2026-03-29T13:01:19-05:00 2024-06-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-07-01 536014540 AMALGAMATED TRANSIT UNION AMAL 3014317100 10000 NEW HAMPSHIRE AVE SILVER SPRING MD 20903 KENNETH R KIRK INTERNATIONAL SEC TREASURER 3014317100 2026-03-29 1 1 ERIN CRANMER P01712644 2023319880 2026-03-18 2023 2025-03-06 01:10:19Z X JOHN COSTA 10000 NEW HAMPSHIRE AVE SILVER SPRING MD 20903 104926171 0 X WWW.ATU.ORG X 1892 DC 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. 21 0 79 0 178260 67619 0 0 30149817 33898262 20477081 10180897 2705113 3312696 53332011 47391855 549019 275555 11003984 3091771 19235670 20914337 0 0 0 16648135 16116947 47436808 40398610 5895203 6993245 225278356 241510132 17136682 26375213 208141674 215134919 X 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. 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THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE UNION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF JUNE 30, 2024, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2020 THROUGH 2022 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE UNION FILES RETURNS. 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 1 8 PROGRAM SERVICES REPRESENT MEMBERS, ORGANIZING ACTIVITIES 1191241 NORTH AMERICA 1 8 GRANTS TO RECIPIENTS LOCATED IN REGION 11891 1 8 0 0 1 8 1203132 0 1203132 SCHOLARSHIPS NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 2 11891 CHECK 0 0 0 0 0 0 1 ATU BLACK CAUCUS 10000 NEW HAMPSHIRE AVE SILVER SPRING MD 20903 536014540 501(C)(3) 46479 0 GENERAL SUPPORT ECONOMIC POLICY INSTITUTE 1225 I STREET NW WASHINGTON DC 20005 521368964 501(C)(3) 25000 0 GENERAL SUPPORT JOBS TO MOVE AMERICA 525 SOUTH HEWITT STREET LOS ANGELES CA 90013 815339041 501(C)(3) 25000 0 GENERAL SUPPORT A PHILIP RANDOLPH INSTITUTE 815 16TH ST NW WASHINGTON DC 20006 132548181 501(C)(3) 20000 0 GENERAL SUPPORT RIDERS ALLIANCE 150 BROADWAY SUITE 1005 NEW YORK NY 10038 843709393 501(C)(3) 10000 0 GENERAL SUPPORT LABOR COUNCIL FOR LATIN AMERICAN ADVANCEMENT (LCLAA) 815 16TH ST NW 3RD FLOOR WASHINGTON DC 20006 521002207 501(C)(3) 7500 0 GENERAL SUPPORT COALITION OF BLACK TRADE UNIONISTS PO BOX 66268 WASHINGTON DC 20035 521128179 501(C)(5) 27000 0 GENERAL SUPPORT AFL-CIO SECRETARY-TREASURER 815 16TH ST NW WASHINGTON DC 20006 521002207 501(C)(5) 25000 0 GENERAL SUPPORT UNIONIZE AMAZON NORTHERN KENTUCKY 3813 TAYLOR BLVD LOUISVILLE KY 40215 501(C)(5) 10000 0 GENERAL SUPPORT 9 4 SCHOLARSHIPS 4 40800 CASH X X 0 1 0 0 0 KIRKKENNETH INTERNATIONAL SECRETARY-TREASURER 275176 0 0 0 45262 0 189002 0 29925 0 539365 0 0 0 COSTAJOHN INTERNATIONAL PRESIDENT 309577 0 0 0 26565 0 158994 0 29925 0 525061 0 0 0 TRUJILLOYVETTE INTERNATIONAL EXECUTIVE VICE PRESIDE 275176 0 0 0 36734 0 152537 0 31165 0 495612 0 0 0 MACDOUGALL STEPHEN INTERNATIONAL VICE PRESIDENT 200777 0 0 0 36248 0 181696 0 3472 0 422193 0 0 0 BARNES MARCELLUS INTERNATIONAL VICE PRESIDENT 200777 0 0 0 27338 0 144199 0 28089 0 400403 0 0 0 JOHNSON GARY INTERNATIONAL VICE PRESIDENT 200777 0 0 0 24585 0 117376 0 29625 0 372363 0 0 0 SMITH DANIEL GENERAL COUNSEL 213350 0 0 0 23419 0 93787 0 31603 