Civic Intelligence

Amalgamated Transit Union Local 1309 AFL-CIO

990 • Fiscal year 2018 • EIN 95-1185013

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileWWW.ATULOCAL1309.ORG
7840 Lester AvenueLemon Grove, CA 91945

(619) 563-1309

Siviq Scores

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

Liabilities / Assets

85th percentile

0.16x

Higher debt load relative to assets than 85% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

85th percentile

0.16x

Higher debt load relative to revenue than 85% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Net Margin

58th percentile

7.2%

Higher net margin than 58% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

76th percentile

$96,725

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 14.4% of source-year revenue.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Asset Growth

66th percentile

7.1%

Faster asset growth than 66% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

60th percentile

4.1%

Faster revenue growth than 60% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$667,327

Up $44,141 (+7.1%) from 2017

Net Assets

Up

$558,246

Up $48,144 (+9.4%) from 2017

Liabilities

Down

$109,081

Down $4,003 (-3.5%) from 2017

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin58th percentile

Revenue

Up

$670,556

Up $26,569 (+4.1%) from 2017

Expenses

Up

$622,412

Up $35,833 (+6.1%) from 2017

Net Income

Down

$48,144

Down $9,264 (-16%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$1.0M$500K$0Assets 2010: $584,755Liabilities 2010: $8,091Net Assets 2010: $576,6642010Assets 2011: $523,220Liabilities 2011: $13,000Net Assets 2011: $510,2202011Assets 2012: $616,089Liabilities 2012: $116,647Net Assets 2012: $499,4422012Assets 2013: $634,486Liabilities 2013: $110,579Net Assets 2013: $523,9072013Assets 2014: $583,998Liabilities 2014: $112,933Net Assets 2014: $471,0652014Assets 2015: $595,974Liabilities 2015: $124,745Net Assets 2015: $471,2292015Assets 2016: $590,117Liabilities 2016: $124,472Net Assets 2016: $465,6452016Assets 2017: $623,186Liabilities 2017: $113,084Net Assets 2017: $510,1022017Assets 2018: $667,327Liabilities 2018: $109,081Net Assets 2018: $558,2462018Assets 2019: $734,536Liabilities 2019: $99,324Net Assets 2019: $635,2122019Assets 2020: $779,048Liabilities 2020: $98,065Net Assets 2020: $680,9832020Assets 2021: $805,813Liabilities 2021: $90,048Net Assets 2021: $715,7652021Assets 2022: $682,653Liabilities 2022: $72,871Net Assets 2022: $609,7822022Assets 2023: $612,842Liabilities 2023: $63,883Net Assets 2023: $548,9592023Assets 2024: $638,750Liabilities 2024: $55,622Net Assets 2024: $583,1282024

Highlighted filing

2018

Assets$667,327
Liabilities$109,081
Net Assets$558,246
Open 2018 Filing

Operations Trend

Revenue Growth60th percentile

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

$1.0M$500K$0-$500KRevenue 2010: $627,623Expenses 2010: $647,413Net Income 2010: -$19,7902010Expenses 2011: $544,2332011Expenses 2012: $498,6552012Revenue 2013: $522,994Expenses 2013: $503,297Net Income 2013: $19,6972013Revenue 2014: $521,325Expenses 2014: $559,755Net Income 2014: -$38,4302014Revenue 2015: $585,745Expenses 2015: $569,871Net Income 2015: $15,8742015Revenue 2016: $574,708Expenses 2016: $585,980Net Income 2016: -$11,2722016Revenue 2017: $643,987Expenses 2017: $586,579Net Income 2017: $57,4082017Revenue 2018: $670,556Expenses 2018: $622,412Net Income 2018: $48,1442018Revenue 2019: $693,259Expenses 2019: $609,685Net Income 2019: $83,5742019Revenue 2020: $629,598Expenses 2020: $578,445Net Income 2020: $51,1532020Revenue 2021: $644,512Expenses 2021: $605,062Net Income 2021: $39,4502021Revenue 2022: $631,410Expenses 2022: $736,878Net Income 2022: -$105,4682022Revenue 2023: $674,022Expenses 2023: $735,166Net Income 2023: -$61,1442023Revenue 2024: $731,832Expenses 2024: $697,663Net Income 2024: $34,1692024

