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Nonprofiteer
← AMALGAMATED TRANSIT UNION

Form 990 for tax year 2022

Filed by AMALGAMATED TRANSIT UNION.

Totals

Total revenue
$53,332,011
Total expenses
$47,436,808
Contributions and grants received
$0
Grants paid
$549,019
Program service revenue
$30,149,817
Investment income
$20,477,081
Other revenue
$2,705,113
Total assets, end of year
$225,278,356
Total liabilities, end of year
$17,136,682
Net assets or fund balances, end of year
$208,141,674
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
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.

  • 2a · Program service revenue: PER CAPITA TAX

    total $29,818,459 · related or exempt $29,818,459

  • 2b · Program service revenue: REGISTRATION & REINSTATEMENT

    total $331,358 · related or exempt $331,358

  • 3 · Investment income

    total $4,317,812 · excluded $4,317,812

  • 5 · Royalties

    total $132,531 · excluded $132,531

  • 7a · Gross sales of assets other than inventory

    securities $95,444,534

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

    securities $79,285,265

  • 7c · Gain or loss

    securities $16,159,269

  • 7d · Net gain or loss

    total $16,159,269 · excluded $16,159,269

  • 11a · Other revenue: ATU TRAINING CENTER MORTGAGE INTE

    total $1,846,808 · related or exempt $1,846,808

  • 11b · Other revenue: ATU TRAINING CENTER SERVICE FEE

    total $277,282 · related or exempt $277,282

  • 11c · Other revenue: REIMB BONDING PREMIUMS

    total $94,586 · related or exempt $94,586

  • 11d · All other revenue

    total $353,906 · related or exempt $353,906

  • 11e · Other revenue, total

    $2,572,582

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $358,899

  • 2 · Grants to domestic individuals

    total $31,000

  • 3 · Grants to foreign organizations and individuals

    total $159,120

  • 4 · Benefits paid to or for members

    total $11,003,984

  • 5 · Compensation of officers, directors and key employees

    total $6,310,131

  • 7 · Other salaries and wages

    total $5,749,880

  • 8 · Pension plan contributions

    total $1,628,588

  • 9 · Other employee benefits

    total $2,681,476

  • 10 · Payroll taxes

    total $2,865,595

  • 11b · Fees: legal

    total $235,904

  • 11c · Fees: accounting

    total $77,500

  • 11f · Fees: investment management

    total $146,441

  • 11g · Fees: other

    total $956,810

  • 12 · Advertising and promotion

    total $21,729

  • 13 · Office expenses

    total $735,646

  • 14 · Information technology

    total $178,694

  • 16 · Occupancy

    total $1,023,402

  • 17 · Travel

    total $2,987,394

  • 19 · Conferences, conventions and meetings

    total $6,071,111

  • 21 · Payments to affiliates

    total $1,498,861

  • 22 · Depreciation, depletion and amortization

    total $122,943

  • 23 · Insurance

    total $172,518

  • 24a · Other expenses: COPE EXPENSES

    total $1,501,169

  • 24b · Other expenses: PUBLICATION & DISTRIBUT

    total $454,521

  • 24c · Other expenses: MISCELLANEOUS

    total $265,785

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $104,139

  • 24e · All other expenses

    total $93,568

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,057,254 · end of year $3,074,954

  • 2 · Savings and temporary cash investments

    beginning of year $723,723 · end of year $2,394,334

  • 4 · Accounts receivable

    beginning of year $632,074 · end of year $308,058

  • 9 · Prepaid expenses and deferred charges

    beginning of year $169,654 · end of year $63,000

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

    $2,559,723

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

    $2,008,517

  • 10c · Land, buildings and equipment, net

    beginning of year $541,476 · end of year $551,206

  • 11 · Investments: publicly traded securities

    beginning of year $72,424,335 · end of year $45,115,602

  • 12 · Investments: other securities

    beginning of year $72,344,650 · end of year $109,223,381

  • 15 · Other assets

    beginning of year $61,093,258 · end of year $64,547,821

  • 17 · Accounts payable and accrued expenses

    beginning of year $997,957 · end of year $1,119,378

  • 25 · Other liabilities

    beginning of year $7,741,996 · end of year $16,017,304

  • 27 · Net assets without donor restrictions

    beginning of year $202,246,471 · end of year $208,141,674

Mission and programs · 2022

Mission

THE OBJECT OF THE INTERNATIONAL UNION SHALL BE TO ORGANIZE LOCAL UNIONS. TO PLACE OUR OCCUPATION ON A HIGHER PLANE OF INTELLIGENCE, EFFICIENCY AND SKILL; ENCOURAGE SETTLEMENT OF DISPUTES BETWEEN EMPLOYEES AND EMPLOYERS; SECURE EMPLOYMENT AND ADEQUATE PAY FOR OUR WORK. TO ENGAGE IN SUCH LEGISLATIVE, POLITICAL, EDUCATIONAL, CULTURAL, SOCIAL AND WELFARE ACTIVITIES AS WILL FURTHER THE INTERESTS AND WELFARE OF THE MEMBERSHIP. TO SEEK THE IMPROVEMENT OF SOCIAL AND ECONOMIC CONDITIONS IN THE UNITED STATES AND CANADA AND TO PROMOTE THE INTERESTS OF LABOR EVERYWHERE.

