Civic Intelligence

Amalgamated Transit Union Local # 714

990EZ • Fiscal year 2021 • EIN 01-0018605

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

PO Box 979Portland, ME 04104

(207) 281-2017

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

53rd percentile

0.00x

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

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Net Margin

35th percentile

2.7%

Higher net margin than 35% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$9,763

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Asset Growth

41st percentile

3.8%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

58th percentile

2.1%

Faster revenue growth than 58% of similar nonprofits.

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

Assets

Up

$64,420

Up $2,342 (+3.8%) from 2020

Net Assets

$64,420

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$86,970

Up $1,819 (+2.1%) from 2020

Expenses

Up

$84,628

Up $12,763 (+18%) from 2020

Net Income

Down

$2,342

Down $10,944 (-82%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$64,420
Liabilities$0
Net Assets$64,420

Operations Trend

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

2021

Revenue$86,970
Expenses$84,628
Net Income$2,342
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 15, 2022
Return Version
2021v4.0
Gross Receipts
$86,970
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.

To aid our (at end of reporting last year) 111 active members with grievance matters between them and the transit district. To negotiate bargaining agreements between the members and the transit district.

Program Services

DescriptionGrantsExpenses
TO AID OUR AT END OF REPORTING LAST YEAR 111 ACTIVE MEMBERS WITH GRIEVANCE MATTERS BETWEEN THEM AND THE TRANSIT DISTRICT. TO NEGOTIATE BARGAINING AGREEMENTS BETWEEN THE MEMBERS AND THE TRANSIT DISTRICT.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD KNUTSONPresidentPT$9,763-$9,763
BRENDAN BURKEFinancial SecretaryPT$8,050-$8,050
MICHAEL FRAGERVice-President-$7,110-$7,110
BRUCE WARDRecording Secretary-$3,440-$3,440
TIFFANY LISTERSteward-$2,636-$2,636
JOHN BUTLERFormer Steward-$2,102-$2,102
PAMELA MURPHYSteward-$1,619-$1,619
JOSEPH THOMASSteward-$1,473-$1,473
DENNIS ANGLEASteward-$1,377-$1,377
JOSEPH GAUDETTEFormer Steward-$1,256-$1,256
STEPHEN MCCLARYSteward-$1,110-$1,110
ANDREW CLEMENTSteward-$1,035-$1,035
DAVID LISTERFormer Steward-$826-$826
SHAWNA MEROLASteward-$586-$586
GREGORY KRUEGERSteward-$152-$152
JONATHAN CAILFormer Steward-$138-$138
JEFFREY PARSHALLEmployee-$91-$91
TYNNIA STAPLESSteward-$83-$83
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union
EIN
01-0018605
Phone
2072812017
Address
PO BOX 979, PORTLAND, ME 04104

Signing Officer

Name
Brendan Burke
Title
Financial Secretary
Phone
2072812017
Signed
2022-05-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Description;Amount^INTEREST INCOME;2|UNION T SHIRTS SOLD AT COST;31|VOLUNTARY COPE CONTRIBUTIONS COLLECTED AND PAID TO ATU PARENT ORGANIZATION;664|ANNUAL DIVIDEND PAYMENT WORKERS COMP INSURANCE CO;51^Total;748^

Form 990-EZ, Part I, Line 10

Affiliate nameaddress: amalgamated transit union international, 10000 new hampshire ave, silver spring, md 20903 purpose of payment amount of payment:registration fees dues: 22566 affiliate name address: maine aflcio, 21 gabriel drive, augusta, me 04330 purpose of payment amount of payment: registration fees dues: 1880 affiliate name address: atu canam conference board, 812 wilson avenue, downsview, ontario, canada m3k 1e5 purpose of payment amount of payment: registration fees dues: 110 affiliate name address: new england joint conference board, 59 williams street, worcester, ma 01609 purpose of payment amount of payment: registration fees dues: 360 affiliate name address: eastern maine labor council, 20 ivers street, brewer, me 04412 purpose of payment amount of payment: registration fees/ dues: 53 affiliate name address: southern maine labor council, po box 1933, windham, me 04062 purpose of payment amount of payment: registration fees dues: 218 total included on form 990-ez, part 1, line 10: 25186 adjusted for fractions of cents

