Civic Intelligence

Amalgamated Transit Union Local 256

990 • Fiscal year 2018 • EIN 94-0939926

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 17, 2019

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

77th percentile

0.08x

Higher debt load relative to assets than 77% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

72nd percentile

0.05x

Higher debt load relative to revenue than 72% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Net Margin

62nd percentile

8.5%

Higher net margin than 62% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

78th percentile

$103,877

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Asset Growth

56th percentile

4.1%

Faster asset growth than 56% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

80th percentile

12%

Faster revenue growth than 80% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$557,903

Up $21,949 (+4.1%) from 2017

Net Assets

Up

$512,757

Up $69,482 (+16%) from 2017

Liabilities

Down

$45,146

Down $47,533 (-51%) from 2017

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin62nd percentile

Revenue

Up

$822,237

Up $88,664 (+12%) from 2017

Expenses

Up

$752,756

Up $19,252 (+2.6%) from 2017

Net Income

Up

$69,481

Up $69,412 (+100597%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2018

Assets$557,903
Liabilities$45,146
Net Assets$512,757
Open 2018 Filing

Operations Trend

Revenue Growth80th 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

2018

Revenue$822,237
Expenses$752,756
Net Income$69,481
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 17, 2019
Return Version
2018v3.1
Gross Receipts
$830,256
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$443,275$512,757▲ $69,482
Land, Buildings, and Equipment, Net$461,635$454,585▼ $7,050
Savings and Temporary Cash Investments$59,319$69,829▲ $10,510
Cash and Non-Interest-Bearing Accounts$15,000$33,489▲ $18,489
Total Assets$535,954$557,903▲ $21,949
Liabilities
Mortgage Notes Payable Secured by Investment Property$85,084$39,838▼ $45,246
Other Liabilities$7,595$5,308▼ $2,287
Total Liabilities$92,679$45,146▼ $47,533
Net Assets / Fund Balance
Total Net Assets Fund Balance$443,275$512,757▲ $69,482
Total Liabilities and Net Assets / Fund Balance$535,954$557,903▲ $21,949

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$491,564-$491,564
Land$122,891-$122,891
Equipment$-159,870$210,632$50,762
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ralph NizPresident Business AgentFT$103,877$103,877
Corina De La TorreFinancial SecretaryPT$17,551$17,551
Crystal LeeVice President-$16,834$16,834
Mattew LucienRecording Secretary-$10,895$10,895
Alicia MusquizBoard Member-$7,698$7,698
Donald CollinsBoard Member-$7,143$7,143
Alfred ScottBoard Member-$5,784$5,784
Luke MulderBoard Member-$5,731$5,731
Renea CelioBoard Member-$4,807$4,807
Joanna PringleBoard Member-$4,522$4,522
Dolores Cadiz SmithBoard Member-$3,916$3,916
Elias GarzaBoard Member-$3,395$3,395
Petrina KennedyBoard Member-$3,395$3,395
Ramonoa Shaw KoisBoard Member-$3,395$3,395
Robert SkaggsBoard Member-$3,395$3,395
Percy CordierBoard Member-$3,320$3,320
Rayford HarveyBoard Member-$3,156$3,156
Joseph GambleBoard Member-$2,541$2,541
Ruby DavisBoard Member-$2,541$2,541
Shawn PruittBoard Member-$2,541$2,541
David HalfordBoard Member-$2,032$2,032
Alejandro FernandezBoard Member-$1,708$1,708
Anthony SmithBoard Member-$1,424$1,424
Gloria BurtonBoard Member-$654$654
Jesse JustinichBoard Member-$51$51

Board Members and Trustees

NameTitle
Dave BeckerBoard Member
Mark LizcanoBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$818,230
Investment Income
$0
Other Revenue
$4,007
Change in Net Assets
$69,481

