Civic Intelligence

Amalgamated Transit Union Local 758

990 • Fiscal year 2022 • EIN 91-0405901

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 27, 2024

Organization ProfileWWW.ATU758.ORG
6923 Lakewood Drive West B-1Tacoma, WA 98467-3221

(253) 474-3123

Siviq Scores

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

Liabilities / Assets

85th percentile

0.11x

Higher debt load relative to assets than 85% of similar nonprofits.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

82nd percentile

0.09x

Higher debt load relative to revenue than 82% of similar nonprofits.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2022

Net Margin

16th percentile

-11%

Higher net margin than 16% of similar nonprofits.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

91st percentile

$150,700

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 23.5% of source-year revenue.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2022

Asset Growth

19th percentile

-8.3%

Faster asset growth than 19% of similar nonprofits.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

62nd percentile

5.5%

Faster revenue growth than 62% of similar nonprofits.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$498,081

Down $45,138 (-8.3%) from 2021

Net Assets

Down

$440,977

Down $70,187 (-14%) from 2021

Liabilities

Up

$57,104

Up $25,049 (+78%) from 2021

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin16th percentile

Revenue

Up

$642,448

Up $33,616 (+5.5%) from 2021

Expenses

Up

$712,634

Up $31,741 (+4.7%) from 2021

Net Income

Up

-$70,186

Up $1,875 (+2.6%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$600K$400K$200K$0Assets 2010: $523,034Liabilities 2010: $165,842Net Assets 2010: $357,1922010Assets 2011: $524,884Liabilities 2011: $149,418Net Assets 2011: $375,4662011Assets 2012: $426,760Liabilities 2012: $119,970Net Assets 2012: $306,7902012Assets 2013: $398,447Liabilities 2013: $100,067Net Assets 2013: $298,3802013Assets 2014: $434,918Liabilities 2014: $85,185Net Assets 2014: $349,7332014Assets 2015: $456,307Liabilities 2015: $51,795Net Assets 2015: $404,5122015Assets 2016: $446,238Liabilities 2016: $39,888Net Assets 2016: $406,3502016Assets 2017: $416,593Liabilities 2017: $59,650Net Assets 2017: $356,9432017Assets 2018: $534,242Liabilities 2018: $47,044Net Assets 2018: $487,1982018Assets 2019: $588,468Liabilities 2019: $66,746Net Assets 2019: $521,7222019Assets 2020: $548,532Liabilities 2020: $64,643Net Assets 2020: $483,8892020Assets 2021: $543,219Liabilities 2021: $32,055Net Assets 2021: $511,1642021Assets 2022: $498,081Liabilities 2022: $57,104Net Assets 2022: $440,9772022Assets 2023: $488,990Liabilities 2023: $56,069Net Assets 2023: $432,9212023Assets 2024: $455,567Liabilities 2024: $8,267Net Assets 2024: $447,3002024

Highlighted filing

2022

Assets$498,081
Liabilities$57,104
Net Assets$440,977
Open 2022 Filing

Operations Trend

Revenue Growth62nd percentile

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

$1.0M$500K$0-$500KExpenses 2010: $552,0222010Expenses 2011: $558,6562011Expenses 2012: $543,6112012Revenue 2013: $525,387Expenses 2013: $533,797Net Income 2013: -$8,4102013Revenue 2014: $546,063Expenses 2014: $494,710Net Income 2014: $51,3532014Revenue 2015: $598,847Expenses 2015: $544,068Net Income 2015: $54,7792015Revenue 2016: $631,211Expenses 2016: $629,373Net Income 2016: $1,8382016Revenue 2017: $647,246Expenses 2017: $696,653Net Income 2017: -$49,4072017Revenue 2018: $780,706Expenses 2018: $650,451Net Income 2018: $130,2552018Revenue 2019: $720,825Expenses 2019: $686,301Net Income 2019: $34,5242019Revenue 2020: $636,920Expenses 2020: $660,507Net Income 2020: -$23,5872020Revenue 2021: $608,832Expenses 2021: $680,893Net Income 2021: -$72,0612021Revenue 2022: $642,448Expenses 2022: $712,634Net Income 2022: -$70,1862022Revenue 2023: $690,479Expenses 2023: $698,535Net Income 2023: -$8,0562023Revenue 2024: $759,164Expenses 2024: $744,785Net Income 2024: $14,3792024

Highlighted filing

2022

Revenue$642,448
Expenses$712,634
Net Income-$70,186
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 27, 2024
Return Version
2022v5.0
Gross Receipts
$642,448
Mission and Program Overview

Mission

The union provides benefits to the membership as a labor organization.

