Civic Intelligence

Amalgamated Transit Union Local 1605

990EZ • Fiscal year 2021 • EIN 68-0100926

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 22, 2021

Organization ProfileN/A
1333 Pine Street GMartinez, CA 94553

(925) 229-1142

Siviq Scores

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

Liabilities / Assets

75th percentile

0.02x

Higher debt load relative to assets than 75% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Net Margin

30th percentile

0.4%

Higher net margin than 30% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Top Officer Pay

73rd percentile

$7,538

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Asset Growth

26th percentile

-1.9%

Faster asset growth than 26% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-21%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$36,512

Down $708 (-1.9%) from 2020

Net Assets

Up

$35,771

Up $459 (+1.3%) from 2020

Liabilities

Down

$741

Down $1,167 (-61%) from 2020

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin30th percentile

Revenue

Down

$129,032

Down $33,918 (-21%) from 2020

Expenses

Down

$128,573

Down $39,130 (-23%) from 2020

Net Income

Up

$459

Up $5,212 (+110%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

2021

Assets$36,512
Liabilities$741
Net Assets$35,771
Open 2021 Filing

Operations Trend

Revenue Growth12th percentile

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

2021

Revenue$129,032
Expenses$128,573
Net Income$459
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 22, 2021
Return Version
2020v4.0
Gross Receipts
$129,032
Mission and Program Overview

Mission

Labor Union

Program Services

DescriptionGrantsExpenses
ATU represents approximately 300 members in contract negotiations and administrative proceedings.$128,573-
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE GRAYPresident-$7,538-$7,538
RONALD ALLINSONVice President-$6,501-$6,501
JOYCE CLARKTreas./Rec. Sec-$6,124-$6,124
PAMELA ANDERSONFin Secretary-$4,527-$4,527
RUDOLPH URIBEShop Steward-$2,627-$2,627
PAM LEE-LOCHNERBoard Member-$1,452-$1,452
SUNNY PERKINSONBoard Member-$863-$863
KENNETH LYONSBoard Member-$779-$779
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union
EIN
68-0100926
Phone
9252291142
Address
1333 PINE STREET G, MARTINEZ, CA 94553

Signing Officer

Name
Robert Jackson
Title
President
Signed
2021-12-22
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Payments to Affiliates.1

“Name: Amalgamated Transit Union Intl | Address: 5025 Wisconsin Ave N.W. Washington, DC 20016 | Purpose of payment: MEMBERSHIP DUES | Amount: $37168”

Payments to Affiliates.2

“Name: California Conference Board | Address: 8331 Foynes Way Sacramento, CA 94553 | Purpose of payment: MEMBERSHIP DUES | Amount: $6859”

Other Expenses.1002

“Office Expenses $6486”

Other Expenses.1

“LABOR DUES $3336”

Other Expenses.2

“UTILITIES $2794”

Other Expenses.3

“STORAGE $2532”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $1908 Accounts Payable and Accrued Expenses - Ending $741”

Raw XML Appendix144 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/CompensationAmt07538
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RONALD ALLINSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOYCE CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUNNY PERKINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KENNETH LYONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RUDOLPH URIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PAM LEE-LOCHNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FIN SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treas./Rec. Sec
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SHOP STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015148
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Labor Union
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0128573
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0741
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt0128573
IRS990EZ/TotalRevenueAmt0129032
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Name: Amalgamated Transit Union Intl | Address: 5025 Wisconsin Ave N.W. Washington, DC 20016 | Purpose of payment: MEMBERSHIP DUES | Amount: $37168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Name: California Conference Board | Address: 8331 Foynes Way Sacramento, CA 94553 | Purpose of payment: MEMBERSHIP DUES | Amount: $6859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $6486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LABOR DUES $3336
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UTILITIES $2794
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STORAGE $2532
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Payable and Accrued Expenses - Beginning $1908 Accounts Payable and Accrued Expenses - Ending $741
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Payments to Affiliates.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Payments to Affiliates.2
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum09259300902
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY J KRISCH CPA
ReturnHeader/ReturnTs02021-12-22T14:37:41-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JACKSON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,512
Liabilities
$741
Net assets
$35,771
Revenue
$129,032
Expenses
$128,573
Net income
$459
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