Civic Intelligence

Amalgamated Transit Union - Local 265

990 • Fiscal year 2017 • EIN 94-1014118

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 01, 2018

Organization ProfileN/A
1590 LA Pradera DriveCampbell, CA 95008

(408) 874-0900

Siviq Scores

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

Liabilities / Assets

68th percentile

0.07x

Higher debt load relative to assets than 68% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.04x

Higher debt load relative to revenue than 59% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Net Margin

81st percentile

19%

Higher net margin than 81% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

57th percentile

$121,628

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Asset Growth

86th percentile

24%

Faster asset growth than 86% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-12%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$1,224,975

Up $233,935 (+24%) from 2016

Net Assets

Up

$1,140,888

Up $366,686 (+47%) from 2016

Liabilities

Down

$84,087

Down $132,751 (-61%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin81st percentile

Revenue

Down

$1,924,173

Down $262,835 (-12%) from 2016

Expenses

Down

$1,551,976

Down $422,854 (-21%) from 2016

Net Income

Up

$372,197

Up $160,019 (+75%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $725,233Liabilities 2011: $540,802Net Assets 2011: $184,4312011Assets 2012: $769,645Liabilities 2012: $554,128Net Assets 2012: $215,5172012Assets 2013: $759,358Liabilities 2013: $535,636Net Assets 2013: $223,7222013Assets 2014: $851,428Liabilities 2014: $565,524Net Assets 2014: $285,9042014Assets 2015: $1,047,694Liabilities 2015: $485,670Net Assets 2015: $562,0242015Assets 2016: $991,040Liabilities 2016: $216,838Net Assets 2016: $774,2022016Assets 2017: $1,224,975Liabilities 2017: $84,087Net Assets 2017: $1,140,8882017Assets 2018: $1,297,089Liabilities 2018: $113,101Net Assets 2018: $1,183,9882018Assets 2019: $1,310,481Liabilities 2019: $94,430Net Assets 2019: $1,216,0512019Assets 2020: $1,496,521Liabilities 2020: $158,658Net Assets 2020: $1,337,8632020Assets 2021: $1,552,516Liabilities 2021: $151,338Net Assets 2021: $1,401,1782021Assets 2022: $1,662,034Liabilities 2022: $169,322Net Assets 2022: $1,492,7122022Assets 2023: $1,835,630Liabilities 2023: $186,975Net Assets 2023: $1,648,6552023Assets 2024: $1,905,965Liabilities 2024: $195,868Net Assets 2024: $1,710,0972024

Highlighted filing

2017

Assets$1,224,975
Liabilities$84,087
Net Assets$1,140,888
Open 2017 Filing

Operations Trend

Revenue Growth10th percentile

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

$3.0M$2.0M$1.0M$0Revenue 2011: $1,789,411Expenses 2011: $1,715,924Net Income 2011: $73,4872011Revenue 2012: $1,882,473Expenses 2012: $1,851,387Net Income 2012: $31,0862012Revenue 2013: $1,983,413Expenses 2013: $1,975,208Net Income 2013: $8,2052013Revenue 2014: $2,104,832Expenses 2014: $2,042,650Net Income 2014: $62,1822014Revenue 2015: $2,212,447Expenses 2015: $1,936,327Net Income 2015: $276,1202015Revenue 2016: $2,187,008Expenses 2016: $1,974,830Net Income 2016: $212,1782016Revenue 2017: $1,924,173Expenses 2017: $1,551,976Net Income 2017: $372,1972017Revenue 2018: $1,904,414Expenses 2018: $1,852,480Net Income 2018: $51,9342018Revenue 2019: $1,817,125Expenses 2019: $1,785,062Net Income 2019: $32,0632019Revenue 2020: $1,744,477Expenses 2020: $1,621,815Net Income 2020: $122,6622020Revenue 2021: $1,737,370Expenses 2021: $1,674,055Net Income 2021: $63,3152021Revenue 2022: $1,893,832Expenses 2022: $1,802,298Net Income 2022: $91,5342022Revenue 2023: $2,089,730Expenses 2023: $1,933,790Net Income 2023: $155,9402023Revenue 2024: $2,155,913Expenses 2024: $2,094,471Net Income 2024: $61,4422024