Highlighted filing

2018

Revenue$670,556
Expenses$622,412
Net Income$48,144
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$767,865
Mission and Program Overview

Mission

The aims and objects of the organization are to unite the members, to promote their general welfare and advance their social, moral and intellectual interests; to protect their families in case of sickness or death; to constantly endeavor to establish mutual confidence and create and maintain harmonious relations with our employer; to encourage the principle of arbitration and produce all conciliation possible in the settlement of differences between employees and employer.

To unite the members, to promote their general welfare and advance their social, moral and intellecutal interests.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$387,193$373,402▼ $13,791
Cash and Non-Interest-Bearing Accounts$134,079$205,331▲ $71,252
Investments in Publicly Traded Securities$97,601$88,594▼ $9,007
Intangible Assets$4,313$0▼ $4,313
Total Assets$623,186$667,327▲ $44,141
Liabilities
Mortgage Notes Payable Secured by Investment Property$102,708$92,919▼ $9,789
Other Liabilities$10,376$16,162▲ $5,786
Total Liabilities$113,084$109,081▼ $4,003
Net Assets / Fund Balance
Temporarily Rstr Net Assets$344,634$342,755▼ $1,879
Unrestricted Net Assets$165,468$215,491▲ $50,023
Total Net Assets Fund Balance$510,102$558,246▲ $48,144
Total Liabilities and Net Assets / Fund Balance$623,186$667,327▲ $44,141

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$185,924$87,752$273,676
Land$187,478-$187,478
Equipment$0$19,456$19,456
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lisa J FairPresidentFT$96,725$96,725
Christopher ToddFinancial SecretaryPT$19,449$19,449
Johnny SalazarRecording SecretaryPT$17,095$17,095
Eric MadsenVice President-$16,681$16,681
Jamaal RussellExecutive Board Member-$5,422$5,422
Kermit TorreganoExecutive Board Member-$4,170$4,170
Lidia GomezExecutive Board Member-$3,451$3,451
Lillian TaylorExecutive Board Member-$2,170$2,170
Brent ChambersExecutive Board Member-$1,884$1,884
Ray EspinozaExecutive Board Member-$477$477

Board Members and Trustees

NameTitle
Gwen JacksonExecutive Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$623,394
Investment Income
$9,244
Other Revenue
$37,918
Change in Net Assets
$48,144

Audited Revenue Reconciliation

Revenue per Audited Statements
$670,556
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,027
Total Revenue per Audited Statements
$669,529
Total Revenue per Form 990
$670,556
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$342,470
Salaries, Compensation, and Employee Benefits$261,942
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$162,725$63,036-$225,761
All Other Expenses$26,587$14,873-$41,460
Conferences and Meetings$28,526--$28,526
Payroll Taxes$14,613$5,661-$20,274
Other Expenses$0$18,845-$18,845
Benefits to Members$18,000--$18,000
Other Employee Benefits$9,630$6,277-$15,907
Fees for Services Accounting$10,920$4,230-$15,150
Depreciation Depletion$10,195$3,949-$14,144
Fees for Services Legal$7,371--$7,371
Interest$4,338$1,680-$6,018
Insurance$3,181$1,232-$4,413
Total Functional Expenses$493,913$128,499$0$622,412

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$622,412
Total Expenses per Form 990$622,412
Total Expenses per Audited Statements$621,385
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-1,027
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other$8,328
Payroll Taxes Payable$6,311
Security Deposits$850
Credit Card Payable$673
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Union members who pay dues to the organization”

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

“There are elections every three years. The union members elect the president, vice president, financial secretary, recording secretary, and executive board members.”

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

“The union members must approve the following decisions: any dues assessments and any monitary expenditures that do not relate to the day to day operations of the union”

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

“The form 990 was reviewed by lisa fair, union president, and esther buompensiero, office manager,for the union.”

