Civic Intelligence

Amalgamated Transit Union

990EZ • Fiscal year 2021 • EIN 02-0103525

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

Organization ProfileN/A
60 Rogers StManchester, NH 03103

(603) 361-4103

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

34th percentile

2.4%

Higher net margin than 34% of similar nonprofits.

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

Top Officer Pay

70th percentile

$6,576

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 14.2% of source-year revenue.

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

Asset Growth

42nd percentile

4.2%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

51st percentile

-0.1%

Faster revenue growth than 51% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$27,483

Up $1,112 (+4.2%) from 2020

Net Assets

Up

$27,483

Up $1,112 (+4.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin34th percentile

Revenue

Down

$46,330

Down $50 (-0.1%) from 2020

Expenses

Up

$45,218

Up $1,003 (+2.3%) from 2020

Net Income

Down

$1,112

Down $1,053 (-49%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$40K$30K$20K$10K$0Assets 2011: $20,007Net Assets 2011: $20,0072011Assets 2012: $25,796Net Assets 2012: $25,7962012Assets 2013: $30,535Liabilities 2013: $0Net Assets 2013: $30,5352013Assets 2014: $28,728Liabilities 2014: $0Net Assets 2014: $28,7282014Assets 2015: $31,255Liabilities 2015: $0Net Assets 2015: $31,2552015Assets 2016: $20,314Liabilities 2016: $0Net Assets 2016: $20,3142016Assets 2017: $21,149Liabilities 2017: $0Net Assets 2017: $21,1492017Assets 2018: $26,501Liabilities 2018: $0Net Assets 2018: $26,5012018Assets 2019: $24,206Liabilities 2019: $0Net Assets 2019: $24,2062019Assets 2020: $26,371Liabilities 2020: $0Net Assets 2020: $26,3712020Assets 2021: $27,483Liabilities 2021: $0Net Assets 2021: $27,4832021Assets 2022: $23,315Liabilities 2022: $0Net Assets 2022: $23,3152022

Highlighted filing

2021

Assets$27,483
Liabilities$0
Net Assets$27,483
Open 2021 Filing

Operations Trend

Revenue Growth51st percentile

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

$100K$50K$0-$50KRevenue 2011: $51,942Expenses 2011: $50,782Net Income 2011: $1,1602011Revenue 2012: $50,407Expenses 2012: $44,618Net Income 2012: $5,7892012Revenue 2013: $57,236Expenses 2013: $52,497Net Income 2013: $4,7392013Revenue 2014: $58,901Expenses 2014: $60,708Net Income 2014: -$1,8072014Revenue 2015: $67,787Expenses 2015: $65,260Net Income 2015: $2,5272015Revenue 2016: $60,564Expenses 2016: $71,505Net Income 2016: -$10,9412016Revenue 2017: $59,251Expenses 2017: $58,416Net Income 2017: $8352017Revenue 2018: $59,656Expenses 2018: $54,304Net Income 2018: $5,3522018Revenue 2019: $61,355Expenses 2019: $63,650Net Income 2019: -$2,2952019Revenue 2020: $46,380Expenses 2020: $44,215Net Income 2020: $2,1652020Revenue 2021: $46,330Expenses 2021: $45,218Net Income 2021: $1,1122021Revenue 2022: $41,799Expenses 2022: $45,967Net Income 2022: -$4,1682022

Highlighted filing

2021

Revenue$46,330
Expenses$45,218
Net Income$1,112
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 1, 2022
Return Version
2021v4.1
Gross Receipts
$46,330
Mission and Program Overview

Mission

LOCAL LABOR UNION

Program Services

DescriptionGrantsExpenses
REPRESENTATION OF MEMBERS WITH MANAGEMENT, ARBITRATIONHEARINGS AND GRIEVANCES--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBORAH OXLEYPresidentPT$6,576-$6,576
KELLY OXLEYFinan SecPT$5,716-$5,716
BARBARA CONDONVPPT$2,454-$2,454
BRETT MORINVPPT$983-$983
DEBORAH BELZBoardPT$0--
BRENDA BERNARDBoardPT$0--
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 717
EIN
02-0103525
Phone
6033614103
Address
60 ROGERS ST, MANCHESTER, NH 03103

Signing Officer

Name
Kelly Oxley
Title
Financial Secretary
Phone
6033614103
Signed
2022-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Patrick J Kelly CPA
Address
713 CHESTNUT ST, MANCHESTER, NH 03104
Preparer
Patrick J Kelly CPA
Phone
6036696088
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“DUES 13998.”

