Civic Intelligence

Amalgamated Transit Union 1145

990EZ • Fiscal year 2022 • EIN 15-0298192

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 12, 2023

Organization ProfileWWW.ATU.ORG
PO Box 389Binghamton, NY 13902

(607) 237-5353

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

14th percentile

-21%

Higher net margin than 14% of similar nonprofits.

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

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

9th percentile

-26%

Faster asset growth than 9% of similar nonprofits.

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

Revenue Growth

26th percentile

-7.3%

Faster revenue growth than 26% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$30,134

Down $10,377 (-26%) from 2021

Net Assets

Down

$30,134

Down $10,377 (-26%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin14th percentile

Revenue

Down

$50,560

Down $3,994 (-7.3%) from 2021

Expenses

Up

$60,937

Up $6,776 (+13%) from 2021

Net Income

Down

-$10,377

Down $10,770 (-2740%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$60K$40K$20K$0Assets 2010: $31,653Net Assets 2010: $31,6532010Assets 2011: $25,832Net Assets 2011: $25,8322011Assets 2012: $31,128Net Assets 2012: $31,1282012Assets 2013: $26,066Net Assets 2013: $26,0662013Assets 2014: $25,203Net Assets 2014: $25,2032014Assets 2015: $27,628Net Assets 2015: $27,6282015Assets 2016: $31,971Net Assets 2016: $31,9712016Assets 2017: $28,863Net Assets 2017: $28,8632017Assets 2018: $32,684Net Assets 2018: $32,6842018Assets 2019: $33,683Net Assets 2019: $33,6832019Assets 2020: $40,118Liabilities 2020: $0Net Assets 2020: $40,1182020Assets 2021: $40,511Liabilities 2021: $0Net Assets 2021: $40,5112021Assets 2022: $30,134Liabilities 2022: $0Net Assets 2022: $30,1342022Assets 2023: $31,856Liabilities 2023: $0Net Assets 2023: $31,8562023Assets 2024: $34,705Liabilities 2024: $0Net Assets 2024: $34,7052024

Highlighted filing

2022

Assets$30,134
Liabilities$0
Net Assets$30,134
Open 2022 Filing

Operations Trend

Revenue Growth26th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2010: $49,587Expenses 2010: $62,451Net Income 2010: -$12,8642010Revenue 2011: $53,831Expenses 2011: $59,652Net Income 2011: -$5,8212011Revenue 2012: $46,133Expenses 2012: $40,837Net Income 2012: $5,2962012Revenue 2013: $43,681Expenses 2013: $48,743Net Income 2013: -$5,0622013Revenue 2014: $43,728Expenses 2014: $44,591Net Income 2014: -$8632014Revenue 2015: $51,019Expenses 2015: $48,594Net Income 2015: $2,4252015Revenue 2016: $51,119Expenses 2016: $46,776Net Income 2016: $4,3432016Revenue 2017: $51,759Expenses 2017: $54,867Net Income 2017: -$3,1082017Revenue 2018: $56,808Expenses 2018: $52,987Net Income 2018: $3,8212018Revenue 2019: $51,685Expenses 2019: $50,686Net Income 2019: $9992019Revenue 2020: $53,022Expenses 2020: $46,587Net Income 2020: $6,4352020Revenue 2021: $54,554Expenses 2021: $54,161Net Income 2021: $3932021Revenue 2022: $50,560Expenses 2022: $60,937Net Income 2022: -$10,3772022Revenue 2023: $55,397Expenses 2023: $53,675Net Income 2023: $1,7222023Revenue 2024: $52,464Expenses 2024: $49,615Net Income 2024: $2,8492024

Highlighted filing

2022

Revenue$50,560
Expenses$60,937
Net Income-$10,377
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 12, 2023
Return Version
2022v5.0
Gross Receipts
$50,560
Mission and Program Overview

Mission

Union for transit employees

Program Services

DescriptionGrantsExpenses
TO OBTAIN FAIR COMPENSATION FOR UNION EMPLOYEES AND TO PROTECT UNION MEMBERS FROM BROKEN CONTRACTS, UNFAIR RULES AND OR UNLAWFUL DISCHARGE.$0$0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIMMIE STEELEFinancial Sec.-$0--
PETER SCHIRALDIPresident-$0--
BRIAN CAPPELLETTVice President-$0--
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union 1145
EIN
15-0298192
Phone
6072375353
Address
PO BOX 389, BINGHAMTON, NY 13902

Signing Officer

Name
Jimmie Steele
Title
Financial Sec.
Phone
6072375353
Signed
2023-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Vieira & Associates Cpas Pc
Address
111 GRANT AVE STE 106, ENDICOTT, NY 13760
Preparer
Scott M Hotalen CPA
Phone
6077231272
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 49.”

