Civic Intelligence

Amalgamated Transit Union Local 1764

990 • Fiscal year 2014 • EIN 51-0600018

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 10, 2015

Organization ProfileN/A
5025 Wisconsin Ave NW 3rd FloorWashington, DC 20016

(202) 537-1645

Siviq Scores

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

Liabilities / Assets

87th percentile

0.26x

Higher debt load relative to assets than 87% of similar nonprofits.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

45th percentile

0.00x

Higher debt load relative to revenue than 45% of similar nonprofits.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2014

Net Margin

41st percentile

1.5%

Higher net margin than 41% of similar nonprofits.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

74th percentile

$92,077

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2014

Asset Growth

98th percentile

98%

Faster asset growth than 98% of similar nonprofits.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

29th percentile

-2.6%

Faster revenue growth than 29% of similar nonprofits.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$13,302

Up $6,579 (+98%) from 2013

Net Assets

Up

$9,858

Up $10,892 (+1053%) from 2013

Liabilities

Down

$3,444

Down $4,313 (-56%) from 2013

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin41st percentile

Revenue

Down

$711,206

Down $18,747 (-2.6%) from 2013

Expenses

Down

$700,314

Down $46,368 (-6.2%) from 2013

Net Income

Up

$10,892

Up $27,621 (+165%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$300K$200K$100K$0-$100KAssets 2010: $8,026Liabilities 2010: $11,760Net Assets 2010: -$3,7342010Assets 2011: $10,402Liabilities 2011: $5,457Net Assets 2011: $4,9452011Assets 2012: $15,695Liabilities 2012: $0Net Assets 2012: $15,6952012Assets 2013: $6,723Liabilities 2013: $7,757Net Assets 2013: -$1,0342013Assets 2014: $13,302Liabilities 2014: $3,444Net Assets 2014: $9,8582014Assets 2015: $7,180Liabilities 2015: $0Net Assets 2015: $7,1802015Assets 2016: $6,261Liabilities 2016: $0Net Assets 2016: $6,2612016Assets 2017: $94,964Liabilities 2017: $0Net Assets 2017: $94,9642017Assets 2018: $64,640Liabilities 2018: $0Net Assets 2018: $64,6402018Assets 2019: $120,200Liabilities 2019: $0Net Assets 2019: $120,2002019Assets 2020: $241,712Liabilities 2020: $0Net Assets 2020: $241,7122020Assets 2021: $65,790Liabilities 2021: $3,442Net Assets 2021: $62,3482021Assets 2022: $31,227Liabilities 2022: $0Net Assets 2022: $31,2272022Assets 2023: $84,016Liabilities 2023: $1,830Net Assets 2023: $82,1862023Assets 2024: $55,530Liabilities 2024: $5,810Net Assets 2024: $49,7202024

Highlighted filing

2014

Assets$13,302
Liabilities$3,444
Net Assets$9,858
Open 2014 Filing

Operations Trend

Revenue Growth29th percentile

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

$1.0M$500K$0-$500KRevenue 2010: $550,050Expenses 2010: $572,785Net Income 2010: -$22,7352010Revenue 2011: $613,310Expenses 2011: $604,631Net Income 2011: $8,6792011Revenue 2012: $723,660Expenses 2012: $712,910Net Income 2012: $10,7502012Revenue 2013: $729,953Expenses 2013: $746,682Net Income 2013: -$16,7292013Revenue 2014: $711,206Expenses 2014: $700,314Net Income 2014: $10,8922014Revenue 2015: $585,504Expenses 2015: $588,182Net Income 2015: -$2,6782015Revenue 2016: $612,609Expenses 2016: $613,528Net Income 2016: -$9192016Revenue 2017: $708,665Expenses 2017: $619,962Net Income 2017: $88,7032017Revenue 2018: $727,112Expenses 2018: $757,436Net Income 2018: -$30,3242018Revenue 2019: $719,731Expenses 2019: $664,171Net Income 2019: $55,5602019Revenue 2020: $713,249Expenses 2020: $591,737Net Income 2020: $121,5122020Revenue 2021: $266,921Expenses 2021: $446,284Net Income 2021: -$179,3632021Revenue 2022: $125,888Expenses 2022: $157,009Net Income 2022: -$31,1212022Revenue 2023: $203,275Expenses 2023: $152,316Net Income 2023: $50,9592023Revenue 2024: $441,356Expenses 2024: $473,822Net Income 2024: -$32,4662024

