Civic Intelligence

Amalgamated Transit Union Local 425

990 • Fiscal year 2016 • EIN 06-0241076

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

69 Burnside AvenueEast Hartford, CT 06118-3408

(860) 282-9933

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Net Margin

64th percentile

8.4%

Higher net margin than 64% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

96th percentile

$95,224

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

66th percentile

5.8%

Faster revenue growth than 66% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$363,684

Up $41,245 (+13%) from 2015

Net Assets

Up

$361,346

Up $40,247 (+13%) from 2015

Liabilities

Up

$2,338

Up $998 (+74%) from 2015

Revenue

Up

$494,332

Up $26,883 (+5.8%) from 2015

Expenses

Up

$452,894

Up $100,597 (+29%) from 2015

Net Income

Down

$41,438

Down $73,714 (-64%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2010: $87,309Liabilities 2010: -$164Net Assets 2010: $87,4732010Assets 2011: $145,457Liabilities 2011: $6Net Assets 2011: $145,4512011Assets 2012: $197,984Liabilities 2012: $280Net Assets 2012: $197,7042012Assets 2013: $194,905Liabilities 2013: $548Net Assets 2013: $194,3572013Assets 2014: $209,578Liabilities 2014: $4,458Net Assets 2014: $205,1202014Assets 2015: $322,439Liabilities 2015: $1,340Net Assets 2015: $321,0992015Assets 2016: $363,684Liabilities 2016: $2,338Net Assets 2016: $361,3462016Assets 2017: $495,438Liabilities 2017: $757Net Assets 2017: $494,6812017Assets 2018: $624,156Liabilities 2018: $55Net Assets 2018: $624,1012018Assets 2019: $662,307Liabilities 2019: $158Net Assets 2019: $662,1492019Assets 2020: $754,147Liabilities 2020: $294Net Assets 2020: $753,8532020Assets 2021: $826,351Liabilities 2021: $664Net Assets 2021: $825,6872021Assets 2022: $724,231Liabilities 2022: $144Net Assets 2022: $724,0872022Assets 2023: $734,001Liabilities 2023: $9Net Assets 2023: $733,9922023Assets 2024: $752,711Liabilities 2024: $651Net Assets 2024: $752,0602024

Highlighted filing

2016

Assets$363,684
Liabilities$2,338
Net Assets$361,346

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $320,0832010Expenses 2011: $263,2962011Expenses 2012: $286,8042012Revenue 2013: $358,284Expenses 2013: $363,997Net Income 2013: -$5,7132013Revenue 2014: $381,864Expenses 2014: $370,683Net Income 2014: $11,1812014Revenue 2015: $467,449Expenses 2015: $352,297Net Income 2015: $115,1522015Revenue 2016: $494,332Expenses 2016: $452,894Net Income 2016: $41,4382016Revenue 2017: $505,829Expenses 2017: $372,953Net Income 2017: $132,8762017Revenue 2018: $521,212Expenses 2018: $391,720Net Income 2018: $129,4922018Revenue 2019: $514,064Expenses 2019: $475,894Net Income 2019: $38,1702019Revenue 2020: $491,755Expenses 2020: $400,070Net Income 2020: $91,6852020Revenue 2021: $447,759Expenses 2021: $375,917Net Income 2021: $71,8422021Revenue 2022: $436,338Expenses 2022: $537,938Net Income 2022: -$101,6002022Revenue 2023: $504,962Expenses 2023: $495,057Net Income 2023: $9,9052023Revenue 2024: $525,117Expenses 2024: $507,049Net Income 2024: $18,0682024

Highlighted filing

2016

Revenue$494,332
Expenses$452,894
Net Income$41,438
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Gross Receipts
$494,332
Mission and Program Overview

Mission

To organize transit bus company employees and secure for them through the collective bargaining process process, improved wages, benefits and working conditions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$186,297$205,780▲ $19,483
Cash and Non-Interest-Bearing Accounts$129,169$151,702▲ $22,533
Prepaid Expenses and Deferred Charges$3,025$3,943▲ $918
Land, Buildings, and Equipment, Net$3,948$2,259▼ $1,689
Total Assets$322,439$363,684▲ $41,245
Liabilities
Accounts Payable and Accrued Expenses$1,340$2,338▲ $998
Total Liabilities$1,340$2,338▲ $998
Net Assets / Fund Balance
Unrestricted Net Assets$321,099$361,346▲ $40,247
Total Net Assets Fund Balance$321,099$361,346▲ $40,247
Total Liabilities and Net Assets / Fund Balance$322,439$363,684▲ $41,245

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,259$25,327$27,586
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Tony LangevinBusiness ManPT$95,224$95,224
Teri a MorrisonTreasurer-$21,701$21,701
Artan MartinajPresidentPT$17,616$17,616
Calvin HenryExecutive BoPT$13,806$13,806
Cynthia EmiliaE Board Memb-$4,735$4,735
Linford a CockingsExecutive Bo-$1,007$1,007
Maria MaldonadoE Board Memb-$1,007$1,007
Rosalinda OrtizE Board Memb-$1,007$1,007
Terrina LouisExecutive Bo-$1,007$1,007
Valerie D TaylorE Board Memb-$1,007$1,007
Thomas DindaAssistant Sh-$623$623

