Civic Intelligence

Amalgamated Transit Union Local 1763

990EZ • Fiscal year 2015 • EIN 16-1766829

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 11, 2016

914 Main StreetEast Hartford, CT 06108

(860) 206-9799

Siviq Scores

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

Liabilities / Assets

76th percentile

0.03x

Higher debt load relative to assets than 76% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

69th percentile

0.01x

Higher debt load relative to revenue than 69% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Net Margin

86th percentile

24%

Higher net margin than 86% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Top Officer Pay

79th percentile

$13,431

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Asset Growth

96th percentile

84%

Faster asset growth than 96% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

95th percentile

43%

Faster revenue growth than 95% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$88,848

Up $40,480 (+84%) from 2014

Net Assets

Up

$86,605

Up $45,145 (+109%) from 2014

Liabilities

Down

$2,243

Down $4,665 (-68%) from 2014

Revenue

Up

$189,421

Up $57,102 (+43%) from 2014

Expenses

Up

$144,279

Up $17,422 (+14%) from 2014

Net Income

Up

$45,142

Up $39,680 (+726%) from 2014

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2013: $48,418Liabilities 2013: $13,426Net Assets 2013: $34,9922013Assets 2014: $48,368Liabilities 2014: $6,908Net Assets 2014: $41,4602014Assets 2015: $88,848Liabilities 2015: $2,243Net Assets 2015: $86,6052015Assets 2016: $112,698Liabilities 2016: $675Net Assets 2016: $112,0232016Assets 2017: $130,858Liabilities 2017: $688Net Assets 2017: $130,1702017Assets 2018: $114,823Liabilities 2018: $118Net Assets 2018: $114,7052018Assets 2019: $141,793Liabilities 2019: $5,889Net Assets 2019: $135,9042019Assets 2020: $157,166Liabilities 2020: $49Net Assets 2020: $157,1172020Assets 2021: $135,280Liabilities 2021: $3,347Net Assets 2021: $131,9332021Assets 2022: $126,112Liabilities 2022: $430Net Assets 2022: $125,6822022Assets 2023: $103,341Liabilities 2023: $727Net Assets 2023: $102,6142023Assets 2024: $139,977Liabilities 2024: $1,699Net Assets 2024: $138,2782024Assets 2025: $148,951Liabilities 2025: $0Net Assets 2025: $148,9512025

Highlighted filing

2015

Assets$88,848
Liabilities$2,243
Net Assets$86,605

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2013: $118,531Expenses 2013: $116,305Net Income 2013: $2,2262013Revenue 2014: $132,319Expenses 2014: $126,857Net Income 2014: $5,4622014Revenue 2015: $189,421Expenses 2015: $144,279Net Income 2015: $45,1422015Revenue 2016: $177,122Expenses 2016: $151,701Net Income 2016: $25,4212016Revenue 2017: $178,575Expenses 2017: $161,144Net Income 2017: $17,4312017Revenue 2018: $172,952Expenses 2018: $187,914Net Income 2018: -$14,9622018Revenue 2019: $207,753Expenses 2019: $186,554Net Income 2019: $21,1992019Revenue 2020: $159,249Expenses 2020: $138,036Net Income 2020: $21,2132020Revenue 2021: $151,141Expenses 2021: $176,253Net Income 2021: -$25,1122021Revenue 2022: $175,825Expenses 2022: $182,076Net Income 2022: -$6,2512022Revenue 2023: $202,615Expenses 2023: $225,683Net Income 2023: -$23,0682023Revenue 2024: $233,362Expenses 2024: $197,698Net Income 2024: $35,6642024Revenue 2025: $218,926Expenses 2025: $208,253Net Income 2025: $10,6732025

Highlighted filing

2015

Revenue$189,421
Expenses$144,279
Net Income$45,142
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 11, 2016
Return Version
2015v2.1
Gross Receipts
$189,421
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. Contract negotiations membership services union administration -- internal governance litigation

Program Services

DescriptionGrantsExpenses
MEMBERS GENERALLY RECEIVE BENEFITS OR CONSIDERATION IN RETURN FOR DUES AND ASSESSMENTS. THESE BENEFITS INCLUDE CONTRACT NEGOTIATIONS, LEGAL REPRESENTATION, AND ASSISTANCE CONCERNING EMPLOYMENT MATTERS. NEGOTIATED NEW LABOR CONTRACT IN 2015.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERSHAM FLYNNPresident-$13,431-$13,431
LAWANDA Y EPPSTreasurer-$7,840-$7,840
VICTOR DANIELYard Steward-$5,588-$5,588
NORMAN CORMIERVice Preside-$3,606-$3,606
GERALD WARNERRecording Se-$3,231-$3,231
EMELY LUGODirector-$2,963-$2,963
JUSTINA RAMOSDirector-$2,444-$2,444
DAWORIN HARDINGSeargent At-$2,219-$2,219
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union
EIN
16-1766829
Phone
8602069799
Address
914 MAIN STREET, EAST HARTFORD, CT 06108

