Civic Intelligence

Amalgamated Transit Union Local 1555

990 • Fiscal year 2017 • EIN 23-7299601

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

Organization ProfileN/A
132 Ninth StreetOakland, CA 94607

(510) 763-1555

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Net Margin

91st percentile

30%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

26th percentile

$18,650

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Asset Growth

97th percentile

67%

Faster asset growth than 97% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

18th percentile

-6.0%

Faster revenue growth than 18% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$989,117

Up $395,761 (+67%) from 2016

Net Assets

Up

$989,117

Up $395,761 (+67%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin91st percentile

Revenue

Down

$1,334,702

Down $85,406 (-6.0%) from 2016

Expenses

Down

$938,941

Down $289,668 (-24%) from 2016

Net Income

Up

$395,761

Up $204,262 (+107%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $256,188Liabilities 2014: $0Net Assets 2014: $256,1882014Assets 2015: $401,857Liabilities 2015: $0Net Assets 2015: $401,8572015Assets 2016: $593,356Liabilities 2016: $0Net Assets 2016: $593,3562016Assets 2017: $989,117Liabilities 2017: $0Net Assets 2017: $989,1172017Assets 2018: $1,120,058Liabilities 2018: $0Net Assets 2018: $1,120,0582018Assets 2019: $1,285,476Liabilities 2019: $0Net Assets 2019: $1,285,4762019Assets 2020: $1,540,398Liabilities 2020: $0Net Assets 2020: $1,540,3982020Assets 2021: $1,858,643Liabilities 2021: $0Net Assets 2021: $1,858,6432021Assets 2022: $1,931,873Liabilities 2022: $0Net Assets 2022: $1,931,8732022Assets 2023: $3,285,780Liabilities 2023: $1,230,246Net Assets 2023: $2,055,5342023Assets 2024: $3,632,800Liabilities 2024: $1,197,070Net Assets 2024: $2,435,7302024

Highlighted filing

2017

Assets$989,117
Liabilities$0
Net Assets$989,117
Open 2017 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0Revenue 2014: $969,407Expenses 2014: $965,784Net Income 2014: $3,6232014Revenue 2015: $1,023,115Expenses 2015: $877,446Net Income 2015: $145,6692015Revenue 2016: $1,420,108Expenses 2016: $1,228,609Net Income 2016: $191,4992016Revenue 2017: $1,334,702Expenses 2017: $938,941Net Income 2017: $395,7612017Revenue 2018: $1,200,366Expenses 2018: $1,069,425Net Income 2018: $130,9412018Revenue 2019: $1,282,715Expenses 2019: $1,117,298Net Income 2019: $165,4172019Revenue 2020: $1,300,093Expenses 2020: $1,045,171Net Income 2020: $254,9222020Revenue 2021: $1,237,826Expenses 2021: $919,581Net Income 2021: $318,2452021Revenue 2022: $1,096,957Expenses 2022: $1,023,726Net Income 2022: $73,2312022Revenue 2023: $1,461,166Expenses 2023: $1,181,627Net Income 2023: $279,5392023Revenue 2024: $1,656,055Expenses 2024: $1,275,858Net Income 2024: $380,1972024

Highlighted filing

2017

Revenue$1,334,702
Expenses$938,941
Net Income$395,761
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.2
Gross Receipts
$1,334,702
Mission and Program Overview

Mission

Organized for the improvement of wages, hours and conditions of employment for members and their families: promotion of public information and awareness.

Organization of bart employees organized for the improvement of wages, hours and conditions of employment for members and their families: promotion of public information and awareness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$593,356$989,117▲ $395,761
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$593,356$989,117▲ $395,761
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$593,356$989,117▲ $395,761
Total Net Assets Fund Balance$593,356$989,117▲ $395,761
Total Liabilities and Net Assets / Fund Balance$593,356$989,117▲ $395,761
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gena AlexanderPresidentFT$18,650$18,650
Oscar RodriguezVice PresidentPT$400$400

Board Members and Trustees

NameTitle
Dave BrownTrustee
Leo RuizTrustee
Matt PerriconeTrustee
Mike PatchenTrustee
Nicole MccamishTrustee
Safiyya ShaheedTrustee
Dana M MimsFinancial Sec
Rachael MirandaRecording Sec

