Civic Intelligence

Amalgamated Transit Union Local 1001

990 • Fiscal year 2024 • EIN 84-0004215

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 17, 2025

3315 West 72nd AvenueWestminster, CO 80030-5310

(303) 412-1001

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

Higher debt load relative to assets than 45% of similar nonprofits.

2024 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

36th percentile

0.00x

Higher debt load relative to revenue than 36% of similar nonprofits.

2024 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2024

Net Margin

35th percentile

2.0%

Higher net margin than 35% of similar nonprofits.

2024 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$129,255

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2024 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2024

Asset Growth

50th percentile

5.6%

Faster asset growth than 50% of similar nonprofits.

2024 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

9.6%

Faster revenue growth than 61% of similar nonprofits.

2024 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,308,765

Up $69,558 (+5.6%) from 2023

Net Assets

Up

$1,302,722

Up $68,334 (+5.5%) from 2023

Liabilities

Up

$6,043

Up $1,224 (+25%) from 2023

Revenue

Up

$1,842,620

Up $160,968 (+9.6%) from 2023

Expenses

Up

$1,805,949

Up $162,795 (+9.9%) from 2023

Net Income

Down

$36,671

Down $1,827 (-4.7%) from 2023

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,054,508Liabilities 2010: $2,422Net Assets 2010: $1,052,0862010Assets 2011: $1,049,993Liabilities 2011: $2,485Net Assets 2011: $1,047,5082011Assets 2012: $1,132,504Liabilities 2012: $3,643Net Assets 2012: $1,128,8612012Assets 2013: $1,176,127Liabilities 2013: $5,915Net Assets 2013: $1,170,2122013Assets 2014: $1,291,538Liabilities 2014: $15,640Net Assets 2014: $1,275,8982014Assets 2015: $1,421,647Liabilities 2015: $14,794Net Assets 2015: $1,406,8532015Assets 2016: $1,528,344Liabilities 2016: $9,774Net Assets 2016: $1,518,5702016Assets 2017: $1,545,046Liabilities 2017: $25,208Net Assets 2017: $1,519,8382017Assets 2018: $1,540,789Liabilities 2018: $9,720Net Assets 2018: $1,531,0692018Assets 2019: $1,548,500Liabilities 2019: $23,552Net Assets 2019: $1,524,9482019Assets 2020: $1,523,647Liabilities 2020: $12,830Net Assets 2020: $1,510,8172020Assets 2021: $1,461,205Liabilities 2021: $19,606Net Assets 2021: $1,441,5992021Assets 2022: $1,176,653Liabilities 2022: $16,686Net Assets 2022: $1,159,9672022Assets 2023: $1,239,207Liabilities 2023: $4,819Net Assets 2023: $1,234,3882023Assets 2024: $1,308,765Liabilities 2024: $6,043Net Assets 2024: $1,302,7222024Assets 2025: $1,372,187Liabilities 2025: $18,083Net Assets 2025: $1,354,1042025

Highlighted filing

2024

Assets$1,308,765
Liabilities$6,043
Net Assets$1,302,722

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,291,0952010Revenue 2011: $1,369,714Expenses 2011: $1,374,292Net Income 2011: -$4,5782011Expenses 2012: $1,429,1232012Revenue 2013: $1,526,819Expenses 2013: $1,485,468Net Income 2013: $41,3512013Revenue 2014: $1,602,841Expenses 2014: $1,497,155Net Income 2014: $105,6862014Revenue 2015: $1,658,306Expenses 2015: $1,527,351Net Income 2015: $130,9552015Revenue 2016: $1,699,483Expenses 2016: $1,585,151Net Income 2016: $114,3322016Revenue 2017: $1,764,822Expenses 2017: $1,766,169Net Income 2017: -$1,3472017Revenue 2018: $1,789,562Expenses 2018: $1,778,331Net Income 2018: $11,2312018Revenue 2019: $1,685,700Expenses 2019: $1,691,821Net Income 2019: -$6,1212019Revenue 2020: $1,718,771Expenses 2020: $1,732,902Net Income 2020: -$14,1312020Revenue 2021: $1,557,590Expenses 2021: $1,626,807Net Income 2021: -$69,2172021Revenue 2022: $1,452,378Expenses 2022: $1,749,179Net Income 2022: -$296,8012022Revenue 2023: $1,681,652Expenses 2023: $1,643,154Net Income 2023: $38,4982023Revenue 2024: $1,842,620Expenses 2024: $1,805,949Net Income 2024: $36,6712024Revenue 2025: $1,987,708Expenses 2025: $1,969,510Net Income 2025: $18,1982025

