Civic Intelligence

Amalgamated Transit Union 1363 Local

990EZ • Fiscal year 2022 • EIN 05-0341821

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 10, 2023

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

89th percentile

0.11x

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

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

87th percentile

0.09x

Higher debt load relative to revenue than 87% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Net Margin

6th percentile

-44%

Higher net margin than 6% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Top Officer Pay

76th percentile

$10,203

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 28.4% of source-year revenue.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Asset Growth

6th percentile

-36%

Faster asset growth than 6% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

70th percentile

9.1%

Faster revenue growth than 70% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$27,529

Down $15,322 (-36%) from 2021

Net Assets

Down

$24,428

Down $16,158 (-40%) from 2021

Liabilities

Up

$3,101

Up $836 (+37%) from 2021

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin6th percentile

Revenue

Up

$35,937

Up $2,991 (+9.1%) from 2021

Expenses

Up

$51,831

Up $7,822 (+18%) from 2021

Net Income

Down

-$15,894

Down $4,831 (-44%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2022

Assets$27,529
Liabilities$3,101
Net Assets$24,428
Open 2022 Filing

Operations Trend

Revenue Growth70th 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

2022

Revenue$35,937
Expenses$51,831
Net Income-$15,894
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 10, 2023
Return Version
2022v5.0
Gross Receipts
$35,937
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 Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL BOIETreasurerPT$9,753$450$10,203
STEPHEN MOROTOPresidentPT$7,775$196$7,971
GIL MENDONCAPresidentPT$5,704$500$6,204
MICHAEL VALENTINESecretaryPT$4,701$382$5,083
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
2023-02-10
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 3678.”

Form 990EZ, Part I, Line 16

“PER CAPITA TAX 9651.”

Form 990EZ, Part I, Line 16

“SUPPLIES 345.”

Form 990EZ, Part I, Line 16

“TELEPHONE 280.”

Form 990EZ, Part I, Line 16

“RI AFL-CIO 534.”

Form 990EZ, Part I, Line 16

“Conferences & meetings 2745.”

Form 990EZ, Part I, Line 16

“MISCELLANEOUS 2114.”

Form 990EZ, Part I, Line 20

“Adjustment to prior year payroll tax expense -264.”

Form 990EZ, Part II, Line 24

“Accounts receivable 8574. 0.”

Form 990EZ, Part II, Line 26

“Accounts payable 2265. 3101.”

Raw XML Appendix144 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/BOYAmt034277
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027529
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15894
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01730
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042851
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027529
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt035937
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt033937
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040586
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024428
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040586
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024428
IRS990EZ/OccupancyRentUtltsAndMaintAmt0550
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt19.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt05704
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt19753
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt24701
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt37775
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt0500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt1450
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt2382
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt3196
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GIL MENDONCA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL BOIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL VALENTINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHEN MOROTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08574
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-264
IRS990EZ/OtherExpensesTotalAmt019347
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING SUPPORT FOR THE MEMBERSHIP WHOSE FUNCTION IS TO DRIVE BUSES.
IRS990EZ/PrintingPublicationsPostageAmt0216
IRS990EZ/ProgramServiceRevenueAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0N/A
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt029988
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02265
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03101
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051831
IRS990EZ/TotalRevenueAmt035937
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PAYROLL TAXES 3678.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PER CAPITA TAX 9651.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLIES 345.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TELEPHONE 280.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RI AFL-CIO 534.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONFERENCES & MEETINGS 2745.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISCELLANEOUS 2114.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Adjustment to prior year payroll tax expense -264.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACCOUNTS RECEIVABLE 8574. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACCOUNTS PAYABLE 2265. 3101.
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 I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL BOIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05086423530
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-10
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/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/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jessica L Ratcliffe CPA
ReturnHeader/ReturnTs02023-11-15T05:53:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOIE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,529
Liabilities
$3,101
Net assets
$24,428
Revenue
$35,937
Expenses
$51,831
Net income
-$15,894
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