Civic Intelligence

Amalgamated Transit Union-Division 956

990EZ • Fiscal year 2016 • EIN 23-0325565

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

1060 Lehigh Street 300Allentown, PA 18103-3818

(610) 776-7433

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.06x

Higher debt load relative to assets than 83% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

73rd percentile

0.02x

Higher debt load relative to revenue than 73% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Net Margin

44th percentile

1.4%

Higher net margin than 44% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$18,947

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

57th percentile

5.0%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

31st percentile

-4.1%

Faster revenue growth than 31% of similar nonprofits.

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

Assets

Up

$35,487

Up $1,697 (+5.0%) from 2015

Net Assets

Up

$33,418

Up $1,697 (+5.3%) from 2015

Liabilities

Flat

$2,069

Flat from 2015

Revenue

Down

$118,970

Down $5,038 (-4.1%) from 2015

Expenses

Down

$117,273

Down $10,776 (-8.4%) from 2015

Net Income

Up

$1,697

Up $5,738 (+142%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2015: $33,790Liabilities 2015: $2,069Net Assets 2015: $31,7212015Assets 2016: $35,487Liabilities 2016: $2,069Net Assets 2016: $33,4182016Assets 2017: $23,214Liabilities 2017: $2,069Net Assets 2017: $21,1452017Assets 2018: $41,544Liabilities 2018: $2,069Net Assets 2018: $39,4752018Assets 2019: $31,805Liabilities 2019: $2,069Net Assets 2019: $29,7362019Assets 2020: $21,215Liabilities 2020: $2,069Net Assets 2020: $19,1462020Assets 2021: $55,095Liabilities 2021: $2,069Net Assets 2021: $53,0262021Assets 2022: $65,390Liabilities 2022: $2,069Net Assets 2022: $63,3212022Assets 2023: $62,791Liabilities 2023: $2,069Net Assets 2023: $60,7222023Assets 2024: $102,357Liabilities 2024: $2,069Net Assets 2024: $100,2882024

Highlighted filing

2016

Assets$35,487
Liabilities$2,069
Net Assets$33,418

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2015: $124,008Expenses 2015: $128,049Net Income 2015: -$4,0412015Revenue 2016: $118,970Expenses 2016: $117,273Net Income 2016: $1,6972016Revenue 2017: $121,033Expenses 2017: $133,306Net Income 2017: -$12,2732017Revenue 2018: $146,243Expenses 2018: $127,913Net Income 2018: $18,3302018Revenue 2019: $135,417Expenses 2019: $145,156Net Income 2019: -$9,7392019Revenue 2020: $133,513Expenses 2020: $144,103Net Income 2020: -$10,5902020Revenue 2021: $143,615Expenses 2021: $109,735Net Income 2021: $33,8802021Revenue 2022: $131,934Expenses 2022: $121,639Net Income 2022: $10,2952022Revenue 2023: $166,618Expenses 2023: $169,217Net Income 2023: -$2,5992023Revenue 2024: $233,203Expenses 2024: $193,637Net Income 2024: $39,5662024

Highlighted filing

2016

Revenue$118,970
Expenses$117,273
Net Income$1,697
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Gross Receipts
$118,970
Mission and Program Overview

Mission

The amalgamated transit union helps transit workers organize local unions, negotiate collective bargaining contracts between its members and their employers, represents members in disputes with management, and makes sure that employers adhere to the provisions of their collective bargaining agreement.

Program Services

DescriptionGrantsExpenses
THE AMALGAMATED TRANSIT UNION HELPS TRANSIT WORKERS ORGANIZE LOCAL UNIONS, NEGOTIATE COLLECTIVE BARGAINING CONTRACTS BETWEEN ITS MEMBERS AND THEIR EMPLOYERS, REPRESENTS MEMBERS IN DISPUTES WITH MANAGEMENT, AND MAKES SURE THAT EMPLOYERS ADHERE TO THE PROVISIONS OF THEIR COLLECTIVE BARGAINING AGREEMENT.$0$117,273
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICARDO VEGAPresident-$18,615$332$18,947
THOMAS BOHNERFinancial Secretary-$12,736$211$12,947
DENNIS HAASVice President-$4,812$100$4,912
NESTER ESTERMERAShop Steward-$4,508$100$4,608
CRAIG JONESShop Steward-$3,751$489$4,240
JOSE QUINONESShop Steward-$3,504$146$3,650
ERNEST MODARELLIRecording Secretary-$2,187$100$2,287
JUAN ORTAShop Steward-$2,021$100$2,121
BRIAN BLIZZARDShop Steward-$820$100$920
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union-division 956
EIN
23-0325565
Phone
6107767433
Address
1060 LEHIGH STREET 300, ALLENTOWN, PA 18103-3818