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: atu - international office. Affiliate address: 5025 wisconsin ave nw washington, dc 20016. Purpose of payment: dues payments. Amount of payment: 15,747.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: conferences, conventions and meetings. Amount: 4,586. Description: miscellaneous. Amount: 2,100. Description: office expense. Amount: 161. Description: telephone. Amount: 1,490. Description: travel. Amount: 2,270. Description: lost time. Amount: 818. Total to form 990-ez, line 16: 11,425.”

Raw XML Appendix114 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JIMMIE STEELE
IRS990EZ/BooksInCareOfDetail/PhoneNum06072375353
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0312 CORLISS AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JOHNSON CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd013790
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040511
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030134
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-10377
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt019110
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040511
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030134
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015747
IRS990EZ/GrossReceiptsAmt050560
IRS990EZ/GroupExemptionNum00155
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt049
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt050511
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040511
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030134
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040511
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030134
IRS990EZ/OccupancyRentUtltsAndMaintAmt014244
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIMMIE STEELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PETER SCHIRALDI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIAN CAPPELLETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FINANCIAL SEC.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt011425
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0UNION FOR TRANSIT EMPLOYEES
IRS990EZ/PrintingPublicationsPostageAmt0411
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO OBTAIN FAIR COMPENSATION FOR UNION EMPLOYEES AND TO PROTECT UNION MEMBERS FROM BROKEN CONTRACTS, UNFAIR RULES AND OR UNLAWFUL DISCHARGE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt060937
IRS990EZ/TotalRevenueAmt050560
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ATU.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 49.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: ATU - INTERNATIONAL OFFICE. AFFILIATE ADDRESS: 5025 WISCONSIN AVE NW WASHINGTON, DC 20016. PURPOSE OF PAYMENT: DUES PAYMENTS. AMOUNT OF PAYMENT: 15,747.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CONFERENCES, CONVENTIONS AND MEETINGS. AMOUNT: 4,586. DESCRIPTION: MISCELLANEOUS. AMOUNT: 2,100. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 161. DESCRIPTION: TELEPHONE. AMOUNT: 1,490. DESCRIPTION: TRAVEL. AMOUNT: 2,270. DESCRIPTION: LOST TIME. AMOUNT: 818. TOTAL TO FORM 990-EZ, LINE 16: 11,425.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JIMMIE STEELE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SEC.
ReturnHeader/BusinessOfficerGrp/PhoneNum06072375353
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION 1145
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0150298192
ReturnHeader/Filer/PhoneNum06072375353
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 389
ReturnHeader/Filer/USAddress/CityNm0BINGHAMTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013902
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203859496
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VIEIRA & ASSOCIATES CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 GRANT AVE STE 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENDICOTT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013760
ReturnHeader/PreparerPersonGrp/PhoneNum06077231272
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT M HOTALEN CPA
ReturnHeader/ReturnTs02023-10-12T14:25:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JIMMIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEELE
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
$30,134
Liabilities
$0
Net assets
$30,134
Revenue
$50,560
Expenses
$60,937
Net income
-$10,377
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$34.7$0.00$34.7$52.5$49.6$2.85
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.9$0.00$31.9$55.4$53.7$1.72
2022Detailed filing. Detailed filing data is available for this year.$30.1$0.00$30.1$50.6$60.9$10.4
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.5$0.00$40.5$54.6$54.2$0.39
2020Detailed filing. Detailed filing data is available for this year.$40.1$0.00$40.1$53.0$46.6$6.44
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.7$33.7$51.7$50.7$1.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.7$32.7$56.8$53.0$3.82
2017Detailed filing. Detailed filing data is available for this year.$28.9$28.9$51.8$54.9$3.11
2016Detailed filing. Detailed filing data is available for this year.$32.0$32.0$51.1$46.8$4.34
2015Detailed filing. Detailed filing data is available for this year.$27.6$27.6$51.0$48.6$2.43
2014Detailed filing. Detailed filing data is available for this year.$25.2$25.2$43.7$44.6$0.86
2013Detailed filing. Detailed filing data is available for this year.$26.1$26.1$43.7$48.7$5.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.1$31.1$46.1$40.8$5.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.8$25.8$53.8$59.7$5.82
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.7$31.7$49.6$62.5$12.9