K
Other incomeLn 4–11$60K
Total revenueLn 12$3.5M
Assets in detailPt X, end of year
CashLn 1$2.3M
SavingsLn 2$31K
Cash and savings togetherLn 1–2$2.3M
InvestmentsLn 11–13$80K
Land, buildings, equipmentLn 10c$169K
Total assetsLn 16$2.6M
LiabilitiesLn 26−$103
Net assetsLn 32$2.6M
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 FY20End FY20
Cash and savingsLn 1–2$2.0M$2.3M
InvestmentsLn 11–13$78K$80K
Land, buildings, equipmentLn 10c$184K$169K
Total assetsLn 16$2.2M$2.6M
LiabilitiesLn 26$8K−$103
Net assetsLn 32$2.2M$2.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$587K$26K$561K
Other salaries and wagesLn 7$514K$13K$501K
Other employee benefitsLn 9$295K$295K
Payroll taxesLn 10$105K$105K
Legal feesLn 11b$96K$90K$6K
Accounting feesLn 11c$37K$37K
Other fees for servicesLn 11g$124K$53K$71K
Advertising and promotionLn 12$78K$957$77K
Office expensesLn 13$57K$57K
OccupancyLn 16$54K$54K
Conferences, conventions and meetingsLn 19$95K$6K$89K
Payments to affiliatesLn 21$996K$996K
Depreciation, depletion and amortizationLn 22$22K$22K
InsuranceLn 23$27K$27K
Other expenses (24a–d)Ln 24$73K$73K
Total functional expensesLn 25$3.2M$190K$3.0M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $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 Viewing $3.5M$3.2M$374K$2.6M 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 FY2020 990 (6 parts)
Part I · Summary $3,532,612 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $3,411,538$3,463,623
I-10 Investment incomePrior year $5,979$8,572
I-11 Other revenuePrior year $66,281$60,417
I-12 Total revenuePrior year $3,483,798$3,532,612
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,499,838$1,500,593
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,563,490$1,658,403
I-18 Total expensesPrior year $3,063,328$3,158,996
I-19 Revenue less expensesPrior year $420,470$373,616
Part VI · Governance 0 of 17 board members independent, 4 to look at
VI-1a Voting members of the governing body17
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 $3,532,612 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,463,623$3,463,623
VIII-3 Investment incomeRelated to mission $8,572$8,572
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $60,417$60,417
VIII-12 Total revenueRelated to mission $3,532,612 · Unrelated business $0 · Excluded from tax $0$3,532,612
Part IX · Statement of functional expenses $3,158,996 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $25,735 · Management $561,370$587,105
IX-7 Other salaries and wagesPrograms $13,185 · Management $501,142$514,327
IX-9 Other employee benefitsManagement $294,587$294,587
IX-10 Payroll taxesManagement $104,574$104,574
IX-11b Legal feesPrograms $90,319 · Management $5,841$96,160
IX-11c Accounting feesManagement $37,075$37,075
IX-11g Other fees for servicesPrograms $53,125 · Management $71,274$124,399
IX-12 Advertising and promotionPrograms $957 · Management $76,551$77,508
IX-13 Office expensesManagement $56,539$56,539
IX-16 OccupancyManagement $53,645$53,645
IX-19 Conferences, conventions and meetingsPrograms $6,232 · Management $88,571$94,803
IX-21 Payments to affiliatesManagement $996,212$996,212
IX-22 Depreciation, depletion and amortizationManagement $22,450$22,450
IX-23 InsuranceManagement $26,686$26,686
IX-24 Other expenses (24a–d)Management $72,926$72,926
IX-25 Total functional expensesPrograms $189,553 · Management $2,969,443 · Fundraising $0$3,158,996
Part X · Balance sheet $2,593,663 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $1,938,193$2,313,864
X-2 Savings and temporary cash investmentsStart of year $28,135$31,049
X-10c Land, buildings and equipment, netStart of year $183,575$168,606
X-11 Publicly traded securitiesStart of year $77,754$80,144
X-16 Total assetsStart of year $2,227,657$2,593,663
X-25 Other liabilitiesStart of year $7,507−$103
X-26 Total liabilitiesStart of year $7,507−$103
X-27 Net assets without donor restrictionsStart of year $2,220,150$2,593,766
X-32 Total net assets or fund balancesStart of year $2,220,150$2,593,766
X-33 Total liabilities and net assetsStart of year $2,227,657$2,593,663
Part XI · Reconciliation of net assets $2,593,766 net assets at year end
XI-1 Total revenue$3,532,612
XI-2 Total expenses$3,158,996
XI-3 Revenue less expenses$373,616
XI-4 Net assets at start of year$2,220,150
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,593,766

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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