Civic Intelligence

Amalgamated Transit Union 822

990 • Fiscal year 2016 • EIN 22-0729440

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 13, 2016

1735 Macapin RoadWest Milford, NJ 07480

(973) 956-7478

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

34th percentile

0.00x

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

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Net Margin

65th percentile

9.9%

Higher net margin than 65% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

75th percentile

$91,654

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 15.0% of source-year revenue.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Asset Growth

96th percentile

74%

Faster asset growth than 96% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

36%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$142,925

Up $60,588 (+74%) from 2015

Net Assets

Up

$142,925

Up $60,588 (+74%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$611,592

Up $161,100 (+36%) from 2015

Expenses

Up

$551,004

Up $76,201 (+16%) from 2015

Net Income

Up

$60,588

Up $84,899 (+349%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $190,527Liabilities 2011: $0Net Assets 2011: $190,5272011Assets 2012: $153,117Liabilities 2012: $0Net Assets 2012: $153,1172012Assets 2013: $98,627Liabilities 2013: $0Net Assets 2013: $98,6272013Assets 2014: $106,648Liabilities 2014: $0Net Assets 2014: $106,6482014Assets 2015: $82,337Liabilities 2015: $0Net Assets 2015: $82,3372015Assets 2016: $142,925Liabilities 2016: $0Net Assets 2016: $142,9252016Assets 2017: $167,717Liabilities 2017: $0Net Assets 2017: $167,7172017Assets 2018: $167,570Liabilities 2018: $0Net Assets 2018: $167,5702018Assets 2019: $234,677Liabilities 2019: $0Net Assets 2019: $234,6772019Assets 2020: $259,548Liabilities 2020: $0Net Assets 2020: $259,5482020Assets 2021: $312,627Liabilities 2021: $0Net Assets 2021: $312,6272021Assets 2022: $316,729Liabilities 2022: $0Net Assets 2022: $316,7292022Assets 2023: $316,798Liabilities 2023: $0Net Assets 2023: $316,7982023Assets 2024: $314,835Liabilities 2024: $0Net Assets 2024: $314,8352024Assets 2025: $306,018Liabilities 2025: $0Net Assets 2025: $306,0182025

Highlighted filing

2016

Assets$142,925
Liabilities$0
Net Assets$142,925

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $424,473Expenses 2011: $442,090Net Income 2011: -$17,6172011Expenses 2012: $436,5342012Revenue 2013: $439,629Expenses 2013: $494,119Net Income 2013: -$54,4902013Revenue 2014: $476,897Expenses 2014: $468,876Net Income 2014: $8,0212014Revenue 2015: $450,492Expenses 2015: $474,803Net Income 2015: -$24,3112015Revenue 2016: $611,592Expenses 2016: $551,004Net Income 2016: $60,5882016Revenue 2017: $514,531Expenses 2017: $489,739Net Income 2017: $24,7922017Revenue 2018: $489,034Expenses 2018: $489,181Net Income 2018: -$1472018Revenue 2019: $524,823Expenses 2019: $457,716Net Income 2019: $67,1072019Revenue 2020: $515,073Expenses 2020: $490,202Net Income 2020: $24,8712020Revenue 2021: $502,142Expenses 2021: $449,063Net Income 2021: $53,0792021Revenue 2022: $499,537Expenses 2022: $495,435Net Income 2022: $4,1022022Revenue 2023: $512,991Expenses 2023: $512,922Net Income 2023: $692023Revenue 2024: $525,933Expenses 2024: $527,896Net Income 2024: -$1,9632024Revenue 2025: $553,015Expenses 2025: $561,832Net Income 2025: -$8,8172025

Highlighted filing

2016

Revenue$611,592
Expenses$551,004
Net Income$60,588
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 13, 2016
Return Version
2015v2.1
Gross Receipts
$611,592
Mission and Program Overview

Mission

Provide contract negotiations, collective bargaining, and arbitration to approxiamtely 610 members in Passaic County New Jersey.

Provide contract negotiations, collective bargaining, and arbitration to approxiamtely 643 members in Passaic County New Jersey.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$42,959$100,386▲ $57,427
Cash and Non-Interest-Bearing Accounts$39,378$42,539▲ $3,161
Total Assets$82,337$142,925▲ $60,588
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$82,337$142,925▲ $60,588
Total Net Assets Fund Balance$82,337$142,925▲ $60,588
Total Liabilities and Net Assets / Fund Balance$82,337$142,925▲ $60,588
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Giuseppe GrandiosoPresidentFT$91,654$91,654
Geraldo ArroyoVice PresidentPT$26,947$26,947
Luis GomezFinancial SecretaryPT$24,321$24,321
Sherman ArielPresident-$13,433$13,433
Joseph CarlucciRecording SecretaryPT$5,658$5,658
Kevin OsbornFinancial Secretary-$3,763$3,763
Nader HajbiVice President-$3,373$3,373
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$610,171
Investment Income
$1,421
Other Revenue
$0
Change in Net Assets
$60,588
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$304,103
Salaries, Compensation, and Employee Benefits$239,791
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$169,149--$169,149
Fees for Services Legal$63,608--$63,608
Other Salaries and Wages$51,624--$51,624
Occupancy$24,287--$24,287
Payroll Taxes$18,868--$18,868
Travel$11,739--$11,739
Insurance$11,568--$11,568
Conferences and Meetings$11,549--$11,549
Fees for Services Accounting$7,790--$7,790
Benefits to Members$7,110--$7,110
Office Expenses$7,059--$7,059
Advertising$1,648--$1,648
Other Expenses$321--$321
Pension Plan Contributions$150--$150
Total Functional Expenses$551,004$0$0$551,004
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 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 rights 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 meeting 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 822
EIN
22-0729440
Address
1735 Macapin Road, West Milford, NJ 07480
Doing Business As
CO Giuseppe Grandioso

Signing Officer

Name
Giuseppe Grandioso
Title
President
Phone
9739567478
Signed
2016-11-13
Discuss with paid preparer
No

Organization Details

Formed
1918
Legal Domicile
Nj
Voting Board Members
4
Independent Board Members
0
Employees
13

Preparer

Firm
Robert Breining
Address
18 Quail Hollow Drive, Oak Island, NC 28465
Preparer
Robert Breining
Phone
2016935977
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Union members are enrolled upon hiring and as members in good standing are vested with voting rights and rights to run for office.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Triennial elections by entire union membership.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2At regular monthly meeting 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4All governing documents, policies and financial statements are available for inspection upon request at the entities offices.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt011739
IRS990/TravelGrp/TotalAmt011739
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt082337
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0142925
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Giuseppe Grandioso
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09739567478
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Amalgamated Transit Union 822
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0220729440
ReturnHeader/Filer/USAddress/AddressLine1Txt01735 Macapin Road
ReturnHeader/Filer/USAddress/CityNm0West Milford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007480
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223356591
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robert Breining
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/PreparationDt02016-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Breining
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-13T17:13:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$0.00$3.06$5.53$5.62$0.09
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.00$3.15$5.26$5.28$0.02
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.17$0.00$3.17$5.13$5.13$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.00$3.17$5.00$4.95$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$0.00$3.13$5.02$4.49$0.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.00$2.60$5.15$4.90$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$5.25$4.58$0.67
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$4.89$4.89$0.00
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.00$1.68$5.15$4.90$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$6.12$5.51$0.61
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$4.50$4.75$0.24
2014Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$4.77$4.69$0.08
2013Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$4.40$4.94$0.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.00$1.53$4.37
2011Summary only. Only limited summary data is available for this year.$1.91$0.00$1.91$4.24$4.42$0.18