Civic Intelligence

Amalgamated Transit Union Atu 819

990 • Fiscal year 2021 • EIN 22-0800010

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 26, 2022

186-192 Brookside AveIrvington, NJ 07111

(973) 373-2332

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Net Margin

24th percentile

0.5%

Higher net margin than 24% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

57th percentile

$116,028

Higher top officer pay than 57% of similar nonprofits.

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

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Asset Growth

26th percentile

1.1%

Faster asset growth than 26% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

31st percentile

-2.3%

Faster revenue growth than 31% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$572,196

Up $6,300 (+1.1%) from 2020

Net Assets

Up

$572,196

Up $6,300 (+1.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$1,251,691

Down $29,165 (-2.3%) from 2020

Expenses

Up

$1,245,391

Up $144,505 (+13%) from 2020

Net Income

Down

$6,300

Down $173,670 (-96%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $361,334Liabilities 2010: $0Net Assets 2010: $361,3342010Assets 2011: $314,028Liabilities 2011: $0Net Assets 2011: $314,0282011Assets 2012: $378,427Liabilities 2012: $0Net Assets 2012: $378,4272012Assets 2013: $345,181Liabilities 2013: $0Net Assets 2013: $345,1812013Assets 2014: $527,565Liabilities 2014: $0Net Assets 2014: $527,5652014Assets 2015: $557,514Liabilities 2015: $0Net Assets 2015: $557,5142015Assets 2016: $421,357Liabilities 2016: $0Net Assets 2016: $421,3572016Assets 2017: $398,045Liabilities 2017: $0Net Assets 2017: $398,0452017Assets 2018: $410,045Liabilities 2018: $0Net Assets 2018: $410,0452018Assets 2019: $385,926Liabilities 2019: $0Net Assets 2019: $385,9262019Assets 2020: $565,896Liabilities 2020: $0Net Assets 2020: $565,8962020Assets 2021: $572,196Liabilities 2021: $0Net Assets 2021: $572,1962021Assets 2022: $481,388Liabilities 2022: $0Net Assets 2022: $481,3882022Assets 2023: $445,609Liabilities 2023: $0Net Assets 2023: $445,6092023Assets 2024: $510,246Liabilities 2024: $0Net Assets 2024: $510,2462024

Highlighted filing

2021

Assets$572,196
Liabilities$0
Net Assets$572,196

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,121,2692010Revenue 2011: $1,084,561Expenses 2011: $1,131,867Net Income 2011: -$47,3062011Expenses 2012: $1,094,0252012Revenue 2013: $1,143,537Expenses 2013: $1,176,783Net Income 2013: -$33,2462013Revenue 2014: $1,192,702Expenses 2014: $1,010,318Net Income 2014: $182,3842014Revenue 2015: $1,279,239Expenses 2015: $1,249,290Net Income 2015: $29,9492015Revenue 2016: $1,138,057Expenses 2016: $1,274,214Net Income 2016: -$136,1572016Revenue 2017: $1,244,479Expenses 2017: $1,267,791Net Income 2017: -$23,3122017Revenue 2018: $1,231,786Expenses 2018: $1,219,786Net Income 2018: $12,0002018Revenue 2019: $1,347,117Expenses 2019: $1,371,236Net Income 2019: -$24,1192019Revenue 2020: $1,280,856Expenses 2020: $1,100,886Net Income 2020: $179,9702020Revenue 2021: $1,251,691Expenses 2021: $1,245,391Net Income 2021: $6,3002021Revenue 2022: $1,316,919Expenses 2022: $1,407,727Net Income 2022: -$90,8082022Revenue 2023: $1,422,083Expenses 2023: $1,457,862Net Income 2023: -$35,7792023Revenue 2024: $1,535,518Expenses 2024: $1,470,881Net Income 2024: $64,6372024

Highlighted filing

2021

Revenue$1,251,691
Expenses$1,245,391
Net Income$6,300
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 26, 2022
Return Version
2021v4.2
Gross Receipts
$1,251,691
Mission and Program Overview

Mission

Representation New Jersey Transit union members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$281,732$302,349▲ $20,617
Land, Buildings, and Equipment, Net$143,863$215,787▲ $71,924
Cash and Non-Interest-Bearing Accounts$140,301$54,060▼ $86,241
Total Assets$565,896$572,196▲ $6,300
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$565,896$572,196▲ $6,300
Total Net Assets Fund Balance$565,896$572,196▲ $6,300
Total Liabilities and Net Assets / Fund Balance$565,896$572,196▲ $6,300

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$178,086$28,260$206,346
Land$37,701-$37,701
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
David GreavesFinancial SecFT$116,028$116,028
Veronica CobbPresidentFT$112,687$112,687
Darrell LampleyVice PresidentFT$107,928$107,928
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,221,083
Investment Income
$2,275
Other Revenue
$28,333
Change in Net Assets
$6,300
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$825,867
Salaries, Compensation, and Employee Benefits$419,524
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$336,642--$336,642
Fees for Services Legal$104,293--$104,293
Conferences and Meetings$65,287--$65,287
Other Salaries and Wages$55,104--$55,104
Travel$47,553--$47,553
Office Expenses$34,773--$34,773
All Other Expenses$25,613--$25,613
Payroll Taxes$18,380--$18,380
Other Expenses$16,167--$16,167
Insurance$15,201--$15,201
Fees for Services Accounting$9,900--$9,900
Pension Plan Contributions$9,398--$9,398
Advertising$7,652--$7,652
Depreciation Depletion$3,912--$3,912
Total Functional Expenses$1,245,391$0$0$1,245,391
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 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 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 ATU 819
EIN
22-0800010
Address
186-192 Brookside Ave, Irvington, NJ 07111

Signing Officer

Name
David Greaves
Title
Financial Secre
Phone
9733732332
Signed
2022-10-26
Discuss with paid preparer
Yes

Organization Details

Formed
1918
Legal Domicile
Nj
Voting Board Members
4
Independent Board Members
0
Employees
12

Preparer

Firm
Robert Breining CPA
Address
28 Quail Hollow Drive, Oak Island, NC 28465
Preparer
Robert Breining
Phone
2016935977
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028465
ReturnHeader/PreparerPersonGrp/PhoneNum02016935977
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Breining
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-10-31T11:22:17-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0David
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Greaves
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$1.54$1.47$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.00$0.45$1.42$1.46$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$1.32$1.41$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$1.25$1.25$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$1.28$1.10$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$1.35$1.37$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$1.23$1.22$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$1.24$1.27$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.42$1.14$1.27$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$1.28$1.25$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$1.19$1.01$0.18
2013Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$1.14$1.18$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.00$0.38$1.09
2011Summary only. Only limited summary data is available for this year.$0.31$0.00$0.31$1.08$1.13$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$1.12