Civic Intelligence

Amalgamated Transit Union Local 382

990 • Fiscal year 2014 • EIN 87-0181085

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 15, 2015

2261 South Redwood RoadSalt Lake City, UT 84119

(801) 972-8560

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

53rd percentile

0.00x

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

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Net Margin

63rd percentile

7.5%

Higher net margin than 63% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Top Officer Pay

95th percentile

$85,086

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 18.1% of source-year revenue.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Asset Growth

92nd percentile

42%

Faster asset growth than 92% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

63rd percentile

4.0%

Faster revenue growth than 63% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$158,611

Up $46,629 (+42%) from 2013

Net Assets

Up

$158,611

Up $46,629 (+42%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$469,272

Up $18,185 (+4.0%) from 2013

Expenses

Up

$433,973

Up $25,720 (+6.3%) from 2013

Net Income

Down

$35,299

Down $7,535 (-18%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0-$100KAssets 2010: $100,565Liabilities 2010: $0Net Assets 2010: $100,5652010Assets 2011: $75,080Liabilities 2011: $0Net Assets 2011: $75,0802011Assets 2012: $69,148Liabilities 2012: $0Net Assets 2012: $69,1482012Assets 2013: $111,982Liabilities 2013: $0Net Assets 2013: $111,9822013Assets 2014: $158,611Liabilities 2014: $0Net Assets 2014: $158,6112014Assets 2015: $153,014Liabilities 2015: $0Net Assets 2015: $153,0142015Assets 2016: $127,126Liabilities 2016: $6,973Net Assets 2016: $120,1532016Assets 2017: $130,295Liabilities 2017: $17,498Net Assets 2017: $112,7972017Assets 2018: $113,946Liabilities 2018: $11,389Net Assets 2018: $102,5572018Assets 2019: $160,302Liabilities 2019: $36,187Net Assets 2019: $124,1152019Assets 2020: $180,415Liabilities 2020: $46,218Net Assets 2020: $134,1972020Assets 2021: $241,444Liabilities 2021: $103,035Net Assets 2021: $138,4092021Assets 2022: $194,454Liabilities 2022: $136,805Net Assets 2022: $57,6492022Assets 2023: $204,559Liabilities 2023: $163,287Net Assets 2023: $41,2722023Assets 2024: $168,586Liabilities 2024: $194,013Net Assets 2024: -$25,4272024

Highlighted filing

2014

Assets$158,611
Liabilities$0
Net Assets$158,611

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $407,4242010Expenses 2011: $435,4612011Expenses 2012: $428,6722012Revenue 2013: $451,087Expenses 2013: $408,253Net Income 2013: $42,8342013Revenue 2014: $469,272Expenses 2014: $433,973Net Income 2014: $35,2992014Revenue 2015: $418,177Expenses 2015: $423,774Net Income 2015: -$5,5972015Revenue 2016: $435,270Expenses 2016: $468,131Net Income 2016: -$32,8612016Revenue 2017: $462,117Expenses 2017: $469,473Net Income 2017: -$7,3562017Revenue 2018: $501,158Expenses 2018: $511,398Net Income 2018: -$10,2402018Revenue 2019: $517,232Expenses 2019: $495,674Net Income 2019: $21,5582019Revenue 2020: $539,990Expenses 2020: $529,908Net Income 2020: $10,0822020Revenue 2021: $515,659Expenses 2021: $511,447Net Income 2021: $4,2122021Revenue 2022: $496,360Expenses 2022: $577,120Net Income 2022: -$80,7602022Revenue 2023: $634,405Expenses 2023: $650,782Net Income 2023: -$16,3772023Revenue 2024: $778,719Expenses 2024: $845,418Net Income 2024: -$66,6992024

Highlighted filing

2014

Revenue$469,272
Expenses$433,973
Net Income$35,299
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 15, 2015
Return Version
2014v5.0
Gross Receipts
$469,272
Mission and Program Overview

