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Nonprofit · EIN 13-3269303

TRANSPORT WORKERS UNION RETIREE ASSOCIATION

Tax-exempt · BROOKLYN, NY 11201

Financials

$4.9M$4.7M2023$5.1M$5.1M2024
Revenue Expenses · by fiscal year end
Financials of TRANSPORT WORKERS UNION RETIREE ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$5,143,833$5,085,881$57,952$4,883,107$432,946$4,450,161
December 31, 2023990$4,881,952$4,741,433$140,519$4,591,479$199,270$4,392,209
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$5,046,038
Investment income
$97,795
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$4,473,582
Compensation of officers, directors and key employees
$102,636
Salaries, compensation and benefits (total)
$102,636
Professional fundraising fees
$0
Accounting fees
$14,000
Travel
$4,412
Depreciation
$2,603

Balance sheet and other

Total assets, start of year
$4,591,479
Total assets, end of year
$4,883,107
Total liabilities, end of year
$432,946
Net assets, end of year
$4,450,161
Land, buildings and equipment
$4,273
Gross receipts
$5,143,833
Employees
0
Volunteers
0
Year formed
1985
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JAMES WHALENDIRECTOR BEG FEB 2024
Trustee or director
20$55,230
BARRINGTON ROBERTSASSOCIATION MANAGER
Trustee or director
20$41,883
JAMES MANZELLADIRECTOR END FEB 2024
Trustee or director
20$5,523
ANGELO CAMAIONIBOARD MEMBER
Officer
0.5$0
KEVIN HARRINGTONBOARD MEMBER
Officer
0.5$0
YVONNE BURKHALTERBOARD MEMBER
Officer
0.5$0
DELORIS FRAZIERBOARD MEMBER
Officer
0.5$0
EARNEST MILLERBOARD MEMBER
Officer
0.5$0
FRANK ROSATOBOARD MEMBER
Officer
0.5$0
DOMINICK SPAGNOLOBOARD MEMBER
Officer
0.5$0
EMILY LOUISE ALLENBOARD MEMBER
Officer
0.5$0
RANDOLPH PRINGLEBOARD MEMBER
Officer
0.5$0
TERRANCE HARMONBOARD MEMBER
Officer
0.5$0
990 for the year ended December 31, 2023: 13 people
NameTitleHours / weekCompensation
JAMES MANZELLADIRECTOR
Trustee or director, Officer
40$44,184
BARRINGTON ROBERTSASSOCIATION MANAGER
Officer
40$27,155
MICHAEL TUTRONEDIRECTOR
Trustee or director
40$16,625
ANGELO CAMAIONIBOARD MEMBER
Officer
0.5$0
KEVIN HARRINGTONBOARD MEMBER
Officer
0.5$0
YVONNE BURKHALTERBOARD MEMBER
Officer
0.5$0
DELORIS FRAZIERBOARD MEMBER
Officer
0.5$0
EARNEST MILLERBOARD MEMBER
Officer
0.5$0
FRANK ROSATOBOARD MEMBER
Officer
0.5$0
DOMINICK SPAGNOLOBOARD MEMBER
Officer
0.5$0
EMILY LOUISE ALLENBOARD MEMBER
Officer
0.5$0
RANDOLPH PRINGLEBOARD MEMBER
Officer
0.5$0
TERRANCE HARMONBOARD MEMBER
Officer
0.5$0

Address and contacts

Address (IRS master file)
195 MONTAGUE STREET 3RD FLOOR, BROOKLYN, NY 11201-3631
Principal officer (990 for 2024)
JAMES WHALEN, 195 MONTAGUE STREET 3RD FLOOR, BROOKLYN, NY 11201
Signed the 990
JAMES WHALEN, DIRECTOR
Phone
(212) 873-6000
Return prepared by
ROGOFF & COMPANY PC

Mission

THE PURPOSE OF THE ORGANIZATION IS TO PROTECT, PRESERVE AND IMPROVE THE SOCIAL AND ECONOMIC STATUS OF RETIREES IN ACCORDANCE WITH THE IDEALS OF TRADE UNIONISM.

990 for the year ended December 31, 2024

Program accomplishments

  • INSURANCE PROGRAMS - DENTAL AND OPTICAL PREMIUMS AS WELL AS DIRECT MEDICAL REIMBURSEMENTS TO MEMBERS.
    Expenses $4,476,138 · revenue $4,351,051
  • GENERAL - TO PROTECT, PRESERVE AND IMPROVE THE SOCIAL AND ECONOMIC STATUS OF RETIREES IN ACCORDANCE WITH THE IDEALS OF TRADE UNIONISM.
    revenue $635,302
  • SPECIAL EVENTS
    Expenses $67,968 · revenue $54,435
  • ADVERTISING AND ADMINISTRATIVE
    Expenses $333,716 · revenue $5,250

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
13-3269303
Tax-exempt status
501(c)(8): Fraternal beneficiary society
Donations deductible (Pub 78)
Organization other than a public charity or private foundation; Fraternal lodge, deductible only for charitable purposes
Exempt since
1985
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,883,107
Income (IRS master file)
$5,143,833

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$5,143,833$5,085,881$4,883,107XML
990December 2023$4,881,952$4,741,433$4,591,479XML
990December 2022$4,333,483$4,026,825$4,600,298IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3269303).

Questions about TRANSPORT WORKERS UNION RETIREE ASSOCIATION

What is the EIN of TRANSPORT WORKERS UNION RETIREE ASSOCIATION?
The employer identification number (EIN) of TRANSPORT WORKERS UNION RETIREE ASSOCIATION is 13-3269303.
Is TRANSPORT WORKERS UNION RETIREE ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(8) since 1985.
Are donations to TRANSPORT WORKERS UNION RETIREE ASSOCIATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation; Fraternal lodge, deductible only for charitable purposes).
Which annual return does TRANSPORT WORKERS UNION RETIREE ASSOCIATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of TRANSPORT WORKERS UNION RETIREE ASSOCIATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TRANSPORT WORKERS UNION RETIREE ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of TRANSPORT WORKERS UNION RETIREE ASSOCIATION?
The 990 for the year ended December 31, 2024 names JAMES WHALEN.
Who are the officers and directors of TRANSPORT WORKERS UNION RETIREE ASSOCIATION?
The 990 for the year ended December 31, 2024 lists 13 people; 3 received compensation from the organization, the highest $55,230 (JAMES WHALEN, DIRECTOR BEG FEB 2024).
How much revenue does TRANSPORT WORKERS UNION RETIREE ASSOCIATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $5,143,833, expenses of $5,085,881 and total assets of $4,883,107 at year end.

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