Highlighted filing

2017

Revenue$1,924,173
Expenses$1,551,976
Net Income$372,197
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 1, 2018
Return Version
2017v2.3
Gross Receipts
$1,924,173
Mission and Program Overview

Mission

Representation of amalgamated transit union local 265 members

To provide representation to members in matters related to employment in accordance with the collective bargaining agreement and fair employment standards.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$452,332-
Savings and Temporary Cash Investments$597,178$387,744▼ $209,434
Land, Buildings, and Equipment, Net$362,564$377,339▲ $14,775
Prepaid Expenses and Deferred Charges$26,015--
Accounts Receivable$5,283$7,260▲ $1,977
Total Assets$991,040$1,224,975▲ $233,935
Other Assets Total-$300-
Liabilities
Other Liabilities$39,588$80,294▲ $40,706
Accounts Payable and Accrued Expenses$177,250$3,793▼ $173,457
Total Liabilities$216,838$84,087▼ $132,751
Net Assets / Fund Balance
Unrestricted Net Assets$597,089$1,140,888▲ $543,799
Temporarily Rstr Net Assets$177,113--
Total Net Assets Fund Balance$774,202$1,140,888▲ $366,686
Total Liabilities and Net Assets / Fund Balance$991,040$1,224,975▲ $233,935

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$271,973$257,679$529,652
Land$89,797-$89,797
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Terry RussellPresidentFT$121,628$121,628
John CourtneyRec & Fin SeFT$116,232$116,232
Craig D WardripAsst BusinesFT$83,855$83,855
Nick SmithExecutive BoPT$13,196$13,196
Rajvinder SinghTreasurerPT$8,871$8,871
Sukhraj SinghExecutive BoPT$8,299$8,299
Charles BrownVice PresidePT$7,715$7,715
Khryshtal Kay HammellAsst Busines-$6,743$6,743
John PopishekExecutive Bo-$5,256$5,256
Phuc BuiExecutive Bo-$4,986$4,986
Henry GonzalesExecutive Bo-$4,441$4,441
Ted KraynickExecutive Bo-$3,485$3,485
Christopher L WattsExecutive Bo-$3,085$3,085
Sheillena BrunstonExecutive Bo-$1,826$1,826
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,912,298
Investment Income
$163
Other Revenue
$11,712
Change in Net Assets
$372,197

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,924,173
Total Revenue per Audited Statements
$1,924,173
Total Revenue per Form 990
$1,924,173
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$846,391
Other Expenses$703,710
Grants and Similar Amounts Paid$1,875
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$411,089
Current Officers, Directors, Trustees, and Key Employees---$389,618
Other Salaries and Wages---$238,302
Payroll Taxes---$93,821
Other Employee Benefits---$88,167
Fees for Services Legal---$85,666
Pension Plan Contributions---$36,483
Insurance---$34,458
Fees for Services Accounting---$33,609
Conferences and Meetings---$32,840
Occupancy---$28,794
Depreciation Depletion---$25,451
Office Expenses---$24,103
Information Technology---$5,490
Grants to Domestic Orgs---$1,875
Other Expenses---$229
Total Functional Expenses$0$0$0$1,551,976

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,551,976
Total Expenses per Audited Statements$1,551,976
Total Expenses per Form 990$1,551,976
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Death Benefits Payable$31,037
Sick & Vacation Payable$26,635
Retiree Benefits Payable$22,387
Cope Payable$235
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The organization is a membership organization. Members are made up of employees represented under a collective bargaining agreement. Membership is made up of active mebers and pensioners (retirees). Active members are those who are in active employment, pay full dues, and are eligible to vote as long as they are members in good standing. Pensioners (retirees) are members who pay reduced dues and are eligible to vote for the local's presidnet, vice president and recording & financial secretary.”

Form 990, Page 6, Part VI, Line 7A

“Those members in good standing (dues are paid current) have voting rights.”

Form 990, Page 6, Part VI, Line 7B

“Authorization to pay bills and transact business is subject to the approval of members at the regularly scheduled monthly meetings, provided that there is a quorum. In any month that there is a lack of a quorum to hold such regular meetings, the executive board has the power to authorize the financial secretary to pay all bills and transact any business that cannot wait until the next regular meeting, as set forth in the constitution and general by- laws.”

