Civic Intelligence

Amalgamated Transit Union Local # 714

990EZ • Fiscal year 2014 • EIN 01-0018605

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 24, 2015

Organization ProfileN/A
PO Box 979Portland, ME 04104

(207) 775-5399

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Net Margin

20th percentile

-9.5%

Higher net margin than 20% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Top Officer Pay

65th percentile

$5,118

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Asset Growth

7th percentile

-32%

Faster asset growth than 7% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

38th percentile

-2.3%

Faster revenue growth than 38% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$13,146

Down $6,279 (-32%) from 2013

Net Assets

Down

$13,146

Down $6,279 (-32%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin20th percentile

Revenue

Down

$65,972

Down $1,536 (-2.3%) from 2013

Expenses

Up

$72,251

Up $11,792 (+20%) from 2013

Net Income

Down

-$6,279

Down $13,328 (-189%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$80K$60K$40K$20K$0Assets 2010: $1,420Liabilities 2010: $0Net Assets 2010: $1,4202010Assets 2011: $5,629Liabilities 2011: $0Net Assets 2011: $5,6292011Assets 2012: $12,376Liabilities 2012: $0Net Assets 2012: $12,3762012Assets 2013: $19,425Liabilities 2013: $0Net Assets 2013: $19,4252013Assets 2014: $13,146Liabilities 2014: $0Net Assets 2014: $13,1462014Assets 2015: $15,716Liabilities 2015: $02015Assets 2016: $31,782Liabilities 2016: $02016Assets 2017: $42,286Liabilities 2017: $02017Assets 2018: $48,115Liabilities 2018: $02018Assets 2019: $48,792Liabilities 2019: $02019Assets 2020: $62,078Liabilities 2020: $02020Assets 2021: $64,420Liabilities 2021: $0Net Assets 2021: $64,4202021Assets 2022: $43,932Liabilities 2022: $0Net Assets 2022: $43,9322022Assets 2023: $30,085Liabilities 2023: $0Net Assets 2023: $30,0852023Assets 2024: $13,007Liabilities 2024: $0Net Assets 2024: $13,0072024

Highlighted filing

2014

Assets$13,146
Liabilities$0
Net Assets$13,146
Open 2014 Filing

Operations Trend

Revenue Growth38th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $66,450Expenses 2010: $67,580Net Income 2010: -$1,1302010Revenue 2011: $65,002Expenses 2011: $60,793Net Income 2011: $4,2092011Revenue 2012: $64,717Expenses 2012: $57,970Net Income 2012: $6,7472012Revenue 2013: $67,508Expenses 2013: $60,459Net Income 2013: $7,0492013Revenue 2014: $65,972Expenses 2014: $72,251Net Income 2014: -$6,2792014Revenue 2015: $79,254Expenses 2015: $76,684Net Income 2015: $2,5702015Revenue 2016: $75,329Expenses 2016: $59,263Net Income 2016: $16,0662016Revenue 2017: $87,217Expenses 2017: $76,713Net Income 2017: $10,5042017Revenue 2018: $81,589Expenses 2018: $75,759Net Income 2018: $5,8302018Revenue 2019: $86,929Expenses 2019: $86,252Net Income 2019: $6772019Revenue 2020: $85,151Expenses 2020: $71,865Net Income 2020: $13,2862020Revenue 2021: $86,970Expenses 2021: $84,628Net Income 2021: $2,3422021Revenue 2022: $88,960Expenses 2022: $109,448Net Income 2022: -$20,4882022Revenue 2023: $101,806Expenses 2023: $115,653Net Income 2023: -$13,8472023Revenue 2024: $117,100Expenses 2024: $134,178Net Income 2024: -$17,0782024

Highlighted filing

2014

Revenue$65,972
Expenses$72,251
Net Income-$6,279
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 24, 2015
Return Version
2014v5.0
Gross Receipts
$65,972
Mission and Program Overview

Mission

To aid members with grievance matters between them and the transit district. To negotiate bargaining agreements between the members and the district.

Program Services

DescriptionGrantsExpenses
TO AID MEMBERS WITH GRIEVANCE MATTERS BETWEEN THEM AND THE TRANSIT DISTRICT. TO NEGOTIATE BARGAINING AGREEMENTS BETWEEN THE MEMBERS AND THE DISTRICT.$0$0
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL FRAGERVice President-$5,118-$5,118
RICHARD PRICEFinancial SecretaryPT$4,716-$4,716
JOSEPH D GAUDETTEPresidentPT$3,891-$3,891
JEREMY ARSENAULTRecording Secretary-$1,673-$1,673
BRENDAN BURKEFinancial SecretaryPT$1,544-$1,544
Filing and Contact Details

Filer

Filer Name
AMALGAMATED TRANSIT UNION LOCAL # 714
EIN
01-0018605
Phone
2077755399
Address
PO BOX 979, PORTLAND, ME 04104

Signing Officer

Name
Edward Knutson
Title
President
Phone
2077755399
Signed
2015-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Berry Talbot Royer
Address
SIX FUNDY ROAD, FALMOUTH, ME 04105
Preparer
Michael C Royer CPA Mst
Phone
2077813445
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest income . Amount: 2.”

