Amalgamated Transit Union 192 FY2021 filing

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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.

501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
$630K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

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FY2021 · 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
$630K
to officers and key staff · 35% of spending
Concern: pay to officers and key staff is 35% of spending; over 30%.
Pt VII · Sec A
10 mo
of spending, in cash
Looks good: 10.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1.5M
79% of total assets
Worth a look: liabilities are 79% of assets; over 65%.
Pt X · Ln 26
Independent board members
0
of 19 voting members
Concern: none of 19 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.2M
+0.2% vs prior year
Spent
$1.8M
To programs
0%
Net assets
$400K
By yearFY2020–FY2024
Revenue
$2.2M
FY2021+0.2%
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
$1.8M
FY2021▼ -14%
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
$400K
FY2021▲ ×12
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 FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 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

19 people listed on the 990; $630K paid to officers and key staff.

Part VII, Section A · reportable compensation
President &
$119,531Pt VII · Sec A
Financial Se
$116,705Pt VII · Sec A
Asst Busines
$116,180Pt VII · Sec A
Asst Busines
$114,034Pt VII · Sec A
Vice Preside
$82,798Pt VII · Sec A
Recording Se
$19,075Pt VII · Sec A
Board Member
$9,127Pt VII · Sec A
Board Member
$5,980Pt 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.

See Amalgamated Transit Union 192 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 members in employment disputes, ensuring fair treatment and contract adherence.

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1 program · in their own filed words · FY2021
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 FY2021 990, line by line.

1The main four
Money inPt VIII
$2.2M
Ln 12
Fees for servicesLn 2g$2.2M
Investment incomeLn 3$204
Money outPt IX
$1.8M
Ln 25
Owns and owesPt X
$400K
net assets · Ln 32
Cash and savingsLn 1–2$1.5M
Total assetsLn 16$1.9M
LiabilitiesLn 26$1.5M
PeoplePt VI, VII
19
listed · VII A
PaidVII A19
Voting boardVI 1a19
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$2.2M
Investment incomeLn 3$204
Gains on assetsLn 7−$2K
Total revenueLn 12$2.2M
Assets in detailPt X, end of year
CashLn 1$1.3M
SavingsLn 2$196K
Cash and savings togetherLn 1–2$1.5M
Land, buildings, equipmentLn 10c$425K
Total assetsLn 16$1.9M
LiabilitiesLn 26$1.5M
Net assetsLn 32$400K
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 FY21End FY21
Cash and savingsLn 1–2$900K$1.5M
Land, buildings, equipmentLn 10c$432K$425K
Total assetsLn 16$1.4M$1.9M
LiabilitiesLn 26$1.4M$1.5M
Net assetsLn 32−$40K$400K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$635K
Other salaries and wagesLn 7$199K
Pension plan contributionsLn 8$9K
Other employee benefitsLn 9$28K
Payroll taxesLn 10$74K
Legal feesLn 11b$195K
Accounting feesLn 11c$50K
Advertising and promotionLn 12$774
Office expensesLn 13$32K
Information technologyLn 14$297
OccupancyLn 16$62K
TravelLn 17$312
Conferences, conventions and meetingsLn 19$4K
InterestLn 20$23K
Payments to affiliatesLn 21$327K
Depreciation, depletion and amortizationLn 22$17K
InsuranceLn 23$29K
Other expenses (24a–d)Ln 24$87K
All other expensesLn 24e$532
Total functional expensesLn 25$1.8M$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 Viewing $2.2M$1.8M$440K$400K 990 PDF
FY2020 $2.2M$2.1M$156K−$40K 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 O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $2,214,427 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $2,204,766$2,214,592
I-10 Investment incomePrior year $244−$1,982
I-11 Other revenuePrior year $5,000$1,817
I-12 Total revenuePrior year $2,210,010$2,214,427
I-13 Grants and similar amounts paidPrior year $5,000$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,013,221$945,654
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,035,339$829,125
I-18 Total expensesPrior year $2,053,560$1,774,779
I-19 Revenue less expensesPrior year $156,450$439,648
Part VI · Governance 0 of 19 board members independent, 4 to look at
VI-1a Voting members of the governing body19
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 $2,214,427 across 5 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,214,592$2,214,592
VIII-3 Investment incomeExcluded from tax $204$204
VIII-7 Net gain or loss on sales of assetsRelated to mission −$2,186−$2,186
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,817$1,817
VIII-12 Total revenueRelated to mission $2,214,223 · Excluded from tax $204$2,214,427
Part IX · Statement of functional expenses $1,774,779 across 19 lines filed
IX-5 Pay of current officers, directors and key staff$634,904
IX-7 Other salaries and wages$199,000
IX-8 Pension plan contributions$9,148
IX-9 Other employee benefits$28,439
IX-10 Payroll taxes$74,163
IX-11b Legal fees$194,934
IX-11c Accounting fees$49,575
IX-12 Advertising and promotion$774
IX-13 Office expenses$32,184
IX-14 Information technology$297
IX-16 Occupancy$62,324
IX-17 Travel$312
IX-19 Conferences, conventions and meetings$4,000
IX-20 Interest$23,321
IX-21 Payments to affiliates$326,914
IX-22 Depreciation, depletion and amortization$17,117
IX-23 Insurance$29,426
IX-24 Other expenses (24a–d)$87,415
IX-24e All other expenses$532
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$1,774,779
Part X · Balance sheet $1,934,189 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $705,268$1,313,052
X-2 Savings and temporary cash investmentsStart of year $194,845$196,418
X-10c Land, buildings and equipment, netStart of year $431,571$424,719
X-16 Total assetsStart of year $1,388,569$1,934,189
X-17 Accounts payable and accrued expenses$166,855
X-25 Other liabilitiesStart of year $956,423$922,167
X-26 Total liabilitiesStart of year $1,428,497$1,534,469
X-27 Net assets without donor restrictionsStart of year −$39,928$399,720
X-32 Total net assets or fund balancesStart of year −$39,928$399,720
X-33 Total liabilities and net assetsStart of year $1,388,569$1,934,189
Part XI · Reconciliation of net assets $399,720 net assets at year end
XI-1 Total revenue$2,214,427
XI-2 Total expenses$1,774,779
XI-3 Revenue less expenses$439,648
XI-4 Net assets at start of year−$39,928
XI-10 Net assets at end of year$399,720

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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