Highlighted filing

2014

Revenue$711,206
Expenses$700,314
Net Income$10,892
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 10, 2015
Return Version
2014v5.0
Gross Receipts
$711,206
Mission and Program Overview

Mission

To further the interests and welfare of the membership of this organization and advance the cause of organized labor.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,523$10,102▲ $6,579
Total Assets$6,723$13,302▲ $6,579
Other Assets Total$3,200$3,200→ $0
Liabilities
Other Liabilities$7,757$3,444▼ $4,313
Total Liabilities$7,757$3,444▼ $4,313
Net Assets / Fund Balance
Unrestricted Net Assets$-1,034$9,858▲ $10,892
Total Net Assets Fund Balance$-1,034$9,858▲ $10,892
Total Liabilities and Net Assets / Fund Balance$6,723$13,302▲ $6,579

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$3,200--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Wayne BakerPresidentFT$92,077$92,077
William ChaseTreasurerFT$74,769$74,769
James WhiteVice PresidentFT$67,846$67,846
Kewana Battle-masonRecording SecretaryFT$58,362$58,362
Aaron DuffyExecutive Board Member-$7,369$7,369
Vance YoungExecutive Board Member-$4,898$4,898
Tonja BellExecutive Board Member-$4,742$4,742
Armenta ThomasExecutive Board Member-$4,342$4,342
Abdul Jalil MarylandExecutive Board Member-$4,281$4,281
David CooperExecutive Board Member-$4,001$4,001
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$709,633
Investment Income
$0
Other Revenue
$1,573
Change in Net Assets
$10,892
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$389,173
Other Expenses$311,141
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$322,687
Payments to Affiliates---$120,528
Occupancy---$51,607
Other Salaries and Wages---$29,660
Payroll Taxes---$21,871
Fees for Services Legal---$21,640
Office Expenses---$18,144
Fees for Services Accounting---$17,500
Travel---$16,552
Other Employee Benefits---$14,955
Insurance---$5,310
Other Expenses---$1,681
All Other Expenses---$973
Total Functional Expenses$0$0$0$700,314
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Witholding Liabilities$3,444
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization's members pay monthly dues.”

Form 990, Part VI, Section A, Line 7A

“The organization holds officer elections every three years as mandated by its by-laws.”

Form 990, Part VI, Section A, Line 7B

“The members vote to ratify the negotiated labor contract every 3 years, approve member particpation at conferences and determine whether member grievances should be dropped or submitted for arbitration.”

Form 990, Part VI, Section B, Line 11

“Effective january 8, 2015, the organization was placed into temporary trusteeship by the amalgamated transit union's international president. Accordingly, a complete copy of the form 990 has been provided to the co-trustees to review prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organization distributes its constitution and general laws and local by-laws to new members when they join the union and to all members when they are amended. The constitution and general laws and the local by-laws provide guidelines regarding the behavior of executive board members, officers and members. The organization's financial statements are available to members upon request.”

Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 1764
EIN
51-0600018
Phone
2025371645
Address
5025 WISCONSIN AVE NW 3RD FLOOR, WASHINGTON, DC 20016

Signing Officer

Name
Javier M Perez Jr
Title
Co-trustee
Phone
2025371645
Signed
2015-09-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Javier M Perez Jr
Formed
2006
Legal Domicile
Md
Voting Board Members
10
Independent Board Members
0
Employees
4
Volunteers
0

