Civic Intelligence

Amalgamated Transit Union Local 256

990 • Fiscal year 2013 • EIN 94-0939926

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 07, 2014

Organization Profilewww.ATU256.com
2776 21st Street95818-3145

(916) 739-1627

Siviq Scores

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

Liabilities / Assets

90th percentile

0.41x

Higher debt load relative to assets than 90% of similar nonprofits.

2013 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

88th percentile

0.36x

Higher debt load relative to revenue than 88% of similar nonprofits.

2013 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2013

Net Margin

50th percentile

3.4%

Higher net margin than 50% of similar nonprofits.

2013 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

70th percentile

$92,657

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

2013 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2013

Asset Growth

31st percentile

-1.8%

Faster asset growth than 31% of similar nonprofits.

2013 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

57th percentile

2.1%

Faster revenue growth than 57% of similar nonprofits.

2013 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$594,154

Down $10,730 (-1.8%) from 2012

Net Assets

Up

$353,068

Up $22,743 (+6.9%) from 2012

Liabilities

Down

$241,086

Down $33,473 (-12%) from 2012

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin50th percentile

Revenue

Up

$662,290

Up $13,705 (+2.1%) from 2012

Expenses

Up

$639,546

Up $12,189 (+1.9%) from 2012

Net Income

Up

$22,744

Up $1,516 (+7.1%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$800K$600K$400K$200K$0Assets 2010: $655,598Liabilities 2010: $335,737Net Assets 2010: $319,8612010Assets 2011: $615,163Liabilities 2011: $306,066Net Assets 2011: $309,0972011Assets 2012: $604,884Liabilities 2012: $274,559Net Assets 2012: $330,3252012Assets 2013: $594,154Liabilities 2013: $241,086Net Assets 2013: $353,0682013Assets 2014: $571,660Liabilities 2014: $205,537Net Assets 2014: $366,1232014Assets 2015: $543,692Liabilities 2015: $167,780Net Assets 2015: $375,9122015Assets 2016: $580,699Liabilities 2016: $137,493Net Assets 2016: $443,2062016Assets 2017: $535,954Liabilities 2017: $92,679Net Assets 2017: $443,2752017Assets 2018: $557,903Liabilities 2018: $45,146Net Assets 2018: $512,7572018Assets 2019: $531,920Liabilities 2019: $2,572Net Assets 2019: $529,3482019Assets 2020: $542,915Liabilities 2020: $14,030Net Assets 2020: $528,8852020Assets 2021: $486,104Liabilities 2021: $34,674Net Assets 2021: $451,4302021Assets 2022: $431,063Liabilities 2022: $51,509Net Assets 2022: $379,5542022Assets 2023: $440,265Liabilities 2023: $77,590Net Assets 2023: $362,6752023Assets 2024: $478,205Liabilities 2024: $101,213Net Assets 2024: $376,9922024

Highlighted filing

2013

Assets$594,154
Liabilities$241,086
Net Assets$353,068
Open 2013 Filing

Operations Trend

Revenue Growth57th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $643,020Expenses 2010: $695,429Net Income 2010: -$52,4092010Expenses 2011: $683,5852011Revenue 2012: $648,585Expenses 2012: $627,357Net Income 2012: $21,2282012Revenue 2013: $662,290Expenses 2013: $639,546Net Income 2013: $22,7442013Revenue 2014: $692,813Expenses 2014: $679,758Net Income 2014: $13,0552014Revenue 2015: $715,487Expenses 2015: $705,698Net Income 2015: $9,7892015Revenue 2016: $770,101Expenses 2016: $702,807Net Income 2016: $67,2942016Revenue 2017: $733,573Expenses 2017: $733,504Net Income 2017: $692017Revenue 2018: $822,237Expenses 2018: $752,756Net Income 2018: $69,4812018Revenue 2019: $854,983Expenses 2019: $838,392Net Income 2019: $16,5912019Revenue 2020: $894,410Expenses 2020: $894,873Net Income 2020: -$4632020Revenue 2021: $903,242Expenses 2021: $980,697Net Income 2021: -$77,4552021Revenue 2022: $897,660Expenses 2022: $969,536Net Income 2022: -$71,8762022Revenue 2023: $886,155Expenses 2023: $903,034Net Income 2023: -$16,8792023Revenue 2024: $1,015,476Expenses 2024: $1,001,159Net Income 2024: $14,3172024

Highlighted filing

2013

Revenue$662,290
Expenses$639,546
Net Income$22,744
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 7, 2014
Return Version
2013v3.1
Gross Receipts
$662,290
Mission and Program Overview

Mission

The primary mission of the organization is to unite the members, to promote their general welfare and advance their social, moral and intellectual interest; to protect their families in case of sickness and death; to constantly endeavor to establish mutual confidence and respect.