Signing Officer

Name
Lawanda Y Epps
Title
Treasurer
Phone
8609650894
Signed
2016-08-11
Discuss with paid preparer
Yes

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-ez, Part I, Line 8

Insurance recovery 29,024 recovery of expenses paid 2,879 social event reimbursement 2,200 total 34,103

Form 990-ez, Part I, Line 10

Amalgamated transit union per capita tax 29,325 5025 wisconsin ave ne washington dc 20016

Form 990-ez, Part I, Line 16

Expenses office supplies and expenses 3,636 postage 231 bank charges 113 telephone 2,144 meals 455 copies and printing 523 hotel - conference 2,130 meals 184 entertainment 92 seminar regristration 100 interest expense 453 benevolence 842 dues-nejc 670 meeting food & beverages 1,797 member gifts 5,600 mileage reimbursement 1,026 penalty 3,040 social events 8,126 taxes - personal property 59 non-investment depreciation 959 total 32,180

Form 990-ez, Part II, Line 24

Employer paid tax receivable 1,581 1,602 office furniture and equipment 504 1,982 less accumulated depreciation 0 959 total 2,085 2,625

Form 990-ez, Part II, Line 26

Payroll tax liabilities 6,908 0 federal tax withholding 0 1,855 state payroll taxes withheld 0 388

Form 990-ez, Part III

To organize transit bus company employees and secure for them through the collective bargaining process process, improved wages, benefits and working conditions. Contract negotiations membership services union administration -- internal governance litigation

Form 990-ez, Part III, Line 28

Members generally receive benefits or consideration in return for dues and assessments. These benefits include contract negotiations, legal representation, and assistance concerning employment matters. Negotiated new labor contract in 2015.

Raw XML Appendix133 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/ExplanationTxt0INSURANCE RECOVERY 29,024 RECOVERY OF EXPENSES PAID 2,879 SOCIAL EVENT REIMBURSEMENT 2,200 TOTAL 34,103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AMALGAMATED TRANSIT UNION PER CAPITA TAX 29,325 5025 WISCONSIN AVE NE WASHINGTON DC 20016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE SUPPLIES AND EXPENSES 3,636 POSTAGE 231 BANK CHARGES 113 TELEPHONE 2,144 MEALS 455 COPIES AND PRINTING 523 HOTEL - CONFERENCE 2,130 MEALS 184 ENTERTAINMENT 92 SEMINAR REGRISTRATION 100 INTEREST EXPENSE 453 BENEVOLENCE 842 DUES-NEJC 670 MEETING FOOD & BEVERAGES 1,797 MEMBER GIFTS 5,600 MILEAGE REIMBURSEMENT 1,026 PENALTY 3,040 SOCIAL EVENTS 8,126 TAXES - PERSONAL PROPERTY 59 NON-INVESTMENT DEPRECIATION 959 TOTAL 32,180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EMPLOYER PAID TAX RECEIVABLE 1,581 1,602 OFFICE FURNITURE AND EQUIPMENT 504 1,982 LESS ACCUMULATED DEPRECIATION 0 959 TOTAL 2,085 2,625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PAYROLL TAX LIABILITIES 6,908 0 FEDERAL TAX WITHHOLDING 0 1,855 STATE PAYROLL TAXES WITHHELD 0 388
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TO ORGANIZE TRANSIT BUS COMPANY EMPLOYEES AND SECURE FOR THEM THROUGH THE COLLECTIVE BARGAINING PROCESS PROCESS, IMPROVED WAGES, BENEFITS AND WORKING CONDITIONS. CONTRACT NEGOTIATIONS MEMBERSHIP SERVICES UNION ADMINISTRATION -- INTERNAL GOVERNANCE LITIGATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBERS GENERALLY RECEIVE BENEFITS OR CONSIDERATION IN RETURN FOR DUES AND ASSESSMENTS. THESE BENEFITS INCLUDE CONTRACT NEGOTIATIONS, LEGAL REPRESENTATION, AND ASSISTANCE CONCERNING EMPLOYMENT MATTERS. NEGOTIATED NEW LABOR CONTRACT IN 2015.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
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ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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Filings