Nonprofit · EIN 39-0127040
AMALGAMATED TRANSIT UNION
Also known as LOCAL 998
Tax-exempt · MILWAUKEE, WI 53233
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $993,274 | $980,632 | $12,642 | $606,786 | $55,006 | $551,780 |
| December 31, 2024 | 990 | $922,601 | $949,133 | -$26,532 | $539,138 | $0 | $539,138 |
| December 31, 2023 | 990 | $942,940 | $850,693 | $92,247 | $565,670 | $0 | $565,670 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $984,113
- Investment income
- $136
- Net rental income
- $5,250
- Other revenue
- $9,025
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $378,312
- Other salaries and wages
- $84,043
- Salaries, compensation and benefits (total)
- $496,208
- Professional fundraising fees
- $0
- Legal fees
- $23,318
- Accounting fees
- $21,700
- Occupancy
- $20,752
- Travel
- $20,484
- Depreciation
- $5,413
Balance sheet and other
- Total assets, start of year
- $539,138
- Total assets, end of year
- $606,786
- Total liabilities, end of year
- $55,006
- Net assets, end of year
- $551,780
- Land, buildings and equipment
- $122,611
- Net assets without donor restrictions
- $551,780
- Gross receipts
- $993,274
- Employees
- 39
- Volunteers
- 2
- Year formed
- 1933
- State of legal domicile
- WI
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRUCE FREEMAN | PRESIDENT Trustee or director, Officer | 40 | $89,937 | $9,996 |
| MICHAEL BROWN | VICE PRESIDENT Trustee or director, Officer | 40 | $83,627 | $10,998 |
| YELONDA NASH | FINANCIAL SECRETARY-TREASU Trustee or director, Officer | 40 | $84,666 | $9,774 |
| NYCOLA PHIFER | CHIEF STEWARD Trustee or director | 1 | $18,208 | $306 |
| MATTHEW KALLAS | CHIEF STEWARD Trustee or director | 1 | $12,016 | $212 |
| RAQIB AHMAD | CHIEF STEWARD Trustee or director | 1 | $10,460 | $178 |
| RICKEY ROBINSON | CHIEF STEWARD - PART YEAR Trustee or director | 1 | $7,304 | $113 |
| TRACEY HARRIS | CHIEF STEWARD - PART YEAR Trustee or director | 1 | $4,726 | $0 |
| HOWARD JOHNSON-ORTIZ | CHIEF STEWARD - PART YEAR Trustee or director | 1 | $4,520 | $107 |
| PAMELLA FISHER | CHIEF STEWARD Trustee or director | 1 | $4,448 | $0 |
| YOLANDA DEAN | CHIEF STEWARD - PART YEAR Trustee or director | 1 | $743 | $0 |
| SANIKA MCKINNEY | CHIEF STEWARD Trustee or director | 1 | $0 | $0 |
| CINDY MCNAMARA | CHIEF STEWARD - PART YEAR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL BROWN | VICE PRESIDENT Trustee or director, Officer | 40 | $81,705 | $10,587 |
| DONNELL SHORTER | PRESIDENT - PART YEAR Trustee or director, Officer | 40 | $67,396 | $5,265 |
| YELONDA NASH | FINANCIAL SECRETARY-TREASU - PART YEAR Trustee or director, Officer | 1 | $53,167 | $5,130 |
| CASSANDRA COBB | FINANCIAL SECRETARY-TREASU - PART YEAR Trustee or director, Officer | 40 | $50,653 | $4,528 |
| BRUCE FREEMAN | PRESIDENT - PART YEAR Trustee or director, Officer | 40 | $43,477 | $4,580 |
| NYCOLA PHIFER | CHIEF STEWARD Trustee or director | 1 | $11,972 | $394 |
| TRACEY HARRIS | CHIEF STEWARD Trustee or director | 1 | $7,593 | $0 |
| PAMELLA FISHER | CHIEF STEWARD Trustee or director | 1 | $5,312 | $0 |
| KYLE HANDEL | CHIEF STEWARD - PART YEAR Trustee or director | 1 | $4,275 | $141 |
| MATTHEW KALLAS | CHIEF STEWARD - PART YEAR Trustee or director | 1 | $3,363 | $111 |
| RAQIB AHMAD | CHIEF STEWARD Trustee or director | 1 | $2,919 | $96 |
| HOWARD JOHNSON-ORTIZ | CHIEF STEWARD - PART YEAR Trustee or director | 1 | $2,825 | $91 |
| ANTON SADILEK | CHIEF STEWARD - PART YEAR Trustee or director | 1 | $2,195 | $72 |
| SANIKA MCKINNEY | CHIEF STEWARD Trustee or director | 1 | $374 | $0 |