The primary mission of the organization is to unite the members, to promote their general welfare and advance their social, moral and intellectual interest; to protect thier families in case of sickness or death; to constantly endeavor to establish mutual confidence and respect.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$514,429$502,766▼ $11,663
Rtn Earn Endowment Incm Other Fnds$330,325$353,068▲ $22,743
Cash and Non-Interest-Bearing Accounts$90,455$91,388▲ $933
Total Assets$604,884$594,154▼ $10,730
Liabilities
Mortgage Notes Payable Secured by Investment Property$274,559$241,086▼ $33,473
Total Liabilities$274,559$241,086▼ $33,473
Net Assets / Fund Balance
Total Net Assets Fund Balance$330,325$353,068▲ $22,743
Total Liabilities and Net Assets / Fund Balance$604,884$594,154▼ $10,730

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$375,500$116,064-
Land$122,891--
Equipment$4,375$11,464-
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Victor M GuerraPresidentFT$92,657$92,657
Ralph NizPresidentPT$10,335$10,335
Clyde Beckham JrSecretary TreasuerPT$9,254$9,254
Corina DeLaTorreRecording Secretary-$7,264$7,264
Donald DelisBoard Member-$6,000$6,000
Dolores CadizBoard Member-$2,701$2,701
Aaron E CantuBoard Member-$2,343$2,343
Brian D WiensBoard Member-$2,024$2,024
Christy J ParkBoad Member-$2,024$2,024
Clark BaileyBoard Member-$2,024$2,024
Elias GarzaBoard Member-$2,024$2,024
Gloria BurtonBoard Member-$2,024$2,024
Matthew LucianBoard Member-$2,024$2,024
Percy CordierBoard Member-$2,024$2,024
Roy E Bradley JrBoard Member-$2,024$2,024
Steve MunizSecretary Treasurer-$2,024$2,024
Michael FerriBoard Member-$660$660
Renea E CelioBoard Member-$169$169

Board Members and Trustees

NameTitle
Jon D RobertsBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$662,266
Program Service Revenue
$0
Investment Income
$24
Other Revenue
$0
Change in Net Assets
$22,744

Audited Revenue Reconciliation

Revenue per Audited Statements
$662,290
Total Revenue per Audited Statements
$662,290
Total Revenue per Form 990
$662,290
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$445,752
Salaries, Compensation, and Employee Benefits$174,254
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$316,816--$316,816
Other Salaries and Wages$149,434--$149,434
Fees for Services Legal$36,456--$36,456
Benefits to Members$19,540--$19,540
Conferences and Meetings$17,960--$17,960
Payroll Taxes$17,564--$17,564
Fees for Services Accounting$15,884--$15,884
Interest$15,666--$15,666
Depreciation Depletion$13,238--$13,238
Fees for Services Other$9,012--$9,012
Occupancy$8,109--$8,109
Other Employee Benefits$7,256--$7,256
Insurance$3,990--$3,990
Other Expenses$10--$10
Total Functional Expenses$639,546$0$0$639,546

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$639,546
Total Expenses per Audited Statements$639,546
Total Expenses per Form 990$639,546
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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 governing body review Part VI line 11

“The Officers of the Organization review the 990 before it is signed and filed.”

Governing documents etc available to public Part VI line 19

“The governing documents are available for review at the Organization's offices upon request.”

Filing and Contact Details

Filer

EIN
94-0939926

Signing Officer

Name
Steve Muniz
Title
Secretary Treas
Phone
9167391627
Signed
2014-03-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Muniz
Formed
1902
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
0

Preparer

Preparer
William Guy Crouch CPA
Phone
9164466600
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Rounding difference of $1”

List of other fees for services expenses Part IX line 11G

“Auditing, tax preparation and accounting fees”

List of other expenses Part IX line 24E

“See Statement Number 1 for listing of other expenses.”

General explanation attachment

“Form 990, Part lll, Line 1, Additional Description of the Organziation's Mission: Create and maintain harmonious relations with our employers; to encourage the principle of arbitration, and to produce all conciliation possible in settlement of all differences between employees and employers.”

