Civic Intelligence

Amalgamated Transit Union 1363 Local

990EZ • Fiscal year 2021 • EIN 05-0341821

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 12, 2022

Organization ProfileN/A
PO Box 6Swansea, MA 02777

(508) 642-3530

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.05x

Higher debt load relative to assets than 83% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

85th percentile

0.07x

Higher debt load relative to revenue than 85% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Net Margin

6th percentile

-34%

Higher net margin than 6% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Top Officer Pay

79th percentile

$11,257

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 34.2% of source-year revenue.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Asset Growth

8th percentile

-22%

Faster asset growth than 8% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-20%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$42,851

Down $12,220 (-22%) from 2020

Net Assets

Down

$40,586

Down $11,063 (-21%) from 2020

Liabilities

Down

$2,265

Down $1,157 (-34%) from 2020

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin6th percentile

Revenue

Down

$32,946

Down $8,137 (-20%) from 2020

Expenses

Up

$44,009

Up $1,100 (+2.6%) from 2020

Net Income

Down

-$11,063

Down $9,237 (-506%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$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

2021

Assets$42,851
Liabilities$2,265
Net Assets$40,586
Open 2021 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$32,946
Expenses$44,009
Net Income-$11,063
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 12, 2022
Return Version
2021v4.1
Gross Receipts
$32,946
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 Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GIL MENDONCAPresidentPT$11,257-$11,257
PAUL BOIETreasurerPT$8,870-$8,870
MICHAEL VALENTINESecretaryPT$4,787-$4,787
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
2022-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Riverside Tax & Accounting Services
Address
1990 Pawtucket Ave Ste 1B, East Providence, RI 02914
Preparer
Jessica L Ratcliffe CPA
Phone
4019194015
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“PAYROLL TAXES 2134.”

Form 990EZ, Part I, Line 16

“PER CAPITA TAX 6112.”

Form 990EZ, Part I, Line 16

“SUPPLIES 181.”

Form 990EZ, Part I, Line 16

“TELEPHONE 862.”

Form 990EZ, Part I, Line 16

“RI AFL-CIO 414.”

Form 990EZ, Part I, Line 16

“Conferences & meetings 1845.”

Form 990EZ, Part I, Line 16

“MISCELLANEOUS 167.”

Form 990EZ, Part II, Line 24

“Accounts receivable 11232. 8574.”

Form 990EZ, Part II, Line 26

“Accounts payable 3422. 2265.”

Raw XML Appendix135 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/BOYAmt043839
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034277
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11063
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03204
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt055071
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042851
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt032946
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt032946
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051649
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040586
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051649
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040586
IRS990EZ/OccupancyRentUtltsAndMaintAmt0500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt19.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt011257
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt18870
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt24787
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GIL MENDONCA
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/OtherAssetsTotalDetail/BOYAmt011232
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08574
IRS990EZ/OtherExpensesTotalAmt011715
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING SUPPORT FOR THE MEMBERSHIP WHOSE FUNCTION IS TO DRIVE BUSES.
IRS990EZ/PrintingPublicationsPostageAmt0176
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0N/A
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt028414
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03422
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02265
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044009
IRS990EZ/TotalRevenueAmt032946
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PAYROLL TAXES 2134.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PER CAPITA TAX 6112.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLIES 181.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TELEPHONE 862.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RI AFL-CIO 414.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONFERENCES & MEETINGS 1845.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISCELLANEOUS 167.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACCOUNTS RECEIVABLE 11232. 8574.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACCOUNTS PAYABLE 3422. 2265.
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 I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL BOIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05086423530
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-12
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/PreparerFirmGrp/PreparerFirmEIN0861179952
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Riverside Tax & Accounting Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01990 Pawtucket Ave Ste 1B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0East Providence
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002914
ReturnHeader/PreparerPersonGrp/PhoneNum04019194015
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jessica L Ratcliffe CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-12T14:32:56-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOIE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,851
Liabilities
$2,265
Net assets
$40,586
Revenue
$32,946
Expenses
$44,009
Net income
-$11,063
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