Civic Intelligence

Amalgamated Transit Union 589

990 • Fiscal year 2016 • EIN 04-1103405

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 01, 2017

Organization Profilecarmensunion.org
295 Devonshire St 5th FlrBoston, MA 02110

(617) 542-8212

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

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

2016 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

11th percentile

0.00x

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

2016 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2016

Net Margin

77th percentile

18%

Higher net margin than 77% of similar nonprofits.

2016 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

24th percentile

$116,421

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2016 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2016

Asset Growth

94th percentile

46%

Faster asset growth than 94% of similar nonprofits.

2016 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

66th percentile

7.9%

Faster revenue growth than 66% of similar nonprofits.

2016 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$3,290,837

Up $1,033,928 (+46%) from 2015

Net Assets

Up

$3,290,837

Up $1,033,928 (+46%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin77th percentile

Revenue

Up

$5,641,501

Up $412,787 (+7.9%) from 2015

Expenses

Up

$4,607,573

Up $19,943 (+0.4%) from 2015

Net Income

Up

$1,033,928

Up $392,844 (+61%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $811,473Liabilities 2011: $0Net Assets 2011: $811,4732011Assets 2012: $1,360,799Liabilities 2012: $0Net Assets 2012: $1,360,7992012Assets 2013: $1,173,655Liabilities 2013: $7,578Net Assets 2013: $1,166,0772013Assets 2014: $1,615,825Liabilities 2014: $0Net Assets 2014: $1,615,8252014Assets 2015: $2,256,909Liabilities 2015: $0Net Assets 2015: $2,256,9092015Assets 2016: $3,290,837Liabilities 2016: $0Net Assets 2016: $3,290,8372016Assets 2017: $3,100,297Liabilities 2017: $12,937Net Assets 2017: $3,087,3602017Assets 2018: $3,120,537Liabilities 2018: $0Net Assets 2018: $3,120,5372018Assets 2019: $2,689,288Liabilities 2019: $6,894Net Assets 2019: $2,682,3942019Assets 2020: $1,430,185Liabilities 2020: $0Net Assets 2020: $1,430,1852020Assets 2021: $1,463,142Liabilities 2021: $9,620Net Assets 2021: $1,453,5222021Assets 2022: $808,643Liabilities 2022: $0Net Assets 2022: $808,6432022Assets 2023: $824,918Liabilities 2023: $1,559Net Assets 2023: $823,3592023Assets 2024: $1,931,233Liabilities 2024: $5,589Net Assets 2024: $1,925,6442024Assets 2025: $3,451,936Liabilities 2025: $7,434Net Assets 2025: $3,444,5022025

Highlighted filing

2016

Assets$3,290,837
Liabilities$0
Net Assets$3,290,837
Open 2016 Filing

Operations Trend

Revenue Growth66th percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $3,573,2552011Expenses 2012: $3,471,8142012Revenue 2013: $3,754,426Expenses 2013: $3,949,148Net Income 2013: -$194,7222013Revenue 2014: $4,585,727Expenses 2014: $4,135,979Net Income 2014: $449,7482014Revenue 2015: $5,228,714Expenses 2015: $4,587,630Net Income 2015: $641,0842015Revenue 2016: $5,641,501Expenses 2016: $4,607,573Net Income 2016: $1,033,9282016Revenue 2017: $4,599,413Expenses 2017: $4,802,890Net Income 2017: -$203,4772017Revenue 2018: $4,636,436Expenses 2018: $4,603,259Net Income 2018: $33,1772018Revenue 2019: $4,659,287Expenses 2019: $5,097,430Net Income 2019: -$438,1432019Revenue 2020: $4,501,885Expenses 2020: $5,754,094Net Income 2020: -$1,252,2092020Revenue 2021: $4,851,590Expenses 2021: $4,828,253Net Income 2021: $23,3372021Revenue 2022: $4,770,721Expenses 2022: $5,415,600Net Income 2022: -$644,8792022Revenue 2023: $5,399,835Expenses 2023: $5,385,119Net Income 2023: $14,7162023Revenue 2024: $6,756,398Expenses 2024: $5,654,113Net Income 2024: $1,102,2852024Revenue 2025: $7,522,100Expenses 2025: $6,003,242Net Income 2025: $1,518,8582025

