Civic Intelligence

Amalgamated Transit Union - Local 690

990EZ • Fiscal year 2018 • EIN 04-1025676

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 03, 2019

Organization ProfileN/A
3 Park StreetLeominster, MA 01453

(978) 537-3828

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

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

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Net Margin

20th percentile

-8.7%

Higher net margin than 20% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

26th percentile

-5.6%

Faster asset growth than 26% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

14th percentile

-14%

Faster revenue growth than 14% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$213,769

Down $12,603 (-5.6%) from 2017

Net Assets

Down

$213,769

Down $12,603 (-5.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin20th percentile

Revenue

Down

$97,758

Down $16,230 (-14%) from 2017

Expenses

Up

$106,221

Up $3,769 (+3.7%) from 2017

Net Income

Down

-$8,463

Down $19,999 (-173%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$300K$200K$100K$0Assets 2011: $115,883Net Assets 2011: $115,8832011Assets 2012: $132,527Net Assets 2012: $132,5272012Assets 2013: $142,939Liabilities 2013: $0Net Assets 2013: $142,9392013Assets 2014: $173,651Liabilities 2014: $0Net Assets 2014: $173,6512014Assets 2015: $208,733Liabilities 2015: $0Net Assets 2015: $208,7332015Assets 2016: $214,836Liabilities 2016: $0Net Assets 2016: $214,8362016Assets 2017: $226,372Liabilities 2017: $0Net Assets 2017: $226,3722017Assets 2018: $213,769Liabilities 2018: $0Net Assets 2018: $213,7692018Assets 2019: $227,945Liabilities 2019: $0Net Assets 2019: $227,9452019Assets 2020: $224,668Liabilities 2020: $0Net Assets 2020: $224,6682020Assets 2021: $239,838Liabilities 2021: $0Net Assets 2021: $239,8382021Assets 2022: $225,070Liabilities 2022: $0Net Assets 2022: $225,0702022Assets 2023: $232,294Liabilities 2023: $0Net Assets 2023: $232,2942023Assets 2024: $252,401Net Assets 2024: $252,4012024Assets 2025: $262,263Net Assets 2025: $262,2632025

Highlighted filing

2018

Assets$213,769
Liabilities$0
Net Assets$213,769
Open 2018 Filing

Operations Trend

Revenue Growth14th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $96,064Expenses 2011: $76,891Net Income 2011: $19,1732011Revenue 2012: $114,927Expenses 2012: $98,283Net Income 2012: $16,6442012Revenue 2013: $121,958Expenses 2013: $111,546Net Income 2013: $10,4122013Revenue 2014: $120,436Expenses 2014: $89,724Net Income 2014: $30,7122014Revenue 2015: $114,950Expenses 2015: $79,868Net Income 2015: $35,0822015Revenue 2016: $98,607Expenses 2016: $92,504Net Income 2016: $6,1032016Revenue 2017: $113,988Expenses 2017: $102,452Net Income 2017: $11,5362017Revenue 2018: $97,758Expenses 2018: $106,221Net Income 2018: -$8,4632018Revenue 2019: $94,907Expenses 2019: $85,592Net Income 2019: $9,3152019Revenue 2020: $77,134Expenses 2020: $75,924Net Income 2020: $1,2102020Revenue 2021: $78,260Expenses 2021: $64,520Net Income 2021: $13,7402021Revenue 2022: $68,205Expenses 2022: $68,801Net Income 2022: -$5962022Revenue 2023: $73,767Expenses 2023: $68,580Net Income 2023: $5,1872023Revenue 2024: $82,943Expenses 2024: $61,679Net Income 2024: $21,2642024Revenue 2025: $100,567Expenses 2025: $90,705Net Income 2025: $9,8622025

Highlighted filing

2018

Revenue$97,758
Expenses$106,221
Net Income-$8,463
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 3, 2019
Return Version
2018v3.1
Gross Receipts
$97,758
Mission and Program Overview