  • LABOR UNION ACTIVITIES INCLUDING MEMBERSHIP ADMINISTRATION AND REPRESENTATION, EDUCATION, ORGANIZING, AND CONTRACT ADMINISTRATION.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • COSTAJOHN

    INTERNATIONAL PRESIDENT

    Total calculated
    $500,650
    From this org
    $317,135
    From related orgs
    $0
    Other
    $183,515
    Hours/week
    38.8 + 1.2 related

    Schedule J breakdown matched by us

    Base
    $291,334
    Bonus
    $0
    Other
    $25,801
    Deferred
    $148,864
    Nontaxable benefits
    $34,651
    Filer's total
    $500,650

  • KIRKKENNETH

    INTERNATIONAL SECRETARY-TREASURER

    Total calculated
    $621,286
    From this org
    $302,636
    From related orgs
    $0
    Other
    $318,650
    Hours/week
    38.8 + 1.2 related

    Schedule J breakdown matched by us

    Base
    $258,960
    Bonus
    $0
    Other
    $43,676
    Deferred
    $283,999
    Nontaxable benefits
    $34,651
    Filer's total
    $621,286

  • PEREZJAVIER

    INTERNATIONAL EXECUTIVE VICE PRESIDENT (TO 9/30/22

    Total calculated
    $280,693
    From this org
    $220,065
    From related orgs
    $0
    Other
    $60,628
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $187,068
    Bonus
    $0
    Other
    $32,997
    Deferred
    $55,015
    Nontaxable benefits
    $5,613
    Filer's total
    $280,693

  • TRUJILLOYVETTE

    INTERNATIONAL EXECUTIVE VICE PRESIDENT (EFF 10/1/2

    Total calculated
    $323,811
    From this org
    $232,554
    From related orgs
    $0
    Other
    $91,257
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $208,038
    Bonus
    $0
    Other
    $24,516
    Deferred
    $58,442
    Nontaxable benefits
    $32,815
    Filer's total
    $323,811

  • AGUILAR ARTURO

    INTERNATIONAL VICE PRESIDENT

    Total calculated
    $73,463
    From this org
    $61,736
    From related orgs
    $0
    Other
    $11,727
    Hours/week
    40

  • BARNESMARCELLUS

    INTERNATIONAL VICE PRESIDENT

    Total calculated
    $359,554
    From this org
    $214,793
    From related orgs
    $0
    Other
    $144,761
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,953
    Bonus
    $0
    Other
    $25,840
    Deferred
    $112,845
    Nontaxable benefits
    $31,916
    Filer's total
    $359,554

  • BORCHARDTJANIS

    INTERNATIONAL VICE PRESIDENT

    Total calculated
    $224,989
    From this org
    $163,532
    From related orgs
    $0
    Other
    $61,457
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,493
    Bonus
    $0
    Other
    $27,039
    Deferred
    $54,528
    Nontaxable benefits
    $6,929
    Filer's total
    $224,989

  • CALLAHAN JOHN

    INTERNATIONAL VICE PRESIDENT

    Total calculated
    $246,195
    From this org
    $196,477
    From related orgs
    $0
    Other
    $49,718
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,413
    Bonus
    $0
    Other
    $7,064
    Deferred
    $42,080
    Nontaxable benefits
    $7,638
    Filer's total
    $246,195

  • CHAPMAN JACQUES

    INTERNATIONAL VICE PRESIDENT

    Total calculated
    $73,463
    From this org
    $61,736
    From related orgs
    $0
    Other
    $11,727
    Hours/week
    40

  • CRUZNATALIE C

    INTERNATIONAL VICE PRESIDENT

    Total calculated
    $283,730
    From this org
    $211,855
    From related orgs
    $0
    Other
    $71,875
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,953
    Bonus
    $0
    Other
    $22,902
    Deferred
    $35,604
    Nontaxable benefits
    $36,271
    Filer's total
    $283,730

