Amalgamated Transit Union Local 1338

Nonprofit profile at a glance

EIN
750679974
IRS 990 coverage
2013–2025
Forms available
Form 990 2025
Location
Dallas, TX, USA
Phone
2148281641
Rating
56
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$1,791,779
Expenses
$1,687,556
Assets
$1,364,482
Liabilities
$4,556

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

16 people listed

Executive titles in this filing

  • Donnie Jolly (President)

Highest reported compensation

  • Donnie Jolly (President): $15,000 total reported compensation
  • Bryan Blanks (Financial Secretary/Treasurer): $9,599 total reported compensation
  • Victoria Allen (Denton County): $7,915 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The exempt purpose of the labor union is to provide better work conditions for the members and procide assistance with grievances.

What it reported doing in 2025

All Other Accomplishments Members are transportation employees who receive assistance with grievances against their employer. Ensures betterment of work conditions for members.

Operating model

Revenue model
Membership-supported. 99% of the money available for current operations came from membership dues.
Distribution model
Hybrid. The nonprofit split its reported program spending across 55% for direct work, and 45% for affiliated organizations.

The verdict

MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of voting board members are independent and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 56
  • Transparency & Controls: 83
  • Accountability: 14
  • Sustainability: 47
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 61.8%; rating input score 62
  • Program expense ratio: 65.6%; rating input score 66
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 92.3%; rating input score 92; 18th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 6th percentile among comparable filings
  • Governance controls: 3 of 9 controls in place; rating input score 33
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 5.8%; rating input score 47; 47th percentile among comparable filings
  • Total-asset coverage ratio: 0.81; rating input score 37; 37th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 5.2%; rating input score 50; 50th percentile among comparable filings

Growth

  • Program expense growth: 7.5% per year; rating input score 100; 48th percentile among comparable filings
  • Revenue growth: 2.4% per year; rating input score 100; 22nd percentile among comparable filings
  • Asset growth: -0.3% per year; rating input score 0; 15th percentile among comparable filings

Details

  • Where the money goes: 61.8% of revenue deployed · 65.6% of spending went to programs
  • Governance: 0 of 16 board members independent · 3 of 9 filing controls reported
  • Programs: 2 filed program accomplishments
  • Leadership: top reported pay $15K · 16 people listed
  • Consistency: 29 of 30 current checks pass · 1 finding to review
  • Schedules: 2 filed schedules
  • Filing history: 13 filing years from 2013 to 2025
  • Contacts: How to reach this organization
  • Money network: 16 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Independent voting board scored 0/100.
  • Moderate — Accountability: Governance controls: 6 of 9 not reported.
  • Moderate — Sustainability: Operating margin scored 47/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Transparency & Controls: Schedule D land buildings reconciliation did not reconcile in the filed values.
  • Moderate — Sustainability: Total-asset coverage ratio scored 37/100.
  • Review — Sustainability: Officer compensation ratio scored 50/100.