| JAMES SCHRAMM | CHIEF STEWARD - PART YEAR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DONNELL SHORTER | PRESIDENT Trustee or director, Officer | 40 | $79,904 | $12,869 |
| MICHAEL BROWN | VICE PRESIDENT Trustee or director, Officer | 40 | $75,578 | $14,071 |
| CASSANDRA COBB | FINANCIAL SECRETARY-TREASU Trustee or director, Officer | 40 | $75,224 | $14,092 |
| YELONDA NASH | CHIEF STEWARD Trustee or director | 1 | $18,926 | $1,550 |
| RONALD NELSON | ASST STEWARD Trustee or director | 1 | $7,051 | $577 |
| PAMELLA FISHER | CHIEF STEWARD Trustee or director | 1 | $4,308 | $0 |
| KYLE HANDEL | CHIEF STEWARD Trustee or director | 1 | $3,950 | $323 |
| TRACEY HARRIS | CHIEF STEWARD Trustee or director | 1 | $3,754 | $0 |
| ALFONSO ANDERSON | CHIEF STEWARD Trustee or director | 1 | $2,097 | $172 |
| ANTON SADILEK | CHIEF STEWARD Trustee or director | 1 | $1,925 | $158 |
| BYRON BRADFORD | ASST STEWARD Trustee or director | 1 | $176 | $0 |
| JAMES SCHRAMM | CHIEF STEWARD Trustee or director | 1 | $0 | $0 |
| SANIKA MCKINNEY | CHIEF STEWARD Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 734 N 26TH ST, MILWAUKEE, WI 53233-1806
- In care of
- % MICHELLE SOMMERS CO TRUSTEE
- Principal officer (990 for 2025)
- BRUCE FREEMAN, 734 NORTH 26TH STREET, MILWAUKEE, WI 53233
- Signed the 990
- BRUCE FREEMAN, PRESIDENT
- Phone
- (414) 342-4300
- Return prepared by
- REILLY PENNER & BENTON LLP
Mission
TO PLACE THE OCCUPATION UPON A HIGHER PLANE OF INTELLIGENCE, EFFICIENCY AND SKILL TO SECURE EMPLOYMENT AND ADEQUATE PAY FOR THE WORKERS AND TO ELEVATE THE MORAL, INTELLECTUAL AND SOCIAL CONDITIONS.
Program accomplishments
- ORGANIZE WORKERS TO SECURE IMPROVED WAGES, HOURS, WORKING CONDITIONS AND OTHER ECONOMIC ADVANTAGES THROUGH NEGOTIATIONS AND COLLECTIVE BARGAINING.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-0127040
- Tax-exempt status
- 501(c)(5): Labor, agricultural or horticultural organization
- Donations deductible
- No
- Exempt since
- 1940
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Group exemption
- 0155: AMALGAMATED TRANSIT UNION
- Assets (IRS master file)
- $606,786
- Income (IRS master file)
- $993,274
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $993,274 | $980,632 | $606,786 | XML |
| 990 | December 2024 | $922,601 | $949,133 | $539,138 | XML |
| 990 | December 2023 | $942,940 | $850,693 | $565,670 | XML |
| 990 | December 2022 | $814,251 | $878,879 | $473,423 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 39-0127040).
Questions about AMALGAMATED TRANSIT UNION
- What is the EIN of AMALGAMATED TRANSIT UNION?
- The employer identification number (EIN) of AMALGAMATED TRANSIT UNION is 39-0127040.
- Is AMALGAMATED TRANSIT UNION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(5) since 1940.
- Are donations to AMALGAMATED TRANSIT UNION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does AMALGAMATED TRANSIT UNION 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 AMALGAMATED TRANSIT UNION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AMALGAMATED TRANSIT UNION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of AMALGAMATED TRANSIT UNION?
- The 990 for the year ended December 31, 2025 names BRUCE FREEMAN.
- Who are the officers and directors of AMALGAMATED TRANSIT UNION?
- The 990 for the year ended December 31, 2025 lists 13 people; 11 received compensation from the organization, the highest $89,937 (BRUCE FREEMAN, PRESIDENT).
- How much revenue does AMALGAMATED TRANSIT UNION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $993,274, expenses of $980,632 and total assets of $606,786 at year end.
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