Transport Workers Union Local 200 FY2023 filing

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

501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
68¢ of each $1 spent went to programs.
$12K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · 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
$12K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
15 mo
of spending, in cash
Looks good: 15.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$8K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$375K
+12% vs prior year
Spent
$339K
To programs
68%
Net assets
$414K
By yearFY2020–FY2024
Revenue
$375K
FY2023▲ +12%
Tap a bar for its year
Revenue by fiscal year
FY2020$252K
FY2021$279K
FY2022$335K
FY2023$375K
FY2024$415K
Expenses
$339K
FY2023▲ +28%
Tap a bar for its year
Expenses by fiscal year
FY2020$174K
FY2021$276K
FY2022$265K
FY2023$339K
FY2024$371K
Net assets
$414K
FY2023▲ +13%
Tap a bar for its year
Net assets by fiscal year
FY2020$292K
FY2021$279K
FY2022$366K
FY2023$414K
FY2024$470K

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 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% · $232K Management & general 32% · $107K

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

8 people listed on the 990; $12K paid to officers and key staff.

Part VII, Section A · reportable compensation
President
$5,082Pt VII · Sec A
1st Vice President
$2,816Pt VII · Sec A
2nd Vice President
$2,661Pt VII · Sec A
Member at Large
$1,437Pt VII · Sec A
Executive Vice President
$0Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A
3rd Vice President
$0Pt VII · Sec A
Member at Large
$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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Provided by the organization

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1 program · in their own filed words · FY2023
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 FY2023 990, line by line.

1The main four
Money inPt VIII
$375K
Ln 12
Gifts and grantsLn 1h$375K
Investment incomeLn 3$198
Other incomeLn 4–11$83
Money outPt IX
$339K
Ln 25
Programscol B$232K
Managementcol C$107K
Owns and owesPt X
$414K
net assets · Ln 32
Cash and savingsLn 1–2$422K
Total assetsLn 16$422K
LiabilitiesLn 26$8K
PeoplePt VI, VII
8
listed · VII A
PaidVII A4
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$375K
Investment incomeLn 3$198
Other incomeLn 4–11$83
Total revenueLn 12$375K
Assets in detailPt X, end of year
CashLn 1$422K
Cash and savings togetherLn 1–2$422K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$422K
LiabilitiesLn 26$8K
Net assetsLn 32$414K
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 FY23End FY23
Cash and savingsLn 1–2$376K$422K
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$376K$422K
LiabilitiesLn 26$10K$8K
Net assetsLn 32$366K$414K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$8K$8K
Pay of current officers, directors and key staffLn 5$12K$0$12K$0
Pay of disqualified personsLn 6$0$0$0$0
Other salaries and wagesLn 7$35K$0$35K$0
Payroll taxesLn 10$6K$0$6K$0
Legal feesLn 11b$63K$63K$0$0
Accounting feesLn 11c$3K$3K$0$0
Advertising and promotionLn 12$3K$3K$0$0
OccupancyLn 16$23K$23K$0$0
TravelLn 17$27K$0$27K$0
Conferences, conventions and meetingsLn 19$1K$0$1K$0
InterestLn 20$65$0$65$0
Payments to affiliatesLn 21$127K$127K$0$0
Depreciation, depletion and amortizationLn 22$0$0$0$0
InsuranceLn 23$139$0$139$0
Other expenses (24a–d)Ln 24$6K$5K$1K$0
All other expensesLn 24e$25K$347$24K$0
Total functional expensesLn 25$339K$232K$107K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $415K$371K$44K$470K 990 PDF
FY2023 Viewing $375K$339K$36K$414K 990 PDF
FY2022 $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 FY2023 990 (6 parts)
Part I · Summary $375,155 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $334,490$374,874
I-9 Program service revenue$0
I-10 Investment incomePrior year $78$198
I-11 Other revenuePrior year $6$83
I-12 Total revenuePrior year $334,574$375,155
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to membersPrior year $10,129$8,000
I-15 Salaries and benefitsPrior year $48,393$53,081
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $206,096$277,808
I-18 Total expensesPrior year $264,618$338,889
I-19 Revenue less expensesPrior year $69,956$36,266
Part VI · Governance 8 of 8 board members independent, 4 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
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 $375,155 across 4 lines filed
Lines not itemized here account for $83 of total revenue; see the IRS return.
VIII-1b Membership dues$374,874
VIII-1h Total contributions, gifts and grants$374,874
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $0$198
VIII-12 Total revenueRelated to mission $281 · Unrelated business $0 · Excluded from tax $0$375,155
Part IX · Statement of functional expenses $338,889 across 17 lines filed
IX-4 Benefits paid to or for membersPrograms $8,000$8,000
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $11,997 · Fundraising $0$11,997
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $0 · Management $35,137 · Fundraising $0$35,137
IX-10 Payroll taxesPrograms $0 · Management $5,947 · Fundraising $0$5,947
IX-11b Legal feesPrograms $62,828 · Management $0 · Fundraising $0$62,828
IX-11c Accounting feesPrograms $3,168 · Management $0 · Fundraising $0$3,168
IX-12 Advertising and promotionPrograms $2,704 · Management $0 · Fundraising $0$2,704
IX-16 OccupancyPrograms $23,299 · Management $0 · Fundraising $0$23,299
IX-17 TravelPrograms $0 · Management $27,184 · Fundraising $0$27,184
IX-19 Conferences, conventions and meetingsPrograms $0 · Management $1,125 · Fundraising $0$1,125
IX-20 InterestPrograms $0 · Management $65 · Fundraising $0$65
IX-21 Payments to affiliatesPrograms $126,622 · Management $0 · Fundraising $0$126,622
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $0 · Fundraising $0$0
IX-23 InsurancePrograms $0 · Management $139 · Fundraising $0$139
IX-24 Other expenses (24a–d)Programs $4,711 · Management $1,208 · Fundraising $0$5,919
IX-24e All other expensesPrograms $347 · Management $24,408 · Fundraising $0$24,755
IX-25 Total functional expensesPrograms $231,679 · Management $107,210 · Fundraising $0$338,889
Part X · Balance sheet $422,332 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $375,784$422,332
X-10c Land, buildings and equipment, netStart of year $0$0
X-16 Total assetsStart of year $375,784$422,332
X-17 Accounts payable and accrued expensesStart of year $878$7,969
X-25 Other liabilitiesStart of year $9,248$128
X-26 Total liabilitiesStart of year $10,126$8,097
X-32 Total net assets or fund balancesStart of year $365,658$414,235
X-33 Total liabilities and net assetsStart of year $375,784$422,332
Part XI · Reconciliation of net assets $414,235 net assets at year end
XI-1 Total revenue$375,155
XI-2 Total expenses$338,889
XI-3 Revenue less expenses$36,266
XI-4 Net assets at start of year$365,658
XI-8 Prior period adjustments$12,311
XI-10 Net assets at end of year$414,235

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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