Liabilities / Assets
77th percentile
Higher debt load relative to assets than 77% of similar nonprofits.
Amalgamated Transit Union Local 1605
990EZ • Fiscal year 2017 • EIN 68-0100926
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.03x
Liabilities / Revenue
60th percentile
Higher debt load relative to revenue than 60% of similar nonprofits.
Net Margin
67th percentile
Higher net margin than 67% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 7.1% of source-year revenue.
Asset Growth
12th percentile
Faster asset growth than 12% of similar nonprofits.
Revenue Growth
71st percentile
Faster revenue growth than 71% of similar nonprofits.
Balance Sheet
Assets
Up$28,757
Up $8,786 (+44%) from 2016
Net Assets
Up$27,880
Up $10,893 (+64%) from 2016
Liabilities
Down$877
Down $2,107 (-71%) from 2016
Revenue And Expenses
Revenue
Up$174,082
Up $21,242 (+14%) from 2016
Expenses
Down$154,903
Down $19,012 (-11%) from 2016
Net Income
Up$19,179
Up $40,254 (+191%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2016 to Jun 30, 2017
- Signed
- May 14, 2018
- Return Version
- 2016v3.0
- Gross Receipts
- $174,082
Mission and Program Overview
Mission
Labor Union
Program Services
| Description | Grants | Expenses |
|---|---|---|
| ATU represents approximately 300 members in contract negotiations and administrative proceedings. | $77,060 | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ROBERT JACKSON | President | - | $12,323 | - | $12,323 |
| JOYCE CLARK | Fin Secretary | - | $6,934 | - | $6,934 |
| MICHELLE GRAY | Vice President | - | $5,236 | - | $5,236 |
| TONE HAYES | Shop Steward | - | $3,744 | - | $3,744 |
| LISA WILSON-CASH | Treasurer | - | $2,813 | - | $2,813 |
| PAUL HARDEN | Board Member | - | $2,203 | - | $2,203 |
| DOUG ROBINSON | Board Member | - | $1,945 | - | $1,945 |
| ROBERT LEE | Board Link | - | $1,911 | - | $1,911 |
| SOPHIA MARTINEZ-MORRIS | Rec. Secretary | - | $1,129 | - | $1,129 |
Filing and Contact Details
Filer
- Filer Name
- Amalgamated Transit Union
- EIN
- 68-0100926
- Phone
- 9252291142
- Address
- 1333 PINE STREET, MARTINEZ, CA 94553
Signing Officer
- Name
- Robert Jackson
- Title
- President
- Signed
- 2018-05-14
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Maze & Associates
- Address
- 3478 BUSKIRK AVE STE 215, PLEASANT HILL, CA 94523-4346
- Preparer
- Joseph Poka CPA
- Phone
- 9259300902
Supplemental Narrative
Additional Explanations
Other Revenue.1
“Miscellaneous refunds $86”
Payments to Affiliates.1
“Name: Amalgamated Transit Union Intl | Address: 5025 Wisconsin Ave N.W. Washington, DC 20016 | Purpose of payment: MEMBERSHIP DUES | Amount: $39393”
Payments to Affiliates.2
“Name: California Conference Board | Address: 8331 Foynes Way Sacramento, CA 94553 | Purpose of payment: MEMBERSHIP DUES | Amount: $8511”
Other Expenses.1002
“Office Expenses $4692”
Other Expenses.1007
“Conferences, Conventions, and Meetings $1859”
Other Expenses.1012
“Insurance $522”
Other Expenses.1
“LABOR DUES $3875”
Other Expenses.2
“TELEPHONE $3568”
Other Expenses.3
“STORAGE $1668”
Other Expenses.4
“NEGOTIATIONS $638”
Other Expenses.5
“UTILITIES $417”
Other Expenses.7
“SUPPLIES $36”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $2984 Accounts Payable and Accrued Expenses - Ending $877”
Raw XML Appendix157 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.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Joyce Clark |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9255777633 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1333 PINE STREET SUITE G |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | MARTINEZ |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94553 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 19971 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 28757 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 2805 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 19179 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 28552 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 19971 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 28757 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 47904 |
| IRS990EZ/GrossReceiptsAmt | 0 | 174082 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 76 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 171115 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 16987 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 27880 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 16987 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 27880 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 13500 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 12323 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 5236 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 6934 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 2813 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 1129 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 1945 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 2203 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 1911 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 3744 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ROBERT JACKSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MICHELLE GRAY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JOYCE CLARK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LISA WILSON-CASH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | SOPHIA MARTINEZ-MORRIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | DOUG ROBINSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | PAUL HARDEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | ROBERT LEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | TONE HAYES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | FIN SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | REC. SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | BOARD LINK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | SHOP STEWARD |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -8286 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 17275 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 86 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Labor Union |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 162 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | ATU represents approximately 300 members in contract negotiations and administrative proceedings. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 77060 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 47510 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 2984 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 877 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 154903 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 77060 |
| IRS990EZ/TotalRevenueAmt | 0 | 174082 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | MISCELLANEOUS REFUNDS $86 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Name: Amalgamated Transit Union Intl | Address: 5025 Wisconsin Ave N.W. Washington, DC 20016 | Purpose of payment: MEMBERSHIP DUES | Amount: $39393 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Name: California Conference Board | Address: 8331 Foynes Way Sacramento, CA 94553 | Purpose of payment: MEMBERSHIP DUES | Amount: $8511 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Office Expenses $4692 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Conferences, Conventions, and Meetings $1859 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Insurance $522 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | LABOR DUES $3875 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | TELEPHONE $3568 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | STORAGE $1668 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | NEGOTIATIONS $638 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | UTILITIES $417 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | SUPPLIES $36 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Accounts Payable and Accrued Expenses - Beginning $2984 Accounts Payable and Accrued Expenses - Ending $877 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Revenue.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Payments to Affiliates.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Payments to Affiliates.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Total Liabilities.1001 |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ROBERT JACKSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-05-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | AMALGAMATED TRANSIT UNION |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | LOCAL 1065 |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | AMAL |
| ReturnHeader/Filer/EIN | 0 | 680100926 |
| ReturnHeader/Filer/PhoneNum | 0 | 9252291142 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1333 PINE STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MARTINEZ |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94553 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MAZE & ASSOCIATES |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3478 BUSKIRK AVE STE 215 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PLEASANT HILL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 945234346 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9259300902 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOSEPH POKA CPA |
| ReturnHeader/ReturnTs | 0 | 2018-05-14T14:03:14-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $28,757
- Liabilities
- $877
- Net assets
- $27,880
- Revenue
- $174,082
- Expenses
- $154,903
- Net income
- $19,179