Civic Intelligence

Amalgamated Transit Union Local 1704

990 • Fiscal year 2020 • EIN 33-0666806

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 11, 2021

Organization ProfileN/A
PO Box 172San Bernardino, CA 92402

(909) 885-7767

Siviq Scores

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

Liabilities / Assets

96th percentile

0.47x

Higher debt load relative to assets than 96% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

83rd percentile

0.06x

Higher debt load relative to revenue than 83% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Net Margin

13th percentile

-12%

Higher net margin than 13% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Top Officer Pay

89th percentile

$36,089

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Asset Growth

5th percentile

-35%

Faster asset growth than 5% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

44th percentile

-4.5%

Faster revenue growth than 44% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$53,470

Down $28,949 (-35%) from 2019

Net Assets

Down

$28,470

Down $53,949 (-65%) from 2019

Liabilities

Up

$25,000

Up $25,000 from 2019

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin13th percentile

Revenue

Down

$435,676

Down $20,732 (-4.5%) from 2019

Expenses

Down

$489,625

Down $1,577 (-0.3%) from 2019

Net Income

Down

-$53,949

Down $19,155 (-55%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$150K$100K$50K$0Assets 2015: $104,678Liabilities 2015: $35,379Net Assets 2015: $69,2992015Assets 2016: $84,412Liabilities 2016: $15,924Net Assets 2016: $68,4882016Assets 2017: $84,585Liabilities 2017: $9,591Net Assets 2017: $74,9942017Assets 2018: $117,213Liabilities 2018: $0Net Assets 2018: $117,2132018Assets 2019: $82,419Liabilities 2019: $0Net Assets 2019: $82,4192019Assets 2020: $53,470Liabilities 2020: $25,000Net Assets 2020: $28,4702020Assets 2021: $8,175Liabilities 2021: $0Net Assets 2021: $8,1752021Assets 2022: $43,025Liabilities 2022: $0Net Assets 2022: $43,0252022Assets 2023: $70,711Liabilities 2023: $0Net Assets 2023: $70,7112023Assets 2024: $91,918Liabilities 2024: $0Net Assets 2024: $91,9182024Assets 2025: $137,165Liabilities 2025: $0Net Assets 2025: $137,1652025

Highlighted filing

2020

Assets$53,470
Liabilities$25,000
Net Assets$28,470
Open 2020 Filing

Operations Trend

Revenue Growth44th percentile

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

$600K$400K$200K$0-$200KRevenue 2015: $451,827Expenses 2015: $403,343Net Income 2015: $48,4842015Revenue 2016: $474,186Expenses 2016: $474,997Net Income 2016: -$8112016Revenue 2017: $488,559Expenses 2017: $482,053Net Income 2017: $6,5062017Revenue 2018: $520,769Expenses 2018: $488,141Net Income 2018: $32,6282018Revenue 2019: $456,408Expenses 2019: $491,202Net Income 2019: -$34,7942019Revenue 2020: $435,676Expenses 2020: $489,625Net Income 2020: -$53,9492020Revenue 2021: $296,631Expenses 2021: $316,926Net Income 2021: -$20,2952021Revenue 2022: $293,749Expenses 2022: $258,899Net Income 2022: $34,8502022Revenue 2023: $309,752Expenses 2023: $282,066Net Income 2023: $27,6862023Revenue 2024: $324,407Expenses 2024: $303,200Net Income 2024: $21,2072024Revenue 2025: $399,218Expenses 2025: $353,971Net Income 2025: $45,2472025

Highlighted filing

2020

Revenue$435,676
Expenses$489,625
Net Income-$53,949
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 11, 2021
Return Version
2019v5.1
Gross Receipts
$435,676
Mission and Program Overview

Mission

See Schedule o

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$45,630$50,079▲ $4,449
Rtn Earn Endowment Incm Other Fnds$82,419$28,470▼ $53,949
Savings and Temporary Cash Investments$36,789$3,391▼ $33,398
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$82,419$53,470▼ $28,949
Other Assets Total$0$0→ $0
Liabilities
Unsecured Notes Loans Payable$0$25,000▲ $25,000
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$25,000▲ $25,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$82,419$28,470▼ $53,949
Total Liabilities and Net Assets / Fund Balance$82,419$53,470▼ $28,949

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$8,531$8,531
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gerald NunezFinancial Secretary - PastPT$36,089$36,089
Tonya MillerExecutive BoardPT$18,121$18,121
Clifton WilliamsExecutive Board - PastPT$15,843$15,843
Renosha LandExecutive BoardPT$11,966$11,966
Ronnie DavisPresident/bus Agent - PastFT$10,811$10,811
Joe ArmentaExecutive BoardPT$10,590$10,590
Alfred FloresVice PresidentPT$10,399$10,399
Joanne BarnesPresident/bus AgentFT$8,203$8,203
Jeff CaldwellSecretary TreasurerPT$4,733$4,733
Toara BrooksRecording SecretaryPT$1,493$1,493
L'DAWN JOHNSONExecutive BoardPT$635$635