Highlighted filing

2016

Revenue$5,641,501
Expenses$4,607,573
Net Income$1,033,928
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 1, 2017
Return Version
2016v3.0
Gross Receipts
$5,641,501
Mission and Program Overview

Mission

To Promote the Ideals as Stated in the Constitution and Bylaws

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,174,257$2,023,808▲ $849,551
Savings and Temporary Cash Investments$1,072,694$1,231,710▲ $159,016
Land, Buildings, and Equipment, Net-$25,361-
Investments Other Securities$1,000$1,000→ $0
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,256,909$3,290,837▲ $1,033,928
Other Assets Total$8,958$8,958→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,256,909$3,290,837▲ $1,033,928
Total Net Assets Fund Balance$2,256,909$3,290,837▲ $1,033,928
Total Liabilities and Net Assets / Fund Balance$2,256,909$3,290,837▲ $1,033,928

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$25,361$64,636$89,997
Other Land Buildings-$956$956
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Margaret LapagliaVice PresidentFT$116,421$116,421
JAMES O'BRIENPresidentFT$115,533$115,533
James M Evers JrFin. Treas.FT$114,649$114,649
Joseph CerboneAsst SecretaryFT$113,785$113,785
John ClancyRec SecretaryFT$113,348$113,348
Lawrence KellyDelegateFT$113,330$113,330
Allen LeeDelegateFT$112,907$112,907
Michael KellerDelegateFT$112,907$112,907
John HuntDelegateFT$112,473$112,473
Patrick HoganDelegateFT$112,473$112,473

Highest Paid Contractors

ContractorServicesLocationCompensation
The Labor BureauLegal Service1724 KING STREET SUITE 210, Alexandria, VA 22314$321,495
Oneill And AssociatesConsulting31 NEW CHARDON STREET, Boston, MA 02114$161,148
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,582,868
Investment Income
$11,323
Other Revenue
$47,310
Change in Net Assets
$1,033,928

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,641,501
Total Revenue per Audited Statements
$5,641,501
Total Revenue per Form 990
$5,641,501
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,863,861
Salaries, Compensation, and Employee Benefits$1,743,712
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$1,137,826
Payments to Affiliates---$822,385
Other Salaries and Wages---$475,047
All Other Expenses---$430,038
Conferences and Meetings---$181,269
Fees for Services Other---$146,079
Payroll Taxes---$130,839
Other Expenses---$120,552
Occupancy---$113,377
Fees for Services Legal---$62,508
Fees for Services Accounting---$26,250
Depreciation Depletion---$2,056
Total Functional Expenses$0$0$0$4,607,573

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,607,573
Total Expenses per Audited Statements$4,607,573
Total Expenses per Form 990$4,607,573
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“Employees of mbta in covered positions”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“MONTHLY MEETING AND VOTE”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Decisions relating to membership and votes to approve or reject actions by governing body at monthly meetings”

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The organization monitors and enforces compliance by holding biweekly board meetings, and monthly financial reports are approved by membership”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Conflict of interest policy and financial statements are available upon request”

Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union 589
EIN
04-1103405
Phone
6175428212
Address
295 DEVONSHIRE ST 5TH FLR, BOSTON, MA 02110

Signing Officer

Name
James M Evers Jr
Title
Finan. Treas
Signed
2017-06-01
Discuss with paid preparer
Yes