Audited Revenue Reconciliation

Revenue per Audited Statements
$822,236
Revenue Not Reported on Financial Statements
$1
Revenue Not Reported on Form 990
$8,019
Other Revenue Adjustments
$1
Total Revenue per Audited Statements
$830,255
Total Revenue per Form 990
$822,237
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$498,408
Salaries, Compensation, and Employee Benefits$254,348
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$230,903--$230,903
All Other Expenses$107,817--$107,817
Occupancy$27,147--$27,147
Payroll Taxes$23,445--$23,445
Fees for Services Legal$20,646--$20,646
Depreciation Depletion$19,106--$19,106
Insurance$7,933--$7,933
Fees for Services Accounting$7,350--$7,350
Conferences and Meetings$5,255--$5,255
Other Expenses$4,379--$4,379
Travel$4,063--$4,063
Interest$3,894--$3,894
Office Expenses$1,291--$1,291
Total Functional Expenses$752,756$0$0$752,756

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$760,774
Total Expenses per Form 990$752,756
Expenses per Audited Statements$752,755
Expenses Not Reported on Form 990$8,019
Expenses Not Reported on Financial Statements$1
Other Expense Adjustments$1
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$12,026
Fundraising Direct Expenses$8,019
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease Obligation$5,308
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Committee meeting documentation Part VI line 8B

“There are no committees with authority to act on behalf of the board.”

Form 990 governing body review Part VI line 11

“The officers of the organization review the 990, CA199 and RRF-1 before they are signed and filed.”

Conflict of interest policy compliance Part VI line 12C

“Officers sign a conflict of interest statement annually and are required to disclose any conflicts of interest when they arise.”

CEO executive director top management comp Part VI line 15A

“Compensation for the business agent is determined by contract with the Sacramento Regional Transit District. Contracts are renegotiated every three years.”

Form 990 availability to public Part VI line 18

“The governing documents and annual financial statements are available for review at the organizations offices upon request.”

Governing documents etc available to public Part VI line 19

“The governing documents and annual financial statements are available for reivew at the Organizations offices upon request.”

Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 256
EIN
94-0939926
Address
2776 21st Street, Sacramento, CA 95818-3145

Signing Officer

Name
Ralph Niz
Title
President
Phone
9167391627
Signed
2019-07-17
Discuss with paid preparer
No

Organization Details

Formed
1902
Legal Domicile
CA
Voting Board Members
25
Independent Board Members
25
Employees
0

Preparer

Firm
Strategic Accounting Solutions
Address
6401 Myrlette Ct, Saint Louis, MO 63116
Preparer
Wm Guy Crouch
Phone
9163979488
Supplemental Narrative

Additional Explanations

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

“Rounding”

List of other expenses Part IX line 24E

“See Overflow Statement:Accident Grading Board Expense: 3,868Bank Charges: 3,044California Labor Federation: 4,939Convention Expense: 2,898Death Benefits: 22,040Florist: 1,560Health & Wealfare Costs: 1,284Miscellaneous: 544Negotiation: 42,898Organizing Expense: 80Presidents Expense: 2,665Sacramento Labor Council: 9,244Womens Caucus Costs: 60Union Labor Bulletins and Subs: 12,693Totals: 107,817”

Financial Statement Notes

Other revenues not included on Form 990 (Part XI, line 2D)

“Fundraising revenues reported on part V111: 8,019”

Other revenues included on Form 990 (Part XI, line 4B)

“This is rounding”

Other expenses not included on Form 990 (Part XII, line 2D)

“Fundraing expense reported on part V111: 8,019.”

Other expenses included on Form 990 (Part XII, line 4B)

“This is rounding”

General Explanation Attachment

“Part X, Line 2:The preparation of financial statements in conformity with the modified cash basis of accounting 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 has 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.”

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IRS990/Form990PartVIISectionAGrp/PersonNm13Ruby Davis
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IRS990/Form990PartVIISectionAGrp/PersonNm15Gloria Burton
IRS990/Form990PartVIISectionAGrp/PersonNm16Elias Garza
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IRS990/Form990PartVIISectionAGrp/PersonNm25Crystal Lee
IRS990/Form990PartVIISectionAGrp/PersonNm26Mattew Lucien
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt18Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt19Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt20Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt21Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt22Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt23President Business Agent
IRS990/Form990PartVIISectionAGrp/TitleTxt24Financial Secretary
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IRS990/Form990PartVIISectionAGrp/TitleTxt26Recording Secretary
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$557,903
Liabilities
$45,146
Net assets
$512,757
Revenue
$822,237
Expenses
$752,756
Net income
$69,481
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