Civic Intelligence

Amalgamated Transit Union Local 1037

990EZ • Fiscal year 2024 • EIN 04-2373376

Jan 01, 2024 to Dec 31, 2024 • Filed on May 12, 2025

Organization Profile
6 Arvey StreetNorth Dartmouth, MA 02747

(774) 309-0738

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.00x

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

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Net Margin

83rd percentile

24%

Higher net margin than 83% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$10,580

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 13.3% of source-year revenue.

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Asset Growth

82nd percentile

18%

Faster asset growth than 82% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

11%

Faster revenue growth than 69% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$123,905

Up $18,763 (+18%) from 2023

Net Assets

Up

$123,905

Up $18,763 (+18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin83rd percentile

Revenue

Up

$79,355

Up $7,980 (+11%) from 2023

Expenses

Down

$60,592

Down $5,003 (-7.6%) from 2023

Net Income

Up

$18,763

Up $12,983 (+225%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$150K$100K$50K$0Assets 2023: $105,142Liabilities 2023: $0Net Assets 2023: $105,1422023Assets 2024: $123,905Liabilities 2024: $0Net Assets 2024: $123,9052024

Highlighted filing

2024

Assets$123,905
Liabilities$0
Net Assets$123,905
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

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

$80K$60K$40K$20K$0Revenue 2023: $71,375Expenses 2023: $65,595Net Income 2023: $5,7802023Revenue 2024: $79,355Expenses 2024: $60,592Net Income 2024: $18,7632024

Highlighted filing

2024

Revenue$79,355
Expenses$60,592
Net Income$18,763
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.0
Gross Receipts
$79,355
Mission and Program Overview

Mission

The Primary purpose of this organization is to represent its 110 unionized members to oversee that the collective bargaining agreement is being upheld properly by the employer.

The Primary purpose of this organization is to represent its 106 unionized members to oversee that the collective bargaining agreement is being upheld properly by the employer.

Program Services

DescriptionGrantsExpenses
Our accomplishments are to maintain the collective bargaining agreement with the employer to ensure the wages and benefits are as stated as outlined in the contract.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Antone SousaPresident/Business Agent-$10,580-$10,580
Wayne WolcottFinanancial Secretary-$7,799-$7,799
Robert PerryVice President-$4,761-$4,761
Paul TeixeiraExecutive Board-$2,343-$2,343
Dustin LeValleyExcutive Board-$1,714-$1,714
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Locl 1037
EIN
04-2373376
Phone
7743090738
Address
6 Arvey Street, North Dartmouth, MA 02747

Signing Officer

Name
Dustin Levalley
Title
Financial Secretary
Phone
7743090738
Signed
2025-05-12
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Payroll tax refund”

Raw XML Appendix126 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt022699
IRS990EZ/BooksInCareOfDetail/PersonNm0Dustin Levalley
IRS990EZ/BooksInCareOfDetail/PhoneNum07743090738
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06 Arvey Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0North Dartmouth
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002747
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0105142
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0123905
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt018763
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010336
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0105142
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0123905
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt018
IRS990EZ/GrossReceiptsAmt079355
IRS990EZ/GrossSalesOfInventoryAmt018
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt079225
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0105142
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0123905
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0105142
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0123905
IRS990EZ/OccupancyRentUtltsAndMaintAmt0375
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt010580
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt14761
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt27799
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt32343
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt41714
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Antone Sousa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Robert Perry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Wayne Wolcott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Paul Teixeira
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dustin LeValley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President/Business Agent
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Finanancial Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Executive Board
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Excutive Board
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt0111
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The Primary purpose of this organization is to represent its 106 unionized members to oversee that the collective bargaining agreement is being upheld properly by the employer.
IRS990EZ/PrintingPublicationsPostageAmt0513
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Our accomplishments are to maintain the collective bargaining agreement with the employer to ensure the wages and benefits are as stated as outlined in the contract.
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt026669
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt060592
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt079355
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationOtherDesc0Labor Union
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Payroll tax refund
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Dustin Levalley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Financial Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum07743090738
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION LOCL 1037
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0042373376
ReturnHeader/Filer/PhoneNum07743090738
ReturnHeader/Filer/USAddress/AddressLine1Txt06 Arvey Street
ReturnHeader/Filer/USAddress/CityNm0North Dartmouth
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002747
ReturnHeader/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02025-05-12T09:51:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$123,905
Liabilities
$0
Net assets
$123,905
Revenue
$79,355
Expenses
$60,592
Net income
$18,763
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.79$0.61$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.71$0.66$0.06