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Nonprofiteer
← AMALGAMATED TRANSIT UNION

Form 990 for tax year 2023

Filed by AMALGAMATED TRANSIT UNION.

Totals

Total revenue
$1,977,662
Total expenses
$1,943,618
Contributions and grants received
$0
Grants paid
$124,702
Program service revenue
$1,796,076
Investment income
$7,397
Other revenue
$174,189
Total assets, end of year
$952,059
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$952,059
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

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, & ASSMT

    total $1,728,346 · related or exempt $1,728,346

  • 2b · Program service revenue: RETIREE DUES

    total $67,730 · related or exempt $67,730

  • 3 · Investment income

    total $7,397 · excluded $7,397

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

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: ASSISTANCE PROGRAM FUNDING

    total $122,387 · related or exempt $122,387

  • 11b · Other revenue: DEATH BENEFITS REIMBURSEMENTS

    total $46,000 · related or exempt $46,000

  • 11c · Other revenue: MISCELLANEOUS

    total $5,802 · related or exempt $5,802

  • 11e · Other revenue, total

    $174,189

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $16,702

  • 2 · Grants to domestic individuals

    total $108,000

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $49,213

  • 5 · Compensation of officers, directors and key employees

    total $249,320

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $179,560

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $35,868

  • 10 · Payroll taxes

    total $46,202

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $100,592

  • 11c · Fees: accounting

    total $39,537

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $226,703

  • 12 · Advertising and promotion

    total $71

  • 13 · Office expenses

    total $71,820

  • 14 · Information technology

    total $22,879

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $8,452

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $48,608

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $477,682

  • 22 · Depreciation, depletion and amortization

    total $2,720

  • 23 · Insurance

    total $9,890

  • 24a · Other expenses: SALARY REIMBURSEMENT (MTA)

    total $100,871

  • 24b · Other expenses: UNION FUNCTIONS

    total $54,533

  • 24c · Other expenses: MEMBERSHIP HOLIDAY PARTY

    total $52,441

  • 24d · Other expenses: ELECTION EXPENSE

    total $21,365

  • 24e · All other expenses

    total $20,589

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $80,013 · end of year $170,622

  • 2 · Savings and temporary cash investments

    beginning of year $1,059,532 · end of year $771,026

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

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

    $38,280

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

    $27,869

  • 10c · Land, buildings and equipment, net

    beginning of year $8,470 · end of year $10,411

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $1,148,015 · end of year $952,059

Mission and programs · 2023

Mission

TO PROVIDE COLLECTIVE BARGAINING REPRESENTATION TO MEMBERS.

  • PROVIDED COLLECTIVE BARGAINING REPRESENTATION TO MEMBERS.

As filed on the 2023 return.

Listed in Part VII

  • Luis Alzate

    President

    Total calculated
    $81,954
    From this org
    $81,954
    From related orgs
    $0
    Other
    $0
    Hours/week
    37 + 4 related

  • Bernadette Dyer

    RECORD SECRET

    Total calculated
    $38,105
    From this org
    $38,105
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Joseph Branch

    EXECUTIVE BOARD

    Total calculated
    $35,056
    From this org
    $35,056
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Harry Fred-Rivera

    EXECUTIVE BOARD

    Total calculated
    $25,547
    From this org
    $25,547
    From related orgs
    $0
    Other
    $0
    Hours/week
    10 + 4 related

  • Byron Bolling

    FINL SECR/TREAS

    Total calculated
    $22,248
    From this org
    $22,248
    From related orgs
    $0
    Other
    $0
    Hours/week
    37 + 4 related

  • Francisco Ortiz

    Vice President

    Total calculated
    $19,114
    From this org
    $19,114
    From related orgs
    $0
    Other
    $0
    Hours/week
    37

  • Raymond Burke

    EXECUTIVE BOARD

    Total calculated
    $14,571
    From this org
    $14,571
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • John Schmatz

    EXECUTIVE BOARD

    Total calculated
    $10,878
    From this org
    $10,878
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Thomas Erdmann

    EXECUTIVE BOARD

    Total calculated
    $1,847
    From this org
    $1,847
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

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.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
4 November 2024
IRS schema version
2023v5.1
Source object
202413199349314921

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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