  • DAY KENNETH

    INTERNATIONAL VICE PRESIDENT

    Total calculated
    $73,506
    From this org
    $62,077
    From related orgs
    $0
    Other
    $11,429
    Hours/week
    40

  • GARLANDANTHONY

    INTERNATIONAL VICE PRESIDENT

    Total calculated
    $335,008
    From this org
    $223,179
    From related orgs
    $0
    Other
    $111,829
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,953
    Bonus
    $0
    Other
    $34,226
    Deferred
    $109,356
    Nontaxable benefits
    $2,473
    Filer's total
    $335,008

  • GREAVESRAYMOND W

    INTERNATIONAL VICE PRESIDENT

    Total calculated
    $280,840
    From this org
    $223,649
    From related orgs
    $0
    Other
    $57,191
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,953
    Bonus
    $0
    Other
    $34,696
    Deferred
    $52,588
    Nontaxable benefits
    $4,603
    Filer's total
    $280,840

  • HAMILTONBRUCE E

    INTERNATIONAL VICE PRESIDENT

    Total calculated
    $251,283
    From this org
    $161,717
    From related orgs
    $0
    Other
    $89,566
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,493
    Bonus
    $0
    Other
    $25,224
    Deferred
    $67,933
    Nontaxable benefits
    $21,633
    Filer's total
    $251,283

  • HENRY MARK

    INTERNATIONAL VICE PRESIDENT

    Total calculated
    $62,525
    From this org
    $61,736
    From related orgs
    $0
    Other
    $789
    Hours/week
    40

  • HOWARDCURTIS A

    INTERNATIONAL VICE PRESIDENT

    Total calculated
    $296,131
    From this org
    $213,303
    From related orgs
    $0
    Other
    $82,828
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,953
    Bonus
    $0
    Other
    $24,350
    Deferred
    $46,868
    Nontaxable benefits
    $35,960
    Filer's total
    $296,131

  • JOHNSONGARY

    INTERNATIONAL VICE PRESIDENT

    Total calculated
    $333,938
    From this org
    $212,849
    From related orgs
    $0
    Other
    $121,089
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,953
    Bonus
    $0
    Other
    $23,896
    Deferred
    $86,801
    Nontaxable benefits
    $34,288
    Filer's total
    $333,938

  • LINDSAY IIIJAMES B

    INTERNATIONAL VICE PRESIDENT

    Total calculated
    $280,498
    From this org
    $225,575
    From related orgs
    $0
    Other
    $54,923
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,953
    Bonus
    $0
    Other
    $36,622
    Deferred
    $51,778
    Nontaxable benefits
    $3,145
    Filer's total
    $280,498

  • MACDOUGALL STEPHEN

    INTERNATIONAL VICE PRESIDENT

    Total calculated
    $347,618
    From this org
    $224,076
    From related orgs
    $0
    Other
    $123,542
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,953
    Bonus
    $0
    Other
    $35,123
    Deferred
    $119,833
    Nontaxable benefits
    $3,709
    Filer's total
    $347,618

  • MURPHYRICHARD

    INTERNATIONAL VICE PRESIDENT

    Total calculated
    $300,962
    From this org
    $222,410
    From related orgs
    $0
    Other
    $78,552
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,953
    Bonus
    $0
    Other
    $33,457
    Deferred
    $49,707
    Nontaxable benefits
    $28,845
    Filer's total
    $300,962

  • SAWYER-MALONE AMANDA

    INTERNATIONAL VICE PRESIDENT

    Total calculated
    $202,486
    From this org
    $173,130
    From related orgs
    $0
    Other
    $29,356
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,575
    Bonus
    $0
    Other
    $20,555
    Deferred
    $0
    Nontaxable benefits
    $29,356
    Filer's total
    $202,486

  • SFORZA EMMANUELE

    INTERNATIONAL VICE PRESIDENT

    Total calculated
    $251,613
    From this org
    $196,477
    From related orgs
    $0
    Other
    $55,136
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,413
    Bonus
    $0
    Other
    $7,064
    Deferred
    $47,498
    Nontaxable benefits
    $7,638
    Filer's total
    $251,613

  • SOMMERSMICHELLE R

    INTERNATIONAL VICE PRESIDENT

    Total calculated
    $312,694
    From this org
    $217,718
    From related orgs
    $0
    Other
    $94,976
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,953
    Bonus
    $0
    Other
    $28,765
    Deferred
    $59,794
    Nontaxable benefits
    $35,182
    Filer's total
    $312,694

  • WATSONCHARLES

    INTERNATIONAL VICE PRESIDENT

    Total calculated
    $280,188
    From this org
    $163,284
    From related orgs
    $0
    Other
    $116,904
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,493
    Bonus
    $0
    Other
    $26,791
    Deferred
    $92,293
    Nontaxable benefits
    $24,611
    Filer's total
    $280,188

