Civic Intelligence

Amalgamated Transit Union

990 • Fiscal year 2013 • EIN 94-2370555

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 05, 2014

185 N Redwood Drive 22094903

(415) 479-5090

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

54th percentile

0.00x

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

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Net Margin

44th percentile

1.4%

Higher net margin than 44% of similar nonprofits.

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Top Officer Pay

97th percentile

$95,922

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 27.0% of source-year revenue.

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

48th percentile

-0.1%

Faster revenue growth than 48% of similar nonprofits.

2013 filings • 501(c)5 • <$500k nonprofits • Annualized from 2011 to 2013

Assets

Up

$48,143

Up $7,311 (+18%) from 2012

Net Assets

Up

$48,143

Up $7,311 (+18%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$354,975

No earlier filing loaded for comparison.

Expenses

Down

$350,154

Down $39,900 (-10%) from 2012

Net Income

$4,821

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $72,528Liabilities 2010: $1,493Net Assets 2010: $71,0352010Assets 2011: $88,536Liabilities 2011: $0Net Assets 2011: $88,5362011Assets 2012: $40,832Liabilities 2012: $0Net Assets 2012: $40,8322012Assets 2013: $48,143Liabilities 2013: $0Net Assets 2013: $48,1432013Assets 2014: $42,480Liabilities 2014: $0Net Assets 2014: $42,4802014Assets 2015: $32,646Liabilities 2015: $0Net Assets 2015: $32,6462015Assets 2016: $54,621Liabilities 2016: $0Net Assets 2016: $54,6212016Assets 2017: $136,170Liabilities 2017: $0Net Assets 2017: $136,1702017Assets 2018: $165,202Liabilities 2018: $0Net Assets 2018: $165,2022018Assets 2019: $207,224Liabilities 2019: $0Net Assets 2019: $207,2252019Assets 2020: $194,473Liabilities 2020: $0Net Assets 2020: $194,4732020Assets 2021: $219,774Liabilities 2021: $0Net Assets 2021: $219,7742021

Highlighted filing

2013

Assets$48,143
Liabilities$0
Net Assets$48,143

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $378,3602010Revenue 2011: $355,888Expenses 2011: $338,251Net Income 2011: $17,6372011Expenses 2012: $390,0542012Revenue 2013: $354,975Expenses 2013: $350,154Net Income 2013: $4,8212013Revenue 2014: $355,281Expenses 2014: $359,658Net Income 2014: -$4,3772014Revenue 2015: $380,691Expenses 2015: $390,525Net Income 2015: -$9,8342015Revenue 2016: $470,815Expenses 2016: $447,682Net Income 2016: $23,1332016Revenue 2017: $480,979Expenses 2017: $400,457Net Income 2017: $80,5222017Revenue 2018: $466,039Expenses 2018: $427,270Net Income 2018: $38,7692018Revenue 2019: $452,087Expenses 2019: $412,913Net Income 2019: $39,1742019Revenue 2020: $416,695Expenses 2020: $441,669Net Income 2020: -$24,9742020Revenue 2021: $359,962Expenses 2021: $498,617Net Income 2021: -$138,6552021

Highlighted filing

2013

Revenue$354,975
Expenses$350,154
Net Income$4,821
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 5, 2014
Return Version
2013v3.1
Gross Receipts
$354,975
Mission and Program Overview

Mission

Union member representation

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$24,086$26,204▲ $2,118
Cash and Non-Interest-Bearing Accounts$9,439$13,604▲ $4,165
Land, Buildings, and Equipment, Net$7,307$8,335▲ $1,028
Total Assets$40,832$48,143▲ $7,311
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$40,832$48,143▲ $7,311
Total Net Assets Fund Balance$40,832$48,143▲ $7,311
Total Liabilities and Net Assets / Fund Balance$40,832$48,143▲ $7,311

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,335-$8,335
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ray MessierPresidentFT$95,922-$95,922
Mary FullerFinancial SePT$46,172$7,925$54,097
Blake LewisVice-presidePT$7,513$1,290$8,803
Ignacio MoraBoard MemberPT$6,446$1,106$7,552
Tyrone AngelBoard MemberPT$3,035$521$3,556
Teresa DentkosBoard MemberPT$1,981$340$2,321
Phillip GrayBoard MemberPT$1,215$208$1,423
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$339,860
Investment Income
$3
Other Revenue
$15,112
Change in Net Assets
$4,821
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$188,700
Other Expenses$123,231
Grants and Similar Amounts Paid$1,400
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$173,673
Payments to Affiliates---$48,712
Benefits to Members---$36,823
Occupancy---$21,764
Conferences and Meetings---$11,188
Office Expenses---$10,921
Payroll Taxes---$9,170
Fees for Services Legal---$5,614
Fees for Services Accounting---$4,900
Other Employee Benefits---$3,481
Grants to Domestic Orgs---$1,400
Other Salaries and Wages---$1,377
Insurance---$1,090
Pension Plan Contributions---$999
Fees for Services Other---$149
Other Expenses---$69
Total Functional Expenses$0$0$0$350,154
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

The president and financial secretary reviewed form 990 before filing the form.

Form 990, Page 6, Part VI, Line 15A

Compensation based on union wage scale.

Form 990, Page 6, Part VI, Line 15B

Compensation based on union wage scale.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

EIN
94-2370555
Phone
4154795090

Signing Officer

Name
Ray Messier
Title
President
Phone
4154795090
Signed
2014-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ray Messier
Formed
1976
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
11

Preparer

Preparer
John W Maher CPA
Phone
4154591249
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

AUDIT ADJUSTMENTS 2,490

Raw XML Appendix300 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1FINANCIAL SE
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT AND FINANCIAL SECRETARY REVIEWED FORM 990 BEFORE FILING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPENSATION BASED ON UNION WAGE SCALE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION BASED ON UNION WAGE SCALE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AUDIT ADJUSTMENTS 2,490
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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ReturnHeader/ReturnTs02014-08-06T16:57:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.00$2.20$3.60$4.99$1.39
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.00$1.94$4.17$4.42$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$4.52$4.13$0.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$4.66$4.27$0.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$4.81$4.00$0.81
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$4.71$4.48$0.23
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$3.81$3.91$0.10
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.42$3.55$3.60$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$3.55$3.50$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.00$0.41$3.90
2011Summary only. Only limited summary data is available for this year.$0.89$0.00$0.89$3.56$3.38$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.01$0.71$3.78