Civic Intelligence

Amalgamated Transit Union Local 1704

990 • Fiscal year 2024 • EIN 33-0666806

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 09, 2024

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

(909) 522-0372

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.00x

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

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Net Margin

56th percentile

6.5%

Higher net margin than 56% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Top Officer Pay

74th percentile

$9,002

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Asset Growth

90th percentile

30%

Faster asset growth than 90% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

4.7%

Faster revenue growth than 53% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$91,918

Up $21,207 (+30%) from 2023

Net Assets

Up

$91,918

Up $21,207 (+30%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin56th percentile

Revenue

Up

$324,407

Up $14,655 (+4.7%) from 2023

Expenses

Up

$303,200

Up $21,134 (+7.5%) from 2023

Net Income

Down

$21,207

Down $6,479 (-23%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2024

Assets$91,918
Liabilities$0
Net Assets$91,918
Open 2024 Filing

Operations Trend

Revenue Growth53rd 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

2024

Revenue$324,407
Expenses$303,200
Net Income$21,207
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 9, 2024
Return Version
2023v5.1
Gross Receipts
$324,407
Mission and Program Overview

Mission

See Schedule o

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$70,711$91,918▲ $21,207
Savings and Temporary Cash Investments$21,001$50,004▲ $29,003
Cash and Non-Interest-Bearing Accounts$49,710$41,914▼ $7,796
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$70,711$91,918▲ $21,207
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$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$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$70,711$91,918▲ $21,207
Total Liabilities and Net Assets / Fund Balance$70,711$91,918▲ $21,207

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$8,531$8,531
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Joanne BarnesPresident/bus AgentPT$9,002$9,002
Jose MonroySecretary/treasurerPT$6,674$6,674
Alfred FloresVice PresidentPT$6,506$6,506
Tonya Millerrecording secretaryPT$2,965$2,965
Renosha LandExecutive BoardPT$1,816$1,816
Carol WalthourExecutive Board-$765$765
Kandi SandovalExecutive Board-$690$690
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$324,404
Investment Income
$3
Other Revenue
$0
Change in Net Assets
$21,207
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$272,513
Salaries, Compensation, and Employee Benefits$30,687
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$96,232
Payments to Affiliates---$93,450
Occupancy---$33,531
Current Officers, Directors, Trustees, and Key Employees---$28,309
Office Expenses---$14,850
Fees for Services Accounting---$9,560
Conferences and Meetings---$8,900
Travel---$7,237
Fees for Services Other---$3,579
Insurance---$2,753
Information Technology---$2,421
Payroll Taxes---$2,378
Total Functional Expenses$0$0$0$303,200
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
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

Governance Explanations

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 are maintained in the local union's office and are available upon request.”

Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 1704
EIN
33-0666806
In Care Of
% JOSE MONROY
Phone
9095220372
Address
PO BOX 172, SAN BERNARDINO, CA 92402

Signing Officer

Name
Jose Monroy
Title
Secretary/treasurer
Phone
9095220372
Signed
2024-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jose Monroy
Formed
1996
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
8
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 XII, LINE 1:

“MODIFIED CASH BASIS.”

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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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE LOCAL UNION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 WAS PROVIDED TO THE RESPONSIBLE OFFICER FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION TO OFFICERS IS APPROVED BY THE MEMBERSHIP AND IS DESCRIBED IN THE LOCAL UNION'S BY-LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LOCAL UNION'S BY-LAWS ARE MAINTAINED IN THE LOCAL UNION'S OFFICE AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MODIFIED CASH BASIS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 AND PART III, LINES 1 AND 4A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINES 6-7:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, LINE 15:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VI, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART XII, LINE 1:
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ReturnHeader/BuildTS02024-08-08 14:25:15Z
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,918
Liabilities
$0
Net assets
$91,918
Revenue
$324,407
Expenses
$303,200
Net income
$21,207
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