Raw XML AppendixShowing 400 of 416 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The primary mission of the organization is to unite the members, to promote their general welfare and advance their social, moral and intellectual interest; to protect thier families in case of sickness or death; to constantly endeavor to establish mutual confidence and respect.
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0316816
IRS990/AllOtherExpensesGrp/TotalAmt0316816
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt019540
IRS990/BenefitsToMembersGrp/TotalAmt019540
IRS990/BooksInCareOfDetail/PersonNm0Steve Muniz
IRS990/BooksInCareOfDetail/PhoneNum09167391627
IRS990/BooksInCareOfDetail/USAddress/AddressLine102776 21st Street
IRS990/BooksInCareOfDetail/USAddress/City0Sacramento
IRS990/BooksInCareOfDetail/USAddress/State0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode0958183145
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt090455
IRS990/CashNonInterestBearingGrp/EOYAmt091388
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt017960
IRS990/ConferencesMeetingsGrp/TotalAmt017960
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt019540
IRS990/CYContributionsGrantsAmt0662266
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt024
IRS990/CYOtherExpensesAmt0445752
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt022744
IRS990/CYSalariesCompEmpBnftPaidAmt0174254
IRS990/CYTotalExpensesAmt0639546
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0662290
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt013238
IRS990/DepreciationDepletionGrp/TotalAmt013238
IRS990/Desc0Disseminate information and advice to members as well as negotiate wage contracts.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/ExpenseAmt0639546
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt015884
IRS990/FeesForServicesAccountingGrp/TotalAmt015884
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt036456
IRS990/FeesForServicesLegalGrp/TotalAmt036456
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt09012
IRS990/FeesForServicesOtherGrp/TotalAmt09012
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1415.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1610.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt182.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/PersonNm0Elias Garza
IRS990/Form990PartVIISectionAGrp/PersonNm1Jon D Roberts
IRS990/Form990PartVIISectionAGrp/PersonNm2Matthew Lucian
IRS990/Form990PartVIISectionAGrp/PersonNm3Gloria Burton
IRS990/Form990PartVIISectionAGrp/PersonNm4Renea E Celio
IRS990/Form990PartVIISectionAGrp/PersonNm5Percy Cordier
IRS990/Form990PartVIISectionAGrp/PersonNm6Clark Bailey
IRS990/Form990PartVIISectionAGrp/PersonNm7Aaron E Cantu
IRS990/Form990PartVIISectionAGrp/PersonNm8Roy E Bradley Jr
IRS990/Form990PartVIISectionAGrp/PersonNm9Brian D Wiens
IRS990/Form990PartVIISectionAGrp/PersonNm10Dolores Cadiz
IRS990/Form990PartVIISectionAGrp/PersonNm11Christy J Park
IRS990/Form990PartVIISectionAGrp/PersonNm12Donald Delis
IRS990/Form990PartVIISectionAGrp/PersonNm13Michael Ferri
IRS990/Form990PartVIISectionAGrp/PersonNm14Clyde Beckham Jr
IRS990/Form990PartVIISectionAGrp/PersonNm15Victor M Guerra
IRS990/Form990PartVIISectionAGrp/PersonNm16Ralph Niz
IRS990/Form990PartVIISectionAGrp/PersonNm17Corina DeLaTorre
IRS990/Form990PartVIISectionAGrp/PersonNm18Steve Muniz
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt02024
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22024
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt32024
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4169
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt52024
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt62024
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt72343
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt82024
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt92024
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt102701
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt112024
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt126000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13660
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt149254
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1592657
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1610335
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt177264
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt182024
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
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/TitleTxt11Boad Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Secretary Treasuer
IRS990/Form990PartVIISectionAGrp/TitleTxt15President
IRS990/Form990PartVIISectionAGrp/TitleTxt16President
IRS990/Form990PartVIISectionAGrp/TitleTxt17Recording Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt18Secretary Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01902
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0662290
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt03990
IRS990/InsuranceGrp/TotalAmt03990
IRS990/InterestGrp/ProgramServicesAmt015666
IRS990/InterestGrp/TotalAmt015666
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt024
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt024
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0127528
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0514429
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0502766
IRS990/LandBldgEquipCostOrOtherBssAmt0630294
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0662266
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The primary mission of the organization is to unite the members, to promote their general welfare and advance their social, moral and intellectual interest; to protect thier families in case of sickness or death; to constantly endeavor to establish mutual confidence and respect.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0274559
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0241086
IRS990/NetAssetsOrFundBalancesBOYAmt0330325