0 362159 0 0 0 ROSENBERG JEFFREY LEGISLATIVE DIRECTOR 194807 0 0 0 23739 0 99413 0 31330 0 349289 0 0 0 GARLAND ANTHONY INTERNATIONAL VICE PRESIDENT 200777 0 0 0 34515 0 104449 0 2398 0 342139 0 0 0 SOMMERS MICHELLE INTERNATIONAL VICE PRESIDENT 200777 0 0 0 27555 0 75941 0 30580 0 334853 0 0 0 HOWARD CURTIS INTERNATIONAL VICE PRESIDENT 200777 0 0 0 25636 0 61862 0 30580 0 318855 0 0 0 DAY KENNETH INTERNATIONAL VICE PRESIDENT 200777 0 0 0 24355 0 59923 0 29625 0 314680 0 0 0 CHAPMAN JACQUES INTERNATIONAL VICE PRESIDENT 200777 0 0 0 24298 0 53293 0 30580 0 308948 0 0 0 AGUILAR ARTURO INTERNATIONAL VICE PRESIDENT 200777 0 0 0 26527 0 50549 0 30580 0 308433 0 0 0 ROSCOW DAVID ASSISTANT TO THE IP FOR COMMUNICATIO 173275 0 0 0 22975 0 80907 0 30287 0 307444 0 0 0 GREAVES RAYMOND INTERNATIONAL VICE PRESIDENT 200777 0 0 0 36248 0 65915 0 4427 0 307367 0 0 0 LINDSAY IIIJAMES B INTERNATIONAL VICE PRESIDENT 200777 0 0 0 37223 0 63691 0 3322 0 305013 0 0 0 CRUZ NATALIE INTERNATIONAL VICE PRESIDENT 200777 0 0 0 25071 0 47059 0 31743 0 304650 0 0 0 MURPHY RICHARD INTERNATIONAL VICE PRESIDENT 165739 0 0 0 31327 0 74714 0 23407 0 295187 0 0 0 CHU JESSICA CHIEF OF STAFF 196685 0 0 0 22304 0 43995 0 31864 0 294848 0 0 0 HENRY MARK INTERNATIONAL VICE PRESIDENT 200777 0 0 0 24558 0 46309 0 12840 0 284484 0 0 0 SAWYER-TURNER AMANDA INTERNATIONAL VICE PRESIDENT 200777 0 0 0 25762 0 28737 0 27061 0 282337 0 0 0 SFORZA EMANUELE INTERNATIONAL VICE PRESIDENT 200777 0 0 0 8423 0 61942 0 10435 0 281577 0 0 0 CALLAHAN JOHN INTERNATIONAL VICE PRESIDENT 200777 0 0 0 8423 0 53115 0 10435 0 272750 0 0 0 WILSON KENNETH INTERNATIONAL VICE PRESIDENT 200777 0 0 0 8423 0 21765 0 10435 0 241400 0 0 0 PANOS JUSTIN CAMPAIGNS DIRECTOR 188720 0 0 0 4927 0 20303 0 10435 0 224385 0 0 0 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. FORM 990, PART VI, SECTION A, LINE 6 THE THE ORGANIZATION HAS THE FOLLOWING CLASSES OF MEMBERS: ACTIVE - RIGHTS PURSUANT TO THE ATU CONSTITUTION AND APPLICABLE FEDERAL AND STATE LAWS PENSION - RIGHTS PURSUANT TO THE ATU CONSTITUTION ACTIVE MEMBERS AT LARGE- RIGHTS PURSUANT TO THE ATU CONSTITUTION PENSION MEMBERS AT LARGE - RIGHTS PURSUANT TO THE ATU CONSTITUTION FORM 990, PART VI, SECTION A, LINE 7A PURSUANT TO THE ATU CONSTITUTION MEMBERS ELECT CONVENTION DELEGATES AT THE LOCAL LEVEL. CONVENTION DELEGATES ELECT THE EXECUTIVE OFFICERS AND THE GENERAL EXECUTIVE BOARD. FORM 990, PART VI, SECTION A, LINE 7B PURSUANT TO THE ATU CONSTITUTION CERTAIN MATTERS ARE REFERRED TO THE CONVENTION DELEGATES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS REVIEWED BY THE INTERNATIONAL SECRETARY-TREASURER AND CONTROLLER. FORM 990, PART VI, SECTION B, LINE 12C QUESTIONNAIRES REGARDING CONFLICT OF INTEREST ARE REQUIRED TO BE COMPLETED BY CURRENT AND FORMER OFFICERS, DIRECTORS AND KEY EMPLOYEES ON AN ANNUAL BASIS. THE ETHICS COMMITTEE IS CONVENED UPON A COMPLAINT. FORM 990, PART VI, SECTION B, LINE 15 EMPLOYEE SALARIES ARE DETERMINED BY THE EXECUTIVE OFFICERS. OFFICERS COMPENSATION IS DETERMINED BY ACTION OF THE CONVENTION AND SET FORTH IN THE ORGANIZATION'S CONSTITUTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS