Form 990 for tax year 2023
Filed by TRANSPORT WORKERS UNION OF AMERICA.
Totals
- Total revenue
- $34,397,136
- Total expenses
- $27,597,005
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $31,719,319
- Investment income
- $2,367,536
- Other revenue
- $310,281
- Total assets, end of year
- $74,709,288
- Total liabilities, end of year
- $264,629
- Net assets or fund balances, end of year
- $74,444,659
- 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: MEMBERSHIP DUES
total $31,719,319 · related or exempt $31,719,319
-
3 · Investment income
total $2,210,258 · related or exempt $2,210,258
-
7a · Gross sales of assets other than inventory
securities $9,726,532
-
7b · Less cost or other basis and sales expenses
securities $9,569,254
-
7c · Gain or loss
securities $157,278
-
7d · Net gain or loss
total $157,278 · related or exempt $157,278
-
11a · Other revenue: CREDIT CARD ROYALTY INC
total $195,385 · related or exempt $195,385
-
11b · Other revenue: CONTRIBUTIONS TO M.J.
total $85,496 · related or exempt $85,496
-
11c · Other revenue: REIMBURSED EXPENSES
total $28,892 · related or exempt $28,892
-
11d · All other revenue
total $508 · related or exempt $508
-
11e · Other revenue, total
$310,281
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $5,435,229
-
7 · Other salaries and wages
total $2,077,710
-
8 · Pension plan contributions
total $2,317,022
-
9 · Other employee benefits
total $2,166,180
-
10 · Payroll taxes
total $552,314
-
11b · Fees: legal
total $940,230
-
11c · Fees: accounting
total $218,471
-
11f · Fees: investment management
total $359,049
-
11g · Fees: other
total $58,849
-
12 · Advertising and promotion
total $521,081
-
14 · Information technology
total $179,262
-
16 · Occupancy
total $687,268
-
19 · Conferences, conventions and meetings
total $646,675
-
21 · Payments to affiliates
total $1,562,398
-
22 · Depreciation, depletion and amortization
total $270,912
-
23 · Insurance
total $495,617
-
24a · Other expenses: ORGANIZING & SERVICING
total $4,670,312
-
24b · Other expenses: CONTRIBUTIONS TO ORGANI
total $1,254,638
-
24c · Other expenses: RESEARCH, PUBLIC AFFAIR
total $989,597
-
24d · Other expenses: AUTO
total $460,126
-
24e · All other expenses
total $1,734,065
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $15,077,797 · end of year $16,098,538
-
10a · Land, buildings and equipment: cost or other basis
$2,941,866
-
10b · Land, buildings and equipment: accumulated depreciation
$1,114,720
-
10c · Land, buildings and equipment, net
beginning of year $1,781,357 · end of year $1,827,146
-
11 · Investments: publicly traded securities
beginning of year $31,854,391 · end of year $36,959,492
-
12 · Investments: other securities
beginning of year $19,146,219 · end of year $19,689,421
-
15 · Other assets
beginning of year $121,574 · end of year $134,691
-
25 · Other liabilities
beginning of year $336,810 · end of year $264,629
-
27 · Net assets without donor restrictions
beginning of year $67,644,528 · end of year $74,444,659
Mission and programs · 2023
Mission
NONE
Activities or mission (Part I)
CARRY ON UNION ACTIVITIES FOR THE BENEFIT OF ALL WORKERS
-
CARRY ON UNION ACTIVITIES FOR THE BENEFIT OF ALL WORKERS
As filed on the 2023 return.
Listed in Part VII
-
S MartinS MARTIN
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
T HughesT HUGHES
EXEC COUNCIL
- Total calculated
- $0
- Hours/week
- 10
-
V JonesV JONES
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
V GonzalezV GONZALEZ
EXEC COUNCIL
- Total calculated
- $0
- Hours/week
- 10
-
C GiffordC GIFFORD
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
C BernabelC BERNABEL
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
M MassoniM MASSONI
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
J ChiarelloJ CHIARELLO
EXEC COUNCIL
- Total calculated
- $0
- Hours/week
- 10
-
A SuttonA SUTTON
VICE PRESIDENT
- Total calculated
- $250,219
- From this org
- $218,831
- From related orgs
- $0
- Other
- $31,388
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $212,325
- Bonus
- $0
- Other
- $6,506
- Deferred
- $0
- Nontaxable benefits
- $31,388
- Filer's total
- $250,219
-
D HaganD HAGAN
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 10
-
AgarciaAGARCIA
EXEC VICE PRESIDENT
- Total calculated
- $394,996
- From this org
- $363,608
- From related orgs
- $0
- Other
- $31,388
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $347,858
- Bonus
- $0
- Other
- $15,750
- Deferred
- $0
- Nontaxable benefits
- $31,388
- Filer's total
- $394,996
-
L CrispL CRISP
EXEC COUNCIL
- Total calculated
- $0
- Hours/week
- 10
-
G MohgrabiG MOHGRABI
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
J ScharJ SCHAR
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
G SchaibleG SCHAIBLE
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
B PollittB POLLITT
EXEC COUNCIL
- Total calculated
- $0
- Hours/week
- 10
-
P HowardP HOWARD
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
G DunichevG DUNICHEV
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
G CoseyG COSEY
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 10
