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Nonprofiteer
← AMALGAMATED TRANSIT UNION

Form 990 for tax year 2023

Filed by AMALGAMATED TRANSIT UNION.

Totals

Total revenue
$3,657,664
Total expenses
$3,441,223
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,488,429
Investment income
$67,445
Other revenue
$101,790
Total assets, end of year
$3,299,411
Total liabilities, end of year
$2,681
Net assets or fund balances, end of year
$3,296,730
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$70,394

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: Membership Dues & Assessments

    total $3,488,429 · related or exempt $3,488,429 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $67,445 · related or exempt $67,445 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11a · Other revenue: Tri-Met Prog Reimbursement

    total $91,353 · related or exempt $91,353 · unrelated business $0 · excluded $0

  • 11b · Other revenue: Other

    total $9,928 · related or exempt $9,928 · unrelated business $0 · excluded $0

  • 11c · Other revenue: Insurance Premium Refund

    total $509 · related or exempt $509 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $101,790

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $755,670

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $537,900

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $311,909

  • 10 · Payroll taxes

    total $136,922

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $48,153

  • 11c · Fees: accounting

    total $56,349

  • 11d · Fees: lobbying

    total $66,000

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $20,206

  • 12 · Advertising and promotion

    total $71,838

  • 13 · Office expenses

    total $78,750

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $41,003

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $135,908

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $1,058,308

  • 22 · Depreciation, depletion and amortization

    total $57,622

  • 23 · Insurance

    total $27,981

  • 24a · Other expenses: Auto Expense

    total $8,977

  • 24b · Other expenses: Dues & Subscriptions

    total $11,215

  • 24c · Other expenses: Other Expenses

    total $16,512

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,723,881 · end of year $2,897,897

  • 2 · Savings and temporary cash investments

    beginning of year $39,540 · end of year $42,687

  • 10a · Land, buildings and equipment: cost or other basis

    $803,366

  • 10b · Land, buildings and equipment: accumulated depreciation

    $590,565

  • 10c · Land, buildings and equipment, net

    beginning of year $198,038 · end of year $212,801

  • 11 · Investments: publicly traded securities

    beginning of year $122,302 · end of year $146,026

  • 25 · Other liabilities

    beginning of year $3,472 · end of year $2,681

  • 27 · Net assets without donor restrictions

    beginning of year $3,080,289 · end of year $3,296,730

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

Benefit Members

  • See schedule of program services per part II. All program services are incurred to further the objectives of the union. The prime objective is to benefit its members' work agreements and their work environments.

    Expenses $70,394

As filed on the 2023 return.

Listed in Part VII

  • Shirley Block

    President

    Total calculated
    $199,665
    From this org
    $199,665
    From related orgs
    $0
    Other
    $0
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $199,665
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $199,665
  • Kevin Kinoshita

    Vice President

    Total calculated
    $165,634
    From this org
    $165,634
    From related orgs
    $0
    Other
    $0
    Hours/week
    52

    Schedule J breakdown matched by us

    Base
    $165,634
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $165,634
  • Mary Longoria

    Financial Secretary

    Total calculated
    $157,491
    From this org
    $157,491
    From related orgs
    $0
    Other
    $0
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $157,491
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $157,491
  • William Bradley

    Executive Board

    Total calculated
    $114,338
    From this org
    $114,338
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Alina Clark

    Executive Board

    Total calculated
    $14,596
    From this org
    $14,596
    From related orgs
    $0
    Other
    $0
    Hours/week
    3.69
  • Joe Ruffin III

    Executive Board

    Total calculated
    $12,172
    From this org
    $12,172
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.98
  • Lilia Lopez

    Executive Board

    Total calculated
    $10,948
    From this org
    $10,948
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.71
  • Gladys Melton

    Executive Board

    Total calculated
    $10,562
    From this org
    $10,562
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.65
  • Ty Bobeck

    Executive Board

    Total calculated
    $10,497
    From this org
    $10,497
    From related orgs
    $0
    Other
    $0
    Hours/week
    4.94
  • Shawn Petersen

    Executive Board

    Total calculated
    $10,286
    From this org
    $10,286
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.15
  • Michael McCurry

    Executive Board

    Total calculated
    $9,456
    From this org
    $9,456
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.04
  • Frederick Casey

    Vice President

    Total calculated
    $8,710
    From this org
    $8,710
    From related orgs
    $0
    Other
    $0
    Hours/week
    20
  • Jesse Grams

    Executive Board

    Total calculated
    $8,075
    From this org
    $8,075
    From related orgs
    $0
    Other
    $0
    Hours/week
    12.56
  • Kerry Montgomery

    Executive Board

    Total calculated
    $7,675
    From this org
    $7,675
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.85
  • Anna Tompte

    Executive Board

    Total calculated
    $6,389
    From this org
    $6,389
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.67
  • Aaron Flores

    Executive Board

    Total calculated
    $4,139
    From this org
    $4,139
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.44
  • Terrance Howard

    Executive Board

    Total calculated
    $4,138
    From this org
    $4,138
    From related orgs
    $0
    Other
    $0
    Hours/week
    3.88
  • Jimmy Appelhanz

    Executive Board

    Total calculated
    $899
    From this org
    $899
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.88

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202501359349313385

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