Mission

This labor union is the exclusive collective bargaining representative for its members in the transportation industry. It represents it members in contract negotiations, grievances and many other work place related matters.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$65,630$110,485▲ $44,855
Land, Buildings, and Equipment, Net$40,755$40,755→ $0
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$111,982$158,611▲ $46,629
Other Assets Total$5,597$7,371▲ $1,774
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$111,982$158,611▲ $46,629
Total Net Assets Fund Balance$111,982$158,611▲ $46,629
Total Liabilities and Net Assets / Fund Balance$111,982$158,611▲ $46,629

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$40,755-$40,755
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Rodney DunnPresidentFT$85,086$85,086
Norman BlessantSecy/treasurerFT$74,266$74,266
Doug UnderwoodVice President-$2,651$2,651
Dennis AllenExecutive Board-$1,145$1,145
Mike HarowitzBusiness Agent-$802$802
Judy IsraelExecutive Board-$784$784
Ben ThompsonBusiness Agent-$626$626
Chris TestiExecutive Board-$572$572
Lavon TurnbowExecutive Board-$572$572
Mike CrookstonExecutive Board-$572$572
David WrightExecutive Board-$525$525
Bob MasseExecutive Board-$471$471
William TattonExcutive Board-$430$430
James DuranExecutive Board-$394$394
Curtis TurleyExecutive Board-$290$290
Fred ElliottExecutive Board-$290$290
Jim Peter EsquibelExecutive Board-$290$290
John GalarzaExecutive Board-$290$290
Landon RowserExecutive Board-$243$243
Tyler MosesExecutive Board-$196$196
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$467,210
Investment Income
$0
Other Revenue
$2,062
Change in Net Assets
$35,299
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$228,987
Other Expenses$204,666
Grants and Similar Amounts Paid$320
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$170,495
Payments to Affiliates---$119,169
Other Employee Benefits---$33,758
Fees for Services Legal---$31,336
Payroll Taxes---$19,178
Fees for Services Accounting---$8,025
Office Expenses---$7,657
Occupancy---$7,607
Other Salaries and Wages---$5,556
Insurance---$3,686
All Other Expenses---$3,393
Advertising---$2,717
Other Expenses---$1,432
Grants to Domestic Orgs---$320
Total Functional Expenses$0$0$0$433,973
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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, Line 6: Explanation of Classes of Members or Shareholder

The local union represents its members as a certified labor union. The members of local 382 work in the transportation industry in Utah. They are a collective unit which bargains various employment related issues such as wages, benefits and work place related matters.

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

This labor union is subject to the Landrum-Griffith Act. It is required under federal law to hold an election of its officers once every three years.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

Certain important issues are brought before the entire local's membership for discussion and approval.

Form 990, Part VI, Line 11B: Form 990 Review Process

The local union hires an outside CPA firm to prepare its 990 tax return. Prior to the return being filed each voting member of the governing board is provided a copy of the 990. Once the governing board is satisfied that the return is complete and accurate it authorizes its CPA firm to file the return electronically.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The wages set for the top management positions are set by the local union and are consistent with reasonable compensation levels of similar labor union positions within the state of Utah. The pay rates are set in the organizations Bylaws and are linked to the top pay rates of the represented membership.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The governing board of the local union reviews any modifications to the compensation of its officers. These modifications are well within reasonable amounts for similar labor positions in this industry and for the state of Utah. Any cost of living adjustments are linked to the same COLAs that the represented membership would recieve. The wages rates of the local's officers is set in the local's Bylaws.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The local union will make any of its documents which are subject to public inspection available after it receives a request.

Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 382
EIN
87-0181085
Phone
8019728560
Address
2261 SOUTH REDWOOD ROAD, SALT LAKE CITY, UT 84119

Signing Officer

Name
Norm Blessant
Title
Financial Secretary
Signed
2015-06-15
Discuss with paid preparer
Yes

Organization Details

Formed
1904
Legal Domicile
Ut
Voting Board Members
20
Independent Board Members
0
Employees
31
Volunteers
25

Preparer

Firm
Haynie and Company Cpas
Address
1785 West 2300 South, Salt Lake City, UT 84119-2065
Preparer
Scott A Czaja CPA
Phone
8019724800
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BUSINESS AGENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4BUSINESS AGENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXCUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt19EXECUTIVE BOARD
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01904
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0320
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0469272
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt03686
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt040755
IRS990/LandBldgEquipBasisNetGrp/EOYAmt040755
IRS990/LandBldgEquipCostOrOtherBssAmt040755
IRS990/LegalDomicileStateCd0UT
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0This labor union is the exclusive collective bargaining representative for its members in the transportation industry. It represents it members in contract negotiations, grievances and many other work place related matters.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0111982
IRS990/NetAssetsOrFundBalancesEOYAmt0158611
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt07607
IRS990/OfficeExpensesGrp/TotalAmt07657
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt05597
IRS990/OtherAssetsTotalGrp/EOYAmt07371
IRS990/OtherEmployeeBenefitsGrp/TotalAmt033758
IRS990/OtherExpensesGrp/Desc0REIMBURSED EXPENSES
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2UNION LABOR CENTER MAJORITY
IRS990/OtherExpensesGrp/Desc3OTHER BENEFITS
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IRS990/OtherExpensesGrp/TotalAmt16951
IRS990/OtherExpensesGrp/TotalAmt24200
IRS990/OtherExpensesGrp/TotalAmt31432
IRS990/OtherRevenueMiscGrp/Desc0K-1 CAPITAL BALANCE INC
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IRS990/OtherSalariesAndWagesGrp/TotalAmt05556
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
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IRS990/PaymentsToAffiliatesGrp/TotalAmt0119169
IRS990/PayrollTaxesGrp/TotalAmt019178
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/ProgramServiceRevenueGrp/Desc1MISC INCOME
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt065630
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0110485
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt040755
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt040755
IRS990ScheduleD/TotalBookValueLandBuildingsAmt040755
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The local union represents its members as a certified labor union. The members of local 382 work in the transportation industry in Utah. They are a collective unit which bargains various employment related issues such as wages, benefits and work place related matters.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1This labor union is subject to the Landrum-Griffith Act. It is required under federal law to hold an election of its officers once every three years.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Certain important issues are brought before the entire local's membership for discussion and approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The local union hires an outside CPA firm to prepare its 990 tax return. Prior to the return being filed each voting member of the governing board is provided a copy of the 990. Once the governing board is satisfied that the return is complete and accurate it authorizes its CPA firm to file the return electronically.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The wages set for the top management positions are set by the local union and are consistent with reasonable compensation levels of similar labor union positions within the state of Utah. The pay rates are set in the organizations Bylaws and are linked to the top pay rates of the represented membership.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The governing board of the local union reviews any modifications to the compensation of its officers. These modifications are well within reasonable amounts for similar labor positions in this industry and for the state of Utah. Any cost of living adjustments are linked to the same COLAs that the represented membership would recieve. The wages rates of the local's officers is set in the local's Bylaws.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The local union will make any of its documents which are subject to public inspection available after it receives a request.

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$1.94$0.25$7.79$8.45$0.67
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$1.63$0.41$6.34$6.51$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$1.37$0.58$4.96$5.77$0.81
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$1.03$1.38$5.16$5.11$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.46$1.34$5.40$5.30$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.36$1.24$5.17$4.96$0.22
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.11$1.03$5.01$5.11$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.17$1.13$4.62$4.69$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.07$1.20$4.35$4.68$0.33
2015Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$4.18$4.24$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$4.69$4.34$0.35
2013Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$4.51$4.08$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$4.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$4.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.00$1.01$4.07