L3993ca Bart Sup & Prof Assoc FY2020 filing

Not tax-deductible

Oakland, CA501(c)(5)EIN 94-2577896Revenue $633K in FY2020

On file with the IRS1939 Harrison St Ste 300, 94612-4723 · Oakland, CATax-exempt since Aug 1957

This page gets seen. Tell your story. Claim this org.

The primary purpose American federation of state, county and municipal employees-bay area rapid transit district supervisory and professional union, local 3993 (the "local") is to act as an advocate for members of the union by being a liason between the members and their supervisiors and to facilitate employment contract negotiations and dispute resolutions, and deal with grievances by acting as the collective bargaining agent.

10¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

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 $198K a year · 32% 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
10%
of spending
Concern: 10% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
28 mo
of spending, in cash
Looks good: 27.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$62K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$633K
Spent
$373K
To programs
10%
Net assets
$921K
By yearFY2020–FY2024
Revenue
$633K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$633K
FY2021$599K
FY2022$507K
FY2023$654K
FY2024$674K
Expenses
$373K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$373K
FY2021$358K
FY2022$368K
FY2023$453K
FY2024$526K
Net assets
$921K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$921K
FY2021$1.2M
FY2022$1.3M
FY2023$1.5M
FY2024$1.7M

From the FY2020 Form 990 · see the original

Form 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 Aug 1957.

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

Where the money goes

10 cents of each dollar spent went to programs.

Program services 10% · $36K Management & general 90% · $337K

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

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

14 people listed on the 990.

Part VII, Section A · reportable compensation
Vice President
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Vacant
Secretary
$0Pt VII · Sec A
Business Agent
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
See L3993ca Bart Sup & Prof Assoc executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

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 union members, negotiating contracts and resolving workplace disputes.

Questions for L3993ca Bart Sup & Prof Assoc

Tap to ask. L3993ca Bart Sup & Prof Assoc sees how many people are interested.

Your first name shows with your question. L3993ca Bart Sup & Prof Assoc answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · in their own filed words · FY2020
01

Representing union members with Bay Area Rapid Transit District

Pt IX · col B

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$633K
Ln 12
Gifts and grantsLn 1h$631K
Investment incomeLn 3$2K
Money outPt IX
$373K
Ln 25
Programscol B$36K
Managementcol C$337K
Owns and owesPt X
$921K
net assets · Ln 32
Cash and savingsLn 1–2$865K
Total assetsLn 16$983K
LiabilitiesLn 26$62K
PeoplePt VI, VII
14
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$631K
Investment incomeLn 3$2K
Gains on assetsLn 7$0
Total revenueLn 12$633K
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$865K
Cash and savings togetherLn 1–2$865K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$983K
LiabilitiesLn 26$62K
Net assetsLn 32$921K
OperationsPt I, VI
EmployeesI 50
VolunteersI 613
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 FY20End FY20
Cash and savingsLn 1–2$599K$865K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$727K$983K
LiabilitiesLn 26$66K$62K
Net assetsLn 32$661K$921K
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$0
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$0
Management feesLn 11a$0
Legal feesLn 11b$12K$12K
Accounting feesLn 11c$0
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$8K$8K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$19K$19K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$4K$4K
InterestLn 20$0
Payments to affiliatesLn 21$231K$231K
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$7K$7K
Other expenses (24a–d)Ln 24$71K$36K$36K
All other expensesLn 24e$22K$22K
Total functional expensesLn 25$373K$36K$337K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $674K$526K$148K$1.7M 990 PDF
FY2023 $654K$453K$200K$1.5M 990 PDF
FY2022 $507K$368K$139K$1.3M 990 PDF
FY2021 $599K$358K$241K$1.2M 990 PDF
FY2020 Viewing $633K$373K$260K$921K 990 PDF

Want to add your own materials alongside these filings? Claim this org

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 $632,584 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $422,898$630,719
I-9 Program service revenue$0
I-10 Investment incomePrior year $89$1,865
I-11 Other revenue$0
I-12 Total revenuePrior year $422,987$632,584
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $300,641$372,725
I-18 Total expensesPrior year $300,641$372,725
I-19 Revenue less expensesPrior year $122,346$259,859
Part VI · Governance 13 of 13 board members independent, no flags
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
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 $632,584 across 8 lines filed
VIII-1b Membership dues$630,719
VIII-1h Total contributions, gifts and grants$630,719
VIII-3 Investment incomeRelated to mission $1,865$1,865
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 $1,865$632,584
Part IX · Statement of functional expenses $372,725 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 members$0
IX-5 Pay of current officers, directors and key staff$0
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$0
IX-11a Management fees$0
IX-11b Legal feesManagement $11,800$11,800
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 services$0
IX-12 Advertising and promotion$0
IX-13 Office expensesManagement $7,641$7,641
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyManagement $18,888$18,888
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsManagement $3,972$3,972
IX-20 Interest$0
IX-21 Payments to affiliatesManagement $230,710$230,710
IX-22 Depreciation, depletion and amortization$0
IX-23 InsuranceManagement $6,837$6,837
IX-24 Other expenses (24a–d)Programs $35,500 · Management $35,715$71,215
IX-24e All other expensesManagement $21,662$21,662
IX-25 Total functional expensesPrograms $35,500 · Management $337,225 · Fundraising $0$372,725
Part X · Balance sheet $983,326 assets, 18 lines filed
X-1 Cash, non-interest-bearing$0
X-2 Savings and temporary cash investmentsStart of year $598,789$864,800
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $128,497$118,526
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 $727,286$983,326
X-17 Accounts payable and accrued expensesStart of year $65,979$62,160
X-26 Total liabilitiesStart of year $65,979$62,160
X-27 Net assets without donor restrictionsStart of year $661,307$921,166
X-32 Total net assets or fund balancesStart of year $661,307$921,166
X-33 Total liabilities and net assetsStart of year $727,286$983,326
Part XI · Reconciliation of net assets $921,166 net assets at year end
XI-1 Total revenue$632,584
XI-2 Total expenses$372,725
XI-3 Revenue less expenses$259,859
XI-4 Net assets at start of year$661,307
XI-10 Net assets at end of year$921,166

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

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.