Civic Intelligence

Amalgamated Transit Union Local 1605

990EZ • Fiscal year 2018 • EIN 68-0100926

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

1333 Pine StreetMartinez, CA 94553

(925) 229-1142

Siviq Scores

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

Liabilities / Assets

81st percentile

0.04x

Higher debt load relative to assets than 81% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Net Margin

52nd percentile

4.4%

Higher net margin than 52% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

75th percentile

$8,857

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

87th percentile

28%

Faster asset growth than 87% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

30th percentile

-4.8%

Faster revenue growth than 30% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$36,730

Up $7,973 (+28%) from 2017

Net Assets

Up

$35,202

Up $7,322 (+26%) from 2017

Liabilities

Up

$1,528

Up $651 (+74%) from 2017

Revenue

Down

$165,651

Down $8,431 (-4.8%) from 2017

Expenses

Up

$158,329

Up $3,426 (+2.2%) from 2017

Net Income

Down

$7,322

Down $11,857 (-62%) from 2017

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $21,407Liabilities 2011: $3,4302011Assets 2012: $57,179Liabilities 2012: $2,3402012Assets 2014: $40,736Liabilities 2014: $2,674Net Assets 2014: $38,0622014Assets 2015: $40,900Liabilities 2015: $1,342Net Assets 2015: $39,5582015Assets 2016: $19,971Liabilities 2016: $2,984Net Assets 2016: $16,9872016Assets 2017: $28,757Liabilities 2017: $877Net Assets 2017: $27,8802017Assets 2018: $36,730Liabilities 2018: $1,528Net Assets 2018: $35,2022018Assets 2019: $41,593Liabilities 2019: $1,585Net Assets 2019: $40,0082019Assets 2020: $37,220Liabilities 2020: $1,908Net Assets 2020: $35,3122020Assets 2021: $36,512Liabilities 2021: $741Net Assets 2021: $35,7712021Assets 2022: $40,895Liabilities 2022: $741Net Assets 2022: $40,1542022Assets 2023: $38,553Liabilities 2023: $4,510Net Assets 2023: $34,0432023Assets 2024: $46,944Liabilities 2024: $2,070Net Assets 2024: $44,8742024Assets 2025: $79,703Liabilities 2025: $2,244Net Assets 2025: $77,4592025

Highlighted filing

2018

Assets$36,730
Liabilities$1,528
Net Assets$35,202

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $138,412Expenses 2011: $152,617Net Income 2011: -$14,2052011Revenue 2012: $174,268Expenses 2012: $137,406Net Income 2012: $36,8622012Revenue 2014: $122,978Expenses 2014: $148,488Net Income 2014: -$25,5102014Revenue 2015: $149,958Expenses 2015: $147,317Net Income 2015: $2,6412015Revenue 2016: $152,840Expenses 2016: $173,915Net Income 2016: -$21,0752016Revenue 2017: $174,082Expenses 2017: $154,903Net Income 2017: $19,1792017Revenue 2018: $165,651Expenses 2018: $158,329Net Income 2018: $7,3222018Revenue 2019: $168,401Expenses 2019: $163,595Net Income 2019: $4,8062019Revenue 2020: $162,950Expenses 2020: $167,703Net Income 2020: -$4,7532020Revenue 2021: $129,032Expenses 2021: $128,573Net Income 2021: $4592021Revenue 2022: $175,207Expenses 2022: $170,824Net Income 2022: $4,3832022Revenue 2023: $175,866Expenses 2023: $181,977Net Income 2023: -$6,1112023Revenue 2024: $171,025Expenses 2024: $160,194Net Income 2024: $10,8312024Revenue 2025: $181,169Expenses 2025: $148,584Net Income 2025: $32,5852025

Highlighted filing

2018

Revenue$165,651
Expenses$158,329
Net Income$7,322
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.2
Gross Receipts
$165,651
Mission and Program Overview

Mission

Labor Union

Program Services

DescriptionGrantsExpenses
ATU represents approximately 300 members in contract negotiations and administrative proceedings.$89,695-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE GRAYVice President-$8,857-$8,857
JOYCE CLARKFin Secretary-$6,891-$6,891
ROBERT JACKSONPresident-$6,564-$6,564
TONE HAYESShop Steward-$4,957-$4,957
JA'NET TAYLORRec. Secretary-$3,320-$3,320
LINDA PETERSONTreasurer-$2,521-$2,521
PAUL HARDENBoard Member-$2,431-$2,431
DOUG ROBINSONBoard Member-$1,466-$1,466
ROBERT LEEBoard Link-$1,100-$1,100
PAM LEE-LOCHNERBoard Member-$100-$100
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
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Maze & Associates
Address
3478 BUSKIRK AVE STE 215, PLEASANT HILL, CA 94523-4346
Preparer
Timothy J Krisch
Phone
9259300902
Supplemental Narrative

Additional Explanations

Other Revenue.1

Stale dated checks canc. $1516

Other Revenue.2

Miscellaneous refunds $353

Payments to Affiliates.1

Name: Amalgamated Transit Union Intl | Address: 5025 Wisconsin Ave N.W. Washington, DC 20016 | Purpose of payment: MEMBERSHIP DUES | Amount: $41154

Payments to Affiliates.2

Name: California Conference Board | Address: 8331 Foynes Way Sacramento, CA 94553 | Purpose of payment: MEMBERSHIP DUES | Amount: $8336

Other Expenses.1002

Office Expenses $5760

Other Expenses.1007

Conferences, Conventions, and Meetings $1383

Other Expenses.1

LABOR DUES $3695

Other Expenses.2

STORAGE $2015

Other Expenses.3

TELEPHONE $1020

Other Expenses.4

UTILITIES $994

Other Expenses.5

NEGOTIATIONS $160

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $877 Accounts Payable and Accrued Expenses - Ending $1528

Raw XML Appendix156 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOYCE CLARK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4REC. SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD LINK
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Name: California Conference Board | Address: 8331 Foynes Way Sacramento, CA 94553 | Purpose of payment: MEMBERSHIP DUES | Amount: $8336
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT JACKSON
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION
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ReturnHeader/Filer/EIN0680100926
ReturnHeader/Filer/PhoneNum09252291142
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03478 BUSKIRK AVE STE 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANT HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945234346
ReturnHeader/PreparerPersonGrp/PhoneNum09259300902
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY J KRISCH
ReturnHeader/ReturnTs02019-05-15T12:06:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.80$0.02$0.77$1.81$1.49$0.33
2024Detailed filing. Detailed filing data is available for this year.$0.47$0.02$0.45$1.71$1.60$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.39$0.05$0.34$1.76$1.82$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.41$0.01$0.40$1.75$1.71$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.01$0.36$1.29$1.29$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.37$0.02$0.35$1.63$1.68$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.42$0.02$0.40$1.68$1.64$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.37$0.02$0.35$1.66$1.58$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.01$0.28$1.74$1.55$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.03$0.17$1.53$1.74$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.01$0.40$1.50$1.47$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.03$0.38$1.23$1.48$0.26
2012Summary only. Only limited summary data is available for this year.$0.57$0.02$1.74$1.37$0.37
2011Summary only. Only limited summary data is available for this year.$0.21$0.03$1.38$1.53$0.14