Form 990-EZ, Part I, Line 16

Description;Amount^FEDERAL AND STATE OF MAINE PAYROLL AND UNEMPLOYMENT TAXES;13297|STORAGE LOCKER FEES;1303|BANK SERVICE CHARGES;50|POST OFFICE BOX RENEWAL;350|VOLUNTARY COPE DONATIONS COLLECTED AND PAID TO ATU PARENT ORGANIZATION;793|RENTAL SACO MASONIC LODGE FOR SACO BIDDEFORD OOB UNIONIZATION DRIVE;50|RENTAL MASONIC LODGE FOR MONTHLY UNION MEETINGS;400|CHANGE FOR RETIREE DUES PAYMENT;2|NJ AFL CIO LABOR AWARD JOURNAL AD FOR ATU PRESIDENT JOHN COSTA;500|MICROSOFT 365 SUBSCRIPTION RENEWAL;105|AD AND TICKETS EMLC AND F AND M ANNUAL LABOR DAY CELEBRATION;175|WORKERS COMPENSATION POLICY RENEWAL;424|DALE RAND PRINTING BUSINESS ENVELOPES AND BUSINESS CARDS;284|EMLC CONTRIBUTION TO BREWER SOLIDARITY CENTER;300|CONTRIBUTION TO ATU DISASTER RELIEF FUND SAN JOSE CA;600|ME AFL CIO CONTRIBUTION TO 2021 LEGISLATIVE SCORECARD;500|EMLC AND F AND M CONTRIBUTION TO 2021 SOLIDARITY HARVEST;750^Total;19883^

Raw XML Appendix212 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAMEADDRESS: AMALGAMATED TRANSIT UNION INTERNATIONAL, 10000 NEW HAMPSHIRE AVE, SILVER SPRING, MD 20903 PURPOSE OF PAYMENT AMOUNT OF PAYMENT:REGISTRATION FEES DUES: 22566 AFFILIATE NAME ADDRESS: MAINE AFLCIO, 21 GABRIEL DRIVE, AUGUSTA, ME 04330 PURPOSE OF PAYMENT AMOUNT OF PAYMENT: REGISTRATION FEES DUES: 1880 AFFILIATE NAME ADDRESS: ATU CANAM CONFERENCE BOARD, 812 WILSON AVENUE, DOWNSVIEW, ONTARIO, CANADA M3K 1E5 PURPOSE OF PAYMENT AMOUNT OF PAYMENT: REGISTRATION FEES DUES: 110 AFFILIATE NAME ADDRESS: NEW ENGLAND JOINT CONFERENCE BOARD, 59 WILLIAMS STREET, WORCESTER, MA 01609 PURPOSE OF PAYMENT AMOUNT OF PAYMENT: REGISTRATION FEES DUES: 360 AFFILIATE NAME ADDRESS: EASTERN MAINE LABOR COUNCIL, 20 IVERS STREET, BREWER, ME 04412 PURPOSE OF PAYMENT AMOUNT OF PAYMENT: REGISTRATION FEES/ DUES: 53 AFFILIATE NAME ADDRESS: SOUTHERN MAINE LABOR COUNCIL, PO BOX 1933, WINDHAM, ME 04062 PURPOSE OF PAYMENT AMOUNT OF PAYMENT: REGISTRATION FEES DUES: 218 TOTAL INCLUDED ON FORM 990-EZ, PART 1, LINE 10: 25186 ADJUSTED FOR FRACTIONS OF CENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;Amount^FEDERAL AND STATE OF MAINE PAYROLL AND UNEMPLOYMENT TAXES;13297|STORAGE LOCKER FEES;1303|BANK SERVICE CHARGES;50|POST OFFICE BOX RENEWAL;350|VOLUNTARY COPE DONATIONS COLLECTED AND PAID TO ATU PARENT ORGANIZATION;793|RENTAL SACO MASONIC LODGE FOR SACO BIDDEFORD OOB UNIONIZATION DRIVE;50|RENTAL MASONIC LODGE FOR MONTHLY UNION MEETINGS;400|CHANGE FOR RETIREE DUES PAYMENT;2|NJ AFL CIO LABOR AWARD JOURNAL AD FOR ATU PRESIDENT JOHN COSTA;500|MICROSOFT 365 SUBSCRIPTION RENEWAL;105|AD AND TICKETS EMLC AND F AND M ANNUAL LABOR DAY CELEBRATION;175|WORKERS COMPENSATION POLICY RENEWAL;424|DALE RAND PRINTING BUSINESS ENVELOPES AND BUSINESS CARDS;284|EMLC CONTRIBUTION TO BREWER SOLIDARITY CENTER;300|CONTRIBUTION TO ATU DISASTER RELIEF FUND SAN JOSE CA;600|ME AFL CIO CONTRIBUTION TO 2021 LEGISLATIVE SCORECARD;500|EMLC AND F AND M CONTRIBUTION TO 2021 SOLIDARITY HARVEST;750^Total;19883^
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Brendan Burke
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Financial Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum02072812017
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LOCAL 714
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0010018605
ReturnHeader/Filer/PhoneNum02072812017
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 979
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004104
ReturnHeader/ReturnTs02022-05-15T12:00:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)5 • <$500k nonprofits