-
D YatesD YATES
EXEC COUNCIL
- Total calculated
- $0
- Hours/week
- 10
-
D CentroneD CENTRONE
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
P RosconiP ROSCONI
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
R RoccoR ROCCO
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
L MontgomeryL MONTGOMERY
EXEC COUNCIL
- Total calculated
- $0
- Hours/week
- 10
-
C ScottC SCOTT
EXEC BOARD
- Total calculated
- $189,588
- From this org
- $158,200
- From related orgs
- $0
- Other
- $31,388
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $156,694
- Bonus
- $0
- Other
- $1,506
- Deferred
- $0
- Nontaxable benefits
- $31,388
- Filer's total
- $189,588
-
J SamuelsenJ SAMUELSEN
PRESIDENT
- Total calculated
- $358,320
- From this org
- $358,320
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $351,266
- Bonus
- $0
- Other
- $7,054
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $358,320
-
J LafragolaJ LAFRAGOLA
SECY/TREASURER
- Total calculated
- $380,612
- From this org
- $349,224
- From related orgs
- $0
- Other
- $31,388
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $339,526
- Bonus
- $0
- Other
- $9,698
- Deferred
- $0
- Nontaxable benefits
- $31,388
- Filer's total
- $380,612
-
J FeltzJ FELTZ
VICE PRESIDENT
- Total calculated
- $246,889
- From this org
- $215,501
- From related orgs
- $0
- Other
- $31,388
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $208,895
- Bonus
- $0
- Other
- $6,606
- Deferred
- $0
- Nontaxable benefits
- $31,388
- Filer's total
- $246,889
-
H MarvesH MARVES
EXEC COUNCIL
- Total calculated
- $0
- Hours/week
- 10
-
J WhalenJ WHALEN
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 10
-
D EchevarriaD ECHEVARRIA
EXEC COUNCIL
- Total calculated
- $0
- Hours/week
- 10
-
D DankerD DANKER
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 10
-
D BrownD BROWN
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 10
-
C TateC TATE
ADMIN VICE PRESIDENT
- Total calculated
- $286,535
- From this org
- $286,535
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $268,414
- Bonus
- $0
- Other
- $18,121
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $286,535
-
B MorganB MORGAN
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 10
-
B BarnesB BARNES
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
D RiveraD RIVERA
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
K SmithK SMITH
EXEC COUNCIL
- Total calculated
- $194,591
- From this org
- $163,203
- From related orgs
- $0
- Other
- $31,388
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $159,694
- Bonus
- $0
- Other
- $3,509
- Deferred
- $0
- Nontaxable benefits
- $31,388
- Filer's total
- $194,591
-
R DavisR DAVIS
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 10
-
B DeluciaB DELUCIA
EXEC BOARD
- Total calculated
- $188,227
- From this org
- $156,839
- From related orgs
- $0
- Other
- $31,388
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $155,688
- Bonus
- $0
- Other
- $1,151
- Deferred
- $0
- Nontaxable benefits
- $31,388
- Filer's total
- $188,227
-
C BradleyC BRADLEY
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
W BrownW BROWN
VICE PRESIDENT
- Total calculated
- $216,833
- From this org
- $216,833
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $210,531
- Bonus
- $0
- Other
- $6,302
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $216,833
-
T McDanielT MCDANIEL
VICE PRESIDENT
- Total calculated
- $233,659
- From this org
- $203,457
- From related orgs
- $0
- Other
- $30,202
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $200,485
- Bonus
- $0
- Other
- $2,972
- Deferred
- $0
- Nontaxable benefits
- $30,202
- Filer's total
- $233,659
-
T LenaneT LENANE
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 10
-
M MayesM MAYES
ADMIN VICE PRESIDENT
- Total calculated
- $327,562
- From this org
- $296,174
- From related orgs
- $0
- Other
- $31,388
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $278,021
- Bonus
- $0
- Other
- $18,153
- Deferred
- $0
- Nontaxable benefits
- $31,388
- Filer's total
- $327,562
-
G PetersonG PETERSON
VICE PRESIDENT
- Total calculated
- $246,262
- From this org
- $214,874
- From related orgs
- $0
- Other
- $31,388
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $210,346
- Bonus
- $0
- Other
- $4,528
- Deferred
- $0
- Nontaxable benefits
- $31,388
- Filer's total
- $246,262
-
A GriffinA GRIFFIN
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 10
-
Jp PatafioJP PATAFIO
EXEC COUNCIL
- Total calculated
- $0
- Hours/week
- 10
-
R BarnesR BARNES
EXEC COUNCIL
- Total calculated
- $0
- Hours/week
- 10
-
J ElviraJ ELVIRA
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
L WhichardL WHICHARD
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
P ReynoldsP REYNOLDS
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
J HayesJ HAYES
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
R MarencoR MARENCO
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
C AlbertC ALBERT
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
R KelleyR KELLEY
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
A BarbosaA BARBOSA