Organization Details

Formed
1912
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
0
Employees
60

Preparer

Firm
Qrga Llp
Address
1410 Providence Hwy, Norwood, MA 02062
Preparer
Donna Neely
Phone
7815510040
Raw XML AppendixShowing 400 of 406 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To Promote the Ideals as Stated in the Constitution and Bylaws
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt0430038
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0JAMES M EVERS JR
IRS990/BooksInCareOfDetail/PhoneNum06175428212
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0295 DEVONSHIRE ST 5TH SLR
IRS990/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002110
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01174257
IRS990/CashNonInterestBearingGrp/EOYAmt02023808
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01137826
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt0181269
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0321495
IRS990/ContractorCompensationGrp/CompensationAmt1161148
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01724 KING STREET SUITE 210
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt131 NEW CHARDON STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ALEXANDRIA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1BOSTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0VA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd022314
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd102114
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0THE LABOR BUREAU
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1ONEILL AND ASSOCIATES
IRS990/ContractorCompensationGrp/ServicesDesc0LEGAL SERVICE
IRS990/ContractorCompensationGrp/ServicesDesc1CONSULTING
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt011323
IRS990/CYOtherExpensesAmt02863861
IRS990/CYOtherRevenueAmt047310
IRS990/CYProgramServiceRevenueAmt05582868
IRS990/CYRevenuesLessExpensesAmt01033928
IRS990/CYSalariesCompEmpBnftPaidAmt01743712
IRS990/CYTotalExpensesAmt04607573
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05641501
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt02056
IRS990/Desc0TO PROMOTE THE IDEALS AS STATED IN THE CONSTITUTION AND BYLAWS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt060
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt026250
IRS990/FeesForServicesLegalGrp/TotalAmt062508
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt0146079
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL KELLER
IRS990/Form990PartVIISectionAGrp/PersonNm1LAWRENCE KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN HUNT
IRS990/Form990PartVIISectionAGrp/PersonNm3ALLEN LEE
IRS990/Form990PartVIISectionAGrp/PersonNm4PATRICK HOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm5JOSEPH CERBONE
IRS990/Form990PartVIISectionAGrp/PersonNm6MARGARET LAPAGLIA
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN CLANCY
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES M EVERS JR
IRS990/Form990PartVIISectionAGrp/PersonNm9JAMES O'BRIEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0112907
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1113330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2112473
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3112907
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4112473
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5113785
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6116421
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7113348
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8114649
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9115533
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0DELEGATE
IRS990/Form990PartVIISectionAGrp/TitleTxt1DELEGATE
IRS990/Form990PartVIISectionAGrp/TitleTxt2DELEGATE
IRS990/Form990PartVIISectionAGrp/TitleTxt3DELEGATE
IRS990/Form990PartVIISectionAGrp/TitleTxt4DELEGATE
IRS990/Form990PartVIISectionAGrp/TitleTxt5ASST SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt7REC SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8FIN. TREAS.
IRS990/Form990PartVIISectionAGrp/TitleTxt9President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01912
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt05641501
IRS990/GroupExemptionNum00155
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt010
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt011323
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011323
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01000
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01000
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt065592
IRS990/LandBldgEquipBasisNetGrp/EOYAmt025361
IRS990/LandBldgEquipCostOrOtherBssAmt090953
IRS990/LegalDomicileStateCd0MA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To Promote the Ideals as Stated in the Constitution and Bylaws
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02256909
IRS990/NetAssetsOrFundBalancesEOYAmt03290837
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0113377
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt08958
IRS990/OtherAssetsTotalGrp/EOYAmt08958
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PRIVATIZATION EXPENSE
IRS990/OtherExpensesGrp/Desc1CONTRACT ARBITRATION & APPEALS
IRS990/OtherExpensesGrp/Desc2GENERAL EXPENSE
IRS990/OtherExpensesGrp/Desc3ELECTION
IRS990/OtherExpensesGrp/TotalAmt0535138
IRS990/OtherExpensesGrp/TotalAmt1247777
IRS990/OtherExpensesGrp/TotalAmt2176432
IRS990/OtherExpensesGrp/TotalAmt3120552
IRS990/OtherRevenueMiscGrp/BusinessCd0480000
IRS990/OtherRevenueMiscGrp/BusinessCd1480000
IRS990/OtherRevenueMiscGrp/Desc0GOLF TOURNAMENT INCOME
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt046700
