Amalgamated Transit Union 192 FY2020 filing

Not tax-deductible

Oakland, CA501(c)(5)EIN 94-0278495Revenue $2.2M in FY2020

On file with the IRSatu192.org8460 Enterprise Way, 94621-1318 · Oakland, CATax-exempt since Jul 1971

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To provide representation to members in matters related to employment in accordance with the collective bargaining agreement and fair employment standards.

$766K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · 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
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
5 of 5
filings with a surplus
Average surplus $298K a year · 12% 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
$766K
to officers and key staff · 37% of spending
Concern: pay to officers and key staff is 37% of spending; over 30%.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 5.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1.4M
103% of total assets
Concern: liabilities are 103% of assets; over 80%.
Pt X · Ln 26
Independent board members
0
of 20 voting members
Concern: none of 20 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.2M
Spent
$2.1M
To programs
0%
Net assets
−$40K
By yearFY2020–FY2024
Revenue
$2.2M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$2.2M
FY2021$2.2M
FY2022$2.5M
FY2023$2.5M
FY2024$2.6M
Expenses
$2.1M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$2.1M
FY2021$1.8M
FY2022$2.2M
FY2023$2.2M
FY2024$2.4M
Net assets
−$40K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020−$40K
FY2021$400K
FY2022$700K
FY2023$1.0M
FY2024$1.3M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 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 Jul 1971.

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

Who runs it and what they're paid

20 people listed on the 990; $766K paid to officers and key staff.

Part VII, Section A · reportable compensation
$186,248Pt VII · Sec A
Financial Se
$183,935Pt VII · Sec A
Asst Busines
$143,854Pt VII · Sec A
Asst Busines
$98,222Pt VII · Sec A
Vice Preside
$61,892Pt VII · Sec A
Recording Se
$26,340Pt VII · Sec A
Board Member
$9,041Pt VII · Sec A
$7,370Pt VII · Sec A

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

NameFY2024FY2023FY2022FY2021FY2020
Yvonne M Williams————$186,248
Joyce M Willis————$183,935
Robert L Coleman—$179,308$144,362$119,531—
Josette Moss$164,943$136,722$137,406$116,705$26,340
James Jackson$161,174$134,133$132,199$114,034$4,469
Latrina Meredith$152,450———$61,892
Kennard Plummer————$143,854
Eric Darby$56,557$139,070$139,417$116,180$98,222

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.

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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 members in employment disputes, ensuring fair treatment and contract adherence.

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Provided by the organization

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1 program · in their own filed words · FY2020
01

To provide representation to members in matters related to employment in accordance with the collective bargaining agreement and fair employment standards.

