Civic Intelligence

Amalgamated Transit Union - Local 690

990EZ • Fiscal year 2013 • EIN 04-1025676

Jan 01, 2013 to Dec 31, 2013 • Filed on May 14, 2014

87 Carey StFitchburg, MA 01420

(978) 342-7799

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.

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

54th percentile

0.00x

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

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Net Margin

64th percentile

8.5%

Higher net margin than 64% of similar nonprofits.

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Top Officer Pay

81st percentile

$16,397

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Asset Growth

64th percentile

7.9%

Faster asset growth than 64% of similar nonprofits.

2013 filings • 501(c)5 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

69th percentile

6.1%

Faster revenue growth than 69% of similar nonprofits.

2013 filings • 501(c)5 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$142,939

Up $10,412 (+7.9%) from 2012

Net Assets

Up

$142,939

Up $10,412 (+7.9%) from 2012

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$121,958

Up $7,031 (+6.1%) from 2012

Expenses

Up

$111,546

Up $13,263 (+13%) from 2012

Net Income

Down

$10,412

Down $6,232 (-37%) from 2012

Historical Trend

Balance Sheet Trend

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

2013

Assets$142,939
Liabilities$0
Net Assets$142,939

Operations Trend

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

2013

Revenue$121,958
Expenses$111,546
Net Income$10,412
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 14, 2014
Return Version
2013v3.1
Gross Receipts
$121,958
Mission and Program Overview

Mission

LOCAL TRANSIT UNION

Program Services

DescriptionGrantsExpenses
LOCAL TRANSIT UNION. APPROXIMATELY 197 MEMBERS AS OF 12/31/2013.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE RAFFAELEPresidentPT$16,397-$16,397
JASON BEGORTreasurerPT$9,594-$9,594
MARC MORGANVice President-$4,080-$4,080
LACEY BERGERONSecretary-$2,696-$2,696
ROBERT MUZYKDirector-$2,554-$2,554
ROBERT STUARTDirector-$1,342-$1,342
LAURIE WYSKDirector-$1,065-$1,065
BRYANT SHEPARDDirector-$105-$105
Filing and Contact Details

Filer

EIN
04-1025676
Phone
9783427799

Signing Officer

Name
Mike Raffaele
Title
President
Signed
2014-05-14
Discuss with paid preparer
Yes

Preparer

Preparer
Kenneth P Basque CPA
Phone
9785344095
Supplemental Narrative

Additional Explanations

Other Revenue.1

OTHER INCOME $489

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: $29016

Other Expenses.1002

Office Expenses $2444

Other Expenses.1005

Travel $2026

Other Expenses.1012

Insurance $454

Other Expenses.1

CHRISTMAS PARTY $9535

Other Expenses.2

Promotional supplies $2823

Other Expenses.3

DONATIONS $1780

Other Expenses.5

MEMBER REFUNDS $1575

Other Expenses.6

Website development $1500

Other Expenses.7

EVENT COSTS $195

Raw XML Appendix139 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/PersonNm0JASON BEGOR
IRS990EZ/BooksInCareOfDetail/PhoneNum09783427799
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1087 CAREY ST
IRS990EZ/BooksInCareOfDetail/USAddress/City0FITCHBURG
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0014207206
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0132527
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt010412
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04422
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IRS990EZ/GrossReceiptsAmt0121958
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0330
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0121139
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0132527
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0142939
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0132527
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0142939
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.36
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.63
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt016397
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt14080
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt22696
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt39594
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt4105
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt51342
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt62554
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt71065
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MIKE RAFFAELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARC MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LACEY BERGERON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JASON BEGOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRYANT SHEPARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROBERT STUART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROBERT MUZYK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LAURIE WYSK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022332
IRS990EZ/OtherRevenueTotalAmt0489
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LOCAL TRANSIT UNION
IRS990EZ/PrintingPublicationsPostageAmt01581
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LOCAL TRANSIT UNION. APPROXIMATELY 197 MEMBERS AS OF 12/31/2013.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt043192
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0111546
IRS990EZ/TotalRevenueAmt0121958
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME $489
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: PER CAPITA TAX | Donee's Name: AMALGAMATED TRANSIT UNION | Donee's Address: 5025 WISCONSIN AVENUE, NW WASHINGTON, DC 20016 | Cash Amount Given: $29016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $2444
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $2026
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHRISTMAS PARTY $9535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROMOTIONAL SUPPLIES $2823
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DONATIONS $1780
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MEMBER REFUNDS $1575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9WEBSITE DEVELOPMENT $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10EVENT COSTS $195
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE RAFFAELE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10AMALGAMATED TRANSIT UNION - LOCAL 690
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0041025676
ReturnHeader/Filer/PhoneNum09783427799
ReturnHeader/Filer/USAddress/AddressLine1087 CAREY ST
ReturnHeader/Filer/USAddress/City0FITCHBURG
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001420
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1098 Adams ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Leominster
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode001453
ReturnHeader/PreparerPersonGrp/PhoneNum09785344095
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH P BASQUE CPA
ReturnHeader/ReturnTs02014-05-14T09:19:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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