Preparer

Firm
Matthews Carter & Boyce
Address
12500 FAIR LAKES CIRCLE SUITE 260, FAIRFAX, VA 22033
Preparer
Greg Askey
Phone
7032183600
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S MEMBERS PAY MONTHLY DUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HOLDS OFFICER ELECTIONS EVERY THREE YEARS AS MANDATED BY ITS BY-LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS VOTE TO RATIFY THE NEGOTIATED LABOR CONTRACT EVERY 3 YEARS, APPROVE MEMBER PARTICPATION AT CONFERENCES AND DETERMINE WHETHER MEMBER GRIEVANCES SHOULD BE DROPPED OR SUBMITTED FOR ARBITRATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EFFECTIVE JANUARY 8, 2015, THE ORGANIZATION WAS PLACED INTO TEMPORARY TRUSTEESHIP BY THE AMALGAMATED TRANSIT UNION'S INTERNATIONAL PRESIDENT. ACCORDINGLY, A COMPLETE COPY OF THE FORM 990 HAS BEEN PROVIDED TO THE CO-TRUSTEES TO REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DISTRIBUTES ITS CONSTITUTION AND GENERAL LAWS AND LOCAL BY-LAWS TO NEW MEMBERS WHEN THEY JOIN THE UNION AND TO ALL MEMBERS WHEN THEY ARE AMENDED. THE CONSTITUTION AND GENERAL LAWS AND THE LOCAL BY-LAWS PROVIDE GUIDELINES REGARDING THE BEHAVIOR OF EXECUTIVE BOARD MEMBERS, OFFICERS AND MEMBERS. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06723
IRS990/TotalAssetsEOYAmt013302
IRS990/TotalAssetsGrp/BOYAmt06723
IRS990/TotalAssetsGrp/EOYAmt013302
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/TotalAmt0700314
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07757
IRS990/TotalLiabilitiesEOYAmt03444
IRS990/TotalLiabilitiesGrp/BOYAmt07757
IRS990/TotalLiabilitiesGrp/EOYAmt03444
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-1034
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09858
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0709633
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0709633
IRS990/TotalProgramServiceRevenueAmt0709633
IRS990/TotalReportableCompFromOrgAmt0322687
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0711206
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0711206
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06723
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt013302
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt016552
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-1034
IRS990/UnrestrictedNetAssetsGrp/EOYAmt09858
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05025 WISCONSIN AVE NW 3RD FLOOR
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020016
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAVIER M PEREZ JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02025371645
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION LOCAL 1764
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0510600018
ReturnHeader/Filer/PhoneNum02025371645
ReturnHeader/Filer/USAddress/AddressLine1Txt05025 WISCONSIN AVE NW 3RD FLOOR
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020016
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541487262
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MATTHEWS CARTER & BOYCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012500 FAIR LAKES CIRCLE SUITE 260
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIRFAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022033
ReturnHeader/PreparerPersonGrp/PhoneNum07032183600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREG ASKEY
ReturnHeader/ReturnTs02015-11-03T14:23:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,302
Liabilities
$3,444
Net assets
$9,858
Revenue
$711,206
Expenses
$700,314
Net income
$10,892
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.06$0.50$4.41$4.74$0.32
2023Detailed filing. Detailed filing data is available for this year.$0.84$0.02$0.82$2.03$1.52$0.51
2022Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.26$1.57$0.31
2021Detailed filing. Detailed filing data is available for this year.$0.66$0.03$0.62$2.67$4.46$1.79
2020Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$7.13$5.92$1.22
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$7.20$6.64$0.56
2018Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$7.27$7.57$0.30
2017Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$7.09$6.20$0.89
2016Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$6.13$6.14$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$5.86$5.88$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.03$0.10$7.11$7.00$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.07$0.08$0.01$7.30$7.47$0.17
2012Summary only. Only limited summary data is available for this year.$0.16$0.00$0.16$7.24$7.13$0.11
2011Summary only. Only limited summary data is available for this year.$0.10$0.05$0.05$6.13$6.05$0.09
2010Summary only. Only limited summary data is available for this year.$0.08$0.12$0.04$5.50$5.73$0.23
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)5 • $500k-$1M nonprofits