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$1,327,978
Program Service Revenue
$0
Investment Income
$942
Other Revenue
$5,782
All Other Contributions
$61,617
Change in Net Assets
$395,761
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$642,459
Salaries, Compensation, and Employee Benefits$296,482
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$192,077--$192,077
Other Salaries and Wages$185,549--$185,549
Occupancy$72,399--$72,399
Other Employee Benefits$64,005--$64,005
All Other Expenses$36,603--$36,603
Conferences and Meetings$31,622--$31,622
Payroll Taxes$27,878--$27,878
Current Officers, Directors, Trustees, and Key Employees---$19,050
Office Expenses$11,347--$11,347
Fees for Services Accounting$10,500--$10,500
Other Expenses$7,903--$7,903
Fees for Services Other$5,532--$5,532
Insurance$1,266--$1,266
Total Functional Expenses$919,891$0$0$938,941
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$4,500
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“Direct election by members who are certain employees of bay area rapid transit district”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Yes all members are eligible to vote at monthly membership meetings”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Review at regular monthly executive board meeting.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, conflicts of interest policy and financial statements are available for review by the public upon request in the union hall.”

Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 1555
EIN
23-7299601
Phone
5107631555
Address
132 NINTH STREET, OAKLAND, CA 94607

Signing Officer

Name
Gena Alexander
Title
President
Signed
2018-05-03
Discuss with paid preparer
Yes

Organization Details

Formed
1973
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
2
Employees
30

Preparer

Firm
Carathimas & Associates
Address
2303 Camino Ramon ste 220, San Ramon, CA 94583
Preparer
George Carathimas
Phone
9252752424
Raw XML Appendix382 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ORGANIZATION OF BART EMPLOYEES ORGANIZED FOR THE IMPROVEMENT OF WAGES, HOURS AND CONDITIONS OF EMPLOYMENT FOR MEMBERS AND THEIR FAMILIES: PROMOTION OF PUBLIC INFORMATION AND AWARENESS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt061617
IRS990/AllOtherExpensesGrp/ProgramServicesAmt036603
IRS990/AllOtherExpensesGrp/TotalAmt036603
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0CHRISTINE NICHOLAS
IRS990/BooksInCareOfDetail/PhoneNum05107631555
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0132 NINTH STREET 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0OAKLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094607
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt019050
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt031622
IRS990/ConferencesMeetingsGrp/TotalAmt031622
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0NONE
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01327978
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0942
IRS990/CYOtherExpensesAmt0642459
IRS990/CYOtherRevenueAmt05782
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0395761
IRS990/CYSalariesCompEmpBnftPaidAmt0296482
IRS990/CYTotalExpensesAmt0938941
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01334702
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0ORGANIZATION OF BART EMPLOYEES ORGANIZED FOR THE IMPROVEMENT OF WAGES, HOURS AND CONDITIONS OF EMPLOYMENT FOR MEMBERS AND THEIR FAMILIES: PROMOTION OF PUBLIC INFORMATION AND AWARENESS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt030
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt010500
IRS990/FeesForServicesAccountingGrp/TotalAmt010500
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0192077
IRS990/FeesForServicesLegalGrp/TotalAmt0192077
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt05532
IRS990/FeesForServicesOtherGrp/TotalAmt05532
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0GENA ALEXANDER
IRS990/Form990PartVIISectionAGrp/PersonNm1OSCAR RODRIGUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm2DANA M MIMS
IRS990/Form990PartVIISectionAGrp/PersonNm3RACHAEL MIRANDA
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVE BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm5SAFIYYA SHAHEED
IRS990/Form990PartVIISectionAGrp/PersonNm6LEO RUIZ
IRS990/Form990PartVIISectionAGrp/PersonNm7NICOLE MCCAMISH
IRS990/Form990PartVIISectionAGrp/PersonNm8MATT PERRICONE
IRS990/Form990PartVIISectionAGrp/PersonNm9MIKE PATCHEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt018650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2FINANCIAL SEC
IRS990/Form990PartVIISectionAGrp/TitleTxt3RECORDING SEC
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01334702
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt01266
IRS990/InsuranceGrp/TotalAmt01266
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0942
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0942
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt01266361
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ORGANIZATION OF BART EMPLOYEES ORGANIZED FOR THE IMPROVEMENT OF WAGES, HOURS AND CONDITIONS OF EMPLOYMENT FOR MEMBERS AND THEIR FAMILIES: PROMOTION OF PUBLIC INFORMATION AND AWARENESS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0593356
IRS990/NetAssetsOrFundBalancesEOYAmt0989117
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt04724
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt072399
IRS990/OccupancyGrp/TotalAmt072399
IRS990/OfficeExpensesGrp/ProgramServicesAmt011347
IRS990/OfficeExpensesGrp/TotalAmt011347
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt064005
IRS990/OtherEmployeeBenefitsGrp/TotalAmt064005
IRS990/OtherExpensesGrp/Desc0PER CAPITA TAX
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2DONATIONS
IRS990/OtherExpensesGrp/Desc3REPAIRS AD MAINTENEANCE
IRS990/OtherExpensesGrp/ProgramServicesAmt0222317
IRS990/OtherExpensesGrp/ProgramServicesAmt131352
IRS990/OtherExpensesGrp/ProgramServicesAmt219541
IRS990/OtherExpensesGrp/ProgramServicesAmt37903
IRS990/OtherExpensesGrp/TotalAmt0222317
IRS990/OtherExpensesGrp/TotalAmt131352
IRS990/OtherExpensesGrp/TotalAmt219541
IRS990/OtherExpensesGrp/TotalAmt37903
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc1RECRATION FUND
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt058
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt058
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt15724
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt05724
IRS990/OtherRevenueTotalAmt05782
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0185549
IRS990/OtherSalariesAndWagesGrp/TotalAmt0185549
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt027878
IRS990/PayrollTaxesGrp/TotalAmt027878
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0true
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01415559
IRS990/PYInvestmentIncomeAmt0298
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0857295
IRS990/PYOtherRevenueAmt04251
IRS990/PYRevenuesLessExpensesAmt0191499
IRS990/PYSalariesCompEmpBnftPaidAmt0371314
IRS990/PYTotalExpensesAmt01228609
IRS990/PYTotalRevenueAmt01420108
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0395761
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0593356
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0989117
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/PoliticalExpendituresAmt04500
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0Political Donations to Candidates
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I-A, Line 1 - Direct and Indirect Political Campaign Activities
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECT ELECTION BY MEMBERS WHO ARE CERTAIN EMPLOYEES OF BAY AREA RAPID TRANSIT DISTRICT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1YES ALL MEMBERS ARE ELIGIBLE TO VOTE AT MONTHLY MEMBERSHIP MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEW AT REGULAR MONTHLY EXECUTIVE BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW BY THE PUBLIC UPON REQUEST IN THE UNION HALL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0593356
IRS990/TotalAssetsEOYAmt0989117
IRS990/TotalAssetsGrp/BOYAmt0593356
IRS990/TotalAssetsGrp/EOYAmt0989117
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01327978
IRS990/TotalEmployeeCnt030
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0919891
IRS990/TotalFunctionalExpensesGrp/TotalAmt0938941
IRS990/TotalGrossUBIAmt05724
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0593356
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0989117
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt019050
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01334702
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt05724
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0593356
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0989117
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0593356
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0989117
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GENA ALEXANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION LOCAL 1555
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0237299601
ReturnHeader/Filer/PhoneNum05107631555
ReturnHeader/Filer/USAddress/AddressLine1Txt0132 NINTH STREET
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094607
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680384411
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARATHIMAS & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02303 Camino Ramon ste 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Ramon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252752424
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0George Carathimas
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-03T10:05:19-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$989,117
Liabilities
$0
Net assets
$989,117
Revenue
$1,334,702
Expenses
$938,941
Net income
$395,761
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$1.20$2.44$1.66$1.28$0.38
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$1.23$2.06$1.46$1.18$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.00$1.93$1.10$1.02$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$1.24$0.92$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$1.30$1.05$0.25
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.00$1.29$1.28$1.12$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$1.20$1.07$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$1.33$0.94$0.40
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.00$0.59$1.42$1.23$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$1.02$0.88$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.97$0.97$0.00