Highlighted filing

2024

Revenue$1,842,620
Expenses$1,805,949
Net Income$36,671
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 17, 2025
Return Version
2024v5.0
Gross Receipts
$1,892,782
Mission and Program Overview

Mission

MEMBER REPRESENTATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$571,541$562,474▼ $9,067
Investments in Publicly Traded Securities$364,479$409,299▲ $44,820
Savings and Temporary Cash Investments$297,549$330,264▲ $32,715
Cash and Non-Interest-Bearing Accounts$5,088$6,178▲ $1,090
Total Assets$1,239,207$1,308,765▲ $69,558
Other Assets Total$550$550→ $0
Liabilities
Accounts Payable and Accrued Expenses$4,819$6,043▲ $1,224
Total Liabilities$4,819$6,043▲ $1,224
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$709,855$673,371▼ $36,484
Net Assets With Donor Restrictions$524,533$629,351▲ $104,818
Total Net Assets Fund Balance$1,234,388$1,302,722▲ $68,334
Total Liabilities and Net Assets / Fund Balance$1,239,207$1,308,765▲ $69,558

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$302,883$294,311$597,194
Land$247,300-$247,300
Equipment$12,291$40,244$52,535
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lance LongenbohnPresident/business AgentFT$111,550$17,705$129,255
Michael HarveyFinancial Secretary/assistFT$87,212$14,541$101,753
Ronald ShortRecording Secretary/corresFT$85,378$13,464$98,842
Julian GutierrezVice PresidentPT$76,414$11,462$87,876
Matthew JacksonChief StewardPT$32,731$4,910$37,641
Brandon SantosChief StewardPT$26,904$4,036$30,940
Dennis HawkinsChief StewardPT$26,616$3,992$30,608
BARBARA O'DONNELLChief StewardPT$24,585$3,688$28,273
Nathaniel LudwigChief StewardPT$24,549$3,682$28,231
Dawit TadesseChief StewardPT$20,728-$20,728
William SniderChief StewardPT$15,503$2,325$17,828
Kelly KeepChief StewardPT$15,139$2,271$17,410
Ronald ChampenoChief StewardPT$16,450-$16,450
Christopher MoralezChief StewardPT$13,702$2,055$15,757
Keresa MartinezChief StewardPT$14,154-$14,154
Levi YarbroughChief StewardPT$10,484$1,573$12,057
Felipe PerezChief StewardPT$9,815-$9,815
Felix MartinezFormer Chief StewardPT$2,722-$2,722
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,762,006
Investment Income
$14,927
Other Revenue
$65,687
Change in Net Assets
$36,671

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,735,829
Revenue Not Reported on Financial Statements
$106,791
Revenue Not Reported on Form 990
$31,663
Other Revenue Adjustments
$104,818
Total Revenue per Audited Statements
$1,767,492
Total Revenue per Form 990
$1,842,620
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$984,260
Salaries, Compensation, and Employee Benefits$804,100
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$653,381
Current Officers, Directors, Trustees, and Key Employees---$635,225
Pension Plan Contributions---$88,846
Occupancy---$62,982
Payroll Taxes---$57,788
Office Expenses---$54,226
Fees for Services Accounting---$45,060
Conferences and Meetings---$33,322
Other Salaries and Wages---$21,458
Depreciation Depletion---$20,534
Benefits to Members---$17,589
Insurance---$11,157
Fees for Services Legal---$5,648
Other Expenses---$4,100
All Other Expenses---$3,180
Fees for Service Investment Mgmnt Fees---$1,973
Other Employee Benefits---$783
Total Functional Expenses$0$0$0$1,805,949

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,805,949
Expenses per Audited Statements$1,803,976
Total Expenses per Audited Statements$1,803,976
Expenses Not Reported on Financial Statements$1,973
Expenses Not Reported on Form 990$0
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
Audit committee
Yes
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

As of 12/31/2023, atu 1001 reported 2,225 members.

Form 990, Part VI, Section A, Line 7A

According to the union bylaws, members in good standing may nominate anyone who has been a member in good standing for two years for any office. Election of officers and union stewards takes place every three years.

Form 990, Part VI, Section A, Line 7B

Decisions of the executive board are subject to approval by a quorum of union members present at the monthly meetings. A quorum consists of 20 members.

