STRATEGY STUDIO / PUBLIC DATA EXPLORER

TRANSPORT WORKERS UNION OF AMERICA: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
TRANSPORT WORKERS UNION OF AMERICA (EIN 13-1395075)
Tax period
2022-09-01 to 2023-08-31
Filed
2024-07-15
IRS object ID
202441979349302289
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-07-15T17:58:15-05:00ReturnTs
Tax Period End2023-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN822653400PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JONAH COHEN CPAPCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line114 MULBERRY DRIVEAddressLine1Txt
CityHUNTINGTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11743ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131395075EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRANSPORT WORKERS UNION OF AMERICABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRANBusinessNameControlTxt
Phone2027193900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11220 19TH STREET NW STE 600AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEROME LAFRAGOLAPersonNm
Person TitleINT'L SECY / TREASPersonTitleTxt
Phone2027193900PhoneNum
Signature2024-07-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEROMEPersonFirstNm
Person LastLAFRAGOLAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJONAH COHENPreparerPersonNm
PTINP01058180PTIN
Phone5166955530PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJEROME LAFRAGOLAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11220 19TH STREET NW STE 600AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$43,651,460GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressTWU.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1934FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionCARRY ON UNION ACTIVITIES FOR THE BENEFIT OF ALL WORKERSActivityOrMissionDesc
Voting Members Governing Body64VotingMembersGoverningBodyCnt
Voting Members Independent51VotingMembersIndependentCnt
Total Employee48TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$26,706,178PYProgramServiceRevenueAmt
CY Program Service Revenue$29,402,342CYProgramServiceRevenueAmt
PY Investment Income$2,570,442PYInvestmentIncomeAmt
CY Investment Income$1,940,354CYInvestmentIncomeAmt
PY Other Revenue$270,800PYOtherRevenueAmt
CY Other Revenue$233,572CYOtherRevenueAmt
PY Total Revenue$29,547,420PYTotalRevenueAmt
CY Total Revenue$31,576,268CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$11,532,114PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$15,812,951CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$15,578,090PYOtherExpensesAmt
CY Other Expenses$13,491,644CYOtherExpensesAmt
PY Total Expenses$27,110,204PYTotalExpensesAmt
CY Total Expenses$29,304,595CYTotalExpensesAmt
PY Revenues Less Expenses$2,437,216PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,271,673CYRevenuesLessExpensesAmt
Total Assets BOY$65,657,174TotalAssetsBOYAmt
Total Assets EOY$67,981,338TotalAssetsEOYAmt
Total Liabilities BOY$284,319TotalLiabilitiesBOYAmt
Total Liabilities EOY$336,810TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$65,372,855NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$67,644,528NetAssetsOrFundBalancesEOYAmt
MissionNONEMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescCARRY ON UNION ACTIVITIES FOR THE BENEFIT OF ALL WORKERSDesc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document34IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee48EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members64GoverningBodyVotingMembersCnt
Independent Voting Member51IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEROME LAFRAGOLABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2027193900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11220 19TH STREET NW STE 600AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (79 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
S MARTIN
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
T HUGHES
EXEC COUNCIL10.00Yes (X)Yes (X)$0$0$0
V JONES
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
V GONZALEZ
EXEC COUNCIL10.00Yes (X)Yes (X)$0$0$0
C GIFFORD
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
C BERNABEL
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
M MASSONI
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
J CHIARELLO
EXEC COUNCIL10.00Yes (X)Yes (X)$0$0$0
A SUTTON
VICE PRESIDENT40.00Yes (X)Yes (X)$171,318$0$30,488
