Transport Workers Union Local 200 FY2022 filing

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

73¢ of each $1 spent went to programs.
$6K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

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
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
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$6K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
17 mo
of spending, in cash
Looks good: 17.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$10K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$335K
+20% vs prior year
Spent
$265K
To programs
73%
Net assets
$366K
By yearFY2020–FY2024
Revenue
$335K
FY2022▲ +20%
Tap a bar for its year
Revenue by fiscal year
FY2020$252K
FY2021$279K
FY2022$335K
FY2023$375K
FY2024$415K
Expenses
$265K
FY2022▼ -4%
Tap a bar for its year
Expenses by fiscal year
FY2020$174K
FY2021$276K
FY2022$265K
FY2023$339K
FY2024$371K
Net assets
$366K
FY2022▲ +31%
Tap a bar for its year
Net assets by fiscal year
FY2020$292K
FY2021$279K
FY2022$366K
FY2023$414K
FY2024$470K

From the FY2022 Form 990 · see the original

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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 Aug 1944.

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

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $194K Management & general 27% · $71K

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

7 people listed on the 990; $6K paid to officers and key staff.

Part VII, Section A · reportable compensation
President
$3,771Pt VII · Sec A
Secretary/Treasurer
$2,409Pt VII · Sec A
Executive Vice President
$0Pt VII · Sec A
Member at Large
$0Pt VII · Sec A
2nd Vice President
$0Pt VII · Sec A
1st Vice President
$0Pt VII · Sec A
3rd Vice President
$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.

See Transport Workers Union Local 200 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

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

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1 program · in their own filed words · FY2022
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 FY2022 990, line by line.

1The main four
Money inPt VIII
$335K
Ln 12
Gifts and grantsLn 1h$334K
Investment incomeLn 3$78
Other incomeLn 4–11$6
Money outPt IX
$265K
Ln 25
Programscol B$194K
Managementcol C$71K
Owns and owesPt X
$366K
net assets · Ln 32
Cash and savingsLn 1–2$376K
Total assetsLn 16$376K
LiabilitiesLn 26$10K
PeoplePt VI, VII
7
listed · VII A
PaidVII A2
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$334K
Investment incomeLn 3$78
Other incomeLn 4–11$6
Total revenueLn 12$335K
Assets in detailPt X, end of year
CashLn 1$376K
Cash and savings togetherLn 1–2$376K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$376K
LiabilitiesLn 26$10K
Net assetsLn 32$366K
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 FY22End FY22
Cash and savingsLn 1–2$300K$376K
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$300K$376K
LiabilitiesLn 26$20K$10K
Net assetsLn 32$279K$366K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$10K$10K
Pay of current officers, directors and key staffLn 5$39K$0$39K$0
Other salaries and wagesLn 7$5K$0$5K$0
Payroll taxesLn 10$4K$0$4K$0
Legal feesLn 11b$51K$51K$0$0
Accounting feesLn 11c$4K$4K$0$0
OccupancyLn 16$23K$23K$0$0
TravelLn 17$7K$0$7K$0
Travel and entertainment for public officialsLn 18$0$0$0$0
Conferences, conventions and meetingsLn 19$900$0$900$0
Payments to affiliatesLn 21$97K$97K$0$0
Depreciation, depletion and amortizationLn 22$0$0$0$0
Other expenses (24a–d)Ln 24$5K$5K$94$0
All other expensesLn 24e$20K$5K$15K$0
Total functional expensesLn 25$265K$194K$71K$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 Viewing $335K$265K$70K$366K 990 PDF
FY2021 $279K$276K$3K$279K 990 PDF
FY2020 $252K$174K$78K$292K 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 $334,574 revenue, 12 lines filed
I-8 Contributions and grants$334,490
I-9 Program service revenue$0
I-10 Investment incomePrior year $64$78
I-11 Other revenuePrior year $279,078$6
I-12 Total revenuePrior year $279,142$334,574
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to membersPrior year $2,469$10,129
I-15 Salaries and benefitsPrior year $40,812$48,393
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $232,827$206,096
I-18 Total expensesPrior year $276,108$264,618
I-19 Revenue less expensesPrior year $3,034$69,956
Part VI · Governance 7 of 7 board members independent, 4 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
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 $334,574 across 4 lines filed
Lines not itemized here account for $6 of total revenue; see the IRS return.
VIII-1b Membership dues$334,490
VIII-1h Total contributions, gifts and grants$334,490
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $0$78
VIII-12 Total revenueRelated to mission $84 · Unrelated business $0 · Excluded from tax $0$334,574
Part IX · Statement of functional expenses $264,618 across 14 lines filed
IX-4 Benefits paid to or for membersPrograms $10,129$10,129
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $39,129 · Fundraising $0$39,129
IX-7 Other salaries and wagesPrograms $0 · Management $5,041 · Fundraising $0$5,041
IX-10 Payroll taxesPrograms $0 · Management $4,223 · Fundraising $0$4,223
IX-11b Legal feesPrograms $50,858 · Management $0 · Fundraising $0$50,858
IX-11c Accounting feesPrograms $3,523 · Management $0 · Fundraising $0$3,523
IX-16 OccupancyPrograms $22,607 · Management $0 · Fundraising $0$22,607
IX-17 TravelPrograms $0 · Management $6,507 · Fundraising $0$6,507
IX-18 Travel and entertainment for public officialsPrograms $0 · Management $0 · Fundraising $0$0
IX-19 Conferences, conventions and meetingsPrograms $0 · Management $900 · Fundraising $0$900
IX-21 Payments to affiliatesPrograms $97,156 · Management $0 · Fundraising $0$97,156
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $0 · Fundraising $0$0
IX-24 Other expenses (24a–d)Programs $4,640 · Management $94 · Fundraising $0$4,734
IX-24e All other expensesPrograms $4,730 · Management $15,081 · Fundraising $0$19,811
IX-25 Total functional expensesPrograms $193,643 · Management $70,975 · Fundraising $0$264,618
Part X · Balance sheet $375,784 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $299,514$375,784
X-10c Land, buildings and equipment, netStart of year $0$0
X-16 Total assetsStart of year $299,514$375,784
X-17 Accounts payable and accrued expensesStart of year $14,425$878
X-25 Other liabilitiesStart of year $5,680$9,248
X-26 Total liabilitiesStart of year $20,105$10,126
X-32 Total net assets or fund balancesStart of year $279,409$365,658
X-33 Total liabilities and net assetsStart of year $299,514$375,784
Part XI · Reconciliation of net assets $365,658 net assets at year end
XI-1 Total revenue$334,574
XI-2 Total expenses$264,618
XI-3 Revenue less expenses$69,956
XI-4 Net assets at start of year$279,409
XI-8 Prior period adjustments$16,293
XI-10 Net assets at end of year$365,658

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

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