CONSTITUTION AVAILABLE ON ITS WEBSITE. FORM 990, AMENDED RETURN THE RETURN HAS BEEN AMENDED TO INCLUDE THE ACTIVITY OF ITS DIREGARDED ENTITY, ATU DUPONT CIRCLE, LLC. ATU TECH PROPERTIES LLC 10000 NEW HAMPSHIRE AVENUE SILVER SPRING MD 20903 471407215 HOLDS PROPERTY ON BEHALF OF ATU TRAINING MD ATU TRAINING CENTER INC ATU DUPONT CIRCLE LLC 21 DUPONT CIRCLE WASHINGTON DC 20036 992666652 HOLDS PROPERTY ON BEHALF OF ATU DC AMALGAMATED TRANSIT UNION AMALGAMATED TRANSIT UNION PENSION PLAN FOR INTERNATIONAL OFFICERS AND EE'S 10000 NEW HAMPSHIRE AVENUE SILVER SPRING MD 20903 536014540 PROVIDE PENSION BENEFITS DC 401(A) N/A 0 ATU DISASTER RELIEF FUND 10000 NEW HAMPSHIRE AVENUE SILVER SPRING MD 20903 522344872 DISASTER RELIEF DC 501(C)(3) 170(B)(1)(A)(I) N/A 0 ATU JERRY FUND 10000 NEW HAMPSHIRE AVENUE SILVER SPRING MD 20903 521445945 RESEARCH FOR MULTIPLE SCLEROSIS DC 501(C)(3) 170(B)(1)(A)(VI) N/A 0 ATU LOCAL UNION OFFICERS AND EMPLOYEES 401(K) PLAN NO 002 10000 NEW HAMPSHIRE AVENUE SILVER SPRING MD 20903 522059293 PROVIDE PENSION BENEFITS DC 401(K) N/A 0 ATU NATIONAL 401(K) PLAN NO 001 10000 NEW HAMPSHIRE AVENUE SILVER SPRING MD 20903 522059290 PROVIDE PENSION BENEFITS DC 401(K) N/A 0 ATU LOCAL 1220 & OLD DOMINION TRANSIT SECTION 457 DEFERRED COMPENSATION PLA 10000 NEW HAMPSHIRE AVENUE SILVER SPRING MD 20903 900258323 PROVIDE PENSION BENEFITS DC 457 N/A 0 ATU 1742 TRI-STATE AUTHORITY SECTION 457 DEFERRED COMP PLAN 10000 NEW HAMPSHIRE AVENUE SILVER SPRING MD 20903 900258323 PROVIDE PENSION BENEFITS DC 457 N/A 0 ATU LOCAL 313 AND QUAD CITY GARAGE POLICY GROUP SECTION 457 DEFERRED COMP P 10000 NEW HAMPSHIRE AVENUE SILVER SPRING MD 20903 900258323 PROVIDE PENSION BENEFITS DC 457 N/A 0 ATU LOCAL 1212 & CHATTANOOGA AREA REG TRANSPORTATION SEC 457 DEF COMP PL 10000 NEW HAMPSHIRE AVENUE SILVER SPRING MD 20903 900258323 PROVIDE PENSION BENEFITS DC 457 N/A 0 ATU GOVERNMENTAL PROFIT SHARING PLAN 10000 NEW HAMPSHIRE AVENUE SILVER SPRING MD 20903 223975924 PROVIDE PENSION BENEFITS DC 401(A) N/A 0 ATU COPE VOLUNTARY FUND 10000 NEW HAMPSHIRE AVENUE SILVER SPRING MD 20903 900052963 POLITICAL ACTION COMMITTEE DC 527 N/A 0 ATU COPE SPECIAL HOLDING ACCOUNT 10000 NEW HAMPSHIRE AVENUE SILVER SPRING MD 20903 522256338 POLITICAL ACTION COMMITTEE DC 527 N/A 0 ATU NEW YORK COPE FUND 10000 NEW HAMPSHIRE AVENUE SILVER SPRING MD 20903 522256341 POLITICAL ACTION COMMITTEE NY 527 N/A 0 ATU COPE WISCONSIN ACCOUNT 10000 NEW HAMPSHIRE AVENUE SILVER SPRING MD 20903 204972762 POLITICAL ACTION COMMITTEE WI 527 N/A 0 ATU MISSOURI ACCOUNT 10000 NEW HAMPSHIRE AVENUE SILVER SPRING MD 20903 522256377 POLITICAL ACTION COMMITTEE MO 527 N/A 0 ATU COPE FLORIDA CAMPAIGN 10000 NEW HAMPSHIRE AVENUE SILVER SPRING MD 20903 043746027 POLITICAL ACTION COMMITTEE FL 527 N/A 0 ATU TRAINING CENTER INC 10000 NEW HAMPSHIRE AVENUE SILVER SPRING MD 20903 471180193 TRAINING CENTER MD 501(C)(3) 0 ATU LOCAL 568 AND ERIE METROPOLITAN TRANSITY AUTHORITY SECTION 457 DEFERRED 10000 NEW HAMPSHIRE AVENUE SILVER SPRING MD 20903 900258323 PROVIDE PENSION BENEFITS PA 457 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0