Civic Intelligence

Amalgamated Transit Union Local 1309 AFL-CIO

990 • Fiscal year 2021 • EIN 95-1185013

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

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

0.11x

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

2021 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

85th percentile

0.14x

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

2021 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2021

Net Margin

38th percentile

6.1%

Higher net margin than 38% of similar nonprofits.

2021 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

84th percentile

$111,461

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 17.3% of source-year revenue.

2021 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2021

Asset Growth

36th percentile

3.4%

Faster asset growth than 36% of similar nonprofits.

2021 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

55th percentile

2.4%

Faster revenue growth than 55% of similar nonprofits.

2021 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$805,813

Up $26,765 (+3.4%) from 2020

Net Assets

Up

$715,765

Up $34,782 (+5.1%) from 2020

Liabilities

Down

$90,048

Down $8,017 (-8.2%) from 2020

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin38th percentile

Revenue

Up

$644,512

Up $14,914 (+2.4%) from 2020

Expenses

Up

$605,062

Up $26,617 (+4.6%) from 2020

Net Income

Down

$39,450

Down $11,703 (-23%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2021

Assets$805,813
Liabilities$90,048
Net Assets$715,765
Open 2021 Filing

Operations Trend

Revenue Growth55th 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

2021

Revenue$644,512
Expenses$605,062
Net Income$39,450
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$666,292
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$382,849$364,080▼ $18,769
Cash and Non-Interest-Bearing Accounts$302,681$346,031▲ $43,350
Investments in Publicly Traded Securities$93,518$95,702▲ $2,184
Intangible Assets-$0-
Total Assets$779,048$805,813▲ $26,765
Liabilities
Mortgage Notes Payable Secured by Investment Property$80,782$74,126▼ $6,656
Other Liabilities$17,283$15,922▼ $1,361
Total Liabilities$98,065$90,048▼ $8,017
Net Assets / Fund Balance
Net Assets With Donor Restrictions$399,679$407,085▲ $7,406
Net Assets Without Donor Restrictions$281,304$308,680▲ $27,376
Total Net Assets Fund Balance$680,983$715,765▲ $34,782
Total Liabilities and Net Assets / Fund Balance$779,048$805,813▲ $26,765

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$167,204$133,582$300,786
Land$187,478-$187,478
Equipment$0$19,456$19,456
Other Land Buildings$9,398$5,060$14,458
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Cesar BuenaventuraPresidentFT$111,461$111,461
Christopher ToddFinancial SecretaryPT$27,481$27,481
Johnny SalazarVice President-$22,878$22,878
Jamaal RussellExecutive Board Member-$16,007$16,007
Lidia GomezRecording SecretaryPT$10,620$10,620
Mike TenorioExecutive Board Member-$4,669$4,669
Pasi LagunaExecutive Board Member-$4,556$4,556
Brent ChambersExecutive Board Member-$3,827$3,827
Lillian TaylorExecutive Board Member-$2,489$2,489
Gwen JacksonExecutive Board Member-$1,345$1,345
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$596,244
Investment Income
$3,541
Other Revenue
$44,727
Change in Net Assets
$39,450

Audited Revenue Reconciliation

Revenue per Audited Statements
$644,512
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,129
Total Revenue per Audited Statements
$643,383
Total Revenue per Form 990
$644,512
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$298,522
Other Expenses$273,540
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$173,654$31,679-$205,333
Other Salaries and Wages$21,842$39,709-$61,551
Benefits to Members$33,000--$33,000
Payroll Taxes$16,065$5,866-$21,931
Fees for Services Accounting$13,189$4,816-$18,005
Conferences and Meetings$14,949--$14,949
Depreciation Depletion$10,585$3,866-$14,451
Other Employee Benefits$4,562$5,145-$9,707
Other Expenses$4,712$1,720-$6,432
All Other Expenses$3,984$1,429-$5,413
Interest$3,544$1,294-$4,838
Fees for Services Legal$4,408--$4,408
Insurance$2,565$936-$3,501
Total Functional Expenses$501,589$103,473$0$605,062

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$608,601
Expenses per Audited Statements$605,062
Total Expenses per Form 990$605,062
Expenses Not Reported on Form 990$3,539
Expenses Not Reported on Financial Statements$0
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$9,981
Credit Card Payable$3,204
Payroll Taxes Payable$1,887
Security Deposits$850
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
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 cesar buenaventura,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
Cesar Buenaventura
Title
President
Phone
6195631309
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cesar Buenaventura
Formed
1942
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
0
Employees
19
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 XI, LINE 9:

“Book/tax difference depreciation & amortization -4,668.”

