Civic Intelligence

Amalgamated Transit Union 1363 Local

990EZ • Fiscal year 2023 • EIN 05-0341821

Jan 01, 2023 to Dec 31, 2023 • Filed on May 02, 2024

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

91st percentile

0.14x

Higher debt load relative to assets than 91% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

80th percentile

0.04x

Higher debt load relative to revenue than 80% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Net Margin

9th percentile

-29%

Higher net margin than 9% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$12,025

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 25.3% of source-year revenue.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Asset Growth

3rd percentile

-56%

Faster asset growth than 3% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

32%

Faster revenue growth than 89% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$12,187

Down $15,342 (-56%) from 2022

Net Assets

Down

$10,433

Down $13,995 (-57%) from 2022

Liabilities

Down

$1,754

Down $1,347 (-43%) from 2022

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin9th percentile

Revenue

Up

$47,575

Up $11,638 (+32%) from 2022

Expenses

Up

$61,570

Up $9,739 (+19%) from 2022

Net Income

Up

-$13,995

Up $1,899 (+12%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2023

Assets$12,187
Liabilities$1,754
Net Assets$10,433
Open 2023 Filing

Operations Trend

Revenue Growth89th 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

2023

Revenue$47,575
Expenses$61,570
Net Income-$13,995
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 2, 2024
Return Version
2023v5.1
Gross Receipts
$47,575
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
STEPHEN MOROTAPresidentPT$12,025-$12,025
PAUL BOIETreasurerPT$9,265-$9,265
MICHAEL VALENTINESecretaryPT$6,432-$6,432
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
2024-05-02
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

“MISCELLANEOUS 1329.”

Form 990EZ, Part I, Line 16

“PAYROLL TAXES 3788.”

Form 990EZ, Part I, Line 16

“PER CAPITA TAX 8333.”

Form 990EZ, Part I, Line 16

“RI AFL-CIO 645.”

Form 990EZ, Part I, Line 16

“SUPPLIES 434.”

Form 990EZ, Part I, Line 16

“OFFICE EXPENSE 362.”

Form 990EZ, Part II, Line 26

“Accounts payable 3101. 1754.”

Raw XML Appendix123 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/BOYAmt027529
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012187
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13995
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03814
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027529
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012187
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt047575
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt047575
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024428
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010433
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024428
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010433
IRS990EZ/OccupancyRentUtltsAndMaintAmt0700
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt19.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt012025
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt19265
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt26432
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHEN MOROTA
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/OtherExpensesTotalAmt014891
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING SUPPORT FOR THE MEMBERSHIP WHOSE FUNCTION IS TO DRIVE BUSES.
IRS990EZ/PrintingPublicationsPostageAmt0230
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0N/A
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt041935
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03101
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01754
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061570
IRS990EZ/TotalRevenueAmt047575
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 1329.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PAYROLL TAXES 3788.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PER CAPITA TAX 8333.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RI AFL-CIO 645.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES 434.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OFFICE EXPENSE 362.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACCOUNTS PAYABLE 3101. 1754.
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
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL BOIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05086423530
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-02
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/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jessica L Ratcliffe CPA
ReturnHeader/ReturnTs02024-11-15T10:06:50-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,187
Liabilities
$1,754
Net assets
$10,433
Revenue
$47,575
Expenses
$61,570
Net income
-$13,995
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