Amalgamated Transit Union Local 256 FY2022 filing

Not tax-deductible

Sacramento, CA501(c)(5)Since 1902Mutual / membership EIN 94-0939926Revenue $898K in FY2022Latest return filed Jun 18, 2026

On file with the IRSatu256.comSacramento, CATax-exempt since Jul 1971

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The primary mission of the organization is to unite the members, to promote their general welfare and advance-their social, moral and intellectual interest; to protect their families in case of sickness and death;to constantly endeavor to establish mutual confidence and respect.

Form 990 Part I, line 1, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 94-0939926) · Dispute this line
501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
91¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
The IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
1 of 6
filings with a surplus
Average deficit $29K a year · 3% of revenue · last 6 filings
A surplus in 1 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
91%
of spending
91% of spending went to programs.
Pt IX · Ln 25 · col B
0.3 mo
of spending, in cash
0.3 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$52K
12% of total assets
Liabilities are 12% of assets.
Pt X · Ln 26
Independent board members
24
of 24 voting members
24 of 24 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$898K
-0.6% vs prior year
Spent
$970K
To programs
91%
Net assets
$380K
By yearFY2020–FY2025
Revenue
$898K
FY2022▼ -0.6%
Tap a bar for its year
Revenue by fiscal year
FY2020$894K
FY2021$903K
FY2022$898K
FY2023$886K
FY2024$1.0M
FY2025$1.1M
Expenses
$970K
FY2022▼ -1%
Tap a bar for its year
Expenses by fiscal year
FY2020$895K
FY2021$981K
FY2022$970K
FY2023$903K
FY2024$1.0M
FY2025$1.1M
Net assets
$380K
FY2022▼ -16%
Tap a bar for its year
Net assets by fiscal year
FY2020$529K
FY2021$451K
FY2022$380K
FY2023$363K
FY2024$377K
FY2025$356K

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

You’re viewing the FY2022 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 Jul 1971.

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

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $885K Management & general 9% · $85K

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

Something off? Claim to add context

Who runs it and what they're paid

13 people listed on the 990.

Part VII, Section A · reportable compensation
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

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

NameFY2025FY2024FY2023
Crystal Lee$138,868$136,367$131,338
Anthony Smith$21,722$19,218$13,855
Alfred Lee Scott$18,187$19,008$18,258
Matthew Lucien$15,794$14,054$18,783
David Halford$9,439$10,240$4,187
Lance Rowe$6,007$5,325$8,124
Lamont Jones$6,201$7,768$4,281
Heller Chappel$7,166$7,602$2,036

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 Local 256 executive salaries →

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

Supports members' well-being, families, and interests through mutual confidence and respect.

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1 program · $885K · in their own filed words · FY2022
01

Disseminate information and advice to members as well as negotiate wage contracts.

Form 990 Part III, line 4, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 94-0939926) · Dispute this line
$885Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$898K
Ln 12
Fees for servicesLn 2g$898K
Money outPt IX
$970K
Ln 25
Programscol B$885K
Managementcol C$85K
Owns and owesPt X
$380K
net assets · Ln 32
Cash and savingsLn 1–2$23K
Total assetsLn 16$431K
LiabilitiesLn 26$52K
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a24
IndependentVI 1b24
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$898K
Total revenueLn 12$898K
Assets in detailPt X, end of year
CashLn 1$11K
SavingsLn 2$11K
Cash and savings togetherLn 1–2$23K
Land, buildings, equipmentLn 10c$408K
Total assetsLn 16$431K
LiabilitiesLn 26$52K
Net assetsLn 32$380K
OperationsPt I, VI
EmployeesI 537
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$61K$23K
Land, buildings, equipmentLn 10c$424K$408K
Total assetsLn 16$486K$431K
LiabilitiesLn 26$35K$52K
Net assetsLn 32$451K$380K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$340K$291K$49K
Other employee benefitsLn 9$13K$11K$1K
Payroll taxesLn 10$25K$22K$3K
Accounting feesLn 11c$32K$32K
Office expensesLn 13$17K$17K
Depreciation, depletion and amortizationLn 22$18K$18K
InsuranceLn 23$9K$9K
Other expenses (24a–d)Ln 24$396K$396K
All other expensesLn 24e$121K$121K
Total functional expensesLn 25$970K$885K$85K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Jun 18, 2026 $1.1M$1.1M−$21K$356K 990 PDF
FY2024Filed with the IRS Nov 11, 2025 $1.0M$1.0M$14K$377K 990 PDF
FY2023Filed with the IRS Nov 8, 2024 $886K$903K−$17K$363K 990 PDF
FY2022 ViewingFiled with the IRS Oct 16, 2023 $898K$970K−$72K$380K 990 PDF
FY2021Filed with the IRS Mar 28, 2022 $903K$981K−$77K$451K 990 PDF
FY2020Filed with the IRS Nov 10, 2021 $894K$895K−$463$529K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2022 990
Part I · Summary $897,660 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $903,242$897,660
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenuePrior year $903,242$897,660
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $331,985$377,448
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $648,712$592,088
I-18 Total expensesPrior year $980,697$969,536
I-19 Revenue less expensesPrior year −$77,455−$71,876
Part VI · Governance 24 of 24 board members independent, no flags
VI-1a Voting members of the governing body24
VI-1b Independent voting members24
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 $897,660 across 2 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $897,660$897,660
VIII-12 Total revenueRelated to mission $897,660 · Unrelated business $0 · Excluded from tax $0$897,660
Part IX · Statement of functional expenses $969,536 across 9 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $290,510 · Management $49,435$339,945
IX-9 Other employee benefitsPrograms $11,416 · Management $1,269$12,685
IX-10 Payroll taxesPrograms $22,261 · Management $2,557$24,818
IX-11c Accounting feesManagement $31,650$31,650
IX-13 Office expensesPrograms $16,634$16,634
IX-22 Depreciation, depletion and amortizationPrograms $17,844$17,844
IX-23 InsurancePrograms $9,064$9,064
IX-24 Other expenses (24a–d)Programs $395,527$395,527
IX-24e All other expensesPrograms $121,369$121,369
IX-25 Total functional expensesPrograms $884,625 · Management $84,911 · Fundraising $0$969,536
Part X · Balance sheet $431,063 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $7,991$11,267
X-2 Savings and temporary cash investmentsStart of year $52,594$11,372
X-10c Land, buildings and equipment, netStart of year $423,539$408,424
X-16 Total assetsStart of year $486,104$431,063
X-17 Accounts payable and accrued expensesStart of year $23,407$43,132
X-25 Other liabilitiesStart of year $11,267$8,377
X-26 Total liabilitiesStart of year $34,674$51,509
X-31 Retained earnings or endowmentStart of year $451,430$379,554
X-32 Total net assets or fund balancesStart of year $451,430$379,554
X-33 Total liabilities and net assetsStart of year $486,104$431,063
Part XI · Reconciliation of net assets $379,554 net assets at year end
XI-1 Total revenue$897,660
XI-2 Total expenses$969,536
XI-3 Revenue less expenses−$71,876
XI-4 Net assets at start of year$451,430
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$379,554

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

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