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1610
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt046700
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1610
IRS990/OtherRevenueTotalAmt047310
IRS990/OtherSalariesAndWagesGrp/TotalAmt0475047
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt0822385
IRS990/PayrollTaxesGrp/TotalAmt0130839
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0true
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0485000
IRS990/ProgramServiceRevenueGrp/BusinessCd1485000
IRS990/ProgramServiceRevenueGrp/Desc0INT'L DEATH BENEFITS
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt048000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15534868
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt048000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15534868
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt08477
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02916885
IRS990/PYOtherRevenueAmt0168894
IRS990/PYProgramServiceRevenueAmt05051343
IRS990/PYRevenuesLessExpensesAmt0641084
IRS990/PYSalariesCompEmpBnftPaidAmt01670745
IRS990/PYTotalExpensesAmt04587630
IRS990/PYTotalRevenueAmt05228714
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01033928
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01072694
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01231710
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0Cash Contribution to BCU Cope Fund
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I-A, Line 1 - Direct and Indirect Political Campaign Activities
IRS990ScheduleD/EquipmentGrp/BookValueAmt025361
IRS990ScheduleD/EquipmentGrp/DepreciationAmt064636
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt089997
IRS990ScheduleD/ExpensesSubtotalAmt04607573
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0956
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0956
IRS990ScheduleD/RevenueSubtotalAmt05641501
IRS990ScheduleD/TotalBookValueLandBuildingsAmt025361
IRS990ScheduleD/TotalExpensesPerForm990Amt04607573
IRS990ScheduleD/TotalRevenuePerForm990Amt05641501
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05641501
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04607573
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EMPLOYEES OF MBTA IN COVERED POSITIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MONTHLY MEETING AND VOTE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS RELATING TO MEMBERSHIP AND VOTES TO APPROVE OR REJECT ACTIONS BY GOVERNING BODY AT MONTHLY MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization monitors and enforces compliance by holding biweekly board meetings, and monthly financial reports are approved by membership
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Conflict of interest policy and financial statements are available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02256909
IRS990/TotalAssetsEOYAmt03290837
IRS990/TotalAssetsGrp/BOYAmt02256909
IRS990/TotalAssetsGrp/EOYAmt03290837
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt060
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04607573
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02256909
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03290837
IRS990/TotalProgramServiceRevenueAmt05582868
IRS990/TotalReportableCompFromOrgAmt01137826
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05641501
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05641501
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02256909
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03290837
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02256909
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03290837
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0carmensunion.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES M EVERS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINAN. TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION 589
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0041103405
ReturnHeader/Filer/PhoneNum06175428212
ReturnHeader/Filer/USAddress/AddressLine1Txt0295 DEVONSHIRE ST 5TH FLR
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0QRGA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01410 Providence Hwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Norwood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002062
ReturnHeader/PreparerPersonGrp/PhoneNum07815510040

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,290,837
Liabilities
$0
Net assets
$3,290,837
Revenue
$5,641,501
Expenses
$4,607,573
Net income
$1,033,928
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.45$0.01$3.44$7.52$6.00$1.52
2024Detailed filing. Detailed filing data is available for this year.$1.93$0.01$1.93$6.76$5.65$1.10
2023Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$5.40$5.39$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$4.77$5.42$0.64
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.01$1.45$4.85$4.83$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$4.50$5.75$1.25
2019Detailed filing. Detailed filing data is available for this year.$2.69$0.01$2.68$4.66$5.10$0.44
2018Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$4.64$4.60$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.10$0.01$3.09$4.60$4.80$0.20
2016Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$5.64$4.61$1.03
2015Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$5.23$4.59$0.64
2014Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$4.59$4.14$0.45
2013Detailed filing. Detailed filing data is available for this year.$1.17$0.01$1.17$3.75$3.95$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.00$1.36$3.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.00$0.81$3.57