D HAGAN
VICE PRESIDENT10.00Yes (X)Yes (X)$0$0$0
AGARCIA
EXEC VICE PRESIDENT40.00Yes (X)Yes (X)$335,025$0$30,488
L CRISP
EXEC COUNCIL10.00Yes (X)Yes (X)$0$0$0
G MOHGRABI
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
J SCHAR
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
G SCHAIBLE
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
B POLLITT
EXEC COUNCIL10.00Yes (X)Yes (X)$0$0$0
P HOWARD
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
G DUNICHEV
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
G COSEY
VICE PRESIDENT10.00Yes (X)Yes (X)$0$0$0
D YATES
EXEC COUNCIL10.00Yes (X)Yes (X)$0$0$0
D CENTRONE
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
P ROSCONI
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
R ROCCO
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
L MONTGOMERY
EXEC COUNCIL10.00Yes (X)Yes (X)$0$0$0
C SCOTT
EXEC BOARD10.00Yes (X)Yes (X)$26,317$0$5,081
J SAMUELSEN
PRESIDENT40.00Yes (X)Yes (X)$338,069$0$0
J LAFRAGOLA
SECY/TREASURER40.00Yes (X)Yes (X)$330,480$0$30,488
J FELTZ
VICE PRESIDENT40.00Yes (X)Yes (X)$206,483$0$30,488
H MARVES
EXEC COUNCIL10.00Yes (X)Yes (X)$0$0$0
J WHALEN
VICE PRESIDENT10.00Yes (X)Yes (X)$0$0$0
D ECHEVARRIA
EXEC COUNCIL10.00Yes (X)Yes (X)$0$0$0
D DANKER
VICE PRESIDENT10.00Yes (X)Yes (X)$0$0$0
D BROWN
VICE PRESIDENT10.00Yes (X)Yes (X)$0$0$0
C TATE
ADMIN VICE PRESIDENT40.00Yes (X)Yes (X)$271,986$0$14,478
B MORGAN
VICE PRESIDENT10.00Yes (X)Yes (X)$0$0$0
B BARNES
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
D RIVERA
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
K SMITH
EXEC COUNCIL40.00Yes (X)Yes (X)$155,567$0$30,488
R DAVIS
VICE PRESIDENT10.00Yes (X)Yes (X)$0$0$0
T JAMES
EXEC BOARD40.00Yes (X)Yes (X)$171,803$0$28,738
B DELUCIA
EXEC BOARD40.00Yes (X)Yes (X)$150,300$0$30,488
C BRADLEY
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
W BROWN
VICE PRESIDENT40.00Yes (X)Yes (X)$205,083$0$0
T UTANO
VICE PRESIDENT40.00Yes (X)Yes (X)$180,552$0$26,257
T MCDANIEL
VICE PRESIDENT40.00Yes (X)Yes (X)$194,620$0$29,302
T LENANE
VICE PRESIDENT10.00Yes (X)Yes (X)$0$0$0
M MAYES
ADMIN VICE PRESIDENT40.00Yes (X)Yes (X)$268,494$0$30,488
G PETERSON
VICE PRESIDENT40.00Yes (X)Yes (X)$202,701$0$30,488
A GRIFFIN
VICE PRESIDENT10.00Yes (X)Yes (X)$0$0$0
JP PATAFIO
EXEC COUNCIL10.00Yes (X)Yes (X)$0$0$0
R BARNES
EXEC COUNCIL10.00Yes (X)Yes (X)$0$0$0
J ELVIRA
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
L WHICHARD
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
P REYNOLDS
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
J HAYES
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
R MARENCO
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
C ALBERT
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
R KELLEY
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
A BARBOSA
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
P DELVA
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
J D'ELIA
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
A HEAD
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
P NAVARRO
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
J PARROTT
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
J MITCHELL
VICE PRESIDENT10.00Yes (X)Yes (X)$26,579$0$5,081
A HEAD
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
C MARSHALL
EXEC BOARD10.00Yes (X)Yes (X)$0$0$0
A RANGOLAN
DIRECTOR OF COPE40.00$163,815$0$30,488Yes (X)
J O'DONNELL
CHIEF OF STAFF40.00$258,364$0$30,488Yes (X)
T DANIELS
DIR OF CIV & HUMAN RIGHTS40.00$171,990$0$30,488Yes (X)
D MOSES
DIRECTOR OF IT40.00$202,929$0$30,488Yes (X)
Z TATZ
SEN DIR GOVT AFFAIRS40.00$179,027$0$30,488Yes (X)
A CUCUZZA
ORGANIZING DIRECTOR40.00$168,810$0$30,488Yes (X)
R PANTOJA
DIR OF ECONOMIST & RSRCH40.00$154,827$0$30,488Yes (X)
A MCCOY
ATD DIRECTOR40.00$148,919$0$30,488Yes (X)
J GALARZA
INTL STAFF REP40.00$202,667$0$30,488Yes (X)
C MARTIN
INT'L REP TRANSIT40.00$194,074$0$28,738Yes (X)
J TORRES
TRANSIT REP40.00$152,360$0$30,488Yes (X)
S DOYLE
ORGANIZER40.00$160,190$0$30,488Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,393,349TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$716,947TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K26IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
PHILLIPS RICHARD & RIND PA
9360 SW 72ND ST 283MIAMIFL33173ATTORNEYS$968,119
BERLINROSEN LTD
15 MAIDEN LANENEW YORKNY10038PUBLIC RELATIONS CONSULTING$641,458
