2023-03-21T20:50:20-05:00 2022-12-31 475085570 BOWERSO'NEAL LLC 5540 N ACADEMY BLVD STE 200 COLORADO SPRINGS CO 80918 990 2022-01-01 840004215 AMALGAMATED TRANSIT UNION LOCAL 1001 AMAL 3034121001 3315 WEST 72ND AVENUE WESTMINSTER CO 800305310 MICHAEL HARVEY FINANCIAL SECRETARY/TREASURER 3034121001 2023-03-21 1 MICHAEL HARVEY XXX-XX-XXXX 0 ERIC BOWERS CPA P00082771 7192035382 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHAEL HARVEY 3315 WEST 72ND AVENUE WESTMINSTER CO 800305310 1787590 0 X WWW.ATU1001DENVER.ORG X 1933 CO MEMBER REPRESENTATION 17 0 49 0 0 0 1510237 0 0 1370460 8941 32834 38412 49084 1557590 1452378 0 0 0 23155 886325 880633 0 0 0 740482 845391 1626807 1749179 -69217 -296801 1461205 1176653 19606 16686 1441599 1159967 MEMBER REPRESENTATION 0 0 NEGOTIATIONS ON BEHALF OF MEMBERS DURING COLLECTIVE BARGAINING TO ADOPT A CONTRACT FOR EMPLOYMENT OF UNION MEMBERS WITH REGIONAL TRANSPORTATION DISTRICT AND OTHER EMPLOYERS THAT PROVIDE ROUTE SERVICES TO THE REGIONAL TRANSPORTATION DISTRICT. ONGOING ADVICE, REPRESENTATION, AND ARBITRATION ON BEHALF OF UNION MEMBERS IN CONTRACT DISPUTES WITH THE REGIONAL TRANSPORTATION DISTRICT AND OTHER EMPLOYERS. GENERAL CONTRACT ENFORCEMENT AND OTHER MEMBER TRAINING AND EDUCATION ON BENEFITS AND WORKPLACE RIGHTS AND OBLIGATIONS. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 49 1 0 0 0 0 0 0 0 0 0 0 X 17 0 0 0 0 0 1 1 1 1 1 0 0 1 0 0 0 1 1 0 X MICHAEL HARVEY 3034121001 3315 WEST 72ND AVENUE WESTIMINSTER CO 800305310 NEBIYU BERHE CHIEF STEWARD 5.00 X 19604 0 0 DANIEL BRENNAN CHIEF STEWARD 5.00 X 20492 0 2865 JUSTIN DELANEY CHIEF STEWARD 5.00 X 14752 0 2117 JULIAN GUTIERREZ CHIEF STEWARD 5.00 X 36928 0 5222 MATTHEW JACKSON CHIEF STEWARD 5.00 X 15547 0 2250 KELLY KEEP CHIEF STEWARD 5.00 X 13165 0 1889 FELIX MARTINEZ CHIEF STEWARD 5.00 X 11630 0 0 KERESA MARTINEZ CHIEF STEWARD 5.00 X 17283 0 0 SCOTT MATUSKA CHIEF STEWARD 5.00 X 14680 0 2107 BARBARA O'DONNELL CHIEF STEWARD 5.00 X 18029 0 2618 WALTER PALMGREN CHIEF STEWARD 5.00 X 19383 0 2697 ERIC STUBBLEFIELD CHIEF STEWARD 5.00 X 20718 0 2935 DAWIT TADESSE CHIEF STEWARD 5.00 X 23937 0 0 LANCE LONGENBOHN PRESIDENT/BUSINESS AGENT 40.00 X 105212 0 17272 RONALD SHORT VICE PRESIDENT 25.00 X 75490 0 10860 MICHAEL HARVEY FINANCIAL SECRETARY/ASSISTANT BUSINESS AGENT 40.00 X 78389 0 14335 MARVIN ROBERTS RECORDING SECRETARY/CORRESPONDENT 40.00 X 95698 0 2329 WILLIAM JONES GENERAL COUNSEL 40.00 X 115708 0 7814 716645 0 77310 2 0 0 0 0 MEMBERSHIP DUES 813930 1370460 1370460 1370460 19185 19185 348861 335212 13649 13649 13649 CANTEEN COMMISSIONS 812900 32500 32500 EXPENSE REIMBURSEMENTS 900099 15500 15500 MISCELLANEOUS INCOME 900099 1084 1084 49084 1452378 1433193 0 19185 23155 622398 111429 67061 