Civic Intelligence

Amalgamated Transit Union 1027

990 • Fiscal year 2014 • EIN 94-2568509

Jan 01, 2014 to Dec 31, 2014 • Filed on Jan 30, 2015

Organization ProfileN/A
1221 Van Ness No 304Fresno, CA 93721

(559) 442-4140

Siviq Scores

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

Liabilities / Assets

68th percentile

0.01x

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

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Net Margin

60th percentile

6.4%

Higher net margin than 60% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Top Officer Pay

87th percentile

$36,895

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 17.1% of source-year revenue.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Asset Growth

93rd percentile

46%

Faster asset growth than 93% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

27th percentile

-5.8%

Faster revenue growth than 27% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$44,892

Up $14,138 (+46%) from 2013

Net Assets

Up

$44,432

Up $13,850 (+45%) from 2013

Liabilities

Up

$460

Up $288 (+167%) from 2013

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin60th percentile

Revenue

Down

$216,221

Down $13,327 (-5.8%) from 2013

Expenses

Down

$202,371

Down $21,377 (-9.6%) from 2013

Net Income

Up

$13,850

Up $8,050 (+139%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$600K$400K$200K$0-$200KAssets 2010: $87,296Liabilities 2010: $2,918Net Assets 2010: $84,3782010Assets 2011: $68,341Liabilities 2011: $1,678Net Assets 2011: $66,6632011Assets 2012: $24,782Liabilities 2012: $0Net Assets 2012: $24,7822012Assets 2013: $30,754Liabilities 2013: $172Net Assets 2013: $30,5822013Assets 2014: $44,892Liabilities 2014: $460Net Assets 2014: $44,4322014Assets 2015: $64,654Liabilities 2015: -$63Net Assets 2015: $64,7172015Assets 2016: $7,927Liabilities 2016: -$1,896Net Assets 2016: $9,8232016Assets 2017: $140,197Liabilities 2017: $2,496Net Assets 2017: $137,7012017Assets 2018: $183,687Liabilities 2018: $1,539Net Assets 2018: $182,1482018Assets 2019: $247,871Liabilities 2019: $0Net Assets 2019: $247,8712019Assets 2020: $292,560Liabilities 2020: $0Net Assets 2020: $292,5602020Assets 2021: $317,269Liabilities 2021: $0Net Assets 2021: $317,2692021Assets 2022: $319,230Liabilities 2022: $0Net Assets 2022: $319,2302022Assets 2023: $319,378Liabilities 2023: $0Net Assets 2023: $319,3782023Assets 2024: $445,628Liabilities 2024: $104,945Net Assets 2024: $340,6832024

Highlighted filing

2014

Assets$44,892
Liabilities$460
Net Assets$44,432
Open 2014 Filing

Operations Trend

Revenue Growth27th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $235,6642010Expenses 2011: $260,7792011Expenses 2012: $254,6512012Revenue 2013: $229,548Expenses 2013: $223,748Net Income 2013: $5,8002013Revenue 2014: $216,221Expenses 2014: $202,371Net Income 2014: $13,8502014Revenue 2015: $233,422Expenses 2015: $213,137Net Income 2015: $20,2852015Revenue 2016: $252,400Expenses 2016: $287,679Net Income 2016: -$35,2792016Revenue 2017: $395,563Expenses 2017: $302,627Net Income 2017: $92,9362017Revenue 2018: $450,353Expenses 2018: $405,906Net Income 2018: $44,4472018Revenue 2019: $420,109Expenses 2019: $354,386Net Income 2019: $65,7232019Revenue 2020: $388,364Expenses 2020: $343,675Net Income 2020: $44,6892020Revenue 2021: $383,500Expenses 2021: $358,791Net Income 2021: $24,7092021Revenue 2022: $412,619Expenses 2022: $410,658Net Income 2022: $1,9612022Revenue 2023: $499,356Expenses 2023: $499,208Net Income 2023: $1482023Revenue 2024: $533,182Expenses 2024: $511,877Net Income 2024: $21,3052024

Highlighted filing

2014

Revenue$216,221
Expenses$202,371
Net Income$13,850
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jan 30, 2015
Return Version
2014v5.0
Gross Receipts
$216,221
Mission and Program Overview

Mission

To unite the members, to promote their general welfare and advance their families in case of sickness or death, to encourage arbitration, and produce all conciliation possible in the settlement of differences between employees and employer.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$30,599$44,892▲ $14,293
Rtn Earn Endowment Incm Other Fnds$30,582$44,432▲ $13,850
Prepaid Expenses and Deferred Charges$155--
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$30,754$44,892▲ $14,138
Liabilities
Other Liabilities$172$460▲ $288
Total Liabilities$172$460▲ $288
Net Assets / Fund Balance
Total Net Assets Fund Balance$30,582$44,432▲ $13,850
Total Liabilities and Net Assets / Fund Balance$30,754$44,892▲ $14,138