Form 990, Page 6, Part VI, Line 11B

“The recording & financial secretary and president review the tax return before it is filed.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union-local 265
EIN
94-1014118
Phone
4088740900
Address
1590 LA PRADERA DRIVE, CAMPBELL, CA 95008

Signing Officer

Name
John Courtney
Title
Rec & Fin Secretary
Phone
4088740900
Signed
2018-11-01

Organization Details

Principal Officer
John Courtney
Formed
1902
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
0
Employees
97

Preparer

Firm
Ybarra & Gillespie Cpas Llp
Address
10370 COMMERCE CENTER DR STE 205, RANCHO CUCAMONGA, CA 91730-5806
Preparer
Barbara a Gillespie CPA
Phone
9099890788
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“To provide representation to members in matters related to employment in accordance with the collective bargaining agreement and fair employment standards.”

Form 990, Part XI, Line 9

“Prior period adjustment to net assets -5,511”

Raw XML AppendixShowing 400 of 418 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/AccountsPayableAccrExpnssGrp/BOYAmt0177250
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03793
IRS990/AccountsReceivableGrp/BOYAmt05283
IRS990/AccountsReceivableGrp/EOYAmt07260
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE REPRESENTATION TO MEMBERS IN MATTERS RELATED TO EMPLOYMENT IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENT AND FAIR EMPLOYMENT STANDARDS.
IRS990/BooksInCareOfDetail/PersonNm0JOHN COURTNEY
IRS990/BooksInCareOfDetail/PhoneNum04088740900
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01590 LA PRADERA DR
IRS990/BooksInCareOfDetail/USAddress/CityNm0CAMPBELL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095008
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt0452332
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0389618
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt032840
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt01875
IRS990/CYInvestmentIncomeAmt0163
IRS990/CYOtherExpensesAmt0703710
IRS990/CYOtherRevenueAmt011712
IRS990/CYProgramServiceRevenueAmt01912298
IRS990/CYRevenuesLessExpensesAmt0372197
IRS990/CYSalariesCompEmpBnftPaidAmt0846391
IRS990/CYTotalExpensesAmt01551976
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01924173
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt025451
IRS990/Desc0TO PROVIDE REPRESENTATION TO MEMBERS IN MATTERS RELATED TO EMPLOYMENT IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENT AND FAIR EMPLOYMENT STANDARDS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt097
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt033609
IRS990/FeesForServicesLegalGrp/TotalAmt085666
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt072.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt362.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt129.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd13X
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/PersonNm0JOHN COURTNEY
IRS990/Form990PartVIISectionAGrp/PersonNm1TERRY RUSSELL
IRS990/Form990PartVIISectionAGrp/PersonNm2CHARLES BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm3CRAIG D WARDRIP
IRS990/Form990PartVIISectionAGrp/PersonNm4KHRYSHTAL KAY HAMMELL
IRS990/Form990PartVIISectionAGrp/PersonNm5RAJVINDER SINGH
IRS990/Form990PartVIISectionAGrp/PersonNm6SHEILLENA BRUNSTON
IRS990/Form990PartVIISectionAGrp/PersonNm7PHUC BUI
IRS990/Form990PartVIISectionAGrp/PersonNm8HENRY GONZALES
IRS990/Form990PartVIISectionAGrp/PersonNm9TED KRAYNICK
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN POPISHEK
IRS990/Form990PartVIISectionAGrp/PersonNm11SUKHRAJ SINGH
IRS990/Form990PartVIISectionAGrp/PersonNm12NICK SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm13CHRISTOPHER L WATTS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0116232
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1121628
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27715
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt383855
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt46743
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt58871
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt61826
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt74986
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt84441
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt93485
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt105256
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt118299
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1213196
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt133085
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/TitleTxt0REC & FIN SE
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3ASST BUSINES
IRS990/Form990PartVIISectionAGrp/TitleTxt4ASST BUSINES
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE BO
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE BO
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE BO
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE BO
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE BO
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE BO