Form 990, Part VI, Section B, Line 11B

No formal process is documented. Form 990 is available to the executive board and signed by the assistant business agent/financial secretary.

Form 990, Part VI, Section B, Line 15

Top management officials and key employees are paid based on wage scales established by the industry.

Form 990, Part VI, Section C, Line 19

The amalgamated transit union 1001 makes its governing documents and financial statements available to the public by request.

Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union
EIN
84-0004215
Phone
3034121001
Address
3315 WEST 72ND AVENUE, WESTMINSTER, CO 80030-5310

Signing Officer

Name
Michael Harvey
Title
Financial Secretary/treasurer
Phone
3034121001
Signed
2025-03-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Harvey
Formed
1933
Legal Domicile
Co
Voting Board Members
17
Independent Board Members
0
Employees
39
Volunteers
0

Preparer

Firm
BOWERSO'NEAL LLC
Address
1155 KELLY JOHNSON BLVD, COLORADO SPRINGS, CO 80920
Preparer
Eric Bowers CPA
Phone
7192035382
Supplemental Narrative

Additional Explanations

Part XII

Audit committee and selection process the executive board has the responsibility for the oversight of the annual audit and the selection of the auditors. There were no changes in the oversight process or selection process during the tax year.

Financial Statement Notes

PART X, LINE 2:

No provision has been made for federal or state income taxes as the local is a nonprofit organization exempt from income taxes under section 501(c)(5) of the internal revenue code. Management performs an annual analysis of the local's various tax positions, assessing the likelihood of those positions being upheld upon examination by relevant taxing authorities. Management believes the local has conducted its operations in accordance with applicable income tax reporting requirements, and has properly maintained its tax-exempt status, and has taken no material uncertain tax positions that qualify for recognition or disclosure in the financial statements. The local is no longer subject to u.s. Federal, state and local, or non-u.s. Income tax examinations by tax authorities for years before 2021.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Changes in net assets with restrictions

