Civic Intelligence

Amalgamated Transit Union Local 256

990 • Fiscal year 2015 • EIN 94-0939926

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 11, 2016

Organization ProfileWWW.ATU256.COM
2776 21st StreetSacramento, CA 95818-3145

(916) 739-1627

Siviq Scores

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

Liabilities / Assets

89th percentile

0.31x

Higher debt load relative to assets than 89% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

86th percentile

0.23x

Higher debt load relative to revenue than 86% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2015

Net Margin

38th percentile

1.4%

Higher net margin than 38% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

78th percentile

$99,033

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 13.8% of source-year revenue.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2015

Asset Growth

20th percentile

-4.9%

Faster asset growth than 20% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

53rd percentile

3.3%

Faster revenue growth than 53% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$543,692

Down $27,968 (-4.9%) from 2014

Net Assets

Up

$375,912

Up $9,789 (+2.7%) from 2014

Liabilities

Down

$167,780

Down $37,757 (-18%) from 2014

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin38th percentile

Revenue

Up

$715,487

Up $22,674 (+3.3%) from 2014

Expenses

Up

$705,698

Up $25,940 (+3.8%) from 2014

Net Income

Down

$9,789

Down $3,266 (-25%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2015

Assets$543,692
Liabilities$167,780
Net Assets$375,912
Open 2015 Filing

Operations Trend

Revenue Growth53rd 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

2015

Revenue$715,487
Expenses$705,698
Net Income$9,789
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 11, 2016
Return Version
2015v2.1
Gross Receipts
$722,046
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 their 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$494,321$481,989▼ $12,332
Rtn Earn Endowment Incm Other Fnds$366,123$375,912▲ $9,789
Savings and Temporary Cash Investments-$41,119-
Cash and Non-Interest-Bearing Accounts$77,339$20,584▼ $56,755
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$571,660$543,692▼ $27,968
Liabilities
Mortgage Notes Payable Secured by Investment Property$205,537$167,780▼ $37,757
Total Liabilities$205,537$167,780▼ $37,757
Net Assets / Fund Balance
Total Net Assets Fund Balance$366,123$375,912▲ $9,789
Total Liabilities and Net Assets / Fund Balance$571,660$543,692▼ $27,968

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$350,292$141,272$491,564
Land$122,891-$122,891
Equipment$8,806$11,089$19,895
Other Land Buildings$0$4,883$4,883
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ralph NizPresident/business AgentFT$99,033$99,033
Steve MunizFinancial SecretaryPT$14,885$14,885
Corina De La TorreVice PresidentPT$9,600$9,600
Aaron CantuRecording SecretaryPT$7,591$7,591
Gloria BurtonBoard Member-$4,958$4,958
Jessie JustinichBoard Member-$4,321$4,321
Percy CordierBoard Member-$3,708$3,708
Christy J ParkBoard Member-$2,705$2,705
Brian D WiensBoard Member-$2,511$2,511
Matthew LucienBoard Member-$2,397$2,397
Dolores CadizBoard Member-$2,273$2,273
Crystal LeeBoard Member-$2,168$2,168
Martin JustinichBoard Member-$2,168$2,168
Roy E Bradley JrBoard Member-$2,168$2,168
George JohnsonBoard Member-$1,635$1,635
Joseph GambleBoard Member-$1,510$1,510
Luke MulderBoard Member-$1,505$1,505
Ray HarveyBoard Member-$377$377

Board Members and Trustees

NameTitle
David BriceBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$711,985
Investment Income
$81
Other Revenue
$3,421
Change in Net Assets
$9,789

Audited Revenue Reconciliation

Revenue per Audited Statements
$715,486
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$6,559
Total Revenue per Audited Statements
$722,045
Total Revenue per Form 990
$715,486
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$474,053
Salaries, Compensation, and Employee Benefits$201,400
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---$165,513
All Other Expenses---$49,203
Benefits to Members---$30,245
Occupancy---$25,836
Fees for Services Legal---$22,667
Payroll Taxes---$16,622
Fees for Services Accounting---$16,214
Depreciation Depletion---$15,390
Interest---$11,792
Other Salaries and Wages---$11,176
Other Expenses---$9,208
Other Employee Benefits---$8,089
Insurance---$4,367
Conferences and Meetings---$2,703
Office Expenses---$889
Travel---$610
Advertising---$125
Total Functional Expenses$0$0$0$705,698

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$712,256
Expenses per Audited Statements$705,697
Total Expenses per Form 990$705,697
Expenses Not Reported on Form 990$6,559
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,980
Fundraising Direct Expenses$6,559
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
Yes
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, Part VI, Section A, Line 8B

“There are no committee's with authority to act on behalf of the board.”

Form 990, Part VI, Section B, Line 11

“The officers of the organization review the 990 before it is signed and filed.”

Form 990, Part VI, Section B, Line 15A

“Compensation for the business agent is determined by contract with the regional transit district. Contracts are renegotiated every three years.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 256
EIN
94-0939926
Phone
9167391627
Address
2776 21ST STREET, SACRAMENTO, CA 95818-3145

Signing Officer

Name
Steve Muniz
Title
Financial Secretary
Phone
9167391627
Signed
2016-04-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Muniz
Formed
1902
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
1
Employees
26
Volunteers
0

Preparer

Firm
Mueller Prost Lc
Address
7733 FORSYTH BLVD SUITE 1200, ST LOUIS, MO 63105
Preparer
Wm Guy Crouch
Phone
3148622070
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has not changed its oversight process or auditor selection process from prior year.”

