Amalgamated Transit Union 757 FY2023 filing

Not tax-deductible

Portland, OR501(c)(5)Since 1917EIN 93-0111775Revenue $3.3M in FY2023

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

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Benefit Members

$684K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

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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
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
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$684K
to officers and key staff · 21% of spending
Worth a look: pay to officers and key staff is 21% of spending; over 20%.
Pt VII · Sec A
10 mo
of spending, in cash
Looks good: 10.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$3K
0.1% 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
$3.3M
+5% vs prior year
Spent
$3.3M
To programs
0%
Net assets
$3.1M
By yearFY2020–FY2025
Revenue
$3.3M
FY2023▲ +5%
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
$3.3M
FY2023▲ +9%
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
$3.1M
FY2023▲ +0.5%
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 FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2023 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

Who runs it and what they're paid

17 people listed on the 990; $684K 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
$154,807Pt VII · Sec A
Financial Secretary
$148,211Pt VII · Sec A
Vice President
$140,366Pt VII · Sec A
Executive Board
$104,987Pt VII · Sec A
Executive Board
$16,967Pt VII · Sec A
Executive Board
$14,329Pt VII · Sec A
Executive Board
$13,992Pt VII · Sec A
Executive Board
$13,502Pt 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 · $87K · in their own filed words · FY2022
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.

$87Kprogram expense

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$3.3M
Ln 12
Fees for servicesLn 2g$3.2M
Investment incomeLn 3$74K
Other incomeLn 4–11$9K
Money outPt IX
$3.3M
Ln 25
Owns and owesPt X
$3.1M
net assets · Ln 32
Cash and savingsLn 1–2$2.8M
Total assetsLn 16$3.1M
LiabilitiesLn 26$3K
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$3.2M
Investment incomeLn 3$74K
Other incomeLn 4–11$9K
Gains on assetsLn 7$30K
Total revenueLn 12$3.3M
Assets in detailPt X, end of year
CashLn 1$2.7M
SavingsLn 2$40K
Cash and savings togetherLn 1–2$2.8M
InvestmentsLn 11–13$122K
Land, buildings, equipmentLn 10c$198K
Total assetsLn 16$3.1M
LiabilitiesLn 26$3K
Net assetsLn 32$3.1M
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 FY23End FY23
Cash and savingsLn 1–2$2.8M$2.8M
InvestmentsLn 11–13$102K$122K
Land, buildings, equipmentLn 10c$161K$198K
Total assetsLn 16$3.1M$3.1M
LiabilitiesLn 26$4K$3K
Net assetsLn 32$3.1M$3.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$689K
Other salaries and wagesLn 7$526K
Other employee benefitsLn 9$330K
Payroll taxesLn 10$119K
Legal feesLn 11b$8K
Accounting feesLn 11c$53K
Lobbying feesLn 11d$66K
Other fees for servicesLn 11g$76K
Advertising and promotionLn 12$53K
Office expensesLn 13$52K
OccupancyLn 16$76K
Conferences, conventions and meetingsLn 19$173K
Payments to affiliatesLn 21$958K
Depreciation, depletion and amortizationLn 22$42K
InsuranceLn 23$26K
Other expenses (24a–d)Ln 24$45K
Total functional expensesLn 25$3.3M$0$0$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 Viewing $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 FY2023 990 (6 parts)
Part I · Summary $3,308,949 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $3,121,269$3,225,948
I-10 Investment incomePrior year $13,972$74,264
I-11 Other revenuePrior year $7,947$8,737
I-12 Total revenuePrior year $3,143,188$3,308,949
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 $1,632,237$1,663,898
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,391,096$1,628,818
I-18 Total expensesPrior year $3,023,333$3,292,716
I-19 Revenue less expensesPrior year $119,855$16,233
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 $3,308,949 across 7 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 $3,225,948 · Unrelated business $0 · Excluded from tax $0$3,225,948
VIII-3 Investment incomeRelated to mission $44,230 · Unrelated business $0 · Excluded from tax $0$44,230
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-7 Net gain or loss on sales of assetsRelated to mission $30,034 · Unrelated business $0 · Excluded from tax $0$30,034
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $8,737 · Unrelated business $0 · Excluded from tax $0$8,737
VIII-12 Total revenueRelated to mission $3,308,949 · Unrelated business $0 · Excluded from tax $0$3,308,949
Part IX · Statement of functional expenses $3,292,716 across 16 lines filed
IX-5 Pay of current officers, directors and key staff$688,815
IX-7 Other salaries and wages$526,151
IX-9 Other employee benefits$329,900
IX-10 Payroll taxes$119,032
IX-11b Legal fees$7,888
IX-11c Accounting fees$52,868
IX-11d Lobbying fees$66,058
IX-11g Other fees for services$76,128
IX-12 Advertising and promotion$52,758
IX-13 Office expenses$52,317
IX-16 Occupancy$76,456
IX-19 Conferences, conventions and meetings$173,380
IX-21 Payments to affiliates$958,113
IX-22 Depreciation, depletion and amortization$41,521
IX-23 Insurance$26,211
IX-24 Other expenses (24a–d)$45,120
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$3,292,716
Part X · Balance sheet $3,083,761 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $2,768,081$2,723,881
X-2 Savings and temporary cash investmentsStart of year $36,568$39,540
X-10c Land, buildings and equipment, netStart of year $160,763$198,038
X-11 Publicly traded securitiesStart of year $102,164$122,302
X-16 Total assetsStart of year $3,067,576$3,083,761
X-25 Other liabilitiesStart of year $3,520$3,472
X-26 Total liabilitiesStart of year $3,520$3,472
X-27 Net assets without donor restrictionsStart of year $3,064,056$3,080,289
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $3,064,056$3,080,289
X-33 Total liabilities and net assetsStart of year $3,067,576$3,083,761
Part XI · Reconciliation of net assets $3,080,289 net assets at year end
XI-1 Total revenue$3,308,949
XI-2 Total expenses$3,292,716
XI-3 Revenue less expenses$16,233
XI-4 Net assets at start of year$3,064,056
XI-10 Net assets at end of year$3,080,289

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

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