14343 65402 1060 36210 2973 34502 40616 60546 505380 20955 8707 CONTRACT NEGOTIATIONS 113215 TELEPHONE 9646 MILEAGE REIMBURSEMENT 3655 CHARITABLE CONTRIBUTION 3000 4926 1749179 14708 321120 106950 889156 298845 609499 590311 530036 464134 550 550 1461205 1176653 19606 0 16686 19606 16686 X 562814 611345 878785 548622 1441599 1159967 1461205 1176653 -296801 -120701 135870 0 X X 0 1 X 1 0 AMALGAMATED TRANIST UNION LOCAL #1001 SMALL DONOR COMMITTEE 3315 WEST 72ND AVENUE WESTMINSTER CO 80030 840004215 0 2500 247300 247300 593189 261118 332071 48667 37727 10940 590311 PAYROLL WITHHOLDINGS PAYABLE 16686 16686 X 1658866 -120702 -120702 1779568 2973 -330163 -327190 1452378 1746206 0 1746206 2973 2973 1749179 PART X, LINE 2: NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES AS THE LOCAL IS A NONPROFIT ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE. MANAGEMENT PERFORMS AN ANNUAL ANALYSIS OF THE LOCAL'S VARIOUS TAX POSITIONS, ASSESSING THE LIKELIHOOD OF THOSE POSITIONS BEING UPHELD UPON EXAMINATION BY RELEVANT TAXING AUTHORITIES. MANAGEMENT BELIEVES THE LOCAL HAS CONDUCTED ITS OPERATIONS IN ACCORDANCE WITH APPLICABLE INCOME TAX REPORTING REQUIREMENTS, AND HAS PROPERLY MAINTAINED ITS TAX-EXEMPT STATUS, AND HAS TAKEN NO MATERIAL UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE LOCAL IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2019. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGES IN NET ASSETS WITH RESTRICTIONS X 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 AS OF 12/31/2022, ATU 1001 REPORTED 2,169 MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A ACCORDING TO THE UNION BYLAWS, MEMBERS IN GOOD STANDING MAY NOMINATE ANYONE WHO HAS BEEN A MEMBER IN GOOD STANDING FOR TWO YEARS FOR ANY OFFICE. ELECTION OF OFFICERS AND UNION STEWARDS TAKES PLACE EVERY THREE YEARS. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE EXECUTIVE BOARD ARE SUBJECT TO APPROVAL BY A QUORUM OF UNION MEMBERS PRESENT AT THE MONTHLY MEETINGS. A QUORUM CONSISTS OF 20 MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B NO FORMAL PROCESS IS DOCUMENTED. FORM 990 IS AVAILABLE TO THE EXECUTIVE BOARD AND SIGNED BY THE ASSISTANT BUSINESS AGENT/FINANCIAL SECRETARY. FORM 990, PART VI, SECTION B, LINE 15 TOP MANAGEMENT OFFICIALS AND KEY EMPLOYEES ARE PAID BASED ON WAGE SCALES ESTABLISHED BY THE INDUSTRY. FORM 990, PART VI, SECTION C, LINE 19 THE AMALGAMATED TRANSIT UNION 1001 MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY REQUEST. PART XII AUDIT COMMITTEE AND SELECTION PROCESS THE EXECUTIVE BOARD HAS THE RESPONSIBILITY FOR THE OVERSIGHT OF THE ANNUAL AUDIT AND THE SELECTION OF THE AUDITORS. THERE WERE NO CHANGES IN THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.