Board Members and Trustees

NameTitle
Edward P WetzelShop Steward
Revenue and Support

Revenue Composition

Contributions and Grants
$491,465
Program Service Revenue
$0
Investment Income
$444
Other Revenue
$2,423
Change in Net Assets
$41,438
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$259,681
Salaries, Compensation, and Employee Benefits$193,213
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$158,820--$158,820
Payments to Affiliates$115,456--$115,456
Fees for Services Accounting$34,965--$34,965
Occupancy$17,580--$17,580
Other Salaries and Wages$17,200--$17,200
Payroll Taxes$15,879--$15,879
Travel$12,306--$12,306
Office Expenses$3,782--$3,782
All Other Expenses$2,682--$2,682
Insurance$1,514--$1,514
Conferences and Meetings$1,425--$1,425
Comp Disqual Persons$1,314--$1,314
Other Expenses$813--$813
Depreciation Depletion$498--$498
Information Technology$473--$473
Total Functional Expenses$452,894$0$0$452,894
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Return and all income and expenses reviewed and approved by business manager, treasurer and audit committee.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union
EIN
06-0241076
Phone
8602829933
Address
69 BURNSIDE AVENUE, EAST HARTFORD, CT 06118-3408

Signing Officer

Name
Artan Martinaj
Title
President
Phone
8602829933
Signed
2017-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Artan Martinaj
Formed
1906
Legal Domicile
Ct
Voting Board Members
12
Independent Board Members
5
Employees
21

Preparer

Firm
Michael J Thibodeau CPA
Address
99 EAST CENTER STREET, MANCHESTER, CT 06040
Preparer
Michael J Thibodeau
Phone
8606460408
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

CONTRACT NEGOTIATIONS

Form 990, Part XI, Line 9

Book / tax depreciation difference -1,191

Raw XML Appendix352 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RETURN AND ALL INCOME AND EXPENSES REVIEWED AND APPROVED BY BUSINESS MANAGER, TREASURER AND AUDIT COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOK / TAX DEPRECIATION DIFFERENCE -1,191
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0363684
IRS990/TotalAssetsGrp/BOYAmt0322439
IRS990/TotalAssetsGrp/EOYAmt0363684
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IRS990/TotalContributionsAmt0491465
IRS990/TotalEmployeeCnt021
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0452894
IRS990/TotalFunctionalExpensesGrp/TotalAmt0452894
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01340
IRS990/TotalLiabilitiesEOYAmt02338
IRS990/TotalLiabilitiesGrp/BOYAmt01340
IRS990/TotalLiabilitiesGrp/EOYAmt02338
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0321099
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0361346
IRS990/TotalReportableCompFromOrgAmt0158740
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02867
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0494332
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0322439
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0363684
IRS990/TravelGrp/ProgramServicesAmt012306
IRS990/TravelGrp/TotalAmt012306
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0321099
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0361346
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0355 GOODWIN STREET
IRS990/USAddress/CityNm0EAST HARTFORD
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006108
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ARTAN MARTINAJ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08602829933
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LOCAL 425
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0060241076
ReturnHeader/Filer/PhoneNum08602829933
ReturnHeader/Filer/USAddress/AddressLine1Txt069 BURNSIDE AVENUE
ReturnHeader/Filer/USAddress/CityNm0EAST HARTFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0061183408
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04E4B70681A13F36EE4518DAEE418C0B26509C7CE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04E4B70681A13F36EE4518DAEE418C0B26509C7CE
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061400426
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL J THIBODEAU CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 EAST CENTER STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MANCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006040
ReturnHeader/PreparerPersonGrp/PhoneNum08606460408
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J THIBODEAU
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-15T21:02:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.53$0.01$7.52$5.25$5.07$0.18
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.34$0.00$7.34$5.05$4.95$0.10
2022Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.24$4.36$5.38$1.02
2021Detailed filing. Detailed filing data is available for this year.$8.26$0.01$8.26$4.48$3.76$0.72
2020Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$4.92$4.00$0.92
2019Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$5.14$4.76$0.38
2018Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$5.21$3.92$1.29
2017Detailed filing. Detailed filing data is available for this year.$4.95$0.01$4.95$5.06$3.73$1.33
2016Detailed filing. Detailed filing data is available for this year.$3.64$0.02$3.61$4.94$4.53$0.41
2015Detailed filing. Detailed filing data is available for this year.$3.22$0.01$3.21$4.67$3.52$1.15
2014Detailed filing. Detailed filing data is available for this year.$2.10$0.04$2.05$3.82$3.71$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.95$0.01$1.94$3.58$3.64$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.00$1.98$2.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.00$1.45$2.63
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.00$0.87$3.20