2024-03-21T10:59:19-05:00 2023-12-31 475085570 BOWERSO'NEAL LLC 5540 N ACADEMY BLVD STE 200 COLORADO SPRINGS CO 80918 990 2023-01-01 840004215 AMALGAMATED TRANSIT UNION LOCAL 1001 AMAL 3034121001 3315 WEST 72ND AVENUE WESTMINSTER CO 800305310 MICHAEL HARVEY FINANCIAL SECRETARY/TREASURER 3034121001 2024-03-18 1 MICHAEL HARVEY XXX-XX-XXXX 1 ERIC BOWERS CPA P00082771 7192035382 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z MICHAEL HARVEY 3315 WEST 72ND AVENUE WESTMINSTER CO 800305310 1957953 0 X WWW.ATU1001DENVER.ORG X 1933 CO MEMBER REPRESENTATION 17 0 41 0 0 0 0 0 1370460 1593205 32834 16984 49084 71463 1452378 1681652 0 0 23155 12823 880633 785364 0 0 0 845391 844967 1749179 1643154 -296801 38498 1176653 1239207 16686 4819 1159967 1234388 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 0 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 41 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 RONALD CHAMPENO CHIEF STEWARD 5.00 X 15057 0 0 DENNIS HAWKINS CHIEF STEWARD 5.00 X 9159 0 1374 MATTHEW JACKSON CHIEF STEWARD 5.00 X 15393 0 2309 KELLY KEEP CHIEF STEWARD 5.00 X 15514 0 2327 FELIX MARTINEZ CHIEF STEWARD 5.00 X 10286 0 0 KERESA MARTINEZ CHIEF STEWARD 5.00 X 14047 0 0 SCOTT MATUSKA FORMER CHIEF STEWARD 5.00 X 4103 0 615 BARBARA O'DONNELL CHIEF STEWARD 5.00 X 20820 0 3123 NATHANIEL LUDWIG CHIEF STEWARD 5.00 X 12551 0 1860 DAWIT TADESSE CHIEF STEWARD 5.00 X 18144 0 0 CHRISTOPHER MORALEZ CHIEF STEWARD 5.00 X 14158 0 2124 BRANDON SANTOS CHIEF STEWARD 5.00 X 19823 0 2974 WILLIAM SNIDER CHIEF STEWARD 5.00 X 13618 0 2043 LEVI YARBROUGH CHIEF STEWARD 5.00 X 7216 0 1082 DANIEL CASABIANCA FORMER CHIEF STEWARD 5.00 X 3423 0 514 LANCE LONGENBOHN PRESIDENT/BUSINESS AGENT 40.00 X 104322 0 17025 RONALD SHORT RECORDING SECRETARY/CORRES 40.00 X 79619 0 5610 MICHAEL HARVEY FINANCIAL SECRETARY/ASSIST 40.00 X 80118 0 13365 JULIAN GUTIERREZ VICE PRESIDENT 25.00 X 60068 0 9006 517439 0 65351 1 0 0 0 0 MEMBERSHIP DUES 813930 1593205 1593205 1593205 9967 9967 283318 276301 7017 7017 7017 CANTEEN COMMISSIONS 812900 34000 34000 EXPENSE REIMBURSEMENTS 900099 30373 30373 MISCELLANEOUS INCOME 900099 7090 7090 71463 1681652 1671685 0 9967 12823 540275 116233 68243 8535 52078 3805 41285 2022 52800 39989 51328 572016 20832 10403 CONTRACT NEGOTIATIONS 18767 ELECTIONS 13874 TELEPHONE 9979 MILEAGE REIMBURSEMENT 3631 4236 1643154 14708 5088 106950 297549 891218 319677 590311 571541 464134 364479 550 550 1176653 1239207 4819 16686 0 16686 4819 X 611345 709855 548622 524533 1159967 1234388 1176653 1239207 38498 35923 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 0 247300 247300 593189 277877 315312 50729 41800 8929 571541 X 1739642 35923 35923 1703719 2022 -24089 -22067 1681652 1641132 0 1641132 2022 2022 1643154 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 2020. 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 12/31/2023, ATU 1001 REPORTED 2,225 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.