Civic Intelligence

Amalgamated Transit Union Local 823

990 • Fiscal year 2022 • EIN 22-0729414

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 22, 2023

Organization Profile
501 Thompson AvRoselle, NJ 07203

(908) 884-8221

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

33rd percentile

-4.3%

Higher net margin than 33% of similar nonprofits.

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

Top Officer Pay

97th percentile

$107,008

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 32.9% of source-year revenue.

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

Asset Growth

14th percentile

-19%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

74th percentile

11%

Faster revenue growth than 74% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$61,429

Down $14,032 (-19%) from 2021

Net Assets

Down

$61,429

Down $14,032 (-19%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin33rd percentile

Revenue

Up

$325,585

Up $32,518 (+11%) from 2021

Expenses

Up

$339,617

Up $42,357 (+14%) from 2021

Net Income

Down

-$14,032

Down $9,839 (-235%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$150K$100K$50K$0Assets 2010: $135,169Liabilities 2010: $0Net Assets 2010: $135,1692010Assets 2011: $118,480Liabilities 2011: $0Net Assets 2011: $118,4802011Assets 2012: $110,956Liabilities 2012: $0Net Assets 2012: $110,9562012Assets 2013: $113,154Liabilities 2013: $0Net Assets 2013: $113,1542013Assets 2014: $138,759Liabilities 2014: $0Net Assets 2014: $138,7592014Assets 2015: $142,236Liabilities 2015: $0Net Assets 2015: $142,2362015Assets 2016: $127,476Liabilities 2016: $0Net Assets 2016: $127,4762016Assets 2017: $88,418Liabilities 2017: $0Net Assets 2017: $88,4182017Assets 2018: $96,208Liabilities 2018: $0Net Assets 2018: $96,2082018Assets 2019: $82,095Liabilities 2019: $0Net Assets 2019: $82,0952019Assets 2020: $79,654Liabilities 2020: $0Net Assets 2020: $79,6542020Assets 2021: $75,461Liabilities 2021: $0Net Assets 2021: $75,4612021Assets 2022: $61,429Liabilities 2022: $0Net Assets 2022: $61,4292022Assets 2023: $105,005Liabilities 2023: $0Net Assets 2023: $105,0052023Assets 2024: $117,459Liabilities 2024: $0Net Assets 2024: $117,4592024

Highlighted filing

2022

Assets$61,429
Liabilities$0
Net Assets$61,429
Open 2022 Filing

Operations Trend

Revenue Growth74th percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $264,605Expenses 2010: $262,068Net Income 2010: $2,5372010Revenue 2011: $271,214Expenses 2011: $287,903Net Income 2011: -$16,6892011Expenses 2012: $280,3232012Revenue 2013: $283,172Expenses 2013: $280,974Net Income 2013: $2,1982013Revenue 2014: $282,645Expenses 2014: $257,040Net Income 2014: $25,6052014Revenue 2015: $328,812Expenses 2015: $325,335Net Income 2015: $3,4772015Revenue 2016: $281,554Expenses 2016: $296,314Net Income 2016: -$14,7602016Revenue 2017: $284,366Expenses 2017: $323,424Net Income 2017: -$39,0582017Revenue 2018: $311,536Expenses 2018: $303,746Net Income 2018: $7,7902018Revenue 2019: $312,724Expenses 2019: $326,837Net Income 2019: -$14,1132019Revenue 2020: $292,340Expenses 2020: $294,781Net Income 2020: -$2,4412020Revenue 2021: $293,067Expenses 2021: $297,260Net Income 2021: -$4,1932021Revenue 2022: $325,585Expenses 2022: $339,617Net Income 2022: -$14,0322022Revenue 2023: $384,225Expenses 2023: $340,649Net Income 2023: $43,5762023Revenue 2024: $416,288Expenses 2024: $403,834Net Income 2024: $12,4542024

Highlighted filing

2022

Revenue$325,585
Expenses$339,617
Net Income-$14,032
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 22, 2023
Return Version
2022v5.0
Gross Receipts
$325,585
Mission and Program Overview