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$17,113$17,113
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Richard SteitzPresidentPT$36,895$36,895
Vincent R CasellaSecretary/treasurerPT$23,416$23,416
Apolonio J MunozVice President-$5,725$5,725
Valentin GranadosBoard Member-$4,633$4,633
Brodie MajorBoard Member-$2,611$2,611
Debra GibsonBoard Member-$1,800$1,800
Glenn S BoghosianBoard Member-$1,722$1,722
John SanchezBoard Member-$1,714$1,714
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$211,299
Investment Income
$6
Other Revenue
$4,916
Change in Net Assets
$13,850
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$116,260
Salaries, Compensation, and Employee Benefits$86,111
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---$78,514
Payments to Affiliates---$53,512
Fees for Services Legal---$8,492
Occupancy---$7,712
Payroll Taxes---$7,597
Fees for Services Accounting---$6,777
All Other Expenses---$5,755
Other Expenses---$4,678
Insurance---$3,559
Total Functional Expenses$0$0$0$202,371
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$288
Credit Card$172
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, Part VI, Section A, Line 6

“The organization is made up of the members of the union.”

Form 990, Part VI, Section A, Line 7A

“The executive board members and officers are elected by the organization's members.”

Form 990, Part VI, Section A, Line 7B

“Changes in the by-laws are subject to approval by the membership.”

Form 990, Part VI, Section A, Line 8B

“No committees can act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The form 990 is not reviewed.”

Form 990, Part VI, Section C, Line 19

“The documents are provided upon request.”

Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union 1027
EIN
94-2568509
Phone
5594424140
Address
1221 VAN NESS NO 304, FRESNO, CA 93721

Signing Officer

Name
Richard Steitz
Title
President
Phone
5594424140
Signed
2015-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Steitz
Formed
1934
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
8
Volunteers
0

Preparer

Firm
Morse Wittwer Sampson Llp
Address
265 E RIVER PARK CIRCLE STE 110, FRESNO, CA 93720
Preparer
Sheryl Morse
Phone
5593895700
Raw XML Appendix356 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/TitleTxt4BOARD MEMBER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS MADE UP OF THE MEMBERS OF THE UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE BOARD MEMBERS AND OFFICERS ARE ELECTED BY THE ORGANIZATION'S MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGES IN THE BY-LAWS ARE SUBJECT TO APPROVAL BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO COMMITTEES CAN ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS NOT REVIEWED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE DOCUMENTS ARE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0UNION REPRESENTATION FOR PUBLIC TRANSIT EMPLOYEES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt05025 WISCONSIN AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NW WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020016
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt053512
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt030754
IRS990/TotalAssetsEOYAmt044892
IRS990/TotalAssetsGrp/BOYAmt030754
IRS990/TotalAssetsGrp/EOYAmt044892
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/TotalAmt0202371
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0172
IRS990/TotalLiabilitiesEOYAmt0460
IRS990/TotalLiabilitiesGrp/BOYAmt0172
IRS990/TotalLiabilitiesGrp/EOYAmt0460
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt030582
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt044432
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0211299
IRS990/TotalReportableCompFromOrgAmt078516
IRS990/TotalRevenueGrp/ExclusionAmt06
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0216215
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0216221
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt030754
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt044892
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01221 VAN NESS NO 304
IRS990/USAddress/CityNm0FRESNO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093721
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD STEITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05594424140
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION 1027
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0942568509
ReturnHeader/Filer/PhoneNum05594424140
ReturnHeader/Filer/USAddress/AddressLine1Txt01221 VAN NESS NO 304
ReturnHeader/Filer/USAddress/CityNm0FRESNO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093721
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262521787
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MORSE WITTWER SAMPSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0265 E RIVER PARK CIRCLE STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRESNO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093720
ReturnHeader/PreparerPersonGrp/PhoneNum05593895700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERYL MORSE
ReturnHeader/ReturnTs02015-02-05T17:18:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,892
Liabilities
$460
Net assets
$44,432
Revenue
$216,221
Expenses
$202,371
Net income
$13,850
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.46$1.05$3.41$5.33$5.12$0.21
2023Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$4.99$4.99$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$4.13$4.11$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$3.84$3.59$0.25
2020Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$3.88$3.44$0.45
2019Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$4.20$3.54$0.66
2018Detailed filing. Detailed filing data is available for this year.$1.84$0.02$1.82$4.50$4.06$0.44
2017Summary only. Only limited summary data is available for this year.$1.40$0.02$1.38$3.96$3.03$0.93
2016Detailed filing. Detailed filing data is available for this year.$0.08$0.02$0.10$2.52$2.88$0.35
2015Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$2.33$2.13$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.44$2.16$2.02$0.14
2013Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$2.30$2.24$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.00$0.25$2.55
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.02$0.67$2.61
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.03$0.84$2.36