IRS990/NetAssetsOrFundBalancesEOYAmt0353068
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt08109
IRS990/OccupancyGrp/TotalAmt08109
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07256
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07256
IRS990/OtherExpensesGrp/Desc0Property Taxes
IRS990/OtherExpensesGrp/Desc1Taxes
IRS990/OtherExpensesGrp/ProgramServicesAmt08611
IRS990/OtherExpensesGrp/ProgramServicesAmt110
IRS990/OtherExpensesGrp/TotalAmt08611
IRS990/OtherExpensesGrp/TotalAmt110
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0149434
IRS990/OtherSalariesAndWagesGrp/TotalAmt0149434
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt017564
IRS990/PayrollTaxesGrp/TotalAmt017564
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Steve Muniz
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt019510
IRS990/PYContributionsGrantsAmt0648552
IRS990/PYInvestmentIncomeAmt033
IRS990/PYOtherExpensesAmt0437393
IRS990/PYRevenuesLessExpensesAmt021228
IRS990/PYSalariesCompEmpBnftPaidAmt0170454
IRS990/PYTotalExpensesAmt0627357
IRS990/PYTotalRevenueAmt0648585
IRS990/ReconcilationRevenueExpnssAmt022744
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0330325
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0353068
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0375500
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0116064
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0491564
IRS990ScheduleD/EquipmentGrp/BookValueAmt04375
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011464
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt015839
IRS990ScheduleD/ExpensesSubtotalAmt0639546
IRS990ScheduleD/LandGrp/BookValueAmt0122891
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0122891
IRS990ScheduleD/RevenueSubtotalAmt0662290
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0502766
IRS990ScheduleD/TotalExpensesPerForm990Amt0639546
IRS990ScheduleD/TotalRevenuePerForm990Amt0662290
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0662290
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0639546
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Officers of the Organization review the 990 before it is signed and filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The governing documents are available for review at the Organization's offices upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Rounding difference of $1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Auditing, tax preparation and accounting fees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4See Statement Number 1 for listing of other expenses.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Form 990, Part lll, Line 1, Additional Description of the Organziation's Mission: Create and maintain harmonious relations with our employers; to encourage the principle of arbitration, and to produce all conciliation possible in settlement of all differences between employees and employers.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4List of other expenses Part IX line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5General explanation attachment
IRS990/SchoolOperatingInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0604884
IRS990/TotalAssetsEOYAmt0594154
IRS990/TotalAssetsGrp/BOYAmt0604884
IRS990/TotalAssetsGrp/EOYAmt0594154
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0662266
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0639546
IRS990/TotalFunctionalExpensesGrp/TotalAmt0639546
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0274559
IRS990/TotalLiabilitiesEOYAmt0241086
IRS990/TotalLiabilitiesGrp/BOYAmt0274559
IRS990/TotalLiabilitiesGrp/EOYAmt0241086
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0330325
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0353068
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0639546
IRS990/TotalReportableCompFromOrgAmt0149599
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt024
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0662290
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0604884
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0594154
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0www.ATU256.com
IRS990/WhistleblowerPolicyInd0false
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steve Muniz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary Treas
ReturnHeader/BusinessOfficerGrp/PhoneNum09167391627
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10Amalgamated Transit Union Local 256
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0940939926
ReturnHeader/Filer/USAddress/AddressLine102776 21st Street
ReturnHeader/Filer/USAddress/City0Sacramento
ReturnHeader/Filer/USAddress/State0CA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$594,154
Liabilities
$241,086
Net assets
$353,068
Revenue
$662,290
Expenses
$639,546
Net income
$22,744
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.48$0.10$0.38$1.02$1.00$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.44$0.08$0.36$0.89$0.90$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.43$0.05$0.38$0.90$0.97$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.03$0.45$0.90$0.98$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.54$0.01$0.53$0.89$0.89$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.85$0.84$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.05$0.51$0.82$0.75$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.54$0.09$0.44$0.73$0.73$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.58$0.14$0.44$0.77$0.70$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.17$0.38$0.72$0.71$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.21$0.37$0.69$0.68$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.59$0.24$0.35$0.66$0.64$0.02
2012Summary only. Only limited summary data is available for this year.$0.60$0.27$0.33$0.65$0.63$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.31$0.31$0.68
2010Summary only. Only limited summary data is available for this year.$0.66$0.34$0.32$0.64$0.70$0.05