Civic Intelligence

Amalgamated Transit Union Legislative

990EZ • Fiscal year 2021 • EIN 91-2064706

Jan 01, 2021 to Dec 31, 2021 • Filed on Jan 16, 2024

Organization ProfileWWW.ATULCWA.ORG
1308 Meador Ave C-101Bellingham, WA 98229

(360) 738-3299

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

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

2021 filings • NTEE J40 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

75th percentile

0.00x

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

2021 filings • NTEE J40 • <$500k nonprofits • Source year 2021

Net Margin

86th percentile

44%

Higher net margin than 86% of similar nonprofits.

2021 filings • NTEE J40 • <$500k nonprofits • Source year 2021

Top Officer Pay

60th percentile

$0

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • NTEE J40 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets74th percentile

Assets

$171,715

No earlier filing loaded for comparison.

Net Assets

$171,715

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin86th percentile

Revenue

$89,948

No earlier filing loaded for comparison.

Expenses

$50,133

No earlier filing loaded for comparison.

Net Income

$39,815

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2021

Assets$171,715
Liabilities$0
Net Assets$171,715
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$89,948
Expenses$50,133
Net Income$39,815
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jan 16, 2024
Return Version
2021v4.2
Gross Receipts
$89,948
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
Top Officer Pay60th percentile

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
1308 MEADOR AVE C-101, BELLINGHAM, WA 98229

Signing Officer

Name
Jeremy Une
Title
Secretary and Treasurer
Phone
3607383299
Signed
2024-01-16
Discuss with paid preparer
Yes

Preparer

Firm
Jacobson Jarvis & Co Pllc
Address
200 FIRST AVE WEST SUITE 200, SEATTLE, WA 98119-4219
Preparer
Howard Donkin CPA
Phone
2066288990
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 9.”

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

“Description: conferences. Amount: 216. Description: lodging. Amount: 929. Description: meals. Amount: 451. Description: travel. Amount: 547. Description: office expenses. Amount: 87. Description: payroll reimbursements. Amount: 3,094. Description: registration fees. Amount: 599. Description: dues. Amount: 142. Total to form 990-ez, line 16: 6,065.”

Raw XML Appendix124 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ALBERT WALCOTT JR
IRS990EZ/BooksInCareOfDetail/PhoneNum03607383299
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01308 MEADOR AVE C-101
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BELLINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098229
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0131900
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0171715
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt01000
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt039815
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt042902
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0131900
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0171715
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01000
IRS990EZ/GrossReceiptsAmt089948
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt09
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt089939
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0131900
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0171715
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0131900
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0171715
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06065
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0LABOR ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt0166
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/TotalExpensesAmt050133
IRS990EZ/TotalRevenueAmt089948
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ATULCWA.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 9.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONFERENCES. AMOUNT: 216. DESCRIPTION: LODGING. AMOUNT: 929. DESCRIPTION: MEALS. AMOUNT: 451. DESCRIPTION: TRAVEL. AMOUNT: 547. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 87. DESCRIPTION: PAYROLL REIMBURSEMENTS. AMOUNT: 3,094. DESCRIPTION: REGISTRATION FEES. AMOUNT: 599. DESCRIPTION: DUES. AMOUNT: 142. TOTAL TO FORM 990-EZ, LINE 16: 6,065.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEREMY UNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY AND TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03607383299
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION LEGISLATIVE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0912064706
ReturnHeader/Filer/PhoneNum03607383299
ReturnHeader/Filer/USAddress/AddressLine1Txt01308 MEADOR AVE C-101
ReturnHeader/Filer/USAddress/CityNm0BELLINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098229
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0912011386
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACOBSON JARVIS & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 FIRST AVE WEST SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0981194219
ReturnHeader/PreparerPersonGrp/PhoneNum02066288990
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOWARD DONKIN CPA
ReturnHeader/ReturnTs02024-01-16T15:49:07-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEREMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0UNE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$171,715
Liabilities
$0
Net assets
$171,715
Revenue
$89,948
Expenses
$50,133
Net income
$39,815
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