Mission

LOCAL TRANSIT UNION

Program Services

DescriptionGrantsExpenses
LOCAL TRANSIT UNION. APPROXIMATELY 127 MEMBERS AS OF 12/31/2018.--
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURIE WYSKPresidentPT$0--
LACEY CLARKEVice President-$0--
ROLAND LORTIETreasurerPT$0--
ANNE HINESSecretary-$0--
ROBERT STUARTSteward-$0--
ROGER ALLENPast Steward-$0--
RENEE BERGERONSteward-$0--
ALBERT WORNHAMSteward-$0--
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union - Local 690
EIN
04-1025676
Phone
9785373828
Address
3 PARK STREET, LEOMINSTER, MA 01453

Signing Officer

Name
Laurie Wysk
Title
President
Signed
2019-07-03
Discuss with paid preparer
Yes

Preparer

Firm
Reagan & Co Pc
Address
98 Adams ST, Leominster, MA 01453
Preparer
Kenneth P Basque CPA
Phone
9785344095
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: PER CAPITA TAX | Donee's Name: AMALGAMATED TRANSIT UNION | Donee's Address: 5025 WISCONSIN AVENUE, NW WASHINGTON DC 20016 | Cash Amount Given: $32557”

Other Expenses.1002

“Office Expenses $4178”

Other Expenses.1007

“Conferences, Conventions, and Meetings $2587”

Other Expenses.1012

“Insurance $760”

Other Expenses.1

“CHRISTMAS PARTY $9712”

Other Expenses.2

“Computer & internet expense $2088”

Other Expenses.3

“Payroll processing fees $1400”

Other Expenses.4

“DONATIONS $1240”

Raw XML Appendix137 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/AddressChangeInd0X
IRS990EZ/BenefitsPaidToOrForMembersAmt01000
IRS990EZ/BooksInCareOfDetail/PersonNm0ROLAND LORTIE
IRS990EZ/BooksInCareOfDetail/PhoneNum09785373828
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03 PARK STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEOMINSTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001453
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0226372
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0213769
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8463
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt017402
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0226372
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0213769
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt032557
IRS990EZ/GrossReceiptsAmt097758
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02210
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt095548
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0226372
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0213769
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0226372
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0213769
IRS990EZ/OccupancyRentUtltsAndMaintAmt010987
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt27.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAURIE WYSK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LACEY CLARKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROLAND LORTIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANNE HINES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT STUART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROGER ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RENEE BERGERON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ALBERT WORNHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7STEWARD
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-4140
IRS990EZ/OtherExpensesTotalAmt021965
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LOCAL TRANSIT UNION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LOCAL TRANSIT UNION. APPROXIMATELY 127 MEMBERS AS OF 12/31/2018.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt022310
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0106221
IRS990EZ/TotalRevenueAmt097758
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0UNION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: PER CAPITA TAX | Donee's Name: AMALGAMATED TRANSIT UNION | Donee's Address: 5025 WISCONSIN AVENUE, NW WASHINGTON DC 20016 | Cash Amount Given: $32557
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $4178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $2587
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHRISTMAS PARTY $9712
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPUTER & INTERNET EXPENSE $2088
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PAYROLL PROCESSING FEES $1400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DONATIONS $1240
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURIE WYSK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION - LOCAL 690
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0041025676
ReturnHeader/Filer/PhoneNum09785373828
ReturnHeader/Filer/USAddress/AddressLine1Txt03 PARK STREET
ReturnHeader/Filer/USAddress/CityNm0LEOMINSTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001453
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271462802
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REAGAN & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt098 Adams ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Leominster
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001453
ReturnHeader/PreparerPersonGrp/PhoneNum09785344095
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH P BASQUE CPA
ReturnHeader/ReturnTs02019-07-03T07:45:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$213,769
Liabilities
$0
Net assets
$213,769
Revenue
$97,758
Expenses
$106,221
Net income
-$8,463
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.62$2.62$1.01$0.91$0.10
2024Detailed filing. Detailed filing data is available for this year.$2.52$2.52$0.83$0.62$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.74$0.69$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.68$0.69$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.78$0.65$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.77$0.76$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.95$0.86$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.98$1.06$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$1.14$1.02$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.99$0.93$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$1.15$0.80$0.35
2014Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$1.20$0.90$0.31
2013Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$1.22$1.12$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$1.33$1.15$0.98$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$1.16$0.96$0.77$0.19