Amalgamated Transit Union 1027 FY2020 filing

Not tax-deductible

Fresno, CA501(c)(5)EIN 94-2568509Revenue $388K in FY2020

On file with the IRS2300 Tulare St Ste 110, 93721-2286 · Fresno, CATax-exempt since Oct 1940

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$136K paid to officers and key staff.
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 $19K a year · 4% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Pay to officers and key staff
$136K
to officers and key staff · 39% of spending
Concern: pay to officers and key staff is 39% of spending; over 30%.
Pt VII · Sec A
Cash reserves
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
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 21 voting members
Worth a look: 6 of 21 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$388K
Spent
$344K
Net assets
$293K
By yearFY2020–FY2024
Revenue
$388K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$388K
FY2021$384K
FY2022$413K
FY2023$499K
FY2024$533K
Expenses
$344K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$344K
FY2021$359K
FY2022$411K
FY2023$499K
FY2024$512K
Net assets
$293K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$293K
FY2021$317K
FY2022$319K
FY2023$319K
FY2024$341K

From the FY2020 Form 990 · see the original

990 PDF Claim
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 Oct 1940.

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

Who runs it and what they're paid

24 people listed on the 990; $136K paid to officers and key staff.

Part VII, Section A · reportable compensation
$59,097Pt VII · Sec A
Financial Secretary
$38,607Pt VII · Sec A
$9,288Pt VII · Sec A
$4,996Pt VII · Sec A
Director
$3,591Pt VII · Sec A
$3,477Pt VII · Sec A
$3,011Pt VII · Sec A
$3,003Pt VII · Sec A

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

NameFY2024FY2023FY2022FY2021FY2020
Apolonio Munoz————$59,097
Alfredo Molina JR$42,302$55,408$41,511$24,517—
Luis R Montoya Alcazar$43,585$51,106———
Luis Montoya Alcazar——$39,807$27,484—
Vincent Casella————$38,607
Samuel L Hernandez$17,429$35,442———
Monica a Chacon——$8,471$25,061—
Vincent R Casella———$11,990—

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

Amalgamated Transit Union 1027 is a member-serving organization based in Fresno, CA.

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Provided by the organization

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1 program · in their own filed words · FY2020
01

See schedule o

Pt IX · col B

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$388K
Ln 12
Fees for servicesLn 2g$388K
Other incomeLn 4–11$78
Money outPt IX
$344K
Ln 25
Owns and owesPt X
$293K
net assets · Ln 32
Cash and savingsLn 1–2$293K
Total assetsLn 16$293K
LiabilitiesLn 26$0
PeoplePt VI, VII
24
listed · VII A
PaidVII A15
Voting boardVI 1a21
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$388K
Other incomeLn 4–11$78
Gains on assetsLn 7$0
Total revenueLn 12$388K
Assets in detailPt X, end of year
CashLn 1$293K
SavingsLn 2$0
Cash and savings togetherLn 1–2$293K
InvestmentsLn 11–13$0
Other assetsLn 15$0
Total assetsLn 16$293K
LiabilitiesLn 26$0
Net assetsLn 32$293K
OperationsPt I, VI
EmployeesI 522
VolunteersI 60
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$248K$293K
InvestmentsLn 11–13$0$0
Total assetsLn 16$248K$293K
LiabilitiesLn 26$0$0
Net assetsLn 32$248K$293K
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$0
Pay of current officers, directors and key staffLn 5$136K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$12K
Management feesLn 11a$0
Legal feesLn 11b$5K
Accounting feesLn 11c$14K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$16K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$6K
TravelLn 17$3K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$11K
InterestLn 20$0
Payments to affiliatesLn 21$126K
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$6K
Other expenses (24a–d)Ln 24$8K
Total functional expensesLn 25$344K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $533K$512K$21K$341K 990 PDF
FY2023 $499K$499K$148$319K 990 PDF
FY2022 $413K$411K$2K$319K 990 PDF
FY2021 $384K$359K$25K$317K 990 PDF
FY2020 Viewing $388K$344K$45K$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 FY2020 990 (6 parts)
Part I · Summary $388,364 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $420,109$388,286
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$78
I-12 Total revenuePrior year $420,109$388,364
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 $138,723$148,101
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $215,663$195,574
I-18 Total expensesPrior year $354,386$343,675
I-19 Revenue less expensesPrior year $65,723$44,689
Part VI · Governance 6 of 21 board members independent, 4 to look at
VI-1a Voting members of the governing body21
VI-1b Independent voting members6
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 $388,364 across 9 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 $388,286 · Unrelated business $0 · Excluded from tax $0$388,286
VIII-3 Investment income$0
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-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $78 · Unrelated business $0 · Excluded from tax $0$78
VIII-12 Total revenueRelated to mission $388,364 · Unrelated business $0 · Excluded from tax $0$388,364
Part IX · Statement of functional expenses $343,675 across 30 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 members$0
IX-5 Pay of current officers, directors and key staff$135,630
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$12,471
IX-11a Management fees$0
IX-11b Legal fees$4,820
IX-11c Accounting fees$14,130
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotion$0
IX-13 Office expenses$15,793
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$6,408
IX-17 Travel$3,006
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$10,948
IX-20 Interest$0
IX-21 Payments to affiliates$125,740
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$6,235
IX-24 Other expenses (24a–d)$8,494
IX-25 Total functional expenses$343,675
Part X · Balance sheet $292,560 assets, 21 lines filed
X-1 Cash, non-interest-bearingStart of year $247,871$292,560
X-2 Savings and temporary cash investmentsStart of year $0$0
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $0$0
X-11 Publicly traded securitiesStart of year $0$0
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $247,871$292,560
X-17 Accounts payable and accrued expensesStart of year $0$0
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $247,871$292,560
X-33 Total liabilities and net assetsStart of year $247,871$292,560
Part XI · Reconciliation of net assets $292,560 net assets at year end
XI-1 Total revenue$388,364
XI-2 Total expenses$343,675
XI-3 Revenue less expenses$44,689
XI-4 Net assets at start of year$247,871
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$292,560

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

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