Board Members and Trustees

NameTitle
Steven NewtonExecutive Board - Past
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$431,045
Investment Income
$4
Other Revenue
$4,627
Change in Net Assets
$-53,949

Audited Revenue Reconciliation

Revenue per Audited Statements
$435,676
Total Revenue per Audited Statements
$435,676
Total Revenue per Form 990
$435,676
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$380,288
Salaries, Compensation, and Employee Benefits$109,337
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$135,515
Current Officers, Directors, Trustees, and Key Employees---$99,027
Occupancy---$46,038
Office Expenses---$29,312
Fees for Services Accounting---$22,475
Conferences and Meetings---$15,669
Insurance---$11,250
Fees for Services Legal---$11,138
Payroll Taxes---$7,862
Fees for Services Other---$4,016
Other Expenses---$3,444
Other Salaries and Wages---$2,448
Information Technology---$1,125
Total Functional Expenses$0$0$0$489,625

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$489,625
Total Expenses per Audited Statements$489,625
Total Expenses per Form 990$489,625
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 1704
EIN
33-0666806
In Care Of
% JEFF CALDWELL
Phone
9098857767
Address
PO BOX 172, SAN BERNARDINO, CA 92402

Signing Officer

Name
Jeff Caldwell
Title
secretary treasurer
Phone
9098857767
Signed
2021-03-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Caldwell
Formed
1996
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
14
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Alexandra Chernyak
Phone
8187692010
Supplemental Narrative

Additional Explanations

PART I, LINE 1 AND PART III, LINES 1 AND 4A:

“Unite members into one organization for the purpose of improving economic advantages through collective bargaining and to promote the social awareness of its membership. part vi, lines 6-7: The voting members of the local union are active members who pay full dues. these members elect the members of the governing body and approve significant decisions of the governing body. PART VI, LINE 8B: THE LOCAL union DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. part vi, line 11b: THE FORM 990 WAS PROVIDED TO THE RESPONSIBLE OFFICER FOR REVIEW PRIOR TO FILING. part vi, line 15: Compensation to officers is approved by the membership and is described in the local union's by-laws. part vi, line 19: Local union's by-laws and financial statements are maintained in the local union's office and are available upon request. PART XII, LINE 1: MODIFIED CASH BASIS”

Financial Statement Notes

part X, line 2:

“Accounting principles require management to evaluate tax positions taken by the local union and recognize a tax liability if the local union has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The local union is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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IRS990/OtherExpensesGrp/Desc1WINTERFEST EVENTS
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
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IRS990/OtherExpensesGrp/TotalAmt11405
IRS990/OtherExpensesGrp/TotalAmt23444
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IRS990/PayrollTaxesGrp/TotalAmt07862
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IRS990/ProgramServiceRevenueGrp/Desc0DUES AND ASSESSMENTS
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IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE LOCAL UNION AND RECOGNIZE A TAX LIABILITY IF THE LOCAL UNION HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE LOCAL UNION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0part x, line 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Unite members into one organization for the purpose of improving economic advantages through collective bargaining and to promote the social awareness of its membership. part vi, lines 6-7: The voting members of the local union are active members who pay full dues. these members elect the members of the governing body and approve significant decisions of the governing body. PART VI, LINE 8B: THE LOCAL union DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. part vi, line 11b: THE FORM 990 WAS PROVIDED TO THE RESPONSIBLE OFFICER FOR REVIEW PRIOR TO FILING. part vi, line 15: Compensation to officers is approved by the membership and is described in the local union's by-laws. part vi, line 19: Local union's by-laws and financial statements are maintained in the local union's office and are available upon request. PART XII, LINE 1: MODIFIED CASH BASIS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 AND PART III, LINES 1 AND 4A:
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR ORG
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt05025 WISCONSIN AVE NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020016
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IRS990ScheduleR/PaidEmployeesSharingInd0false
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
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IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,470
Liabilities
$25,000
Net assets
$28,470
Revenue
$435,676
Expenses
$489,625
Net income
-$53,949
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$3.99$3.54$0.45
2024Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$3.24$3.03$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$3.10$2.82$0.28
2022Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$2.94$2.59$0.35
2021Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$2.97$3.17$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.53$0.25$0.28$4.36$4.90$0.54
2019Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$4.56$4.91$0.35
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$5.21$4.88$0.33
2017Detailed filing. Detailed filing data is available for this year.$0.85$0.10$0.75$4.89$4.82$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.84$0.16$0.68$4.74$4.75$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.35$0.69$4.52$4.03$0.48