Civic Intelligence

Amalgamated Transit Union Local 1765

990 • Fiscal year 2023 • EIN 35-2304439

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 27, 2024

906 Columbia St SW Ste 301Olympia, WA 98501

(360) 280-1809

Siviq Scores

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

Liabilities / Assets

99th percentile

1.38x

Higher debt load relative to assets than 99% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

0.16x

Higher debt load relative to revenue than 92% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Net Margin

9th percentile

-31%

Higher net margin than 9% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Asset Growth

4th percentile

-44%

Faster asset growth than 4% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-24%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$26,635

Down $21,032 (-44%) from 2022

Net Assets

Down

-$9,999

Down $41,802 (-131%) from 2022

Liabilities

Up

$36,634

Up $20,770 (+131%) from 2022

Revenue

Down

$233,563

Down $73,316 (-24%) from 2022

Expenses

Up

$306,417

Up $25,900 (+9.2%) from 2022

Net Income

Down

-$72,854

Down $99,216 (-376%) from 2022

Historical Trend

Balance Sheet Trend

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

$200K$100K$0-$100KAssets 2019: $35,985Liabilities 2019: $12,921Net Assets 2019: $23,0642019Assets 2020: $4,338Liabilities 2020: $15,957Net Assets 2020: -$11,6192020Assets 2022: $47,667Liabilities 2022: $15,864Net Assets 2022: $31,8032022Assets 2023: $26,635Liabilities 2023: $36,634Net Assets 2023: -$9,9992023Assets 2024: $102,092Liabilities 2024: $170,191Net Assets 2024: -$68,0992024

Highlighted filing

2023

Assets$26,635
Liabilities$36,634
Net Assets-$9,999

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2019: $288,190Expenses 2019: $313,237Net Income 2019: -$25,0472019Revenue 2020: $288,864Expenses 2020: $323,547Net Income 2020: -$34,6832020Revenue 2022: $306,879Expenses 2022: $280,517Net Income 2022: $26,3622022Revenue 2023: $233,563Expenses 2023: $306,417Net Income 2023: -$72,8542023Revenue 2024: $274,417Expenses 2024: $280,106Net Income 2024: -$5,6892024

Highlighted filing

2023

Revenue$233,563
Expenses$306,417
Net Income-$72,854
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 27, 2024
Return Version
2023v5.1
Gross Receipts
$233,563
Mission and Program Overview

Mission

LABOR UNION LOCAL OFFICE

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$47,667$26,249▼ $21,418
Inventories for Sale or Use-$386-
Rtn Earn Endowment Incm Other Fnds$31,803$-9,999▼ $41,802
Total Assets$47,667$26,635▼ $21,032
Liabilities
Accounts Payable and Accrued Expenses$5,793$36,634▲ $30,841
Other Liabilities$10,071--
Total Liabilities$15,864$36,634▲ $20,770
Net Assets / Fund Balance
Total Net Assets Fund Balance$31,803$-9,999▼ $41,802
Total Liabilities and Net Assets / Fund Balance$47,667$26,635▼ $21,032
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mark NeuvillePresident
Kierstin PriceFinancial Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$233,531
Program Service Revenue
$0
Investment Income
$32
Other Revenue
$0
All Other Contributions
$285
Change in Net Assets
$-72,854
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$179,614
Other Expenses$124,775
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$138,562--$138,562
Fees for Services Lobbying$49,217--$49,217
Payroll Taxes$30,525--$30,525
Fees for Services Legal$27,334--$27,334
Fees for Services Accounting$22,654--$22,654
Current Officers, Directors, Trustees, and Key Employees$10,527--$10,527
Travel$8,369--$8,369
Office Expenses$7,458--$7,458
Advertising$5,145--$5,145
Occupancy$4,598--$4,598
Benefits to Members$1,028--$1,028
Grants to Domestic Individuals$1,000--$1,000
Total Functional Expenses$306,417$0$0$306,417
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

No review was or will be conducted

Governing documents etc available to public Part VI line 19

No other documents will be made available to the public.

Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 1765
EIN
35-2304439
Address
906 COLUMBIA ST SW STE 301, OLYMPIA, WA 98501

Signing Officer

Name
Paul Tischer
Title
President
Phone
3602801809
Signed
2024-08-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Neuville
Formed
2004
Legal Domicile
Wa
Voting Board Members
8
Independent Board Members
0
Employees
13

Preparer

Firm
Precisely Right Accounting
Address
8613 Martin Way E, Lacey, WA 98516
Preparer
Cynthia Knapp
Phone
3603526195
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

Adjustment made for prior period

Raw XML Appendix247 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.

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Filings