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: amalgamated transit union. Affiliate address: 5025 wisconsin avenue, nw washington, dc 20016-4139. Purpose of payment: dues. Amount of payment: 15,012.”

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: afl-cio. Affiliate address: p.o. Box 2669 bangor, me 04402-2669. Purpose of payment: dues. Amount of payment: 1,081. Total included on form 990-ez, line 10: 16,093.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: travel . Amount: 5,465. Description: supplies . Amount: 265. Description: meals . Amount: 1,310. Description: miscellaneous . Amount: 3,144. Description: insurance . Amount: 598. Description: lodging . Amount: 303. Total to form 990-ez, line 16: 11,085.”

Raw XML Appendix123 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRENDAN BURKE FINANCIAL SEC
IRS990EZ/BooksInCareOfDetail/PhoneNum02077755399
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 979
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd004104
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019425
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013146
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-6279
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt017063
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019425
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013146
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016093
IRS990EZ/GrossReceiptsAmt065972
IRS990EZ/GroupExemptionNum00155
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt065970
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019425
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013146
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019425
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013146
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03891
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt15118
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt21673
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt34716
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt41544
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSEPH D GAUDETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL FRAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEREMY ARSENAULT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICHARD PRICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRENDAN BURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt011085
IRS990EZ/OtherRevenueTotalAmt02
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO AID MEMBERS WITH GRIEVANCE MATTERS BETWEEN THEM AND THE TRANSIT DISTRICT. TO NEGOTIATE BARGAINING AGREEMENTS BETWEEN THE MEMBERS AND THE DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO AID MEMBERS WITH GRIEVANCE MATTERS BETWEEN THEM AND THE TRANSIT DISTRICT. TO NEGOTIATE BARGAINING AGREEMENTS BETWEEN THE MEMBERS AND THE DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt028010
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt072251
IRS990EZ/TotalRevenueAmt065972
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME . AMOUNT: 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: AMALGAMATED TRANSIT UNION. AFFILIATE ADDRESS: 5025 WISCONSIN AVENUE, NW WASHINGTON, DC 20016-4139. PURPOSE OF PAYMENT: DUES. AMOUNT OF PAYMENT: 15,012.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFFILIATE NAME: AFL-CIO. AFFILIATE ADDRESS: P.O. BOX 2669 BANGOR, ME 04402-2669. PURPOSE OF PAYMENT: DUES. AMOUNT OF PAYMENT: 1,081. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 16,093.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: TRAVEL . AMOUNT: 5,465. DESCRIPTION: SUPPLIES . AMOUNT: 265. DESCRIPTION: MEALS . AMOUNT: 1,310. DESCRIPTION: MISCELLANEOUS . AMOUNT: 3,144. DESCRIPTION: INSURANCE . AMOUNT: 598. DESCRIPTION: LODGING . AMOUNT: 303. TOTAL TO FORM 990-EZ, LINE 16: 11,085.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD KNUTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02077755399
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION LOCAL # 714
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BRENDAN BURKE
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0010018605
ReturnHeader/Filer/PhoneNum02077755399
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 979
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004104
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010452193
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERRY TALBOT ROYER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0SIX FUNDY ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FALMOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004105
ReturnHeader/PreparerPersonGrp/PhoneNum02077813445
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL C ROYER CPA MST
ReturnHeader/ReturnTs02015-05-12T13:54:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,146
Liabilities
$0
Net assets
$13,146
Revenue
$65,972
Expenses
$72,251
Net income
-$6,279
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$1.17$1.34$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$1.02$1.16$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.89$1.09$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.87$0.85$0.02
2020Summary only. Only limited summary data is available for this year.$0.62$0.00$0.85$0.72$0.13
2019Summary only. Only limited summary data is available for this year.$0.49$0.00$0.87$0.86$0.01
2018Summary only. Only limited summary data is available for this year.$0.48$0.00$0.82$0.76$0.06
2017Summary only. Only limited summary data is available for this year.$0.42$0.00$0.87$0.77$0.11
2016Summary only. Only limited summary data is available for this year.$0.32$0.00$0.75$0.59$0.16
2015Summary only. Only limited summary data is available for this year.$0.16$0.00$0.79$0.77$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.66$0.72$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.68$0.60$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.00$0.12$0.65$0.58$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$0.65$0.61$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.00$0.01$0.66$0.68$0.01