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
P DelvaP DELVA
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
J D'EliaJ D'ELIA
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
A HeadA HEAD
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
J MitchellJ MITCHELL
VICE PRESIDENT
- Total calculated
- $190,442
- From this org
- $159,054
- From related orgs
- $0
- Other
- $31,388
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $156,295
- Bonus
- $0
- Other
- $2,759
- Deferred
- $0
- Nontaxable benefits
- $31,388
- Filer's total
- $190,442
-
C MarshallC MARSHALL
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
A BallesterA BALLESTER
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
J DejesusJ DEJESUS
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
C HolmesC HOLMES
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
M PawaM PAWA
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
R PayneR PAYNE
EXEC BOARD
- Total calculated
- $0
- Hours/week
- 10
-
A RangolanA RANGOLAN
DIRECTOR OF COPE
- Total calculated
- $202,329
- From this org
- $170,941
- From related orgs
- $0
- Other
- $31,388
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $169,674
- Bonus
- $0
- Other
- $1,267
- Deferred
- $0
- Nontaxable benefits
- $31,388
- Filer's total
- $202,329
-
J O'DonnellJ O'DONNELL
CHIEF OF STAFF
- Total calculated
- $304,334
- From this org
- $272,946
- From related orgs
- $0
- Other
- $31,388
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $267,783
- Bonus
- $0
- Other
- $5,163
- Deferred
- $0
- Nontaxable benefits
- $31,388
- Filer's total
- $304,334
-
T DanielsT DANIELS
DIR OF CIV & HUMAN RIGHTS
- Total calculated
- $215,822
- From this org
- $184,434
- From related orgs
- $0
- Other
- $31,388
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $175,236
- Bonus
- $0
- Other
- $9,198
- Deferred
- $0
- Nontaxable benefits
- $31,388
- Filer's total
- $215,822
-
D MosesD MOSES
DIRECTOR OF IT
- Total calculated
- $243,153
- From this org
- $211,765
- From related orgs
- $0
- Other
- $31,388
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $208,793
- Bonus
- $0
- Other
- $2,972
- Deferred
- $0
- Nontaxable benefits
- $31,388
- Filer's total
- $243,153
-
Z TatzZ TATZ
SEN DIR GOVT AFFAIRS
- Total calculated
- $218,200
- From this org
- $186,812
- From related orgs
- $0
- Other
- $31,388
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $186,263
- Bonus
- $0
- Other
- $549
- Deferred
- $0
- Nontaxable benefits
- $31,388
- Filer's total
- $218,200
-
A CucuzzaA CUCUZZA
ORGANIZING DIRECTOR
- Total calculated
- $207,782
- From this org
- $176,394
- From related orgs
- $0
- Other
- $31,388
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $171,850
- Bonus
- $0
- Other
- $4,544
- Deferred
- $0
- Nontaxable benefits
- $31,388
- Filer's total
- $207,782
-
J GalarzaJ GALARZA
INTL STAFF REP
- Total calculated
- $246,041
- From this org
- $214,653
- From related orgs
- $0
- Other
- $31,388
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $210,928
- Bonus
- $0
- Other
- $3,725
- Deferred
- $0
- Nontaxable benefits
- $31,388
- Filer's total
- $246,041
-
J TorresJ TORRES
TRANSIT REP
- Total calculated
- $190,632
- From this org
- $159,244
- From related orgs
- $0
- Other
- $31,388
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $156,390
- Bonus
- $0
- Other
- $2,854
- Deferred
- $0
- Nontaxable benefits
- $31,388
- Filer's total
- $190,632
-
S DoyleS DOYLE
ORGANIZER
- Total calculated
- $205,860
- From this org
- $174,472
- From related orgs
- $0
- Other
- $31,388
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $166,422
- Bonus
- $0
- Other
- $8,050
- Deferred
- $0
- Nontaxable benefits
- $31,388
- Filer's total
- $205,860
-
S DuffS DUFF
PRESIDENTS OFFICE
- Total calculated
- $184,115
- From this org
- $153,913
- From related orgs
- $0
- Other
- $30,202
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $151,823
- Bonus
- $0
- Other
- $2,090
- Deferred
- $0
- Nontaxable benefits
- $30,202
- Filer's total
- $184,115
-
C GilbertC GILBERT
TRANSIT REP
- Total calculated
- $192,091
- From this org
- $160,703
- From related orgs
- $0
- Other
- $31,388
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $157,620
- Bonus
- $0
- Other
- $3,083
- Deferred
- $0
- Nontaxable benefits
- $31,388
- Filer's total
- $192,091
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
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
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.
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.
-
501(C)(25) · DORMANT · TX · controlled entity
-
501(C)(5) · ADMINISTER ASSETS FOR CERTAIN MEMBERS OF TRANSPORT WORKERS UNION OF AMERICA · DC · controlled entity
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.
-
TWU LLC
DORMANT · DE
-
MJQ REALTY LLC
TO OWN REAL ESTATE FOR UNION PURPOSES · NY · assets $716,898
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 July 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521969349301632
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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