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE BO
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE BO
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01902
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01875
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01924173
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt05490
IRS990/InsuranceGrp/TotalAmt034458
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0163
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0163
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0318278
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0362564
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0377339
IRS990/LandBldgEquipCostOrOtherBssAmt0695617
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE REPRESENTATION TO MEMBERS IN MATTERS RELATED TO EMPLOYMENT IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENT AND FAIR EMPLOYMENT STANDARDS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0774202
IRS990/NetAssetsOrFundBalancesEOYAmt01140888
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt028794
IRS990/OfficeExpensesGrp/TotalAmt024103
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt0300
IRS990/OtherChangesInNetAssetsAmt0-5511
IRS990/OtherEmployeeBenefitsGrp/TotalAmt088167
IRS990/OtherExpensesGrp/Desc0MEMBER ASSISTANCE EXPENSE
IRS990/OtherExpensesGrp/Desc1PROMOTIONAL ITEMS
IRS990/OtherExpensesGrp/Desc2FINES & FEES
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/TotalAmt013041
IRS990/OtherExpensesGrp/TotalAmt18429
IRS990/OtherExpensesGrp/TotalAmt2511
IRS990/OtherExpensesGrp/TotalAmt3229
IRS990/OtherLiabilitiesGrp/BOYAmt039588
IRS990/OtherLiabilitiesGrp/EOYAmt080294
IRS990/OtherOrganizationDsc0NON-PROFIT C
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc1REFUNDS FROM INTERNATIONAL
IRS990/OtherRevenueMiscGrp/ExclusionAmt07533
IRS990/OtherRevenueMiscGrp/ExclusionAmt14179
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07533
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14179
IRS990/OtherRevenueTotalAmt011712
IRS990/OtherSalariesAndWagesGrp/TotalAmt0238302
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt0411089
IRS990/PayrollTaxesGrp/TotalAmt093821
IRS990/PensionPlanContributionsGrp/TotalAmt036483
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt026015
IRS990/PrincipalOfficerNm0JOHN COURTNEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1JWI MEMBERSHIP ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/Desc2DEFENSE FUND ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/Desc3MEMBER ASSISTANCE ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt01739622
IRS990/ProgramServiceRevenueGrp/ExclusionAmt180202
IRS990/ProgramServiceRevenueGrp/ExclusionAmt279918
IRS990/ProgramServiceRevenueGrp/ExclusionAmt312556
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01739622
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt180202
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt279918
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt312556
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TO PROVIDE REPRESENTATION TO MEMBERS IN MATTERS RELATED TO EMPLOYMENT IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENT AND FAIR EMPLOYMENT STANDARDS.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02186890
IRS990/PYInvestmentIncomeAmt0118
IRS990/PYOtherExpensesAmt01135742
IRS990/PYRevenuesLessExpensesAmt0212178
IRS990/PYSalariesCompEmpBnftPaidAmt0839088
IRS990/PYTotalExpensesAmt01974830
IRS990/PYTotalRevenueAmt02187008
IRS990/ReconcilationRevenueExpnssAmt0372197
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0597178
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0387744
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0271973
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0257679
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0529652
IRS990ScheduleD/ExpensesSubtotalAmt01551976
IRS990ScheduleD/LandGrp/BookValueAmt089797
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt089797
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt031037
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt126635
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt222387
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3235
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEATH BENEFITS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SICK & VACATION PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2RETIREE BENEFITS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3COPE PAYABLE
IRS990ScheduleD/RevenueSubtotalAmt01924173
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0361770
IRS990ScheduleD/TotalExpensesPerForm990Amt01551976
IRS990ScheduleD/TotalLiabilityAmt080294
IRS990ScheduleD/TotalRevenuePerForm990Amt01924173
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01924173
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01551976