Form 990, Part VI, Section B, Line 15

“Compensation of the top management of the union is determnined based on the union contract. Top management is paid the same rate as they would be for their position were they still employed by the company whose employees the union represents.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union
EIN
95-1185013
Phone
6195631309
Address
7840 LESTER AVENUE, LEMON GROVE, CA 91945

Signing Officer

Name
Lisa Fair
Title
President
Phone
6195631309
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Fair
Formed
1942
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
0
Employees
25
Volunteers
0

Preparer

Firm
Lavine Lofgren Morris & Engelberg Llp
Address
4180 LA JOLLA VILLAGE DR STE 300, LA JOLLA, CA 92037
Preparer
Dale Snead CPA
Phone
8584551200
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

“The organization uses the modified cash basis of accounting.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment fees shown in expense on form 5500 -1,026. Book/tax difference realized gain -1.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Investment fees netted against income on financial statements -1,027.”

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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09630
IRS990/OtherEmployeeBenefitsGrp/TotalAmt015907
IRS990/OtherExpensesGrp/Desc0INTERNATIONAL
IRS990/OtherExpensesGrp/Desc1LOCAL & STATE CENTRAL B
IRS990/OtherExpensesGrp/Desc2OFFICE SUPPLIES & EXPEN
IRS990/OtherExpensesGrp/Desc3PENALTIES/INTEREST
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08716
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt118845
IRS990/OtherExpensesGrp/ProgramServicesAmt0139667
IRS990/OtherExpensesGrp/ProgramServicesAmt135659
IRS990/OtherExpensesGrp/ProgramServicesAmt222501
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt0139667
IRS990/OtherExpensesGrp/TotalAmt135659
IRS990/OtherExpensesGrp/TotalAmt231217
IRS990/OtherExpensesGrp/TotalAmt318845
IRS990/OtherLiabilitiesGrp/BOYAmt010376
IRS990/OtherLiabilitiesGrp/EOYAmt016162
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0VENDING COMMISSION
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc2RENTAL INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt018630
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt110688
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt28600
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt018630
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt110688
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt28600
IRS990/OtherRevenueTotalAmt037918
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt063036
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0162725
IRS990/OtherSalariesAndWagesGrp/TotalAmt0225761
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05661
IRS990/PayrollTaxesGrp/ProgramServicesAmt014613
IRS990/PayrollTaxesGrp/TotalAmt020274
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LISA FAIR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0UNION DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0623394
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0623394
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt018750
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010056
IRS990/PYOtherExpensesAmt0299974
IRS990/PYOtherRevenueAmt048734
IRS990/PYProgramServiceRevenueAmt0585197
IRS990/PYRevenuesLessExpensesAmt057408
IRS990/PYSalariesCompEmpBnftPaidAmt0267855
IRS990/PYTotalExpensesAmt0586579
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0643987
IRS990/ReconcilationRevenueExpnssAmt048144
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0185924
IRS990ScheduleD/BuildingsGrp/DepreciationAmt087752
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0273676
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt019456
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019456
IRS990ScheduleD/ExpensesNotReportedAmt0-1027
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0622412
IRS990ScheduleD/LandGrp/BookValueAmt0187478
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0187478
IRS990ScheduleD/OtherExpensesIncludedAmt0-1027
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0673
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt18328
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt26311
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3850
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3SECURITY DEPOSITS
IRS990ScheduleD/OtherRevenueAmt0-1027
IRS990ScheduleD/RevenueNotReportedAmt0-1027
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0670556
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT FEES SHOWN IN EXPENSE ON FORM 5500 -1,026. BOOK/TAX DIFFERENCE REALIZED GAIN -1.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT FEES NETTED AGAINST INCOME ON FINANCIAL STATEMENTS -1,027.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0373402
IRS990ScheduleD/TotalExpensesPerForm990Amt0622412
IRS990ScheduleD/TotalLiabilityAmt016162
IRS990ScheduleD/TotalRevenuePerForm990Amt0670556
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0669529
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0621385
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNION MEMBERS WHO PAY DUES TO THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE ELECTIONS EVERY THREE YEARS. THE UNION MEMBERS ELECT THE PRESIDENT, VICE PRESIDENT, FINANCIAL SECRETARY, RECORDING SECRETARY, AND EXECUTIVE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE UNION MEMBERS MUST APPROVE THE FOLLOWING DECISIONS: ANY DUES ASSESSMENTS AND ANY MONITARY EXPENDITURES THAT DO NOT RELATE TO THE DAY TO DAY OPERATIONS OF THE UNION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 WAS REVIEWED BY LISA FAIR, UNION PRESIDENT, AND ESTHER BUOMPENSIERO, OFFICE MANAGER,FOR THE UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION OF THE TOP MANAGEMENT OF THE UNION IS DETERMNINED BASED ON THE UNION CONTRACT. TOP MANAGEMENT IS PAID THE SAME RATE AS THEY WOULD BE FOR THEIR POSITION WERE THEY STILL EMPLOYED BY THE COMPANY WHOSE EMPLOYEES THE UNION REPRESENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING.
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 B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 1:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0344634
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0342755
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0623186
IRS990/TotalAssetsEOYAmt0667327
IRS990/TotalAssetsGrp/BOYAmt0623186
IRS990/TotalAssetsGrp/EOYAmt0667327
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt025
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0128499
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0493913
IRS990/TotalFunctionalExpensesGrp/TotalAmt0622412
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0113084
IRS990/TotalLiabilitiesEOYAmt0109081
IRS990/TotalLiabilitiesGrp/BOYAmt0113084
IRS990/TotalLiabilitiesGrp/EOYAmt0109081
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0510102
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0558246
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0493913
IRS990/TotalProgramServiceRevenueAmt0623394
IRS990/TotalReportableCompFromOrgAmt0167524
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0670556
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0670556
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0623186
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0667327
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0165468
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0215491
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07840 LESTER AVENUE
IRS990/USAddress/CityNm0LEMON GROVE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091945
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.ATULOCAL1309.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA FAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06195631309
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0951185013
ReturnHeader/Filer/PhoneNum06195631309
ReturnHeader/Filer/USAddress/AddressLine1Txt07840 LESTER AVENUE
ReturnHeader/Filer/USAddress/CityNm0LEMON GROVE

