Transport Workers Union Local 200 FY2020 filing

Not tax-deductible

San Francisco, CA501(c)(5)EIN 94-2964821Revenue $252K in FY2020

On file with the IRS[email protected]1508 Fillmore St, 94115-3598 · San Francisco, CATax-exempt since Aug 1944

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TWU Union supports workers in their relationship with the City and County of San Francisco.

68¢ of each $1 spent went to programs.
$912 paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · 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 $46K a year · 14% 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
68%
of spending
Fine: 68% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$912
to officers and key staff · 0.5% of spending
Looks good: pay to officers and key staff is 0% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
19 mo
of spending, in cash
Looks good: 19.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
−$12K
-4% of total assets
Looks good: liabilities are -4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$252K
Spent
$174K
To programs
68%
Net assets
$292K
By yearFY2020–FY2024
Revenue
$252K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$252K
FY2021$279K
FY2022$335K
FY2023$375K
FY2024$415K
Expenses
$174K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$174K
FY2021$276K
FY2022$265K
FY2023$339K
FY2024$371K
Net assets
$292K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$292K
FY2021$279K
FY2022$366K
FY2023$414K
FY2024$470K

From the FY2020 Form 990 · see the original

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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 1944.

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

Where the money goes

68 cents of each dollar spent went to programs.

Program services 68% · $118K Management & general 32% · $56K

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

10 people listed on the 990; $912 paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Vice President
$490Pt VII · Sec A
Recording Secretary
$422Pt VII · Sec A
1nd Vice President
$0Pt VII · Sec A
2st Vice President
$0Pt VII · Sec A
3rd Vice President
$0Pt VII · Sec A
Member at Large
$0Pt VII · Sec A
Member at Large
$0Pt VII · Sec A
$0Pt VII · Sec A

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

NameFY2024FY2023FY2022FY2021FY2020
Stephanie Pace$5,501$1,437———
Leroy Wilson—$5,082$3,771$2,491—
Michell Bell-Jones$3,961————
Sienna Dunn$3,404—$2,409$1,303$422
Devon Anderson—$2,816———
Donacin Dunklin—$2,661———
Abraham Mohamed$1,259————
Erica Wright$1,012————

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

Advocates for workers in their relationship with San Francisco City and County.

Questions for Transport Workers Union Local 200

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Provided by the organization

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1 program · in their own filed words · FY2020
01

Enforcement and enhancement of members' contract, discipline, job security through the established process in accordance with the City Charter.

Pt IX · col B

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$252K
Ln 12
Gifts and grantsLn 1h$252K
Investment incomeLn 3$53
Money outPt IX
$174K
Ln 25
Programscol B$118K
Managementcol C$56K
Owns and owesPt X
$292K
net assets · Ln 32
Cash and savingsLn 1–2$280K
Total assetsLn 16$280K
LiabilitiesLn 26−$12K
PeoplePt VI, VII
10
listed · VII A
PaidVII A2
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$252K
Investment incomeLn 3$53
Total revenueLn 12$252K
Assets in detailPt X, end of year
CashLn 1$280K
Cash and savings togetherLn 1–2$280K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$280K
LiabilitiesLn 26−$12K
Net assetsLn 32$292K
OperationsPt I, VI
EmployeesI 56
VolunteersI 69
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$203K$280K
Land, buildings, equipmentLn 10c$114$0
Total assetsLn 16$203K$280K
LiabilitiesLn 26$1K−$12K
Net assetsLn 32$202K$292K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$1K$1K
Pay of current officers, directors and key staffLn 5$912$0$912$0
Other salaries and wagesLn 7$25K$0$25K$0
Other employee benefitsLn 9$11K$11K$0$0
Payroll taxesLn 10$2K$70$2K$0
Legal feesLn 11b$8K$8K$0$0
Accounting feesLn 11c$2K$0$2K$0
OccupancyLn 16$20K$0$20K$0
TravelLn 17$1K$0$1K$0
Payments to affiliatesLn 21$87K$87K$0$0
Depreciation, depletion and amortizationLn 22$0$0$0$0
Other expenses (24a–d)Ln 24$5K$5K$48$0
All other expensesLn 24e$11K$7K$4K$0
Total functional expensesLn 25$174K$118K$56K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $415K$371K$44K$470K 990 PDF
FY2023 $375K$339K$36K$414K 990 PDF
FY2022 $335K$265K$70K$366K 990 PDF
FY2021 $279K$276K$3K$279K 990 PDF
FY2020 Viewing $252K$174K$78K$292K 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 $251,955 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $252,433$251,902
I-9 Program service revenue$0
I-10 Investment incomePrior year $37$53
I-11 Other revenue$0
I-12 Total revenuePrior year $252,470$251,955
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$1,074
I-15 Salaries and benefitsPrior year $66,583$39,747
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $187,192$133,525
I-18 Total expensesPrior year $253,775$174,346
I-19 Revenue less expensesPrior year −$1,305$77,609
Part VI · Governance 9 of 9 board members independent, 4 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
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 $251,955 across 4 lines filed
VIII-1b Membership dues$251,902
VIII-1h Total contributions, gifts and grants$251,902
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $0$53
VIII-12 Total revenueRelated to mission $53 · Unrelated business $0 · Excluded from tax $0$251,955
Part IX · Statement of functional expenses $174,346 across 13 lines filed
IX-4 Benefits paid to or for membersPrograms $1,074$1,074
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $912 · Fundraising $0$912
IX-7 Other salaries and wagesPrograms $0 · Management $25,179 · Fundraising $0$25,179
IX-9 Other employee benefitsPrograms $11,275 · Management $0 · Fundraising $0$11,275
IX-10 Payroll taxesPrograms $70 · Management $2,311 · Fundraising $0$2,381
IX-11b Legal feesPrograms $7,509 · Management $0 · Fundraising $0$7,509
IX-11c Accounting feesPrograms $0 · Management $2,059 · Fundraising $0$2,059
IX-16 OccupancyPrograms $0 · Management $19,828 · Fundraising $0$19,828
IX-17 TravelPrograms $0 · Management $1,308 · Fundraising $0$1,308
IX-21 Payments to affiliatesPrograms $86,657 · Management $0 · Fundraising $0$86,657
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $0 · Fundraising $0$0
IX-24 Other expenses (24a–d)Programs $5,042 · Management $48 · Fundraising $0$5,090
IX-24e All other expensesPrograms $6,713 · Management $4,361 · Fundraising $0$11,074
IX-25 Total functional expensesPrograms $118,340 · Management $56,006 · Fundraising $0$174,346
Part X · Balance sheet $280,131 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $203,286$280,131
X-10c Land, buildings and equipment, netStart of year $114$0
X-16 Total assetsStart of year $203,400$280,131
X-17 Accounts payable and accrued expensesStart of year $699−$12,352
X-25 Other liabilitiesStart of year $344$56
X-26 Total liabilitiesStart of year $1,043−$12,296
X-32 Total net assets or fund balancesStart of year $202,357$292,427
X-33 Total liabilities and net assetsStart of year $203,400$280,131
Part XI · Reconciliation of net assets $292,427 net assets at year end
XI-1 Total revenue$251,955
XI-2 Total expenses$174,346
XI-3 Revenue less expenses$77,609
XI-4 Net assets at start of year$202,357
XI-10 Net assets at end of year$292,427

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

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