Civic Intelligence

Amalgamated Transit Union Legislative

EIN 91-2064706 • 501(c)5 • Bellingham, WA

NTEE J40

Profile

LABOR ORGANIZATION

1305 Fraser Street 109Bellingham, WA 98229

www.atulcwa.org

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$212,793

Up $34,325 (+19%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$212,793

Up $34,325 (+19%) from 2022

Operations

Revenue

Up

$89,366

Up $26,788 (+43%) from 2022

Expenses

Down

$55,041

Down $784 (-1.4%) from 2022

Net Income

Up

$34,325

Up $27,572 (+408%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2021: $171,715Liabilities 2021: $0Net Assets 2021: $171,7152021Assets 2022: $178,468Liabilities 2022: $0Net Assets 2022: $178,4682022Assets 2023: $212,793Liabilities 2023: $0Net Assets 2023: $212,7932023

Highlighted filing

2023

Assets$212,793
Liabilities$0
Net Assets$212,793
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0Revenue 2021: $89,948Expenses 2021: $50,133Net Income 2021: $39,8152021Revenue 2022: $62,578Expenses 2022: $55,825Net Income 2022: $6,7532022Revenue 2023: $89,366Expenses 2023: $55,041Net Income 2023: $34,3252023

Highlighted filing

2023

Revenue$89,366
Expenses$55,041
Net Income$34,325
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$212,793
Liabilities
$0
Net assets
$212,793
Revenue
$89,366
Expenses
$55,041
Net income
$34,325
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.89$0.55$0.34
2022Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.63$0.56$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.90$0.50$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 9, 2024
Return Version
2023v5.1
Gross Receipts
$89,366
Mission and Program Overview

Mission

LABOR ORGANIZATION

Program Services

DescriptionGrantsExpenses
TO PROMOTE THE RIGHT AND IMPROVE THE QUALIFY OF HEALTH,WELFARE, AND WELL-BEING OF THE MEMBERS OF THE AMALGAMATED TRANSIT UNION.$0$0
TO PROMOTE AND SUPPORT NEW LEGISLATION BEFORE THE GOVERNMENT BODIES OF OUR STATE BY LOBBYING EFFECTIVELY WITH THE ELECTED OFFICIALS OF WASHINGTON STATE.$0$0
TO ENCOURAGE OUR MEMBERSHIP TO BE ALERT TO MATTERS THAT AFFECT THEIR LIVELIHOOD AND THE TRANSPORTATION INDUSTRY.$0$0
TO COOPERATE WITH LOCAL AMALGAMATED TRANSIT UNIONS AND FORM A STRONGER BOND OF COHESION.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AJ WALCOTPresident-$0--
RICK SWARTZVice President-$0--
JEREMY UNESecretary And Treasurer-$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Legislative
EIN
91-2064706
Phone
3607383299
Address
1305 FRASER STREET 109, BELLINGHAM, WA 98229

Signing Officer

Name
Kierstin Price
Title
Secretary and Treasurer
Phone
3607383299
Signed
2024-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Jacobson Jarvis & Co Pllc
Address
200 1ST AVE W SUITE 200, SEATTLE, WA 98119
Preparer
Jacob J Dehne CPA
Phone
2066288990
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 19.”

Form 990-ez, Part I, Line 14

“Description: depreciation. Amount: 218.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: conferences. Amount: 790. Description: lodging. Amount: 3,726. Description: meals. Amount: 3,437. Description: travel. Amount: 2,793. Description: office expenses. Amount: 4,650. Description: registration fees. Amount: 445. Description: training costs. Amount: 639. Total to form 990-ez, line 16: 16,480.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: other depreciable assets. Beg. Of year amount: 963. End of year amount: 745.”

Raw XML Appendix126 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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IRS990EZ/BooksInCareOfDetail/PhoneNum03607383299
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01305 FRASER STREET 109
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BELLINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098229
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0177505
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0212048
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt01000
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt034325
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt037343
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0178468
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0212793
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01000
IRS990EZ/GrossReceiptsAmt089366
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt019
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt089347
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0178468
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0212793
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0178468
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0212793
IRS990EZ/OccupancyRentUtltsAndMaintAmt0218
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AJ WALCOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICK SWARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEREMY UNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY AND TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0963
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0745
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt016480
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0LABOR ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE THE RIGHT AND IMPROVE THE QUALIFY OF HEALTH,WELFARE, AND WELL-BEING OF THE MEMBERS OF THE AMALGAMATED TRANSIT UNION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROMOTE AND SUPPORT NEW LEGISLATION BEFORE THE GOVERNMENT BODIES OF OUR STATE BY LOBBYING EFFECTIVELY WITH THE ELECTED OFFICIALS OF WASHINGTON STATE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO ENCOURAGE OUR MEMBERSHIP TO BE ALERT TO MATTERS THAT AFFECT THEIR LIVELIHOOD AND THE TRANSPORTATION INDUSTRY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3TO COOPERATE WITH LOCAL AMALGAMATED TRANSIT UNIONS AND FORM A STRONGER BOND OF COHESION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt30
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt055041
IRS990EZ/TotalRevenueAmt089366
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ATULCWA.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 19.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 218.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CONFERENCES. AMOUNT: 790. DESCRIPTION: LODGING. AMOUNT: 3,726. DESCRIPTION: MEALS. AMOUNT: 3,437. DESCRIPTION: TRAVEL. AMOUNT: 2,793. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 4,650. DESCRIPTION: REGISTRATION FEES. AMOUNT: 445. DESCRIPTION: TRAINING COSTS. AMOUNT: 639. TOTAL TO FORM 990-EZ, LINE 16: 16,480.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 963. END OF YEAR AMOUNT: 745.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-09
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 1ST AVE W SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB J DEHNE CPA
ReturnHeader/ReturnTs02024-11-12T20:45:24-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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