Civic Intelligence

Atu Local 192 Retiree and Welfare Tr

EIN 94-6724972 • 501(c)9 • Oakland, CA

RevokedNTEE Y43

Profile

Provides health insurance benefits to eligible retirees of atu union, local 192, afscme, local 3916; and, ibew, local 1245 affiliated with ac transit.

Revocation date: Nov 15, 2019

1600 Franklin StreetOakland, CA 94612
Siviq Scores

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

Liabilities / Assets

89th percentile

0.40x

Higher debt load relative to assets than 89% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.36x

Higher debt load relative to revenue than 82% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Net Margin

36th percentile

4.6%

Higher net margin than 36% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

NTEE Y • $1M-$5M nonprofits • Source year 2024

Asset Growth

51st percentile

6.0%

Faster asset growth than 51% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

10%

Faster revenue growth than 55% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$4,183,856

Up $237,368 (+6.0%) from 2023

Liabilities

Up

$1,682,912

Up $21,084 (+1.3%) from 2023

Net Assets

Up

$2,500,944

Up $216,284 (+9.5%) from 2023

Operations
Liabilities / Revenue82nd percentileNet Margin36th percentile

Revenue

Up

$4,711,133

Up $442,372 (+10%) from 2023

Expenses

Up

$4,494,849

Up $2,683 (+0.1%) from 2023

Net Income

Up

$216,284

Up $439,689 (+197%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$6.0M$4.0M$2.0M$0Assets 2023: $3,946,488Liabilities 2023: $1,661,828Net Assets 2023: $2,284,6602023Assets 2024: $4,183,856Liabilities 2024: $1,682,912Net Assets 2024: $2,500,9442024

Highlighted filing

2024

Assets$4,183,856
Liabilities$1,682,912
Net Assets$2,500,944
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2023: $4,268,761Expenses 2023: $4,492,166Net Income 2023: -$223,4052023Revenue 2024: $4,711,133Expenses 2024: $4,494,849Net Income 2024: $216,2842024

Highlighted filing

2024

Revenue$4,711,133
Expenses$4,494,849
Net Income$216,284
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,183,856
Liabilities
$1,682,912
Net assets
$2,500,944
Revenue
$4,711,133
Expenses
$4,494,849
Net income
$216,284
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.18$1.68$2.50$4.71$4.49$0.22
2023Detailed filing. Detailed filing data is available for this year.$3.95$1.66$2.28$4.27$4.49$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$4,711,133
Mission and Program Overview

Mission

Provides health insurance benefits to eligible retirees of atu union, local 192, afscme, local 3916; and, ibew, local 1245 affiliated with ac transit.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,479,337$3,292,842▲ $1,813,505
Accounts Receivable$516,666$684,587▲ $167,921
Savings and Temporary Cash Investments$1,950,485$206,427▼ $1,744,058
Total Assets$3,946,488$4,183,856▲ $237,368
Liabilities
Accounts Payable and Accrued Expenses$1,661,828$1,682,912▲ $21,084
Total Liabilities$1,661,828$1,682,912▲ $21,084
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,284,660$2,500,944▲ $216,284
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$2,284,660$2,500,944▲ $216,284
Total Liabilities and Net Assets / Fund Balance$3,946,488$4,183,856▲ $237,368
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Alan ParelloEmployer Trustee
Chris AndrichakEmployer Trustee
Josette MossUnion Trustee
Latrina MeredithUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,683,640
Investment Income
$27,493
Other Revenue
$0
Change in Net Assets
$216,284
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$120,213
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$4,374,636--$4,374,636
Fees for Services Other$114,660--$114,660
Office Expenses$2,510--$2,510
Fees for Services Legal$2,448--$2,448
Other Expenses$595$0$0$595
Total Functional Expenses$4,494,849$0$0$4,494,849
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“It has eligible retirees and eligible surviving spouses.”

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

“The employer trustees present at any meeting shall share equally as many votes as there are authorized employer trustees, and the union trustees present at any meeting shall share equally as many votes as there are authorized union trustees.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the controller before submission.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing document, conflict of interest policy, and financial statements available to its members upon request. All documents are held by the secretary. Form 990 can be accessed via irs.gov and guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Atu Local 192 Retiree Health and Welfare Tr
EIN
94-6724972
Phone
5108914777
Address
1600 FRANKLIN STREET, OAKLAND, CA 94612

Signing Officer

Name
Alan Parello
Title
Employer Trustee
Phone
5108914777
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan Parello
Formed
1999
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Easy Office Dba Jitasa
Address
1120 S RACKHAM WAY SUITE 300, MERIDIAN, ID 83642
Preparer
Jeremy Cork
Phone
2082874777
Raw XML Appendix313 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDES HEALTH INSURANCE BENEFITS TO ELIGIBLE RETIREES OF ATU UNION, LOCAL 192, AFSCME, LOCAL 3916; AND, IBEW, LOCAL 1245 AFFILIATED WITH AC TRANSIT.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IT HAS ELIGIBLE RETIREES AND ELIGIBLE SURVIVING SPOUSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EMPLOYER TRUSTEES PRESENT AT ANY MEETING SHALL SHARE EQUALLY AS MANY VOTES AS THERE ARE AUTHORIZED EMPLOYER TRUSTEES, AND THE UNION TRUSTEES PRESENT AT ANY MEETING SHALL SHARE EQUALLY AS MANY VOTES AS THERE ARE AUTHORIZED UNION TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED BY THE CONTROLLER BEFORE SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENT, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO ITS MEMBERS UPON REQUEST. ALL DOCUMENTS ARE HELD BY THE SECRETARY. FORM 990 CAN BE ACCESSED VIA IRS.GOV AND GUIDESTAR.ORG.
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262176601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EASY OFFICE DBA JITASA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01120 S RACKHAM WAY SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MERIDIAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd083642
ReturnHeader/PreparerPersonGrp/PhoneNum02082874777
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMY CORK
ReturnHeader/ReturnTs02025-05-14T23:39:37-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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