  • WILSON KENNETH

    INTERNATIONAL VICE PRESIDENT

    Total calculated
    $161,947
    From this org
    $155,216
    From related orgs
    $0
    Other
    $6,731
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,028
    Bonus
    $0
    Other
    $6,188
    Deferred
    $0
    Nontaxable benefits
    $6,731
    Filer's total
    $161,947

  • CHUJESSICA M

    CHIEF OF STAFF

    Total calculated
    $338,608
    From this org
    $204,042
    From related orgs
    $0
    Other
    $134,566
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,060
    Bonus
    $0
    Other
    $21,982
    Deferred
    $98,264
    Nontaxable benefits
    $36,302
    Filer's total
    $338,608

  • GOLDSWORTHY MARY

    EXEC ASSIST TO THE INTL PRES

    Total calculated
    $272,528
    From this org
    $169,548
    From related orgs
    $0
    Other
    $102,980
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,707
    Bonus
    $0
    Other
    $22,841
    Deferred
    $68,934
    Nontaxable benefits
    $34,046
    Filer's total
    $272,528

  • ROSCOWDAVID

    ASSISTANT TO THE IP FOR COMMUNICATIONS

    Total calculated
    $288,535
    From this org
    $188,760
    From related orgs
    $0
    Other
    $99,775
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,432
    Bonus
    $0
    Other
    $23,328
    Deferred
    $64,858
    Nontaxable benefits
    $34,917
    Filer's total
    $288,535

  • ROSENBERGJEFFREY

    DIRECTOR OF GOVT AFFAIRS

    Total calculated
    $323,346
    From this org
    $208,720
    From related orgs
    $0
    Other
    $114,626
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,990
    Bonus
    $0
    Other
    $22,730
    Deferred
    $78,715
    Nontaxable benefits
    $35,911
    Filer's total
    $323,346

  • SMITHDANIEL

    GENERAL COUNSEL

    Total calculated
    $325,609
    From this org
    $221,487
    From related orgs
    $0
    Other
    $104,122
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,275
    Bonus
    $0
    Other
    $22,212
    Deferred
    $68,018
    Nontaxable benefits
    $36,104
    Filer's total
    $325,609

  • BOWENPAUL

    FORMER INTERNATIONAL VICE PRESIDENT

    Total calculated
    $98,836
    From this org
    $56,051
    From related orgs
    $0
    Other
    $42,785
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $46,009
    Bonus
    $0
    Other
    $10,042
    Deferred
    $35,574
    Nontaxable benefits
    $7,211
    Filer's total
    $98,836

  • WEST ROBIN

    FORMER INTERNATIONAL VICE PRESIDENT

    Total calculated
    $64,499
    From this org
    $31,037
    From related orgs
    $0
    Other
    $33,462
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $30,161
    Bonus
    $0
    Other
    $876
    Deferred
    $32,555
    Nontaxable benefits
    $907
    Filer's total
    $64,499

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

  • 1a · First-class or charter travel
  • 1a · Tax indemnification and gross-up payments
  • 2 · Substantiation required before reimbursing expenses

Answered no

  • 1b · Written policy on the line-1a expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 1A
FIRST CLASS TRAVEL IS ALLOWED FOR EXECUTIVE OFFICERS.
PART I, LINE 1B
SALARY AND BENEFITS ARE PROVIDED TO THE EXECUTIVE OFFICERS PURSUANT TO THE INTERNATIONAL CONSTITUTION AND GENERAL LAWS. SALARY AND BENEFITS ARE PROVIDED TO THE EMPLOYEES AS DIRECTED BY THE EXECUTIVE OFFICERS AND A COLLECTIVE BARGAINING AGREEMENT FOR COVERED EMPLOYEES.

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

  • VOTE YES FOR WROKERS RIGHTS

    $50,000

    GENERAL SUPPORT

  • MOVING ORANGE COUNTY FORWARD

    $50,000

    GENERAL SUPPORT

  • COMMITTEE FOR A BETTER SACRAMENTO

    $50,000

    GENERAL SUPPORT

  • NEW JERSEY STATE AFL-CIO COPE

    $25,000

    GENERAL SUPPORT

  • JOBS TO MOVE AMERICA

    $25,000

    GENERAL SUPPORT

  • ECONOMIC POLICY INSTITUTE

    $25,000

    GENERAL SUPPORT

  • FLORIDA AFL-CIO

    $25,000

    GENERAL SUPPORT

  • RICK SMITH SHOW

    $10,000

    GENERAL SUPPORT

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202411369349305491

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