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$667,327
Liabilities
$109,081
Net assets
$558,246
Revenue
$670,556
Expenses
$622,412
Net income
$48,144
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.39$0.56$5.83$7.32$6.98$0.34
2023Detailed filing. Detailed filing data is available for this year.$6.13$0.64$5.49$6.74$7.35$0.61
2022Detailed filing. Detailed filing data is available for this year.$6.83$0.73$6.10$6.31$7.37$1.05
2021Detailed filing. Detailed filing data is available for this year.$8.06$0.90$7.16$6.45$6.05$0.39
2020Detailed filing. Detailed filing data is available for this year.$7.79$0.98$6.81$6.30$5.78$0.51
2019Detailed filing. Detailed filing data is available for this year.$7.35$0.99$6.35$6.93$6.10$0.84
2018Detailed filing. Detailed filing data is available for this year.$6.67$1.09$5.58$6.71$6.22$0.48
2017Detailed filing. Detailed filing data is available for this year.$6.23$1.13$5.10$6.44$5.87$0.57
2016Detailed filing. Detailed filing data is available for this year.$5.90$1.24$4.66$5.75$5.86$0.11
2015Detailed filing. Detailed filing data is available for this year.$5.96$1.25$4.71$5.86$5.70$0.16
2014Detailed filing. Detailed filing data is available for this year.$5.84$1.13$4.71$5.21$5.60$0.38
2013Detailed filing. Detailed filing data is available for this year.$6.34$1.11$5.24$5.23$5.03$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.16$1.17$4.99$4.99
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.23$0.13$5.10$5.44
2010Summary only. Only limited summary data is available for this year.$5.85$0.08$5.77$6.28$6.47$0.20