Civic Intelligence

Amalgamated Transit Union 1363 Local

EIN 05-0341821 • 501(c)5 • Swansea, MA

Profile

Providing support for the membership whose function is to drive buses.

PO Box 6Swansea, MA 02777

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

89th percentile

0.10x

Higher debt load relative to assets than 89% of similar nonprofits.

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

Liabilities / Revenue

77th percentile

0.02x

Higher debt load relative to revenue than 77% of similar nonprofits.

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

Net Margin

37th percentile

-1.6%

Higher net margin than 37% of similar nonprofits.

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

Top Officer Pay

84th percentile

$14,368

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 26.1% of source-year revenue.

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

Asset Growth

23rd percentile

-12%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

79th percentile

16%

Faster revenue growth than 79% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$10,683

Down $1,504 (-12%) from 2023

Liabilities

Down

$1,118

Down $636 (-36%) from 2023

Net Assets

Down

$9,565

Down $868 (-8.3%) from 2023

Operations
Liabilities / Revenue77th percentileNet Margin37th percentile

Revenue

Up

$54,983

Up $7,408 (+16%) from 2023

Expenses

Down

$55,851

Down $5,719 (-9.3%) from 2023

Net Income

Up

-$868

Up $13,127 (+94%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $53,683Liabilities 2011: $6,207Net Assets 2011: $47,4762011Assets 2015: $55,592Liabilities 2015: $3,451Net Assets 2015: $52,1412015Assets 2016: $55,666Liabilities 2016: $2,417Net Assets 2016: $53,2492016Assets 2017: $57,569Liabilities 2017: $2,595Net Assets 2017: $54,9742017Assets 2018: $58,606Liabilities 2018: $2,469Net Assets 2018: $56,1372018Assets 2019: $56,530Liabilities 2019: $3,055Net Assets 2019: $53,4752019Assets 2020: $55,071Liabilities 2020: $3,422Net Assets 2020: $51,6492020Assets 2021: $42,851Liabilities 2021: $2,265Net Assets 2021: $40,5862021Assets 2022: $27,529Liabilities 2022: $3,101Net Assets 2022: $24,4282022Assets 2023: $12,187Liabilities 2023: $1,754Net Assets 2023: $10,4332023Assets 2024: $10,683Liabilities 2024: $1,118Net Assets 2024: $9,5652024

Highlighted filing

2024

Assets$10,683
Liabilities$1,118
Net Assets$9,565
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $59,827Expenses 2011: $72,374Net Income 2011: -$12,5472011Revenue 2015: $64,535Expenses 2015: $60,134Net Income 2015: $4,4012015Revenue 2016: $75,584Expenses 2016: $74,476Net Income 2016: $1,1082016Revenue 2017: $64,582Expenses 2017: $62,857Net Income 2017: $1,7252017Revenue 2018: $66,316Expenses 2018: $65,152Net Income 2018: $1,1642018Revenue 2019: $87,034Expenses 2019: $89,696Net Income 2019: -$2,6622019Revenue 2020: $41,083Expenses 2020: $42,909Net Income 2020: -$1,8262020Revenue 2021: $32,946Expenses 2021: $44,009Net Income 2021: -$11,0632021Revenue 2022: $35,937Expenses 2022: $51,831Net Income 2022: -$15,8942022Revenue 2023: $47,575Expenses 2023: $61,570Net Income 2023: -$13,9952023Revenue 2024: $54,983Expenses 2024: $55,851Net Income 2024: -$8682024