Pt IX · col B

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$2.2M
Ln 12
Fees for servicesLn 2g$2.2M
Other incomeLn 4–11$5K
Investment incomeLn 3$244
Money outPt IX
$2.1M
Ln 25
Owns and owesPt X
−$40K
net assets · Ln 32
Cash and savingsLn 1–2$900K
Total assetsLn 16$1.4M
LiabilitiesLn 26$1.4M
PeoplePt VI, VII
20
listed · VII A
PaidVII A20
Voting boardVI 1a20
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$2.2M
Investment incomeLn 3$244
Other incomeLn 4–11$5K
Total revenueLn 12$2.2M
Assets in detailPt X, end of year
CashLn 1$705K
SavingsLn 2$195K
Cash and savings togetherLn 1–2$900K
Land, buildings, equipmentLn 10c$432K
Total assetsLn 16$1.4M
LiabilitiesLn 26$1.4M
Net assetsLn 32−$40K
OperationsPt I, VI
EmployeesI 541
Fiscal year endsHeaderDecember
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$987K$900K
Land, buildings, equipmentLn 10c$415K$432K
Total assetsLn 16$1.4M$1.4M
LiabilitiesLn 26$1.6M$1.4M
Net assetsLn 32−$191K−$40K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$5K
Pay of current officers, directors and key staffLn 5$770K
Other salaries and wagesLn 7$137K
Pension plan contributionsLn 8$11K
Other employee benefitsLn 9$23K
Payroll taxesLn 10$72K
Legal feesLn 11b$261K
Accounting feesLn 11c$20K
Office expensesLn 13$44K
OccupancyLn 16$63K
TravelLn 17$1K
Conferences, conventions and meetingsLn 19$2K
InterestLn 20$30K
Payments to affiliatesLn 21$412K
Depreciation, depletion and amortizationLn 22$16K
InsuranceLn 23$27K
Other expenses (24a–d)Ln 24$159K
All other expensesLn 24e$1K
Total functional expensesLn 25$2.1M$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $2.6M$2.4M$254K$1.3M 990 PDF
FY2023 $2.5M$2.2M$339K$1.0M 990 PDF
FY2022 $2.5M$2.2M$301K$700K 990 PDF
FY2021 $2.2M$1.8M$440K$400K 990 PDF
FY2020 Viewing $2.2M$2.1M$156K−$40K 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 $2,210,010 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $2,269,890$2,204,766
I-10 Investment incomePrior year $233$244
I-11 Other revenue$5,000
I-12 Total revenuePrior year $2,270,123$2,210,010
I-13 Grants and similar amounts paidPrior year $19,412$5,000
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,131,062$1,013,221
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,215,309$1,035,339
I-18 Total expensesPrior year $2,365,783$2,053,560
I-19 Revenue less expensesPrior year −$95,660$156,450
Part VI · Governance 0 of 20 board members independent, 4 to look at
VI-1a Voting members of the governing body20
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 $2,210,010 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,204,766$2,204,766
VIII-3 Investment incomeExcluded from tax $244$244
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $5,000$5,000
VIII-12 Total revenueRelated to mission $2,209,766 · Excluded from tax $244$2,210,010
Part IX · Statement of functional expenses $2,053,560 across 18 lines filed
IX-1 Grants to domestic organizations$5,000
IX-5 Pay of current officers, directors and key staff$770,242
IX-7 Other salaries and wages$136,524
IX-8 Pension plan contributions$11,375
IX-9 Other employee benefits$23,064
IX-10 Payroll taxes$72,016
IX-11b Legal fees$260,866
IX-11c Accounting fees$19,725
IX-13 Office expenses$44,196
IX-16 Occupancy$62,502
IX-17 Travel$1,212
IX-19 Conferences, conventions and meetings$1,687
IX-20 Interest$29,716
IX-21 Payments to affiliates$412,409
IX-22 Depreciation, depletion and amortization$15,695
IX-23 Insurance$26,670
IX-24 Other expenses (24a–d)$159,174
IX-24e All other expenses$1,487
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$2,053,560
Part X · Balance sheet $1,388,569 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $794,191$705,268
X-2 Savings and temporary cash investmentsStart of year $193,201$194,845
X-9 Prepaid expenses and deferred charges$56,885
X-10c Land, buildings and equipment, netStart of year $414,759$431,571
X-16 Total assetsStart of year $1,402,151$1,388,569
X-25 Other liabilitiesStart of year $1,090,454$956,423
X-26 Total liabilitiesStart of year $1,592,776$1,428,497
X-27 Net assets without donor restrictionsStart of year −$190,625−$39,928
X-32 Total net assets or fund balancesStart of year −$190,625−$39,928
X-33 Total liabilities and net assetsStart of year $1,402,151$1,388,569
Part XI · Reconciliation of net assets −$39,928 net assets at year end
XI-1 Total revenue$2,210,010
XI-2 Total expenses$2,053,560
XI-3 Revenue less expenses$156,450
XI-4 Net assets at start of year−$190,625
XI-8 Prior period adjustments−$5,753
XI-10 Net assets at end of year−$39,928

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

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