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Nonprofiteer
← TRANSPORT WORKERS UNION OF AMERICA

Form 990 for tax year 2023

Filed by TRANSPORT WORKERS UNION OF AMERICA.

Totals

Total revenue
$2,051,719
Total expenses
$1,932,854
Contributions and grants received
$1,948,183
Grants paid
$0
Program service revenue
$0
Investment income
$98,881
Other revenue
$4,655
Total assets, end of year
$3,667,843
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,667,843
Program services expenses (Part IX)
not reported
Management and general expenses
$1,932,854
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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.

  • 1b · Membership dues

    $1,948,183

  • 3 · Investment income

    total $110,180 · related or exempt $110,180

  • 7a · Gross sales of assets other than inventory

    securities $58,701

  • 7b · Less cost or other basis and sales expenses

    securities $70,000

  • 7c · Gain or loss

    securities -$11,299

  • 7d · Net gain or loss

    total -$11,299

  • 11a · Other revenue: OTHER RECEIPTS

    total $4,655 · related or exempt $4,655

  • 11e · Other revenue, total

    $4,655

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 $621,077 · management and general $621,077

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $65,000 · management and general $65,000

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $60,153 · management and general $60,153

  • 10 · Payroll taxes

    total $49,334 · management and general $49,334

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $9,077 · management and general $9,077

  • 11c · Fees: accounting

    total $3,030 · management and general $3,030

  • 11d · Fees: lobbying

    total $0

  • 11f · Fees: investment management

    total $16,226 · management and general $16,226

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $4,225 · management and general $4,225

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $167,828 · management and general $167,828

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $537,371 · management and general $537,371

  • 22 · Depreciation, depletion and amortization

    total $483 · management and general $483

  • 23 · Insurance

    total $2,833 · management and general $2,833

  • 24a · Other expenses: TELEPHONE CELL PHONE

    total $8,809 · management and general $8,809

  • 24b · Other expenses: EBOARD EXPENSES

    total $14,800 · management and general $14,800

  • 24c · Other expenses: REALTY CORP TAX

    total $369,865 · management and general $369,865

  • 24e · All other expenses

    total $2,743 · management and general $2,743

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $325,830 · end of year $234,775

  • 2 · Savings and temporary cash investments

    beginning of year $2,813,283 · end of year $519,152

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

    $4,833

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

    $1,017

  • 10c · Land, buildings and equipment, net

    beginning of year $4,349 · end of year $3,816

  • 11 · Investments: publicly traded securities

    beginning of year $404,216 · end of year $2,910,100

  • 15 · Other assets

    beginning of year $1,300

  • 31 · Retained earnings, endowment or other funds

    beginning of year $3,548,978 · end of year $3,667,843

Mission and programs · 2023

Mission

SUPPORT THE ACTIVITIES OF LABOR UNION. REPRESENT ITS MEMBERS IN LABOR RELATIONS WITH MEMBER EMPLOYERS, WHICH INCLUDES GRIEVANCE NEGOTIATIONS, LABOR CONTRACTS, AND ARBITRATIONS.

Activities or mission (Part I)

SUPPORT THE ACTIVITIES OF THE LABOR UNION. REPRESENT ITS MEMBERS IN LABOR RELATIONS WITH MEMBER EMPLOYERS, WHICH INCLUDES GRIEVANCE NEGOTIATIONS, LABOR CONTRACTS, AND ARBITRATIONS

  • SUPPORT THE ACTIVITIES OF THE LABOR UNION. REPRESENT ITS MEMBERS IN LABOR RELATIONS WITH MEMBER EMPLOYERS, WHICH INCLUDES GRIEVANCE NEGOTIATIONS, LABOR CONTRACTS, AND ARBITRATIONS.

As filed on the 2023 return.

Listed in Part VII

  • Robert Payne

    PRESIDENT

    Total calculated
    $171,001
    From this org
    $171,001
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,201
    Bonus
    not reported
    Other
    $4,800
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $171,001

  • Jo-Ellen Lundin

    COMPTROLLER

    Total calculated
    $131,314
    From this org
    $131,314
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Monteith Charles

    SECRETARY-TREASURER

    Total calculated
    $105,506
    From this org
    $105,506
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Oscar Gonzalez

    VICE PRESIDENT

    Total calculated
    $103,552
    From this org
    $103,552
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Kerrie Maeha

    VP/EXECUTIVE BOARD

    Total calculated
    $40,282
    From this org
    $40,282
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • Eric Pfeiffer

    EXECUTIVE BOARD

    Total calculated
    $11,765
    From this org
    $11,765
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Rico Scott

    EXECUTIVE BOARD

    Total calculated
    $10,357
    From this org
    $10,357
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Anthony McLeod

    EXECUTIVE BOARD

    Total calculated
    $10,100
    From this org
    $10,100
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Anthony Miller

    EXECUTIVE BOARD

    Total calculated
    $10,100
    From this org
    $10,100
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Leonard Smack

    EXECUTIVE BOARD

    Total calculated
    $10,100
    From this org
    $10,100
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Wilbert Lim

    EXECUTIVE BOARD

    Total calculated
    $10,100
    From this org
    $10,100
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Luis Angel Hervias

    EXECUTIVE BOARD

    Total calculated
    $4,500
    From this org
    $4,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Brian Harding

    EXECUTIVE BOARD

    Total calculated
    $2,400
    From this org
    $2,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

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

None.

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
4 June 2024
IRS schema version
2023v5.0
Source object
202421569349301332

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