Form 990EZ, Part I, Line 16

“INSURANCE 988.”

Form 990EZ, Part I, Line 16

“Internet access and telephone 1527.”

Form 990EZ, Part I, Line 16

“MEETINGS 25.”

Form 990EZ, Part I, Line 16

“Office supplies and expenses 477.”

Form 990EZ, Part I, Line 16

“PAYROLL TAXES 1358.”

Form 990EZ, Part I, Line 16

“SAFE DEPOSIT BOX RENTAL”

Form 990EZ, Part I, Line 16

“LEGAL AND ACCOUNTING”

Form 990EZ, Part I, Line 16

“UNIFORMS”

Raw XML Appendix150 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt0589
IRS990EZ/BooksInCareOfDetail/PersonNm0BRENDA MULE
IRS990EZ/BooksInCareOfDetail/PhoneNum06036221535
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt060 ROGERS ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MANCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd003103
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026371
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027483
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01112
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01800
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026371
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027483
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt046330
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt041
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt046289
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026371
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027483
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026371
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027483
IRS990EZ/OccupancyRentUtltsAndMaintAmt08651
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt06576
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt35716
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt4983
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt52454
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEBORAH OXLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBORAH BELZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRENDA BERNARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLY OXLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRETT MORIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BARBARA CONDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINAN SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018373
IRS990EZ/PrimaryExemptPurposeTxt0LOCAL LABOR UNION
IRS990EZ/PrintingPublicationsPostageAmt013
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0REPRESENTATION OF MEMBERS WITH MANAGEMENT, ARBITRATIONHEARINGS AND GRIEVANCES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt015792
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045218
IRS990EZ/TotalRevenueAmt046330
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DUES 13998.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 988.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INTERNET ACCESS AND TELEPHONE 1527.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEETINGS 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICE SUPPLIES AND EXPENSES 477.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PAYROLL TAXES 1358.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SAFE DEPOSIT BOX RENTAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LEGAL AND ACCOUNTING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8UNIFORMS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY OXLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06033614103
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION LOCAL 717
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0020103525
ReturnHeader/Filer/PhoneNum06033614103
ReturnHeader/Filer/USAddress/AddressLine1Txt060 ROGERS ST
ReturnHeader/Filer/USAddress/CityNm0MANCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020346299
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATRICK J KELLY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0713 CHESTNUT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MANCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003104
ReturnHeader/PreparerPersonGrp/PhoneNum06036696088
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK J KELLY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-12T16:02:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OXLEY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$27,483
Liabilities
$0
Net assets
$27,483
Revenue
$46,330
Expenses
$45,218
Net income
$1,112
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$41.8$46.0$4.17
2021Detailed filing. Detailed filing data is available for this year.$27.5$0.00$27.5$46.3$45.2$1.11
2020Detailed filing. Detailed filing data is available for this year.$26.4$0.00$26.4$46.4$44.2$2.17
2019Detailed filing. Detailed filing data is available for this year.$24.2$0.00$24.2$61.4$63.7$2.30
2018Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$59.7$54.3$5.35
2017Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$59.3$58.4$0.84
2016Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$60.6$71.5$10.9
2015Detailed filing. Detailed filing data is available for this year.$31.3$0.00$31.3$67.8$65.3$2.53
2014Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$58.9$60.7$1.81
2013Detailed filing. Detailed filing data is available for this year.$30.5$0.00$30.5$57.2$52.5$4.74
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.8$25.8$50.4$44.6$5.79
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.0$20.0$51.9$50.8$1.16