Raw XML AppendixShowing 400 of 451 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt04819
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06043
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0MEMBER REPRESENTATION
IRS990/AllOtherExpensesGrp/TotalAmt03180
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt017589
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MICHAEL HARVEY
IRS990/BooksInCareOfDetail/PhoneNum03034121001
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03315 WEST 72ND AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0WESTIMINSTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0800305310
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt05088
IRS990/CashNonInterestBearingGrp/EOYAmt06178
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0635225
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt033322
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt017589
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt014927
IRS990/CYOtherExpensesAmt0984260
IRS990/CYOtherRevenueAmt065687
IRS990/CYProgramServiceRevenueAmt01762006
IRS990/CYRevenuesLessExpensesAmt036671
IRS990/CYSalariesCompEmpBnftPaidAmt0804100
IRS990/CYTotalExpensesAmt01805949
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01842620
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt020534
IRS990/Desc0NEGOTIATIONS ON BEHALF OF MEMBERS DURING COLLECTIVE BARGAINING TO ADOPT A CONTRACT FOR EMPLOYMENT OF UNION MEMBERS WITH REGIONAL TRANSPORTATION DISTRICT AND OTHER EMPLOYERS THAT PROVIDE ROUTE SERVICES TO THE REGIONAL TRANSPORTATION DISTRICT. ONGOING ADVICE, REPRESENTATION, AND ARBITRATION ON BEHALF OF UNION MEMBERS IN CONTRACT DISPUTES WITH THE REGIONAL TRANSPORTATION DISTRICT AND OTHER EMPLOYERS. GENERAL CONTRACT ENFORCEMENT AND OTHER MEMBER TRAINING AND EDUCATION ON BENEFITS AND WORKPLACE RIGHTS AND OBLIGATIONS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0524533
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0629351
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt039
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt045060
IRS990/FeesForServicesLegalGrp/TotalAmt05648
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01973
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt125.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt135.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1725.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt13992
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt24910
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt32271
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt63688
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt73682
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt92055
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt104036
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt112325
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt121573
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1417705
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1513464
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1614541
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1711462
IRS990/Form990PartVIISectionAGrp/PersonNm0RONALD CHAMPENO
IRS990/Form990PartVIISectionAGrp/PersonNm1DENNIS HAWKINS
IRS990/Form990PartVIISectionAGrp/PersonNm2MATTHEW JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm3KELLY KEEP
IRS990/Form990PartVIISectionAGrp/PersonNm4FELIX MARTINEZ
IRS990/Form990PartVIISectionAGrp/PersonNm5KERESA MARTINEZ
IRS990/Form990PartVIISectionAGrp/PersonNm6BARBARA O'DONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm7NATHANIEL LUDWIG
IRS990/Form990PartVIISectionAGrp/PersonNm8DAWIT TADESSE
IRS990/Form990PartVIISectionAGrp/PersonNm9CHRISTOPHER MORALEZ
IRS990/Form990PartVIISectionAGrp/PersonNm10BRANDON SANTOS
IRS990/Form990PartVIISectionAGrp/PersonNm11WILLIAM SNIDER
IRS990/Form990PartVIISectionAGrp/PersonNm12LEVI YARBROUGH
IRS990/Form990PartVIISectionAGrp/PersonNm13FELIPE PEREZ
IRS990/Form990PartVIISectionAGrp/PersonNm14LANCE LONGENBOHN
IRS990/Form990PartVIISectionAGrp/PersonNm15RONALD SHORT
IRS990/Form990PartVIISectionAGrp/PersonNm16MICHAEL HARVEY
IRS990/Form990PartVIISectionAGrp/PersonNm17JULIAN GUTIERREZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt016450
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt126616
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt232731
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt315139
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt42722
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt514154
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt624585
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt724549
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt820728
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt913702
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1026904
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1115503
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1210484
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt139815
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14111550
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1585378
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1687212
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1776414
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHIEF STEWARD
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHIEF STEWARD
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHIEF STEWARD
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHIEF STEWARD
IRS990/Form990PartVIISectionAGrp/TitleTxt4FORMER CHIEF STEWARD
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHIEF STEWARD
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHIEF STEWARD
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHIEF STEWARD
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHIEF STEWARD
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHIEF STEWARD
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF STEWARD
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF STEWARD
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF STEWARD
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF STEWARD
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT/BUSINESS AGENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15RECORDING SECRETARY/CORRES
IRS990/Form990PartVIISectionAGrp/TitleTxt16FINANCIAL SECRETARY/ASSIST
IRS990/Form990PartVIISectionAGrp/TitleTxt17VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01933
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-138
IRS990/GainOrLossGrp/SecuritiesAmt0-2533
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt047491
IRS990/GrossReceiptsAmt01892782
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt011157
IRS990/InvestmentIncomeGrp/ExclusionAmt017598
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt017598
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0364479
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0409299
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0334555
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0571541
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0562474
IRS990/LandBldgEquipCostOrOtherBssAmt0897029
IRS990/LegalDomicileStateCd0CO
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0138
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt050024
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0MEMBER REPRESENTATION
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01234388
IRS990/NetAssetsOrFundBalancesEOYAmt01302722
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-2671
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2671
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt031663
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0709855
