Civic Intelligence

Amalgamated Transit Union Local 382

990 • Fiscal year 2018 • EIN 87-0181085

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 27, 2019

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

79th percentile

0.10x

Higher debt load relative to assets than 79% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.02x

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

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Net Margin

29th percentile

-2.0%

Higher net margin than 29% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

76th percentile

$96,626

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Asset Growth

9th percentile

-13%

Faster asset growth than 9% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

74th percentile

8.4%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$113,946

Down $16,349 (-13%) from 2017

Net Assets

Down

$102,557

Down $10,240 (-9.1%) from 2017

Liabilities

Down

$11,389

Down $6,109 (-35%) from 2017

Revenue

Up

$501,158

Up $39,041 (+8.4%) from 2017

Expenses

Up

$511,398

Up $41,925 (+8.9%) from 2017

Net Income

Down

-$10,240

Down $2,884 (-39%) from 2017

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

2018

Assets$113,946
Liabilities$11,389
Net Assets$102,557

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

2018

Revenue$501,158
Expenses$511,398
Net Income-$10,240
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 27, 2019
Return Version
2018v3.1
Gross Receipts
$501,158
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$80,282$72,955▼ $7,327
Land, Buildings, and Equipment, Net$40,755$40,755→ $0
Accounts Receivable$53$177▲ $124
Cash and Non-Interest-Bearing Accounts-$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$130,295$113,946▼ $16,349
Other Assets Total$9,205$59▼ $9,146
Liabilities
Other Liabilities$17,498$11,389▼ $6,109
Total Liabilities$17,498$11,389▼ $6,109
Net Assets / Fund Balance
Unrestricted Net Assets$112,797$102,557▼ $10,240
Total Net Assets Fund Balance$112,797$102,557▼ $10,240
Total Liabilities and Net Assets / Fund Balance$130,295$113,946▼ $16,349

Asset Categories

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

Employees

NameTitleFull / Part TimeBaseTotal
Rodney S DunnPresidentFT$96,626$96,626
Norm BlessantTreasurerFT$86,988$86,988
Doug K UnderwoodVice President-$4,922$4,922
Dennis AllenBoard Member-$1,791$1,791
Fred ElliottBoard Member-$1,464$1,464
Vern WoodcockBoard Member-$1,068$1,068
Jacob K MurrayBoard Member-$1,061$1,061
Sharmayne M RoundyBoard Member-$1,010$1,010
Peter EsquibelBoard Member-$987$987
Landon RowserBoard Member-$721$721
Benjamin ThompsonOperations-$718$718
Chad HardyBoard Member-$630$630
Edwin HopkinsBoard Member-$630$630
LaVon TurnbowBoard Member-$630$630
Robert Masse JrBoard Member-$630$630
Steven J Walker JrBoard Member-$630$630
Tyler J BrownBoard Member-$630$630
Kyle E SmithBoard Member-$520$520
Judy L IsraelBoard Member-$444$444
Paul StrebelBoard Member-$244$244
Imelda A PiepBoard Member-$199$199
Donald J CoughlanBoard Member-$177$177
Soledad P FarjardoBoard Member-$128$128
Revenue and Support

Revenue Composition

Contributions and Grants
$501,003
Program Service Revenue
$0
Investment Income
$155
Other Revenue
$0
Change in Net Assets
$-10,240
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$247,540
Salaries, Compensation, and Employee Benefits$219,186
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$202,848
Payments to Affiliates---$169,646
Benefits to Members---$44,672
Fees for Services Legal---$18,030
Payroll Taxes---$15,719
Office Expenses---$14,060
Fees for Services Other---$8,767
Occupancy---$7,188
Travel---$6,401
All Other Expenses---$4,593
Insurance---$2,498
Other Expenses---$2,121
Other Employee Benefits---$619
Total Functional Expenses$0$0$0$511,398
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilties$11,129
Union Dues$260
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 7A: How Members or Shareholders Elect Governing Body

Election of Members and Their RightsThis 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

Decisions Subject to Approval of MembersCertain important issues are brought before the entire local's membership for discussion and approval.

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

Organization's Process to Review Form 990The 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

Compensation Process for Top OfficialThe 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 organization's 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

Compensation Process for OfficersThe 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 receive. The wages rates of the local's officers are set in the local's Bylaws.

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

Governing Documents Disclosure ExplanationThe local union will make any of its documents which are subject to publicinspection 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
Treasurer
Signed
2019-09-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Norm Blessant
Formed
1904
Legal Domicile
Ut
Voting Board Members
23
Independent Board Members
0
Employees
24

Preparer

Firm
Davies Allen PC
Address
322 Gateway Dr Suite 202, Heber City, UT 84032
Preparer
Dustin Barnhurst CPA
Phone
8012255854
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Operations
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt18Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt19Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt20Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt21Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt22Board Member
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Election of Members and Their RightsThis 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.

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
2018Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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