Civic Intelligence

Amalgamated Transit Union Local 1605

990EZ • Fiscal year 2022 • EIN 68-0100926

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 30, 2022

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

74th percentile

0.02x

Higher debt load relative to assets than 74% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Net Margin

49th percentile

2.5%

Higher net margin than 49% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Top Officer Pay

80th percentile

$12,778

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Asset Growth

77th percentile

12%

Faster asset growth than 77% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

90th percentile

36%

Faster revenue growth than 90% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$40,895

Up $4,383 (+12%) from 2021

Net Assets

Up

$40,154

Up $4,383 (+12%) from 2021

Liabilities

Flat

$741

Flat from 2021

Revenue

Up

$175,207

Up $46,175 (+36%) from 2021

Expenses

Up

$170,824

Up $42,251 (+33%) from 2021

Net Income

Up

$4,383

Up $3,924 (+855%) from 2021

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

2022

Assets$40,895
Liabilities$741
Net Assets$40,154

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

2022

Revenue$175,207
Expenses$170,824
Net Income$4,383
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 30, 2022
Return Version
2021v4.1
Gross Receipts
$175,207
Mission and Program Overview

Mission

Labor Union

Program Services

DescriptionGrantsExpenses
ATU represents approximately 300 members in contract negotiations and administrative proceedings.-$170,824
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE GRAYPresident-$12,778-$12,778
JOYCE CLARKTreas./Rec. Sec-$6,635-$6,635
JUDY BARRIENTOSVice President-$6,060-$6,060
PAMELA ANDERSONFin Secretary-$3,880-$3,880
SUNNY PERKINSONBoard Member-$3,374-$3,374
RONALD ALLINSON TERMED 1121Vice President-$2,166-$2,166
RUDOLPH URIBEShop Steward-$1,600-$1,600
KENNETH LYONS TERMED 821Board Member-$500-$500
PAM LEE-LOCHNER TERMED 821Board Member-$339-$339
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
2022-11-30
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: $34832

Payments to Affiliates.2

Name: California Conference Board | Address: 8331 Foynes Way Sacramento, CA 94553 | Purpose of payment: MEMBERSHIP DUES | Amount: $7053

Other Expenses.1002

Office Expenses $11118

Other Expenses.1

LABOR DUES $2765

Other Expenses.2

REFUNDS $2698

Other Expenses.3

STORAGE $2262

Other Expenses.4

DUES REFUNDS $253

Other Expenses.5

UTILITIES $238

Other Expenses.6

CONVENTIONS $160

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $741 Accounts Payable and Accrued Expenses - Ending $741

Raw XML Appendix154 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Joyce Clark
IRS990EZ/BooksInCareOfDetail/PhoneNum09255777633
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01333 PINE STREET SUITE G
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARTINEZ
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094553
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036512
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040895
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04383
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt046990
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036512
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040895
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt041885
IRS990EZ/GrossReceiptsAmt0175207
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0175207
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035771
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040154
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035771
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040154
IRS990EZ/OccupancyRentUtltsAndMaintAmt015348
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt012778
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12166
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt23880
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt36635
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt46060
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt53374
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt6500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt71600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt8339
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RONALD ALLINSON TERMED 1121
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAMELA ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOYCE CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JUDY BARRIENTOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SUNNY PERKINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KENNETH LYONS TERMED 821
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RUDOLPH URIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PAM LEE-LOCHNER TERMED 821
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FIN SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treas./Rec. Sec
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SHOP STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019494
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Labor Union
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ATU represents approximately 300 members in contract negotiations and administrative proceedings.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0170824
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt047107
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0741
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0741
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0170824
IRS990EZ/TotalProgramServiceExpensesAmt0170824
IRS990EZ/TotalRevenueAmt0175207
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: $34832
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Name: California Conference Board | Address: 8331 Foynes Way Sacramento, CA 94553 | Purpose of payment: MEMBERSHIP DUES | Amount: $7053
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $11118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LABOR DUES $2765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REFUNDS $2698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STORAGE $2262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DUES REFUNDS $253
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UTILITIES $238
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CONVENTIONS $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Payable and Accrued Expenses - Beginning $741 Accounts Payable and Accrued Expenses - Ending $741
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Payments to Affiliates.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Payments to Affiliates.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1001
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT JACKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LOCAL 1605
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0680100926
ReturnHeader/Filer/PhoneNum09252291142
ReturnHeader/Filer/USAddress/AddressLine1Txt01333 PINE STREET G
ReturnHeader/Filer/USAddress/CityNm0MARTINEZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094553
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942590179
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAZE & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03478 BUSKIRK AVE STE 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANT HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094523
ReturnHeader/PreparerPersonGrp/PhoneNum09259300902
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY J KRISCH CPA
ReturnHeader/ReturnTs02022-11-30T17:19:16-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JACKSON
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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