Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
16th percentile
Higher net margin than 16% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
11th percentile
Faster asset growth than 11% of similar nonprofits.
Revenue Growth
98th percentile
Faster revenue growth than 98% of similar nonprofits.
Balance Sheet
Assets
Down$26,310
Down $42,289 (-62%) from 2013
Net Assets
Down$26,310
Down $18,349 (-41%) from 2013
Liabilities
Down$0
Down $23,940 (-100%) from 2013
Revenue And Expenses
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
Historical Trend
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
| Description | Grants | Expenses |
|---|---|---|
| Provides reimbursements to railway operators for various employee benefits. Number of persons benefited is approximately 2100. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Eric Williams | President | - | $0 | - | - |
| Andrew Simmons | Vice President | - | $0 | - | - |
| Terrance Hall | Financial Secr. | - | $0 | - | - |
| Donald Ellison | Hr Director | - | $0 | - | - |
| Monique Zmuda | Alter. Trustee | - | $0 | - | - |
| Roberta Boomer | Alter. Trustee | - | $0 | - | - |
| Mike Helms | Trustee | - | $0 | - | - |
| Micki Callahan | Chairperson | - | $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 |
|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Haile Girma CPA |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5104200289 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 3640 Grand Ave Ste 202 |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | Oakland |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 94610 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 38876 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 21787 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -18349 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 11433 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 68599 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 26310 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 23827 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 19 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 44659 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 26310 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 44659 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 26310 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.20 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.20 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0.20 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 0.20 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 0.20 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Eric Williams |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Andrew Simmons |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Terrance Hall |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Donald Ellison |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Monique Zmuda |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Roberta Boomer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Mike Helms |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Micki Callahan |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Financial Secr. |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | HR Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Alter. Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Alter. Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Chairperson |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 29723 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 4523 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 5984 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 23808 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Provides employee benefits to S.F. Muni employees. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Provides reimbursements to railway operators for various employee benefits. Number of persons benefited is approximately 2100. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 24759 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 23940 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 42176 |
| IRS990EZ/TotalRevenueAmt | 0 | 23827 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | TWUSF.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Client Note 1 - The form 990 was prepared using the best information available as of January 22, 2014. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Unclaimed Checks $23808 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Insurance $5852 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Bank Service Charges $132 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Prepaid Liability Insurance - Beginning $29706 Prepaid Liability Insurance - Ending $4523 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Other Receivables - Beginning $17 Other Receivables - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Accounts Payable and Accrued Expenses - Beginning $132 Accounts Payable and Accrued Expenses - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | - Beginning $0 - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Client Note 1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Revenue.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Assets.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Assets.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Total Liabilities.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Total Liabilities.1 |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Micki Callahan |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Chairperson |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-07-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | Transport Workers Union-SF Muni Railway |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | TRAN |
| ReturnHeader/Filer/EIN | 0 | 946201301 |
| ReturnHeader/Filer/PhoneNum | 0 | 4159229428 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 1508 Fillmore Street |
| ReturnHeader/Filer/USAddress/City | 0 | San Francisco |
| ReturnHeader/Filer/USAddress/State | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 94115 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | WILLIAMS ADLEY AND CO-CA LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 1330 BROADWAY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | OAKLAND |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 94612 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5108938114 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Robert H Griffin |
| ReturnHeader/ReturnTs | 0 | 2015-07-14T17:34:33-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-08-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $26,310
- Liabilities
- $0
- Net assets
- $26,310
- Revenue
- $23,827
- Expenses
- $42,176
- Net income
- -$18,349