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE REPRESENTATION TO MEMBERS IN MATTERS RELATED TO EMPLOYMENT IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENT AND FAIR EMPLOYMENT STANDARDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A MEMBERSHIP ORGANIZATION. MEMBERS ARE MADE UP OF EMPLOYEES REPRESENTED UNDER A COLLECTIVE BARGAINING AGREEMENT. MEMBERSHIP IS MADE UP OF ACTIVE MEBERS AND PENSIONERS (RETIREES). ACTIVE MEMBERS ARE THOSE WHO ARE IN ACTIVE EMPLOYMENT, PAY FULL DUES, AND ARE ELIGIBLE TO VOTE AS LONG AS THEY ARE MEMBERS IN GOOD STANDING. PENSIONERS (RETIREES) ARE MEMBERS WHO PAY REDUCED DUES AND ARE ELIGIBLE TO VOTE FOR THE LOCAL'S PRESIDNET, VICE PRESIDENT AND RECORDING & FINANCIAL SECRETARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THOSE MEMBERS IN GOOD STANDING (DUES ARE PAID CURRENT) HAVE VOTING RIGHTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AUTHORIZATION TO PAY BILLS AND TRANSACT BUSINESS IS SUBJECT TO THE APPROVAL OF MEMBERS AT THE REGULARLY SCHEDULED MONTHLY MEETINGS, PROVIDED THAT THERE IS A QUORUM. IN ANY MONTH THAT THERE IS A LACK OF A QUORUM TO HOLD SUCH REGULAR MEETINGS, THE EXECUTIVE BOARD HAS THE POWER TO AUTHORIZE THE FINANCIAL SECRETARY TO PAY ALL BILLS AND TRANSACT ANY BUSINESS THAT CANNOT WAIT UNTIL THE NEXT REGULAR MEETING, AS SET FORTH IN THE CONSTITUTION AND GENERAL BY- LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE RECORDING & FINANCIAL SECRETARY AND PRESIDENT REVIEW THE TAX RETURN BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PRIOR PERIOD ADJUSTMENT TO NET ASSETS -5,511
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION 265 PAC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0941014118
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0527
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0POLITICAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01590 LA PRADERA DR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CAMPBELL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095008
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0177113
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0991040
IRS990/TotalAssetsEOYAmt01224975
IRS990/TotalAssetsGrp/BOYAmt0991040
IRS990/TotalAssetsGrp/EOYAmt01224975
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt097
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01551976
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0216838
IRS990/TotalLiabilitiesEOYAmt084087
IRS990/TotalLiabilitiesGrp/BOYAmt0216838
IRS990/TotalLiabilitiesGrp/EOYAmt084087
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0774202
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01140888
IRS990/TotalProgramServiceRevenueAmt01912298
IRS990/TotalReportableCompFromOrgAmt0389618
IRS990/TotalRevenueGrp/ExclusionAmt01924010
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0163
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01924173
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0991040
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01224975
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0597089
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01140888
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01590 LA PRADERA DR
IRS990/USAddress/CityNm0CAMPBELL
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095008
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN COURTNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0REC & FIN SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04088740900
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION-LOCAL 265
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0941014118
ReturnHeader/Filer/PhoneNum04088740900
ReturnHeader/Filer/USAddress/AddressLine1Txt01590 LA PRADERA DRIVE
ReturnHeader/Filer/USAddress/CityNm0CAMPBELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095008
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DD7295D01354912339F4FD88EC89CD8D64C134E6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId081987639D9EB69917700EA1B7AFDB079D12E9B40
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,224,975
Liabilities
$84,087
Net assets
$1,140,888
Revenue
$1,924,173
Expenses
$1,551,976
Net income
$372,197
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.20$1.71$2.16$2.09$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.84$0.19$1.65$2.09$1.93$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.17$1.49$1.89$1.80$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.55$0.15$1.40$1.74$1.67$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.50$0.16$1.34$1.74$1.62$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.31$0.09$1.22$1.82$1.79$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.30$0.11$1.18$1.90$1.85$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.22$0.08$1.14$1.92$1.55$0.37
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.22$0.77$2.19$1.97$0.21
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.49$0.56$2.21$1.94$0.28
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.57$0.29$2.10$2.04$0.06
2013Summary only. Only limited summary data is available for this year.$0.76$0.54$0.22$1.98$1.98$0.01
2012Summary only. Only limited summary data is available for this year.$0.77$0.55$0.22$1.88$1.85$0.03
2011Summary only. Only limited summary data is available for this year.$0.73$0.54$0.18$1.79$1.72$0.07