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0673371
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt062982
IRS990/OfficeExpensesGrp/TotalAmt054226
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0550
IRS990/OtherAssetsTotalGrp/EOYAmt0550
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0783
IRS990/OtherExpensesGrp/Desc0CONTRACT NEGOTIATIONS
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2MILEAGE REIMBURSEMENT
IRS990/OtherExpensesGrp/Desc3CHARITABLE CONTRIBUTION
IRS990/OtherExpensesGrp/TotalAmt074642
IRS990/OtherExpensesGrp/TotalAmt19531
IRS990/OtherExpensesGrp/TotalAmt24524
IRS990/OtherExpensesGrp/TotalAmt34100
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1812900
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0EXPENSE REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/Desc1CANTEEN COMMISSIONS
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt038063
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt127500
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2124
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt038063
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt127500
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2124
IRS990/OtherRevenueTotalAmt065687
IRS990/OtherSalariesAndWagesGrp/TotalAmt021458
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt0653381
IRS990/PayrollTaxesGrp/TotalAmt057788
IRS990/PensionPlanContributionsGrp/TotalAmt088846
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHAEL HARVEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0813930
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01762006
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01762006
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt012823
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt016984
IRS990/PYOtherExpensesAmt0844967
IRS990/PYOtherRevenueAmt071463
IRS990/PYProgramServiceRevenueAmt01593205
IRS990/PYRevenuesLessExpensesAmt038498
IRS990/PYSalariesCompEmpBnftPaidAmt0785364
IRS990/PYTotalExpensesAmt01643154
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01681652
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt036671
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0297549
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0330264
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/Section527PoliticalOrgGrp/ContributionsRcvdDlvrAmt011087
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0840004215
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0AMALGAMATED TRANIST UNION LOCAL #1001 SMALL DONOR COMMITTEE
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt03315 WEST 72ND AVENUE
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0WESTMINSTER
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0CO
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd080030
IRS990ScheduleD/BuildingsGrp/BookValueAmt0302883
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0294311
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0597194
IRS990ScheduleD/EquipmentGrp/BookValueAmt012291
IRS990ScheduleD/EquipmentGrp/DepreciationAmt040244
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt052535
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01973
IRS990ScheduleD/ExpensesSubtotalAmt01803976
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01973
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01973
IRS990ScheduleD/LandGrp/BookValueAmt0247300
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0247300
IRS990ScheduleD/NetUnrealizedGainsInvstAmt031663
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0104818
IRS990ScheduleD/RevenueNotReportedAmt031663
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0106791
IRS990ScheduleD/RevenueSubtotalAmt01735829
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES AS THE LOCAL IS A NONPROFIT ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE. MANAGEMENT PERFORMS AN ANNUAL ANALYSIS OF THE LOCAL'S VARIOUS TAX POSITIONS, ASSESSING THE LIKELIHOOD OF THOSE POSITIONS BEING UPHELD UPON EXAMINATION BY RELEVANT TAXING AUTHORITIES. MANAGEMENT BELIEVES THE LOCAL HAS CONDUCTED ITS OPERATIONS IN ACCORDANCE WITH APPLICABLE INCOME TAX REPORTING REQUIREMENTS, AND HAS PROPERLY MAINTAINED ITS TAX-EXEMPT STATUS, AND HAS TAKEN NO MATERIAL UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE LOCAL IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2021.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGES IN NET ASSETS WITH RESTRICTIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0562474
IRS990ScheduleD/TotalExpensesPerForm990Amt01805949
IRS990ScheduleD/TotalRevenuePerForm990Amt01842620
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01767492
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01803976
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AS OF 12/31/2023, ATU 1001 REPORTED 2,225 MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCORDING TO THE UNION BYLAWS, MEMBERS IN GOOD STANDING MAY NOMINATE ANYONE WHO HAS BEEN A MEMBER IN GOOD STANDING FOR TWO YEARS FOR ANY OFFICE. ELECTION OF OFFICERS AND UNION STEWARDS TAKES PLACE EVERY THREE YEARS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS OF THE EXECUTIVE BOARD ARE SUBJECT TO APPROVAL BY A QUORUM OF UNION MEMBERS PRESENT AT THE MONTHLY MEETINGS. A QUORUM CONSISTS OF 20 MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO FORMAL PROCESS IS DOCUMENTED. FORM 990 IS AVAILABLE TO THE EXECUTIVE BOARD AND SIGNED BY THE ASSISTANT BUSINESS AGENT/FINANCIAL SECRETARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TOP MANAGEMENT OFFICIALS AND KEY EMPLOYEES ARE PAID BASED ON WAGE SCALES ESTABLISHED BY THE INDUSTRY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE AMALGAMATED TRANSIT UNION 1001 MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AUDIT COMMITTEE AND SELECTION PROCESS THE EXECUTIVE BOARD HAS THE RESPONSIBILITY FOR THE OVERSIGHT OF THE ANNUAL AUDIT AND THE SELECTION OF THE AUDITORS. THERE WERE NO CHANGES IN THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART XII
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01239207
IRS990/TotalAssetsEOYAmt01308765
IRS990/TotalAssetsGrp/BOYAmt01239207
IRS990/TotalAssetsGrp/EOYAmt01308765
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt039
IRS990/TotalFunctionalExpensesGrp/TotalAmt01805949
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04819
IRS990/TotalLiabilitiesEOYAmt06043
IRS990/TotalLiabilitiesGrp/BOYAmt04819
IRS990/TotalLiabilitiesGrp/EOYAmt06043
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01234388
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01302722
IRS990/TotalOtherCompensationAmt085704

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.$1.37$0.02$1.35$1.99$1.97$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.01$1.30$1.84$1.81$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.23$1.68$1.64$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.02$1.16$1.45$1.75$0.30
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.02$1.44$1.56$1.63$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.52$0.01$1.51$1.72$1.73$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.55$0.02$1.52$1.69$1.69$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.54$0.01$1.53$1.79$1.78$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.55$0.03$1.52$1.76$1.77$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.53$0.01$1.52$1.70$1.59$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.42$0.01$1.41$1.66$1.53$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.29$0.02$1.28$1.60$1.50$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.18$0.01$1.17$1.53$1.49$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.00$1.13$1.43
2011Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$1.37$1.37$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.00$1.05$1.29