KELLY PRESS INC
1701 CABIN BRANCH RDCHEVERLYMD20785PRINTING SERVICES$335,748
COLLERAN O'HARA & MILLS LLP
100 CROSSWAYS PARK DRIVE WESTWOODBURYNY11797ATTORNEYS$238,571
AMERICAN ADVERTISING INC
8102 SOUTH JUNIPER PLACEBROKEN ARROWOK74011PRINTING SERVICES$181,978
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMEMBERSHIP DUESDesc
Business900099BusinessCd
Total Revenue Column$29,402,342TotalRevenueColumnAmt
Related Or Exempt Func Income$29,402,342RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$29,402,342TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,708,038TotalRevenueColumnAmt
Related Or Exempt Func Income$1,708,038RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$12,307,508SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$12,075,192SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$232,316SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$232,316TotalRevenueColumnAmt
Related Or Exempt Func Income$232,316RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CREDIT CARD ROYALTY INC900099$124,505$124,505
CONTRIBUTIONS TO M.J.900099$82,671$82,671
REIMBURSED EXPENSES900099$26,396$26,396
FieldValueIRS element (for citing)
Other Revenue Total$233,572OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,576,268TotalRevenueColumnAmt
Related Or Exempt Func Income$31,576,268RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,061,485TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,754,489TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,535,151TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,884,850TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$576,976TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,439,943TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$226,095TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$294,240TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$61,500TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$236,891TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$190,238TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$770,634TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$18,764TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$1,282,866TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$267,217TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$335,773TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
ORGANIZING & SERVICING$4,099,317
RESEARCH, PUBLIC AFFAIR$1,084,981
CONTRIBUTIONS TO ORGANI$801,128
AUTO$492,987

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,889,070TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$29,304,595TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$11,621,776BOYAmt
EOY$15,077,797EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,625,164LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$843,807LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,043,462BOYAmt
EOY$1,781,357EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$40,133,501BOYAmt
EOY$31,854,391EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$11,729,665BOYAmt
EOY$19,146,219EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$128,770BOYAmt
EOY$121,574EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$65,657,174BOYAmt
EOY$67,981,338EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$284,319BOYAmt
EOY$336,810EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$284,319BOYAmt
EOY$336,810EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$65,372,855BOYAmt
EOY$67,644,528EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$65,372,855BOYAmt
EOY$67,644,528EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$65,657,174BOYAmt
EOY$67,981,338EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,271,673ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House LobbyingYes (1)OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$40,250OtherCostOrOtherBasisAmt
Book Value$40,250BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$746,675OtherCostOrOtherBasisAmt
Depreciation$50,881DepreciationAmt
Book Value$695,794BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$791,643OtherCostOrOtherBasisAmt
Depreciation$211,105DepreciationAmt
Book Value$580,538BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$497,874OtherCostOrOtherBasisAmt
Depreciation$172,041DepreciationAmt
Book Value$325,833BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$548,722OtherCostOrOtherBasisAmt