Mission

Representation New Jersey Transit union members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$68,906$43,188▼ $25,718
Cash and Non-Interest-Bearing Accounts$6,555$18,241▲ $11,686
Total Assets$75,461$61,429▼ $14,032
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$75,461$61,429▼ $14,032
Total Net Assets Fund Balance$75,461$61,429▼ $14,032
Total Liabilities and Net Assets / Fund Balance$75,461$61,429▼ $14,032
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Nancy SpencePast PresidentFT$107,008$107,008
Patrick SmithFin SecretaryPT$12,984$12,984
Earl LeachVice PresPT$11,478$11,478
Surayyah McClainPast Rec SecPT$7,847$7,847

Board Members and Trustees

NameTitle
Elijah SpatesPresident
Dakeia ChaneyRecording Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$321,986
Program Service Revenue
$0
Investment Income
$804
Other Revenue
$2,795
Change in Net Assets
$-14,032
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$175,158
Salaries, Compensation, and Employee Benefits$164,459
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$139,317--$139,317
Fees for Services Legal$22,222--$22,222
Payroll Taxes$12,583--$12,583
Other Salaries and Wages$12,559--$12,559
Insurance$8,258--$8,258
Occupancy$8,201--$8,201
Office Expenses$7,859--$7,859
Conferences and Meetings$6,208--$6,208
Fees for Services Accounting$5,775--$5,775
Travel$2,450--$2,450
Other Expenses$1,736--$1,736
Total Functional Expenses$339,617$0$0$339,617
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
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“Union members are enrolled upon hiring and as members in good standing are vested with voting rights and right to run for office.”

Member election for additional members Part VI line 7A

“Triennial elections by entire union membership.”

Governing body decisions Part VI line 7B

“At regular monthly meetings major decisions, major expenditures and financial statements are presented for general membership approval.”

Form 990 governing body review Part VI line 11

“Form 990 is presented to officers for review, approval and acceptance.”

Governing documents etc available to public Part VI line 19

“All governing documents, policies and financial statements are available for inspection upon request at the entities offices.”

Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 823
EIN
22-0729414
Address
501 Thompson Av, Roselle, NJ 07203

Signing Officer

Name
Patrick Smith
Title
Financial Secre
Phone
9088848221
Signed
2023-09-22
Discuss with paid preparer
Yes

Organization Details

Formed
1917
Legal Domicile
Nj
Voting Board Members
4
Independent Board Members
0
Employees
11

Preparer

Firm
Robert Breining CPA
Address
18 Quail Hollow Drive, Oak Island, NC 28465
Preparer
Robert Breining
Phone
2016935977
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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/ExplanationTxt1Triennial elections by entire union membership.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2At regular monthly meetings major decisions, major expenditures and financial statements are presented for general membership approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990 is presented to officers for review, approval and acceptance.
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Patrick Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Financial Secre
ReturnHeader/BusinessOfficerGrp/PhoneNum09088848221
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Amalgamated Transit Union Local 823
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0220729414
ReturnHeader/Filer/USAddress/AddressLine1Txt0501 Thompson Av
ReturnHeader/Filer/USAddress/CityNm0Roselle
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007203
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223356591
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robert Breining CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018 Quail Hollow Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oak Island
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028465
ReturnHeader/PreparerPersonGrp/PhoneNum02016935977
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Breining
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-08T10:58:14-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Patrick
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Smith
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,429
Liabilities
$0
Net assets
$61,429
Revenue
$325,585
Expenses
$339,617
Net income
-$14,032
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$4.16$4.04$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$3.84$3.41$0.44
2022Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$3.26$3.40$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$2.93$2.97$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$2.92$2.95$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$3.13$3.27$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$3.12$3.04$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$2.84$3.23$0.39
2016Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$2.82$2.96$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$3.29$3.25$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$2.83$2.57$0.26
2013Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$2.83$2.81$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$2.80
2011Summary only. Only limited summary data is available for this year.$1.18$0.00$1.18$2.71$2.88$0.17
2010Summary only. Only limited summary data is available for this year.$1.35$0.00$1.35$2.65$2.62$0.03