Amalgamated Transit Union 1027 FY2022 filing

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501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
$119K paid to officers and key staff.
Status: IRS Pub. 78 · Pay: Part VII

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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
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
$119K
to officers and key staff · 29% of spending
Worth a look: pay to officers and key staff is 29% of spending; over 20%.
Pt VII · Sec A
9 mo
of spending, in cash
Looks good: 9.3 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
0
of 11 voting members
Concern: none of 11 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$413K
+8% vs prior year
Spent
$411K
Net assets
$319K
By yearFY2020–FY2024
Revenue
$413K
FY2022▲ +8%
Tap a bar for its year
Revenue by fiscal year
FY2020$388K
FY2021$384K
FY2022$413K
FY2023$499K
FY2024$533K
Expenses
$411K
FY2022▲ +14%
Tap a bar for its year
Expenses by fiscal year
FY2020$344K
FY2021$359K
FY2022$411K
FY2023$499K
FY2024$512K
Net assets
$319K
FY2022▲ +0.6%
Tap a bar for its year
Net assets by fiscal year
FY2020$293K
FY2021$317K
FY2022$319K
FY2023$319K
FY2024$341K

From the FY2022 Form 990 · see the original

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 Oct 1940.

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

Who runs it and what they're paid

13 people listed on the 990; $119K paid to officers and key staff.

Part VII, Section A · reportable compensation
Secretary-Treasurer
$41,511Pt VII · Sec A
$39,807Pt VII · Sec A
Vice-President
$8,471Pt VII · Sec A
Exec Board
$4,755Pt VII · Sec A
Exec Board
$3,700Pt VII · Sec A
Exec Board
$3,654Pt VII · Sec A
Exec Board
$3,536Pt VII · Sec A
Exec Board
$3,369Pt 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.

See Amalgamated Transit Union 1027 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

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

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1 program · in their own filed words · FY2022
01

See schedule o

Pt IX · col B

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$413K
Ln 12
Fees for servicesLn 2g$412K
Other incomeLn 4–11$157
Money outPt IX
$411K
Ln 25
Owns and owesPt X
$319K
net assets · Ln 32
Cash and savingsLn 1–2$319K
Total assetsLn 16$319K
LiabilitiesLn 26$0
PeoplePt VI, VII
13
listed · VII A
PaidVII A13
Voting boardVI 1a11
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$412K
Other incomeLn 4–11$157
Gains on assetsLn 7$0
Total revenueLn 12$413K
Assets in detailPt X, end of year
CashLn 1$319K
SavingsLn 2$0
Cash and savings togetherLn 1–2$319K
InvestmentsLn 11–13$0
Other assetsLn 15$0
Total assetsLn 16$319K
LiabilitiesLn 26$0
Net assetsLn 32$319K
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 FY22End FY22
Cash and savingsLn 1–2$317K$319K
InvestmentsLn 11–13$0$0
Total assetsLn 16$317K$319K
LiabilitiesLn 26$0$0
Net assetsLn 32$317K$319K
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$119K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$10K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$11K
Management feesLn 11a$0
Legal feesLn 11b$26K
Accounting feesLn 11c$21K
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$14K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$7K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$37K
InterestLn 20$0
Payments to affiliatesLn 21$143K
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$3K
Other expenses (24a–d)Ln 24$20K
Total functional expensesLn 25$411K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $533K$512K$21K$341K 990 PDF
FY2023 $499K$499K$148$319K 990 PDF
FY2022 Viewing $413K$411K$2K$319K 990 PDF
FY2021 $384K$359K$25K$317K 990 PDF
FY2020 $388K$344K$45K$293K 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 FY2022 990 (6 parts)
Part I · Summary $412,619 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $380,763$412,462
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $2,737$157
I-12 Total revenuePrior year $383,500$412,619
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 $139,078$140,252
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $219,713$270,406
I-18 Total expensesPrior year $358,791$410,658
I-19 Revenue less expensesPrior year $24,709$1,961
Part VI · Governance 0 of 11 board members independent, 4 to look at
VI-1a Voting members of the governing body11
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 $412,619 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 $412,462 · Unrelated business $0 · Excluded from tax $0$412,462
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 $157 · Unrelated business $0 · Excluded from tax $0$157
VIII-12 Total revenueRelated to mission $412,619 · Unrelated business $0 · Excluded from tax $0$412,619
Part IX · Statement of functional expenses $410,658 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$119,079
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$10,010
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$11,163
IX-11a Management fees$0
IX-11b Legal fees$26,371
IX-11c Accounting fees$21,050
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-12 Advertising and promotion$0
IX-13 Office expenses$13,775
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$7,200
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$36,636
IX-20 Interest$0
IX-21 Payments to affiliates$143,259
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$2,611
IX-24 Other expenses (24a–d)$19,504
IX-25 Total functional expenses$410,658
Part X · Balance sheet $319,230 assets, 21 lines filed
X-1 Cash, non-interest-bearingStart of year $317,269$319,230
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 $317,269$319,230
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 $317,269$319,230
X-33 Total liabilities and net assetsStart of year $317,269$319,230
Part XI · Reconciliation of net assets $319,230 net assets at year end
XI-1 Total revenue$412,619
XI-2 Total expenses$410,658
XI-3 Revenue less expenses$1,961
XI-4 Net assets at start of year$317,269
XI-10 Net assets at end of year$319,230

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

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