Depreciation$409,780DepreciationAmt
Book Value$138,942BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,781,357TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
AFL-CIO HOUSING INVESTMENT TRUST$11,691,128C
MORTGAGE RECEIVABLE - LOCAL 568$181,926C
MORTGAGE RECEIVABLE - LOCAL 526$40,965C
MORTGAGE RECEIVABLE - LOCAL 527$90,016C
INVESTMENT IN TWU REALTY CORP$1,000C
LOAN RECEIVABLE - WORKERS TRANSPORT$14,249C
FRANKLIN US GOVT SECURITIES FUND$7,126,935C
FieldValueIRS element (for citing)
Total Book Value Securities$19,146,219TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
LOCALS SHARE$331,410
MISC LIABILITIES$4,400
DUE TO TWU REALTY$1,000
FieldValueIRS element (for citing)
Total Liability$336,810TotalLiabilityAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
AGARCIA
EXEC VICE PRESIDENT$320,765$0$0$0$14,260$0$0$0$30,488$0$365,513$0$0$0
J LAFRAGOLA
SECY/TREASURER$320,765$0$0$0$9,715$0$0$0$30,488$0$360,968$0$0$0
J SAMUELSEN
PRESIDENT$329,853$0$0$0$8,216$0$0$0$0$0$338,069$0$0$0
M MAYES
ADMIN VICE PRESIDENT$253,729$0$0$0$14,765$0$0$0$30,488$0$298,982$0$0$0
J O'DONNELL
CHIEF OF STAFF$253,730$0$0$0$4,634$0$0$0$30,488$0$288,852$0$0$0
C TATE
ADMIN VICE PRESIDENT$253,729$0$0$0$18,257$0$0$0$14,478$0$286,464$0$0$0
J FELTZ
VICE PRESIDENT$200,196$0$0$0$6,287$0$0$0$30,488$0$236,971$0$0$0
D MOSES
DIRECTOR OF IT$200,091$0$0$0$2,838$0$0$0$30,488$0$233,417$0$0$0
G PETERSON
VICE PRESIDENT$200,088$0$0$0$2,613$0$0$0$30,488$0$233,189$0$0$0
J GALARZA
INTL STAFF REP$200,090$0$0$0$2,577$0$0$0$30,488$0$233,155$0$0$0
T MCDANIEL
VICE PRESIDENT$191,782$0$0$0$2,838$0$0$0$29,302$0$223,922$0$0$0
C MARTIN
INT'L REP TRANSIT$188,250$0$0$0$5,824$0$0$0$28,738$0$222,812$0$0$0
Z TATZ
SEN DIR GOVT AFFAIRS$178,502$0$0$0$525$0$0$0$30,488$0$209,515$0$0$0
T UTANO
VICE PRESIDENT$176,559$0$0$0$3,993$0$0$0$26,257$0$206,809$0$0$0
W BROWN
VICE PRESIDENT$200,088$0$0$0$4,995$0$0$0$0$0$205,083$0$0$0
T DANIELS
DIR OF CIV & HUMAN RIGHTS$162,606$0$0$0$9,384$0$0$0$30,488$0$202,478$0$0$0
A SUTTON
VICE PRESIDENT$166,666$0$0$0$4,652$0$0$0$30,488$0$201,806$0$0$0
T JAMES
EXEC BOARD$165,813$0$0$0$5,990$0$0$0$28,738$0$200,541$0$0$0
A CUCUZZA
ORGANIZING DIRECTOR$164,556$0$0$0$4,254$0$0$0$30,488$0$199,298$0$0$0
A RANGOLAN
DIRECTOR OF COPE$162,606$0$0$0$1,209$0$0$0$30,488$0$194,303$0$0$0
S DOYLE
ORGANIZER$155,077$0$0$0$5,113$0$0$0$30,488$0$190,678$0$0$0
K SMITH
EXEC COUNCIL$151,777$0$0$0$3,790$0$0$0$30,488$0$186,055$0$0$0
R PANTOJA
DIR OF ECONOMIST & RSRCH$154,382$0$0$0$445$0$0$0$30,488$0$185,315$0$0$0
J TORRES
TRANSIT REP$149,204$0$0$0$3,156$0$0$0$30,488$0$182,848$0$0$0
B DELUCIA
EXEC BOARD$149,204$0$0$0$1,096$0$0$0$30,488$0$180,788$0$0$0
A MCCOY
ATD DIRECTOR$148,919$0$0$0$0$0$0$0$30,488$0$179,407$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS REVIEWED BY THE DIRECTOR OF ACCOUNTING AND THE INT'L SECRETARY / TREASURER. THE INT'L SECRETARY / TREASURER IS A MEMBER OF THE GOVERNING BODY AND IS RESPONSIBLE FOR SIGNING FORM 990 AS WELL.
FORM 990, PART VI, SECTION B, LINE 12CTHE TRANSPORT WORKERS UNION ENFORCES THE WRITTEN CONFLICT OF INTEREST POLICY BY INFORMING EMPLOYEES OF THE REPORTING REQUIREMENTS AND THEIR LEGAL OBLIGATION TO FILE FORM LM-30 WITH THE DOL DISCLOSING ALL DEALINGS AND INTERACTIONS WITH VENDORS. THE TRANSPORT WORKERS UNION HAS ALSO ADOPTED A ZERO TOLERANCE POLICY IN REGARD TO THESE MATTERS.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY & FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ADDITIONALLY, THE GOVERNING DOCUMENTS & FORM LM-2 ARE AVAILABLE ON THE DOL WEBSITE UNDER THE FREEDOM OF INFORMATION ACT.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEnd Of Year AssetsEndOfYearAssetsAmt
TWU LLC
1220 19TH ST NW STE 600WASHINGTONDC20036263743555DORMANTDEN/A
MJQ REALTY LLC
1220 19TH ST NW STE 600WASHINGTONDC20036831658825TO OWN REAL ESTATE FOR UNION PURPOSESNYN/A$736,044

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
TWU REALTY CORP
1220 19TH ST NW STE 600WASHINGTONDC20036830340737DORMANTTX501(C)(25)N/AYes (1)
TWU RESERVE FUND
1220 19TH ST NW STE 600WASHINGTONDC20036823936748ADMINISTER ASSETS FOR CERTAIN MEMBERS OF TRANSPORT WORKERS UNION OF AMERICADC501(C)(5)N/AYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1MJQ REALTY LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeDTransactionTypeTxt
Involved$7,548InvolvedAmt
Method Of Amount DeterminationREVIEW OF INVOICESMethodOfAmountDeterminationTxt