Union provides benefits to the membership as a labor organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$278,225$276,893▼ $1,332
Savings and Temporary Cash Investments$264,994$221,188▼ $43,806
Total Assets$543,219$498,081▼ $45,138
Liabilities
Other Liabilities$32,056$57,104▲ $25,048
Total Liabilities$32,056$57,104▲ $25,048
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$511,163$440,977▼ $70,186
Total Net Assets Fund Balance$511,163$440,977▼ $70,186
Total Liabilities and Net Assets / Fund Balance$543,219$498,081▼ $45,138

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$161,021$101,575$262,596
Land$111,505-$111,505
Equipment$4,367$34,492$38,859
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Isaac O TatePresidentFT$125,873$24,827$150,700
Harold T LeazerVice PresideFT$87,289-$87,289
Vonda K MarshallFmr. Sec./trFT$71,645-$71,645
Russell N LoweTrustee-$5,910-$5,910
Gerald J HardemanTrustee-$2,810-$2,810
Shawnda P HurleyTrustee-$1,123-$1,123
Anthony J HarrisTrustee-$1,054-$1,054
Mark S DavillaTrustee-$175-$175
Angela D HowardTrustee-$168-$168
Lori PickeringTrustee-$114-$114
Kenneth C LeadbetterTrustee-$69-$69

Board Members and Trustees

NameTitle
Marguarita MarionTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$634,409
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$8,039
Change in Net Assets
$-70,186

Audited Revenue Reconciliation

Revenue per Audited Statements
$642,448
Total Revenue per Audited Statements
$642,448
Total Revenue per Form 990
$642,448
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$430,526
Other Expenses$282,108
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---$321,057
Payments to Affiliates---$166,929
Other Salaries and Wages---$72,610
Payroll Taxes---$31,869
Travel---$21,728
All Other Expenses---$14,485
Office Expenses---$12,952
Fees for Services Accounting---$11,950
Depreciation Depletion---$9,269
Other Expenses---$5,681
Pension Plan Contributions---$4,990
Conferences and Meetings---$1,461
Insurance---$1,274
Fees for Services Legal---$973
Total Functional Expenses$0$0$0$712,634

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$712,634
Total Expenses per Audited Statements$712,634
Total Expenses per Form 990$712,634
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
In-house lobbying only
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Pierce Transit$54,417
Credit Card Liabilities$2,687
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Amalgamated transit union, local 758 is organized by its members and represents jursidictions including the city of tacoma, pierce county, sound transit, longview, kelso, and cowlitz - wahkiakum county & vicinity.”

Form 990, Page 6, Part VI, Line 7A

“All exectuive board members will be elected, and shall have a voice and a vote in regards to motions and business of the local. The president/business agent shall only have a vote in the instance of a tie. The election will be conducted insofar as lawful, and practical in accordance with the provisions of the amalgamated transit union constitution and general laws, department of labor and by-laws of atu local 758. The executive board shall be empowered to call special meetings of the local union to consider any matter or matters which, in the judgement of the board, warrants the callings of a special meeting. They shall have the authority to submit the results of negotiations or agreements, or other matters of importance to the entire membership, for a referendum vote of the members to be conducted under conditions and at a time and place determined by the executive board. They shall appoint their own time for meetings of the board which shall be at least once a month.”

Form 990, Page 6, Part VI, Line 11B

“The audit committe and financial secretary review the 990.”

Form 990, Page 6, Part VI, Line 19

“Bylaws and constitution of the local are made available to the public via the local's own website.”

Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 758
EIN
91-0405901
Phone
2534743123
Address
6923 LAKEWOOD DRIVE WEST B-1, TACOMA, WA 98467-3221

Signing Officer

Name
Andrew Boring
Title
Finan Sec/treasurer
Phone
2534743123
Signed
2024-09-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Isaac O Tate
Formed
1917
Legal Domicile
Wa
Voting Board Members
13
Independent Board Members
2
Employees
18

Preparer

Firm
Minar and Northey Llp
Address
PO BOX 9845, SEATTLE, WA 98109
Preparer
Shannon Knipp
Phone
2062822666
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AMALGAMATED TRANSIT UNION, LOCAL 758 IS ORGANIZED BY ITS MEMBERS AND REPRESENTS JURSIDICTIONS INCLUDING THE CITY OF TACOMA, PIERCE COUNTY, SOUND TRANSIT, LONGVIEW, KELSO, AND COWLITZ - WAHKIAKUM COUNTY & VICINITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL EXECTUIVE BOARD MEMBERS WILL BE ELECTED, AND SHALL HAVE A VOICE AND A VOTE IN REGARDS TO MOTIONS AND BUSINESS OF THE LOCAL. THE PRESIDENT/BUSINESS AGENT SHALL ONLY HAVE A VOTE IN THE INSTANCE OF A TIE. THE ELECTION WILL BE CONDUCTED INSOFAR AS LAWFUL, AND PRACTICAL IN ACCORDANCE WITH THE PROVISIONS OF THE AMALGAMATED TRANSIT UNION CONSTITUTION AND GENERAL LAWS, DEPARTMENT OF LABOR AND BY-LAWS OF ATU LOCAL 758. THE EXECUTIVE BOARD SHALL BE EMPOWERED TO CALL SPECIAL MEETINGS OF THE LOCAL UNION TO CONSIDER ANY MATTER OR MATTERS WHICH, IN THE JUDGEMENT OF THE BOARD, WARRANTS THE CALLINGS OF A SPECIAL MEETING. THEY SHALL HAVE THE AUTHORITY TO SUBMIT THE RESULTS OF NEGOTIATIONS OR AGREEMENTS, OR OTHER MATTERS OF IMPORTANCE TO THE ENTIRE MEMBERSHIP, FOR A REFERENDUM VOTE OF THE MEMBERS TO BE CONDUCTED UNDER CONDITIONS AND AT A TIME AND PLACE DETERMINED BY THE EXECUTIVE BOARD. THEY SHALL APPOINT THEIR OWN TIME FOR MEETINGS OF THE BOARD WHICH SHALL BE AT LEAST ONCE A MONTH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE AUDIT COMMITTE AND FINANCIAL SECRETARY REVIEW THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BYLAWS AND CONSTITUTION OF THE LOCAL ARE MADE AVAILABLE TO THE PUBLIC VIA THE LOCAL'S OWN WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910541908
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MINAR AND NORTHEY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 9845
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHANNON KNIPP
ReturnHeader/ReturnTs02024-10-02T17:28:43-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$498,081
Liabilities
$57,104
Net assets
$440,977
Revenue
$642,448
Expenses
$712,634
Net income
-$70,186
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.56$0.08$4.47$7.59$7.45$0.14
2023Detailed filing. Detailed filing data is available for this year.$4.89$0.56$4.33$6.90$6.99$0.08
2022Detailed filing. Detailed filing data is available for this year.$4.98$0.57$4.41$6.42$7.13$0.70
2021Detailed filing. Detailed filing data is available for this year.$5.43$0.32$5.11$6.09$6.81$0.72
2020Detailed filing. Detailed filing data is available for this year.$5.49$0.65$4.84$6.37$6.61$0.24
2019Summary only. Only limited summary data is available for this year.$5.88$0.67$5.22$7.21$6.86$0.35
2018Detailed filing. Detailed filing data is available for this year.$5.34$0.47$4.87$7.81$6.50$1.30
2017Detailed filing. Detailed filing data is available for this year.$4.17$0.60$3.57$6.47$6.97$0.49
2016Detailed filing. Detailed filing data is available for this year.$4.46$0.40$4.06$6.31$6.29$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.56$0.52$4.05$5.99$5.44$0.55
2014Detailed filing. Detailed filing data is available for this year.$4.35$0.85$3.50$5.46$4.95$0.51
2013Detailed filing. Detailed filing data is available for this year.$3.98$1.00$2.98$5.25$5.34$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.27$1.20$3.07$5.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.25$1.49$3.75$5.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.23$1.66$3.57$5.52