Civic Intelligence

Amalgamated Transit Union Local 1763

990EZ • Fiscal year 2018 • EIN 16-1766829

Jan 01, 2018 to Dec 31, 2018 • Filed on May 04, 2019

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

56th percentile

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Net Margin

20th percentile

-8.7%

Higher net margin than 20% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

82nd percentile

$16,129

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

16th percentile

-12%

Faster asset growth than 16% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

34th percentile

-3.1%

Faster revenue growth than 34% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$114,823

Down $16,035 (-12%) from 2017

Net Assets

Down

$114,705

Down $15,465 (-12%) from 2017

Liabilities

Down

$118

Down $570 (-83%) from 2017

Revenue

Down

$172,952

Down $5,623 (-3.1%) from 2017

Expenses

Up

$187,914

Up $26,770 (+17%) from 2017

Net Income

Down

-$14,962

Down $32,393 (-186%) from 2017

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

2018

Assets$114,823
Liabilities$118
Net Assets$114,705

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

2018

Revenue$172,952
Expenses$187,914
Net Income-$14,962
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 4, 2019
Return Version
2018v3.1
Gross Receipts
$172,952
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 2018.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWANDA Y EPPSTreasurerPT$16,129-$16,129
ANTHONY TAYLORPresidentPT$13,118-$13,118
VICTOR DANIELYard StewardPT$8,296-$8,296
EMELY LUGODirectorPT$6,764-$6,764
JOSE MENDESDirectorPT$5,871-$5,871
GERALD WARNERRecording Se-$3,322-$3,322
JUSTINO RAMOSDirector-$3,154-$3,154
DAWORIN HARDINGDirector-$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
2019-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Michael J Thibodeau CPA Pc
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 4,556 total 4,556

Form 990-ez, Part I, Line 10

Amalgamated transit union per capita tax 39,687 39687 5025 wisconsin ave ne washington dc 20016 per capita tax - local 380

Form 990-ez, Part I, Line 16

Expenses office supplies and expenses 5,097 postage 402 telephone and internet 2,798 business meals 2,757 subcontract labor 2,025 bank chargers 210 uniforms 798 hotel - conference 2,370 seminar regristration 380 benevolence 3,307 meeting food & beverages 2,205 mileage reimbursement 1,787 social events 7,070 taxes - personal property 51 service contracts 245 moving expense 329 non-investment depreciation 5,302 total 37,133

Form 990-ez, Part II, Line 24

Employer paid tax receivable 1,602 1,602 recoverable theft loss 0 4,687 prepaid expenses and deferred charges 0 1,395 office furniture and equipment 1,982 7,127 less accumulated depreciation 1,481 6,783 security deposits 0 1,525 total 2,103 9,553

Form 990-ez, Part II, Line 26

Payroll tax liabilities 688 118

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 2018.

Raw XML Appendix141 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/ExplanationTxt0OTHER INCOME 4,556 TOTAL 4,556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AMALGAMATED TRANSIT UNION PER CAPITA TAX 39,687 39687 5025 WISCONSIN AVE NE WASHINGTON DC 20016 PER CAPITA TAX - LOCAL 380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE SUPPLIES AND EXPENSES 5,097 POSTAGE 402 TELEPHONE AND INTERNET 2,798 BUSINESS MEALS 2,757 SUBCONTRACT LABOR 2,025 BANK CHARGERS 210 UNIFORMS 798 HOTEL - CONFERENCE 2,370 SEMINAR REGRISTRATION 380 BENEVOLENCE 3,307 MEETING FOOD & BEVERAGES 2,205 MILEAGE REIMBURSEMENT 1,787 SOCIAL EVENTS 7,070 TAXES - PERSONAL PROPERTY 51 SERVICE CONTRACTS 245 MOVING EXPENSE 329 NON-INVESTMENT DEPRECIATION 5,302 TOTAL 37,133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EMPLOYER PAID TAX RECEIVABLE 1,602 1,602 RECOVERABLE THEFT LOSS 0 4,687 PREPAID EXPENSES AND DEFERRED CHARGES 0 1,395 OFFICE FURNITURE AND EQUIPMENT 1,982 7,127 LESS ACCUMULATED DEPRECIATION 1,481 6,783 SECURITY DEPOSITS 0 1,525 TOTAL 2,103 9,553
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PAYROLL TAX LIABILITIES 688 118
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 2018.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
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ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings