Civic Intelligence

Amalgamated Transit Union Local 1555

990 • Fiscal year 2018 • EIN 23-7299601

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 18, 2019

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.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

20th percentile

0.00x

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

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$64,940

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-10%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$1,120,058

Up $130,941 (+13%) from 2017

Net Assets

Up

$1,120,058

Up $130,941 (+13%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin65th percentile

Revenue

Down

$1,200,366

Down $134,336 (-10%) from 2017

Expenses

Up

$1,069,425

Up $130,484 (+14%) from 2017

Net Income

Down

$130,941

Down $264,820 (-67%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2018

Assets$1,120,058
Liabilities$0
Net Assets$1,120,058
Open 2018 Filing

Operations Trend

Revenue Growth12th 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

2018

Revenue$1,200,366
Expenses$1,069,425
Net Income$130,941
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 18, 2019
Return Version
2018v3.1
Gross Receipts
$1,200,366
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$989,117$1,120,058▲ $130,941
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$989,117$1,120,058▲ $130,941
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$989,117$1,120,058▲ $130,941
Total Net Assets Fund Balance$989,117$1,120,058▲ $130,941
Total Liabilities and Net Assets / Fund Balance$989,117$1,120,058▲ $130,941
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gena AlexanderPresidentFT$64,940$64,940
Oscar RodriguezVice PresidentPT$1,200$1,200

Board Members and Trustees

NameTitle
Dave BrownTrustee
Leo RuizTrustee
Nicolas B OrmeTrustee
Nicole MccamishTrustee
Safiyya ShaheedTrustee
Dana M MimsFinancial Sec
Rachael MirandaRecording Sec

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$1,194,026
Program Service Revenue
$0
Investment Income
$423
Other Revenue
$5,917
Change in Net Assets
$130,941
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$721,263
Salaries, Compensation, and Employee Benefits$348,162
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$213,134--$213,134
Other Salaries and Wages$176,894--$176,894
Other Employee Benefits$72,976--$72,976
Occupancy$70,226--$70,226
All Other Expenses$69,263--$69,263
Current Officers, Directors, Trustees, and Key Employees---$66,140
Conferences and Meetings$35,267--$35,267
Payroll Taxes$32,152--$32,152
Other Expenses$18,157--$18,157
Office Expenses$11,508--$11,508
Fees for Services Accounting$10,500--$10,500
Insurance$3,940--$3,940
Fees for Services Other$3,746--$3,746
Total Functional Expenses$1,003,285$0$0$1,069,425
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$23,555
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
2019-04-18
Discuss with paid preparer
Yes

Organization Details

Formed
1973
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
30

Preparer

Firm
Carathimas & Associates
Address
2303 Camino Ramon ste 220, San Ramon, CA 94583
Preparer
George Carathimas
Phone
9252752424
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01327978
IRS990/PYInvestmentIncomeAmt0942
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0642459
IRS990/PYOtherRevenueAmt05782
IRS990/PYRevenuesLessExpensesAmt0395761
IRS990/PYSalariesCompEmpBnftPaidAmt0296482
IRS990/PYTotalExpensesAmt0938941
IRS990/PYTotalRevenueAmt01334702
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0130941
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0989117
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01120058
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/PoliticalExpendituresAmt023555
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0989117
IRS990/TotalAssetsEOYAmt01120058
IRS990/TotalAssetsGrp/BOYAmt0989117
IRS990/TotalAssetsGrp/EOYAmt01120058
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01194026
IRS990/TotalEmployeeCnt030
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01003285
IRS990/TotalFunctionalExpensesGrp/TotalAmt01069425
IRS990/TotalGrossUBIAmt04266
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0989117
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01120058
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt066140
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02074
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01200366
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt04266
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0989117
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01120058
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0989117
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01120058
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0132 NINTH STREET 100
IRS990/USAddress/CityNm0OAKLAND
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094607
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GENA ALEXANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-18
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/ReturnTs02019-04-18T10:57:40-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,120,058
Liabilities
$0
Net assets
$1,120,058
Revenue
$1,200,366
Expenses
$1,069,425
Net income
$130,941
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
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$1.20$1.07$0.13
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$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