Civic Intelligence

Amalgamated Transit Union Local 1763

990EZ • Fiscal year 2016 • EIN 16-1766829

Jan 01, 2016 to Dec 31, 2016 • Filed on May 02, 2017

914 Main StreetEast Hartford, CT 06108

(860) 206-9799

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$112,698

Up $23,850 (+27%) from 2015

Net Assets

Up

$112,023

Up $25,418 (+29%) from 2015

Liabilities

Down

$675

Down $1,568 (-70%) from 2015

Revenue And Expenses

Revenue

Down

$177,122

Down $12,299 (-6.5%) from 2015

Expenses

Up

$151,701

Up $7,422 (+5.1%) from 2015

Net Income

Down

$25,421

Down $19,721 (-44%) from 2015

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

2016

Assets$112,698
Liabilities$675
Net Assets$112,023

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

2016

Revenue$177,122
Expenses$151,701
Net Income$25,421
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 2, 2017
Return Version
2016v3.0
Gross Receipts
$177,122
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
LAWANDA Y EPPSTreasurer-$13,912-$13,912
GERSHAM FLYNNPresident-$13,912-$13,912
VICTOR DANIELYard Steward-$3,834-$3,834
JUSTINO RAMOSDirector-$3,814-$3,814
GERALD WARNERRecording Se-$3,192-$3,192
EMELY LUGODirector-$2,738-$2,738
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
2017-05-02
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

Other income 5,624 total 5,624

Form 990-ez, Part I, Line 10

Amalgamated transit union per capita tax 36,161 5025 wisconsin ave ne washington dc 20016

Form 990-ez, Part I, Line 16

Expenses advertising 250 office supplies and expenses 3,481 postage 255 telephone 2,469 meals 299 copies and printing 2,958 hotel - conference 4,766 entertainment 136 seminar regristration 555 benevolence 2,876 meeting food & beverages 2,036 member gifts 6,363 mileage reimbursement 1,430 social events 17,348 taxes - personal property 105 social event reimbursemen 83 non-investment depreciation 308 total 45,718

Form 990-ez, Part II, Line 24

Employer paid tax receivable 1,602 1,602 office furniture and equipment 1,982 1,982 less accumulated depreciation 959 1,267 total 2,625 2,317

Form 990-ez, Part II, Line 26

Payroll tax liabilities 0 0 federal tax withholding 1,855 675 state payroll taxes withheld 388 0

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 Appendix127 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/PersonNm0LAWANDA Y EPPS
IRS990EZ/BooksInCareOfDetail/PhoneNum08608336759
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1963
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HARTFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006104
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086220
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0110381
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025421
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt016875
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt088845
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0112698
IRS990EZ/GrantsAndSimilarAmountsPaidAmt036161
IRS990EZ/GrossReceiptsAmt0177122
IRS990EZ/GroupExemptionNum00155
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt023
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0171475
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086602
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0112023
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt086602
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0112023
IRS990EZ/OccupancyRentUtltsAndMaintAmt07800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt013912
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt13834
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt213912
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt33192
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt42738
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt53814
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAWANDA Y EPPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VICTOR DANIEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GERSHAM FLYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GERALD WARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EMELY LUGO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JUSTINO RAMOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1YARD STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02625
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02317
IRS990EZ/OtherExpensesTotalAmt045718
IRS990EZ/OtherRevenueTotalAmt05624
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO 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
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEMBERS 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.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt045147
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02243
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0675
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0151701
IRS990EZ/TotalRevenueAmt0177122
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 5,624 TOTAL 5,624
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AMALGAMATED TRANSIT UNION PER CAPITA TAX 36,161 5025 WISCONSIN AVE NE WASHINGTON DC 20016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES ADVERTISING 250 OFFICE SUPPLIES AND EXPENSES 3,481 POSTAGE 255 TELEPHONE 2,469 MEALS 299 COPIES AND PRINTING 2,958 HOTEL - CONFERENCE 4,766 ENTERTAINMENT 136 SEMINAR REGRISTRATION 555 BENEVOLENCE 2,876 MEETING FOOD & BEVERAGES 2,036 MEMBER GIFTS 6,363 MILEAGE REIMBURSEMENT 1,430 SOCIAL EVENTS 17,348 TAXES - PERSONAL PROPERTY 105 SOCIAL EVENT REIMBURSEMEN 83 NON-INVESTMENT DEPRECIATION 308 TOTAL 45,718
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EMPLOYER PAID TAX RECEIVABLE 1,602 1,602 OFFICE FURNITURE AND EQUIPMENT 1,982 1,982 LESS ACCUMULATED DEPRECIATION 959 1,267 TOTAL 2,625 2,317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PAYROLL TAX LIABILITIES 0 0 FEDERAL TAX WITHHOLDING 1,855 675 STATE PAYROLL TAXES WITHHELD 388 0
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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWANDA Y EPPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08609650894
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LOCAL 1763
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0161766829
ReturnHeader/Filer/PhoneNum08602069799
ReturnHeader/Filer/USAddress/AddressLine1Txt0914 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0EAST HARTFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006108
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/PreparationDt02017-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J THIBODEAU
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-11T18:18:58-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings