Civic Intelligence

Amalgamated Transit Union Local 268

990 • Fiscal year 2019 • EIN 34-0063930

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 12, 2020

Organization ProfileATU268.COM
2428 St Clair AveCleveland, OH 44114

(216) 861-3350

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Net Margin

45th percentile

5.4%

Higher net margin than 45% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

59th percentile

$128,116

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-10%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$440,997

Up $60,365 (+16%) from 2018

Net Assets

Up

$440,514

Up $60,684 (+16%) from 2018

Liabilities

Down

$483

Down $319 (-40%) from 2018

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin45th percentile

Revenue

Down

$1,124,002

Down $130,357 (-10%) from 2018

Expenses

Down

$1,063,318

Down $295,247 (-22%) from 2018

Net Income

Up

$60,684

Up $164,890 (+158%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$800K$600K$400K$200K$0Assets 2017: $510,243Liabilities 2017: $26,207Net Assets 2017: $484,0362017Assets 2018: $380,632Liabilities 2018: $802Net Assets 2018: $379,8302018Assets 2019: $440,997Liabilities 2019: $483Net Assets 2019: $440,5142019Assets 2020: $637,996Liabilities 2020: $1,452Net Assets 2020: $636,5442020Assets 2021: $668,188Liabilities 2021: $0Net Assets 2021: $668,1882021Assets 2022: $616,526Liabilities 2022: $4,067Net Assets 2022: $612,4592022Assets 2023: $521,913Liabilities 2023: $4,347Net Assets 2023: $517,5662023Assets 2024: $529,394Liabilities 2024: $6,535Net Assets 2024: $522,8592024

Highlighted filing

2019

Assets$440,997
Liabilities$483
Net Assets$440,514
Open 2019 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2017: $1,294,231Expenses 2017: $1,297,696Net Income 2017: -$3,4652017Revenue 2018: $1,254,359Expenses 2018: $1,358,565Net Income 2018: -$104,2062018Revenue 2019: $1,124,002Expenses 2019: $1,063,318Net Income 2019: $60,6842019Revenue 2020: $1,039,597Expenses 2020: $843,567Net Income 2020: $196,0302020Revenue 2021: $968,561Expenses 2021: $936,917Net Income 2021: $31,6442021Revenue 2022: $904,052Expenses 2022: $959,781Net Income 2022: -$55,7292022Revenue 2023: $1,009,710Expenses 2023: $1,104,603Net Income 2023: -$94,8932023Revenue 2024: $1,076,527Expenses 2024: $1,071,234Net Income 2024: $5,2932024

Highlighted filing

2019

Revenue$1,124,002
Expenses$1,063,318
Net Income$60,684
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 12, 2020
Return Version
2019v5.1
Gross Receipts
$1,124,002
Mission and Program Overview

Mission

To improve wages, hours, working conditions and other economic advantages through the collective bargaining process

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$215,448$204,616▼ $10,832
Savings and Temporary Cash Investments$118,152$118,567▲ $415
Cash and Non-Interest-Bearing Accounts$47,032$117,814▲ $70,782
Total Assets$380,632$440,997▲ $60,365
Liabilities
Other Liabilities$802$483▼ $319
Total Liabilities$802$483▼ $319
Net Assets / Fund Balance
Total Net Assets Fund Balance$379,830$440,514▲ $60,684
Total Liabilities and Net Assets / Fund Balance$380,632$440,997▲ $60,365

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$154,616$194,529$349,145
Land$50,000-$50,000
Other Land Buildings$0$48,233$48,233
Equipment$0--
Leasehold Improvements$0--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019----$0
2018----$0
2017----$0
2016----$0
2015----$0
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William H Nix SrAsst TrusteeFT$89,972$38,144$128,116
Wayne a BenderAsst TrusteeFT$87,578$34,366$121,944
Eric CunninghamBoard Member - PastFT$17,096$8,696$25,792
Tameka DumasBoard Member - PastFT$13,463$7,327$20,790
Mallory JarrousBoard Member - Past-$5,177-$5,177
Terry McgradyBoard Member - Past-$3,212-$3,212
Daniel WakenBoard Member - Past-$3,076-$3,076
Ramzi MustafaBoard Member - Past-$3,076-$3,076
Charles Spivey SrBoard Member - Past-$3,019-$3,019
David AllenBoard Member - Past-$2,983-$2,983
Demetrius ForteBoard Member - Past-$2,753-$2,753
Kenneth Williams SrBoard Member - Past-$2,677-$2,677
Danielle GriffinRecording Secretary - Past-$1,606-$1,606
James HarrisVice President - Past-$1,376-$1,376

Board Members and Trustees

NameTitle
Natalie CruzTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,118,754
Investment Income
$413
Other Revenue
$4,835
Change in Net Assets
$60,684

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,124,002
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,124,002
Total Revenue per Form 990
$1,124,002
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$602,762
Salaries, Compensation, and Employee Benefits$460,556
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$340,226
Current Officers, Directors, Trustees, and Key Employees---$325,597
Fees for Services Legal---$134,515
Other Salaries and Wages---$110,246
Office Expenses---$30,080
Occupancy---$25,770
Fees for Services Accounting---$20,226
Other Employee Benefits---$15,056
Depreciation Depletion---$10,832
Payroll Taxes---$9,657
Conferences and Meetings---$7,776
Other Expenses---$2,000
Information Technology---$1,909
Total Functional Expenses$0$0$0$1,063,318

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,063,318
Total Expenses per Audited Statements$1,063,318
Total Expenses per Form 990$1,063,318
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Withholdings$483
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990 Part VI Line 1A

“The organization was placed under temporary trusteeship by its international affiliate and therefore there was only one voting member of the governing body as of the end of the year.”

Form 990 Part VI Line 6

“The organization is a membership organization as outlined in its bylaws”

Form 990 Part VI Line 7A

“The governing body is elected by members of the organization”

Form 990 Part VI Line 7B

“Certain decisions are subject to the approval of the members of the organization in accordance with the bylaws”

Form 990 Part VI Line 11B

“The form 990 is prepared by an independent certified public accountant and provided to the officers for review prior to submission”

Form 990 Part VI Line 19

“Financial statements and tax returns are available upon request”

Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 268
EIN
34-0063930
Phone
2168613350
Address
2428 ST CLAIR AVE, Cleveland, OH 44114

Signing Officer

Name
Natalie Cruz
Title
Trustee
Signed
2020-08-12
Discuss with paid preparer
Yes

Organization Details

Formed
1940
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
1
Employees
35
Volunteers
0

Preparer

Firm
J Schaefer & Company LLC
Address
1360 W 9TH ST STE 420, Cleveland, OH 44113
Preparer
John Schaefer CPA
Phone
2162737661
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IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt092
IRS990/PYOtherExpensesAmt0649968
IRS990/PYOtherRevenueAmt04636
IRS990/PYProgramServiceRevenueAmt01249631
IRS990/PYRevenuesLessExpensesAmt0-104206
IRS990/PYSalariesCompEmpBnftPaidAmt0708597
IRS990/PYTotalExpensesAmt01358565
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01254359
IRS990/ReconcilationRevenueExpnssAmt060684
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0118152
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0118567
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IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0194529
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0349145
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt00
IRS990ScheduleD/EndingBalanceAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01063318
IRS990ScheduleD/LandGrp/BookValueAmt050000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt050000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt048233
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt048233
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0483
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAX WITHHOLDINGS
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01124002
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0204616
IRS990ScheduleD/TotalBookValueOtherAssetsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01063318
IRS990ScheduleD/TotalLiabilityAmt0483
IRS990ScheduleD/TotalRevenuePerForm990Amt01124002
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01124002
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01063318
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION WAS PLACED UNDER TEMPORARY TRUSTEESHIP BY ITS INTERNATIONAL AFFILIATE AND THEREFORE THERE WAS ONLY ONE VOTING MEMBER OF THE GOVERNING BODY AS OF THE END OF THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A MEMBERSHIP ORGANIZATION AS OUTLINED IN ITS BYLAWS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING BODY IS ELECTED BY MEMBERS OF THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CERTAIN DECISIONS ARE SUBJECT TO THE APPROVAL OF THE MEMBERS OF THE ORGANIZATION IN ACCORDANCE WITH THE BYLAWS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT AND PROVIDED TO THE OFFICERS FOR REVIEW PRIOR TO SUBMISSION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART VI LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 PART VI LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 PART VI LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART VI LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART VI LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART VI LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0440997
IRS990/TotalAssetsGrp/BOYAmt0380632
IRS990/TotalAssetsGrp/EOYAmt0440997
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0802
IRS990/TotalLiabilitiesEOYAmt0483
IRS990/TotalLiabilitiesGrp/BOYAmt0802
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IRS990/TotalOtherCompensationAmt088533
IRS990/TotalProgramServiceRevenueAmt01118754
IRS990/TotalReportableCompFromOrgAmt0237064
IRS990/TotalRevenueGrp/ExclusionAmt0413
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01123589
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01124002
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IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0440997
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02428 ST CLAIR AVE
IRS990/USAddress/CityNm0CLEVELAND
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044114
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0ATU268.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NATALIE CRUZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION LOCAL 268
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0340063930
ReturnHeader/Filer/PhoneNum02168613350
ReturnHeader/Filer/USAddress/AddressLine1Txt02428 ST CLAIR AVE
ReturnHeader/Filer/USAddress/CityNm0Cleveland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0357D6833B833784F3C338114C1631DAAD4ED2FEE
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.8.210.102
ReturnHeader/FilingSecurityInformation/IPDt02020-08-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm007:52:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823706925
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J SCHAEFER & COMPANY LLC

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$440,997
Liabilities
$483
Net assets
$440,514
Revenue
$1,124,002
Expenses
$1,063,318
Net income
$60,684
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.53$0.01$0.52$1.08$1.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$1.01$1.10$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.61$0.90$0.96$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.97$0.94$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$1.04$0.84$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$1.12$1.06$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$1.25$1.36$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.51$0.03$0.48$1.29$1.30$0.00