Civic Intelligence

Amalgamated Transit Union #694

990 • Fiscal year 2023 • EIN 74-0926565

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

Organization ProfileN/A
1901 N FloresSan Antonio, TX 78212-4229

(210) 733-6327

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Net Margin

57th percentile

7.3%

Higher net margin than 57% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

80th percentile

$99,195

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 16.3% of source-year revenue.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Asset Growth

96th percentile

53%

Faster asset growth than 96% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

74th percentile

14%

Faster revenue growth than 74% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$982,486

Up $342,371 (+53%) from 2022

Net Assets

Up

$982,486

Up $342,371 (+53%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin57th percentile

Revenue

Up

$608,231

Up $75,248 (+14%) from 2022

Expenses

Up

$563,840

Up $1,051 (+0.2%) from 2022

Net Income

Up

$44,391

Up $74,197 (+249%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$1.0M$500K$0Assets 2010: $398,405Liabilities 2010: $5,682Net Assets 2010: $392,7232010Assets 2011: $424,055Liabilities 2011: $0Net Assets 2011: $424,0552011Assets 2012: $436,301Liabilities 2012: $8,850Net Assets 2012: $427,4512012Assets 2013: $437,595Liabilities 2013: $36,992Net Assets 2013: $400,6032013Assets 2014: $448,731Liabilities 2014: $28,174Net Assets 2014: $420,5572014Assets 2015: $454,025Liabilities 2015: $19,911Net Assets 2015: $434,1142015Assets 2016: $475,169Liabilities 2016: $11,401Net Assets 2016: $463,7682016Assets 2017: $504,706Liabilities 2017: $1,671Net Assets 2017: $503,0352017Assets 2018: $536,661Liabilities 2018: $1,788Net Assets 2018: $534,8732018Assets 2019: $632,028Liabilities 2019: $0Net Assets 2019: $632,0282019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $640,309Liabilities 2021: $0Net Assets 2021: $640,3092021Assets 2022: $640,115Liabilities 2022: $0Net Assets 2022: $640,1152022Assets 2023: $982,486Liabilities 2023: $0Net Assets 2023: $982,4862023Assets 2024: $954,107Liabilities 2024: $0Net Assets 2024: $954,1072024

Highlighted filing

2023

Assets$982,486
Liabilities$0
Net Assets$982,486
Open 2023 Filing

Operations Trend

Revenue Growth74th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $468,3242010Expenses 2011: $462,9602011Expenses 2012: $482,4252012Revenue 2013: $483,280Expenses 2013: $502,508Net Income 2013: -$19,2282013Revenue 2014: $467,131Expenses 2014: $447,177Net Income 2014: $19,9542014Revenue 2015: $489,897Expenses 2015: $480,813Net Income 2015: $9,0842015Revenue 2016: $561,427Expenses 2016: $531,773Net Income 2016: $29,6542016Revenue 2017: $566,431Expenses 2017: $520,122Net Income 2017: $46,3092017Revenue 2018: $547,417Expenses 2018: $515,579Net Income 2018: $31,8382018Revenue 2019: $661,714Expenses 2019: $566,198Net Income 2019: $95,5162019Revenue 2020: $609,900Expenses 2020: $578,043Net Income 2020: $31,8572020Revenue 2021: $551,172Expenses 2021: $553,720Net Income 2021: -$2,5482021Revenue 2022: $532,983Expenses 2022: $562,789Net Income 2022: -$29,8062022Revenue 2023: $608,231Expenses 2023: $563,840Net Income 2023: $44,3912023Revenue 2024: $538,728Expenses 2024: $585,994Net Income 2024: -$47,2662024

Highlighted filing

2023

Revenue$608,231
Expenses$563,840
Net Income$44,391
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.1
Gross Receipts
$608,231
Mission and Program Overview

Mission

Operate union business

Operate union business.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$449,167$473,822▲ $24,655
Land, Buildings, and Equipment, Net$160,667$451,704▲ $291,037
Cash and Non-Interest-Bearing Accounts$25,167$53,912▲ $28,745
Inventories for Sale or Use$4,960$3,048▼ $1,912
Total Assets$640,115$982,486▲ $342,371
Other Assets Total$154--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$640,115$982,486▲ $342,371
Total Net Assets Fund Balance$640,115$982,486▲ $342,371
Total Liabilities and Net Assets / Fund Balance$640,115$982,486▲ $342,371

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$402,350--
Other Land Buildings$19,963$0-
Equipment$6,123$0-
Leasehold Improvements$23,268$0-
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Amalio SotoTresurerFT$99,195$99,195
Brigido AlmanzaPresidentFT$93,170$93,170
Tammy LafondRecording Secretary-$4,980$4,980
Robert GarzaVice President-$4,221$4,221
-Board Representative-$3,048$3,048
Jason TrevinoVice President-$2,608$2,608
Miguel AmadorBoard Representative-$2,344$2,344
Revenue and Support

Revenue Composition

Contributions and Grants
$588,539
Program Service Revenue
$0
Investment Income
$14,956
Other Revenue
$4,736
Change in Net Assets
$44,391