Financial Statement Notes

PART X, LINE 2:

“The preparation of financial statements in conformity with accounting principles generally accepted in the united states of america requires atu 256 to report information regarding its exposure to various tax positions taken. Atu 256 has determined whether any positions have met the recognition threshold and have measured the exposure to those tax positions. Management believes that atu 256 has adequately addressed all relevant tax positions and that there are no unrecorded tax liabilities. Federal and state authorities generally have the right to examine and audit the previous three years of tax returns filed.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expense reported on part viii 6,559.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expense reported on part viii 6,559.”

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt16RECORDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt17FINANCIAL SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt18VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01902
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt06559
IRS990/FundraisingGrossIncomeAmt09980
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0722046
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt04367
IRS990/InterestGrp/TotalAmt011792
IRS990/InvestmentIncomeGrp/ExclusionAmt081
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt081
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0157244
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0494321
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0481989
IRS990/LandBldgEquipCostOrOtherBssAmt0639233
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
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 THEIR FAMILIES IN CASE OF SICKNESS OR DEATH; TO CONSTANTLY ENDEAVOR TO ESTABLISH MUTUAL CONFIDENCE AND RESPECT. 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0205537
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0167780
IRS990/NetAssetsOrFundBalancesBOYAmt0366123
IRS990/NetAssetsOrFundBalancesEOYAmt0375912
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt03421
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt03421
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt025836
IRS990/OfficeExpensesGrp/TotalAmt0889
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08089
IRS990/OtherExpensesGrp/Desc0ATU INTERNATIONAL DUES
IRS990/OtherExpensesGrp/Desc1CALIFORNIA CONFERENCE B
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3UNION LABOR BULLETINS &
IRS990/OtherExpensesGrp/TotalAmt0245731
IRS990/OtherExpensesGrp/TotalAmt143265
IRS990/OtherExpensesGrp/TotalAmt226053
IRS990/OtherExpensesGrp/TotalAmt39208
IRS990/OtherSalariesAndWagesGrp/TotalAmt011176
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt016622
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEVE MUNIZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1DEATH BENEFITS REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2HEALTH & WELFARE REIMB
IRS990/ProgramServiceRevenueGrp/Desc3CCB REIMBURSEMENT
IRS990/ProgramServiceRevenueGrp/Desc4MISC PROGRAM REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0664250
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt130740
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt210385
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt36237
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4373
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0664250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt130740
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt210385
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt36237
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4373
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt09740
IRS990/PYContributionsGrantsAmt0692747
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt066
IRS990/PYOtherExpensesAmt0476557
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt013055
IRS990/PYSalariesCompEmpBnftPaidAmt0193461
IRS990/PYTotalExpensesAmt0679758
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0692813
IRS990/ReconcilationRevenueExpnssAmt09789
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0366123
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0375912
IRS990/SavingsAndTempCashInvstGrp/EOYAmt041119
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0350292
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0141272
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0491564
IRS990ScheduleD/EquipmentGrp/BookValueAmt08806
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011089
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019895
IRS990ScheduleD/ExpensesNotReportedAmt06559
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0705697
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0122891
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0122891
IRS990ScheduleD/OtherExpensesIncludedAmt06559
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04883
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04883
IRS990ScheduleD/OtherRevenueAmt06559
IRS990ScheduleD/RevenueNotReportedAmt06559
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0715486
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PREPARATION OF FINANCIAL STATEMENTS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES ATU 256 TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN. ATU 256 HAS DETERMINED WHETHER ANY POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAVE MEASURED THE EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT ATU 256 HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL AND STATE AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS OF TAX RETURNS FILED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSE REPORTED ON PART VIII 6,559.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSE REPORTED ON PART VIII 6,559.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0481989
IRS990ScheduleD/TotalExpensesPerForm990Amt0705697
IRS990ScheduleD/TotalRevenuePerForm990Amt0715486
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0722045
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0712256
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEE'S WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OFFICERS OF THE ORGANIZATION REVIEW THE 990 BEFORE IT IS SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION FOR THE BUSINESS AGENT IS DETERMINED BY CONTRACT WITH THE REGIONAL TRANSIT DISTRICT. CONTRACTS ARE RENEGOTIATED EVERY THREE YEARS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS ARE AVAILABLE FOR REVIEW AT THE ORGANIZATION'S OFFICES UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR AUDITOR SELECTION PROCESS FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION LOCAL 256
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ATU LOCAL 256 RETIREE HEALTH & WELFARE TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0680254014
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HOLDS BENEFITS COLLECTED UNTIL DISBURSED AS HEALTH BENEFITS TO RETIREES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02776 21ST STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SACRAMENTO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095818
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$543,692
Liabilities
$167,780
Net assets
$375,912
Revenue
$715,487
Expenses
$705,698
Net income
$9,789
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