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 -1,129.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Investment fees netted against income on financial statements -1,129. Book/tax difference depreciation 4,668.”

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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-4668
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05145
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04562
IRS990/OtherEmployeeBenefitsGrp/TotalAmt09707
IRS990/OtherExpensesGrp/Desc0INTERNATIONAL
IRS990/OtherExpensesGrp/Desc1LOCAL & STATE CENTRAL B
IRS990/OtherExpensesGrp/Desc2OFFICE SUPPLIES & EXPEN
IRS990/OtherExpensesGrp/Desc3TAXES - OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07013
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11720
IRS990/OtherExpensesGrp/ProgramServicesAmt0138711
IRS990/OtherExpensesGrp/ProgramServicesAmt136615
IRS990/OtherExpensesGrp/ProgramServicesAmt219204
IRS990/OtherExpensesGrp/ProgramServicesAmt34712
IRS990/OtherExpensesGrp/TotalAmt0138711
IRS990/OtherExpensesGrp/TotalAmt136615
IRS990/OtherExpensesGrp/TotalAmt226217
IRS990/OtherExpensesGrp/TotalAmt36432
IRS990/OtherLiabilitiesGrp/BOYAmt017283
IRS990/OtherLiabilitiesGrp/EOYAmt015922
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0VENDING COMMISSION
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc2RENTAL INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt016688
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt115999
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt212040
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt016688
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt115999
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt212040
IRS990/OtherRevenueTotalAmt044727
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt039709
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt021842
IRS990/OtherSalariesAndWagesGrp/TotalAmt061551
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05866
IRS990/PayrollTaxesGrp/ProgramServicesAmt016065
IRS990/PayrollTaxesGrp/TotalAmt021931
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CESAR BUENAVENTURA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0UNION DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0596244
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0596244
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt023500
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01596
IRS990/PYOtherExpensesAmt0289162
IRS990/PYOtherRevenueAmt024095
IRS990/PYProgramServiceRevenueAmt0603907
IRS990/PYRevenuesLessExpensesAmt051153
IRS990/PYSalariesCompEmpBnftPaidAmt0265783
IRS990/PYTotalExpensesAmt0578445
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0629598
IRS990/ReconcilationRevenueExpnssAmt039450
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0167204
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0133582
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0300786
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt019456
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019456
IRS990ScheduleD/ExpensesNotReportedAmt03539
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0605062
IRS990ScheduleD/LandGrp/BookValueAmt0187478
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0187478
IRS990ScheduleD/OtherExpensesIncludedAmt03539
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt09398
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05060
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt014458
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03204
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt19981
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21887
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3850
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3SECURITY DEPOSITS
IRS990ScheduleD/OtherRevenueAmt0-1129
IRS990ScheduleD/RevenueNotReportedAmt0-1129
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0644512
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT FEES SHOWN IN EXPENSE ON FORM 5500 -1,129.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT FEES NETTED AGAINST INCOME ON FINANCIAL STATEMENTS -1,129. BOOK/TAX DIFFERENCE DEPRECIATION 4,668.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0364080
IRS990ScheduleD/TotalExpensesPerForm990Amt0605062
IRS990ScheduleD/TotalLiabilityAmt015922
IRS990ScheduleD/TotalRevenuePerForm990Amt0644512
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0643383
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0608601
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 CESAR BUENAVENTURA,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/ExplanationTxt6BOOK/TAX DIFFERENCE DEPRECIATION & AMORTIZATION -4,668.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE 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 XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 1
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0779048
IRS990/TotalAssetsEOYAmt0805813
IRS990/TotalAssetsGrp/BOYAmt0779048
IRS990/TotalAssetsGrp/EOYAmt0805813
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt019
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0103473
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0501589
IRS990/TotalFunctionalExpensesGrp/TotalAmt0605062
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt098065
IRS990/TotalLiabilitiesEOYAmt090048
IRS990/TotalLiabilitiesGrp/BOYAmt098065
IRS990/TotalLiabilitiesGrp/EOYAmt090048
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0680983
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0715765
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0501589
IRS990/TotalProgramServiceRevenueAmt0596244
IRS990/TotalReportableCompFromOrgAmt0205333
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0644512
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0644512
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0779048
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0805813
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CESAR BUENAVENTURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06195631309
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0AMAL

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$805,813
Liabilities
$90,048
Net assets
$715,765
Revenue
$644,512
Expenses
$605,062
Net income
$39,450
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