Civic Intelligence

Transport Workers Union-Sf Muni Railway

EIN 94-6201301 • 501(c)9

Profile

Provides employee benefits to S.F. Muni employees.

1508 Fillmore Street94115

twusf.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2014

Net Margin

34th percentile

-77%

Higher net margin than 34% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2014

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • <$500k nonprofits • Source year 2014

Asset Growth

46th percentile

-62%

Faster asset growth than 46% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

547%

Faster revenue growth than 97% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$26,310

Down $42,289 (-62%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$26,310

Down $18,349 (-41%) from 2013

Operations
Liabilities / RevenueScore unavailableNet Margin34th percentile

Revenue

Up

$23,827

Up $20,146 (+547%) from 2013

Expenses

Down

$42,176

Down $58,241 (-58%) from 2013

Net Income

Up

-$18,349

Up $78,387 (+81%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0-$100KAssets 2010: $264,406Liabilities 2010: $171,293Net Assets 2010: $93,1132010Assets 2011: $72,159Liabilities 2011: $81,148Net Assets 2011: -$8,9892011Assets 2012: $207,140Liabilities 2012: $103,255Net Assets 2012: $103,8852012Assets 2013: $68,599Liabilities 2013: $23,940Net Assets 2013: $44,6592013Assets 2014: $26,310Net Assets 2014: $26,3102014

Highlighted filing

2014

Assets$26,310
Liabilities-
Net Assets$26,310
Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $4,240,2542010Revenue 2011: $67,974Expenses 2011: $156,747Net Income 2011: -$88,7732011Expenses 2012: $5,199,9382012Revenue 2013: $3,681Expenses 2013: $100,417Net Income 2013: -$96,7362013Revenue 2014: $23,827Expenses 2014: $42,176Net Income 2014: -$18,3492014

Highlighted filing

2014

Revenue$23,827
Expenses$42,176
Net Income-$18,349
Open 2014 Filing

Filings

Most recent year

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

Open filing
Assets
$26,310
Liabilities
-
Net assets
$26,310
Revenue
$23,827
Expenses
$42,176
Net income
-$18,349
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.02$0.04$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.02$0.04$0.00$0.10$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.10$0.10$5.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.08$0.01$0.07$0.16$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.17$0.09$4.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jul 14, 2015
Return Version
2013v4.0
Gross Receipts
$23,827
Mission and Program Overview

Mission

Provides employee benefits to S.F. Muni employees.

Program Services

DescriptionGrantsExpenses
Provides reimbursements to railway operators for various employee benefits. Number of persons benefited is approximately 2100.--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric WilliamsPresident-$0--
Andrew SimmonsVice President-$0--
Terrance HallFinancial Secr.-$0--
Donald EllisonHr Director-$0--
Monique ZmudaAlter. Trustee-$0--
Roberta BoomerAlter. Trustee-$0--
Mike HelmsTrustee-$0--
Micki CallahanChairperson-$0--
Filing and Contact Details

Filer

EIN
94-6201301
Phone
4159229428

Signing Officer

Name
Micki Callahan
Title
Chairperson
Signed
2015-07-14
Discuss with paid preparer
Yes

Preparer

Preparer
Robert H Griffin
Phone
5108938114
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - The form 990 was prepared using the best information available as of January 22, 2014.”

Other Revenue.1

“Unclaimed Checks $23808”

Other Expenses.1012

“Insurance $5852”

Other Expenses.1

“Bank Service Charges $132”

Other Assets.1

“Prepaid Liability Insurance - Beginning $29706 Prepaid Liability Insurance - Ending $4523”

Other Assets.2

“Other Receivables - Beginning $17 Other Receivables - Ending $0”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $132 Accounts Payable and Accrued Expenses - Ending $0”

Total Liabilities.1

“- Beginning $0 - Ending $0”

Raw XML Appendix134 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Haile Girma CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum05104200289
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine103640 Grand Ave Ste 202
IRS990EZ/BooksInCareOfDetail/USAddress/City0Oakland
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode094610
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038876
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021787
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18349
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011433
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt068599
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026310
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt023827
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt019
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044659
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026310
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044659
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Eric Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Andrew Simmons
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Terrance Hall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Donald Ellison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Monique Zmuda
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Roberta Boomer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Mike Helms
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Micki Callahan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Financial Secr.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3HR Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Alter. Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Alter. Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Chairperson
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt029723
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04523
IRS990EZ/OtherExpensesTotalAmt05984
IRS990EZ/OtherRevenueTotalAmt023808
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provides employee benefits to S.F. Muni employees.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provides reimbursements to railway operators for various employee benefits. Number of persons benefited is approximately 2100.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt024759
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt023940
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042176
IRS990EZ/TotalRevenueAmt023827
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0TWUSF.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - The form 990 was prepared using the best information available as of January 22, 2014.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Unclaimed Checks $23808
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $5852
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Service Charges $132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Prepaid Liability Insurance - Beginning $29706 Prepaid Liability Insurance - Ending $4523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Other Receivables - Beginning $17 Other Receivables - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Payable and Accrued Expenses - Beginning $132 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Micki Callahan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairperson
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10Transport Workers Union-SF Muni Railway
ReturnHeader/Filer/BusinessNameControlTxt0TRAN
ReturnHeader/Filer/EIN0946201301
ReturnHeader/Filer/PhoneNum04159229428
ReturnHeader/Filer/USAddress/AddressLine101508 Fillmore Street
ReturnHeader/Filer/USAddress/City0San Francisco
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094115
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WILLIAMS ADLEY AND CO-CA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101330 BROADWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0OAKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode094612
ReturnHeader/PreparerPersonGrp/PhoneNum05108938114
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert H Griffin
ReturnHeader/ReturnTs02015-07-14T17:34:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • <$500k nonprofits