Amalgamated Transit Union FY2022 filing

Not tax-deductible

Marina, CA501(c)(5)EIN 94-0938512Revenue $147K in FY2022

On file with the IRS326 Reservation Rd Ste D, 93933-3257 · Marina, CATax-exempt since Jan 1940

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To improve the lives of our ATU Local 1225 members.

86¢ of each $1 spent went to programs.
$94K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · 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
1 of 5
filings with a surplus
Average deficit $25K a year · 13% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$94K
to officers and key staff · 50% of spending
Concern: pay to officers and key staff is 50% of spending; over 30%.
Pt VII · Sec A
Cash reserves
12 mo
of spending, in cash
Looks good: 11.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$10K
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$147K
-28% vs prior year
Spent
$190K
To programs
86%
Net assets
$176K
By yearFY2020–FY2024
Revenue
$147K
FY2022▼ -28%
Tap a bar for its year
Revenue by fiscal year
FY2020$262K
FY2021$205K
FY2022$147K
FY2023$146K
FY2024$171K
Expenses
$190K
FY2022▼ -33%
Tap a bar for its year
Expenses by fiscal year
FY2020$167K
FY2021$282K
FY2022$190K
FY2023$203K
FY2024$212K
Net assets
$176K
FY2022▼ -19%
Tap a bar for its year
Net assets by fiscal year
FY2020$293K
FY2021$218K
FY2022$176K
FY2023$118K
FY2024$77K

From the FY2022 Form 990 · see the original

Form 990 (PDF) Claim
You’re viewing the FY2022 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 Jan 1940.

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

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $163K Management & general 4% · $7K

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

12 people listed on the 990; $94K paid to officers and key staff.

Part VII, Section A · reportable compensation
$25,787Pt VII · Sec A
Vice President
$20,136Pt VII · Sec A
President
$17,279Pt VII · Sec A
Treasurer
$13,599Pt VII · Sec A
Director
$6,280Pt VII · Sec A
$2,800Pt VII · Sec A
$2,562Pt VII · Sec A
$2,319Pt VII · Sec A

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

NameFY2024FY2023FY2022FY2021FY2020
Steve Ramirez$53,917$50,887$20,136$6,309—
Isidro Corona$39,892$33,801$13,599$3,662$501
Janelle Williams——$25,787$26,080$24,325
Albert Garcia——$17,279$22,840$22,506
Esteban Ybarra$13,960$4,603———
Antoine Watts——$2,562$3,784$10,643
Gabriel Garcia$7,298$3,475———
Fred Simkins$1,771$3,722$6,280$3,845$2,788

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 15aYes

Programs and updates

Advocates for transit workers, improving their lives and working conditions.

Questions for Amalgamated Transit Union

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Provided by the organization

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1 program · $163K · in their own filed words · FY2022
01

To improve the quality of life for all ATU Local 1225 members.

$163Kprogram expense

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$147K
Ln 12
Gifts and grantsLn 1h$147K
Investment incomeLn 3$17
Money outPt IX
$190K
Ln 25
Programscol B$163K
Managementcol C$7K
Owns and owesPt X
$176K
net assets · Ln 32
Cash and savingsLn 1–2$185K
Total assetsLn 16$185K
LiabilitiesLn 26$10K
PeoplePt VI, VII
12
listed · VII A
PaidVII A12
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$147K
Investment incomeLn 3$17
Gains on assetsLn 7$0
Total revenueLn 12$147K
Assets in detailPt X, end of year
CashLn 1$5K
SavingsLn 2$180K
Cash and savings togetherLn 1–2$185K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$185K
LiabilitiesLn 26$10K
Net assetsLn 32$176K
OperationsPt I, VI
EmployeesI 515
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$218K$185K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$218K$185K
LiabilitiesLn 26$0$10K
Net assetsLn 32$218K$176K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$5K$5K
Pay of current officers, directors and key staffLn 5$94K$72K$2K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$3K$3K$157
Payroll taxesLn 10$12K$12K$610
Management feesLn 11a$0
Legal feesLn 11b$608$578$30
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$399$379$20
Advertising and promotionLn 12$2K$2K$103
Office expensesLn 13$2K$1K$76
Information technologyLn 14$3K$3K$139
RoyaltiesLn 15$0
OccupancyLn 16$9K$8K$442
TravelLn 17$15K$14K$758
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$2K$2K$90
InterestLn 20$0
Payments to affiliatesLn 21$39K$37K$2K
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$646$614$32
Other expenses (24a–d)Ln 24$2K$2K$103
All other expensesLn 24e$0
Total functional expensesLn 25$190K$163K$7K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $171K$212K−$41K$77K 990 PDF
FY2023 $146K$203K−$58K$118K 990 PDF
FY2022 Viewing $147K$190K−$42K$176K 990 PDF
FY2021 $205K$282K−$76K$218K 990 PDF
FY2020 $262K$167K$94K$293K 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 FY2022 990 (6 parts)
Part I · Summary $147,171 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $205,389$147,154
I-9 Program service revenue$0
I-10 Investment incomePrior year $20$17
I-11 Other revenue$0
I-12 Total revenuePrior year $205,409$147,171
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$5,292
I-15 Salaries and benefitsPrior year $88,865$109,613
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $192,838$74,716
I-18 Total expensesPrior year $281,703$189,621
I-19 Revenue less expensesPrior year −$76,294−$42,450
Part VI · Governance 12 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $147,171 across 8 lines filed
VIII-1b Membership dues$147,154
VIII-1h Total contributions, gifts and grants$147,154
VIII-3 Investment incomeRelated to mission $17$17
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $17$147,171
Part IX · Statement of functional expenses $189,621 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for membersPrograms $5,292$5,292
IX-5 Pay of current officers, directors and key staffPrograms $71,973 · Management $2,153$94,262
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $2,993 · Management $157$3,150
IX-10 Payroll taxesPrograms $11,591 · Management $610$12,201
IX-11a Management fees$0
IX-11b Legal feesPrograms $578 · Management $30$608
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $379 · Management $20$399
IX-12 Advertising and promotionPrograms $1,953 · Management $103$2,056
IX-13 Office expensesPrograms $1,450 · Management $76$1,526
IX-14 Information technologyPrograms $2,650 · Management $139$2,789
IX-15 Royalties$0
IX-16 OccupancyPrograms $8,403 · Management $442$8,845
IX-17 TravelPrograms $14,400 · Management $758$15,158
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $1,715 · Management $90$1,805
IX-20 Interest$0
IX-21 Payments to affiliatesPrograms $36,880 · Management $1,941$38,821
IX-22 Depreciation, depletion and amortization$0
IX-23 InsurancePrograms $614 · Management $32$646
IX-24 Other expenses (24a–d)Programs $1,960 · Management $103$2,063
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $162,831 · Management $6,654 · Fundraising $0$189,621
Part X · Balance sheet $185,262 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $17,836$4,973
X-2 Savings and temporary cash investmentsStart of year $200,272$180,289
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $218,108$185,262
X-17 Accounts payable and accrued expenses$9,604
X-26 Total liabilitiesStart of year $0$9,604
X-32 Total net assets or fund balancesStart of year $218,108$175,658
X-33 Total liabilities and net assetsStart of year $218,108$185,262
Part XI · Reconciliation of net assets $175,658 net assets at year end
XI-1 Total revenue$147,171
XI-2 Total expenses$189,621
XI-3 Revenue less expenses−$42,450
XI-4 Net assets at start of year$218,108
XI-10 Net assets at end of year$175,658

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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