Audited Revenue Reconciliation

Revenue per Audited Statements
$608,231
Total Revenue per Audited Statements
$608,231
Total Revenue per Form 990
$608,231
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$279,269
Salaries, Compensation, and Employee Benefits$274,131
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$209,603$0$0$209,603
Current Officers, Directors, Trustees, and Key Employees$0$192,365$0$192,365
Other Salaries and Wages$59,719$0$0$59,719
All Other Expenses$6,173$18,172$0$24,345
Payroll Taxes$4,842$17,205$0$22,047
Occupancy$16,551$0$0$16,551
Benefits to Members$10,440--$10,440
Fees for Services Accounting$0$8,003$0$8,003
Insurance$4,697$0$0$4,697
Conferences and Meetings$2,777$0$0$2,777
Other Expenses$2,002$0$0$2,002
Advertising$1,000$0$0$1,000
Total Functional Expenses$317,804$246,036$0$563,840

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$563,840
Total Expenses per Audited Statements$563,840
Total Expenses per Form 990$563,840
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union #694
EIN
74-0926565
Phone
2107336327
Address
1901 N Flores, San Antonio, TX 78212-4229

Signing Officer

Name
Amalio L Soto
Title
Treasurer
Phone
2107336327
Signed
2024-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amalio L Soto
Formed
1916
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
12
Employees
21
Volunteers
10

Preparer

Firm
Wesley F Crowley II CPA PC
Address
11202 Disco Dr Suite 118, San Antonio, TX 78216
Preparer
Wesley F Crowley II
Phone
2104959777
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“The Organization has members.”

Pt VI, Line 7A

“The Organization has members who have the power to elect members of the governing body.”

Pt VI, Line 7B

“Governance decisions are reserved for approval by members.”

Pt VI, Line 11B

“CPA reviews with Treasurer and President. Is presented to Board for review and approval.”

Pt VI, Line 12C

“The Board monitors and enforces compliance with the Conflict”

Pt VI, Line 12C

“of Interest Policy on an annual basis.”

Pt VI, Line 15A

“Annual compensation for the top official is reviewed and approved by the Finance Committee.”

Pt VI, Line 15B

“Annual compensation for officers and key employees is reviewed and approved by the Finance Committee.”

Financial Statement Notes

Other

“None required”

Other

“None required”

Raw XML Appendix385 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
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IRS990/Form990PartVIISectionAGrp/PersonNm4Robert Garza
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Tresurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Recording Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Representative
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Representative
IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0402350
IRS990ScheduleD/EquipmentGrp/BookValueAmt06123
IRS990ScheduleD/EquipmentGrp/DepreciationAmt00
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt06123
IRS990ScheduleD/ExpensesSubtotalAmt0563840
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt023268
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt023268
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt019963
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt019963
IRS990ScheduleD/RevenueSubtotalAmt0608231
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0None required
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1None required
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Other
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0451704
IRS990ScheduleD/TotalExpensesPerForm990Amt0563840
IRS990ScheduleD/TotalRevenuePerForm990Amt0608231
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0608231
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0563840
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organization has members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization has members who have the power to elect members of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governance decisions are reserved for approval by members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CPA reviews with Treasurer and President. Is presented to Board for review and approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Board monitors and enforces compliance with the Conflict
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5of Interest Policy on an annual basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Annual compensation for the top official is reviewed and approved by the Finance Committee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Annual compensation for officers and key employees is reviewed and approved by the Finance Committee.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 15b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0640115
IRS990/TotalAssetsEOYAmt0982486
IRS990/TotalAssetsGrp/BOYAmt0640115
IRS990/TotalAssetsGrp/EOYAmt0982486
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0588539
IRS990/TotalEmployeeCnt021
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0246036
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0317804
IRS990/TotalFunctionalExpensesGrp/TotalAmt0563840
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0640115
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0982486
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt0209566
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt019692
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0608231
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0640115
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0982486
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01901 N Flores
IRS990/USAddress/CityNm0San Antonio
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078212
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amalio L Soto
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02107336327
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Amalgamated Transit Union #694
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0740926565
ReturnHeader/Filer/PhoneNum02107336327
ReturnHeader/Filer/USAddress/AddressLine1Txt01901 N Flores
ReturnHeader/Filer/USAddress/CityNm0San Antonio
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0782124229
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0882668760
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wesley F Crowley II CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011202 Disco Dr Suite 118
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078216
ReturnHeader/PreparerPersonGrp/PhoneNum02104959777
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wesley F Crowley II
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-14T16:38:57-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$982,486
Liabilities
$0
Net assets
$982,486
Revenue
$608,231
Expenses
$563,840
Net income
$44,391
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.54$0.00$9.54$5.39$5.86$0.47
2023Detailed filing. Detailed filing data is available for this year.$9.82$0.00$9.82$6.08$5.64$0.44
2022Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$5.33$5.63$0.30
2021Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$5.51$5.54$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$6.10$5.78$0.32
2019Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$6.62$5.66$0.96
2018Summary only. Only limited summary data is available for this year.$5.37$0.02$5.35$5.47$5.16$0.32
2017Detailed filing. Detailed filing data is available for this year.$5.05$0.02$5.03$5.66$5.20$0.46
2016Detailed filing. Detailed filing data is available for this year.$4.75$0.11$4.64$5.61$5.32$0.30
2015Detailed filing. Detailed filing data is available for this year.$4.54$0.20$4.34$4.90$4.81$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.49$0.28$4.21$4.67$4.47$0.20
2013Detailed filing. Detailed filing data is available for this year.$4.38$0.37$4.01$4.83$5.03$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.36$0.09$4.27$4.82
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.24$0.00$4.24$4.63
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.98$0.06$3.93$4.68