Highlighted filing

2024

Revenue$54,983
Expenses$55,851
Net Income-$868
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$10,683
Liabilities
$1,118
Net assets
$9,565
Revenue
$54,983
Expenses
$55,851
Net income
-$868
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.7$1.12$9.57$55.0$55.9$0.87
2023Detailed filing. Detailed filing data is available for this year.$12.2$1.75$10.4$47.6$61.6$14.0
2022Detailed filing. Detailed filing data is available for this year.$27.5$3.10$24.4$35.9$51.8$15.9
2021Detailed filing. Detailed filing data is available for this year.$42.9$2.27$40.6$32.9$44.0$11.1
2020Detailed filing. Detailed filing data is available for this year.$55.1$3.42$51.6$41.1$42.9$1.83
2019Detailed filing. Detailed filing data is available for this year.$56.5$3.06$53.5$87.0$89.7$2.66
2018Detailed filing. Detailed filing data is available for this year.$58.6$2.47$56.1$66.3$65.2$1.16
2017Detailed filing. Detailed filing data is available for this year.$57.6$2.60$55.0$64.6$62.9$1.73
2016Detailed filing. Detailed filing data is available for this year.$55.7$2.42$53.2$75.6$74.5$1.11
2015Summary only. Only limited summary data is available for this year.$55.6$3.45$52.1$64.5$60.1$4.40
2011Summary only. Only limited summary data is available for this year.$53.7$6.21$47.5$59.8$72.4$12.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 13, 2025
Return Version
2024v5.2
Gross Receipts
$54,983
Mission and Program Overview

Mission

Provide Support for the membership whose function is drive buses.

Providing support for the membership whose function is to drive buses.

Program Services

DescriptionGrantsExpenses
N/A--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN MAROTOPresidentPT$14,368-$14,368
PAUL BOIETreasurerPT$10,688-$10,688
MICHAEL VALENTINESecretaryPT$5,403$45$5,448
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union 1363 Local
EIN
05-0341821
Phone
5086423530
Address
PO BOX 6, SWANSEA, MA 02777

Signing Officer

Name
Paul Boie
Title
Treasurer
Phone
5086423530
Signed
2025-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Jessica L Ratcliffe CPA & Associates
Address
1001 Reservoir Ave, Cranston, RI 02910
Preparer
Jessica L Ratcliffe CPA
Phone
4019194015
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“OFFICE EXPENSE 978.”

Form 990EZ, Part I, Line 16

“PAYROLL TAXES 3011.”

Form 990EZ, Part I, Line 16

“PER CAPITA TAX 8985.”

Form 990EZ, Part I, Line 16

“REIMBURSEMENTS 3119.”

Form 990EZ, Part I, Line 16

“RI AFL-CIO 706.”

Form 990EZ, Part I, Line 16

“TELEPHONE 212.”

Form 990EZ, Part II, Line 26

“Payroll liabilities 1001. 1118.”

Form 990EZ, Part II, Line 26

“Per capita tax payable 753. 0.”

Raw XML Appendix125 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/BooksInCareOfDetail/PersonNm0PAUL BOIE
IRS990EZ/BooksInCareOfDetail/PhoneNum05086423530
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt022 BARK CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SWANSEA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002777
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012187
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010683
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-868
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03201
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012187
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010683
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt054983
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt054983
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010433
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09565
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010433
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09565
IRS990EZ/OccupancyRentUtltsAndMaintAmt0350
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt19.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt014368
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110688
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt25403
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt245
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHEN MAROTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL BOIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL VALENTINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017011
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING SUPPORT FOR THE MEMBERSHIP WHOSE FUNCTION IS TO DRIVE BUSES.
IRS990EZ/PrintingPublicationsPostageAmt0236
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0N/A
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt035053
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01754
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01118
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055851
IRS990EZ/TotalRevenueAmt054983
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICE EXPENSE 978.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PAYROLL TAXES 3011.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PER CAPITA TAX 8985.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REIMBURSEMENTS 3119.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RI AFL-CIO 706.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TELEPHONE 212.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PAYROLL LIABILITIES 1001. 1118.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PER CAPITA TAX PAYABLE 753. 0.
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 II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL BOIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05086423530
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION 1363 LOCAL
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0050341821
ReturnHeader/Filer/PhoneNum05086423530
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6
ReturnHeader/Filer/USAddress/CityNm0SWANSEA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002777
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861179952
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jessica L Ratcliffe CPA & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 Reservoir Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cranston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002910
ReturnHeader/PreparerPersonGrp/PhoneNum04019194015
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jessica L Ratcliffe CPA
ReturnHeader/ReturnTs02025-11-17T18:24:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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