Signing Officer

Name
Ricardo Vega
Title
President
Phone
6107767433
Signed
2017-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Mcgrail Merkel Quinn & Associates Pc
Address
1173 CLAY AVENUE, SCRANTON, PA 18510
Preparer
Francis J Merkel
Phone
5709610345
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income. Amount: 30.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: intl per capita tax. Amount: 30,276. Description: affliation fees. Amount: 1,697. Description: office expenses. Amount: 5,149. Description: membership expense. Amount: 3,654. Description: insurance expense. Amount: 1,526. Description: payroll service fees. Amount: 628. Description: miscelaneous expense. Amount: 148. Description: payroll taxes. Amount: 6,708. Description: other taxes. Amount: 850. Total to form 990-ez, line 16: 50,636.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: payroll liabilities. Beg. Of year amount: 2,069. End of year amount: 2,069.

Raw XML Appendix152 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0THOMAS BOHNER
IRS990EZ/BooksInCareOfDetail/PhoneNum06107767433
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01060 LEHIGH STREET SUITE 300
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALLENTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0181033130
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033790
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035487
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt01697
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt012005
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033790
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IRS990EZ/GrossReceiptsAmt0118970
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt030
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0118940
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031721
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033418
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031721
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033418
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt018615
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt14812
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt22187
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt33751
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt42021
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt54508
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt612736
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt73504
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt8820
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt0332
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt1100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt2100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt3489
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt4100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt5100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt6211
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt7146
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt8100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICARDO VEGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DENNIS HAAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERNEST MODARELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CRAIG JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JUAN ORTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NESTER ESTERMERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6THOMAS BOHNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOSE QUINONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BRIAN BLIZZARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SHOP STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SHOP STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SHOP STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SHOP STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SHOP STEWARD
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt050636
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE AMALGAMATED TRANSIT UNION HELPS TRANSIT WORKERS ORGANIZE LOCAL UNIONS, NEGOTIATE COLLECTIVE BARGAINING CONTRACTS BETWEEN ITS MEMBERS AND THEIR EMPLOYERS, REPRESENTS MEMBERS IN DISPUTES WITH MANAGEMENT, AND MAKES SURE THAT EMPLOYERS ADHERE TO THE PROVISIONS OF THEIR COLLECTIVE BARGAINING AGREEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE AMALGAMATED TRANSIT UNION HELPS TRANSIT WORKERS ORGANIZE LOCAL UNIONS, NEGOTIATE COLLECTIVE BARGAINING CONTRACTS BETWEEN ITS MEMBERS AND THEIR EMPLOYERS, REPRESENTS MEMBERS IN DISPUTES WITH MANAGEMENT, AND MAKES SURE THAT EMPLOYERS ADHERE TO THE PROVISIONS OF THEIR COLLECTIVE BARGAINING AGREEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0117273
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt054632
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02069
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02069
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0117273
IRS990EZ/TotalProgramServiceExpensesAmt0117273
IRS990EZ/TotalRevenueAmt0118970
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INTL PER CAPITA TAX. AMOUNT: 30,276. DESCRIPTION: AFFLIATION FEES. AMOUNT: 1,697. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 5,149. DESCRIPTION: MEMBERSHIP EXPENSE. AMOUNT: 3,654. DESCRIPTION: INSURANCE EXPENSE. AMOUNT: 1,526. DESCRIPTION: PAYROLL SERVICE FEES. AMOUNT: 628. DESCRIPTION: MISCELANEOUS EXPENSE. AMOUNT: 148. DESCRIPTION: PAYROLL TAXES. AMOUNT: 6,708. DESCRIPTION: OTHER TAXES. AMOUNT: 850. TOTAL TO FORM 990-EZ, LINE 16: 50,636.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PAYROLL LIABILITIES. BEG. OF YEAR AMOUNT: 2,069. END OF YEAR AMOUNT: 2,069.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICARDO VEGA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06107767433
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION-DIVISION 956
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0230325565
ReturnHeader/Filer/PhoneNum06107767433
ReturnHeader/Filer/USAddress/AddressLine1Txt01060 LEHIGH STREET 300
ReturnHeader/Filer/USAddress/CityNm0ALLENTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0181033818
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04C6259990B943F94C8B65352058A8B3BEEAA6C57
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00666DF19BD06BC0A5ADB6925CB05D54D3B11089A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.167.86.169
ReturnHeader/FilingSecurityInformation/IPDt02017-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:49:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232226550
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCGRAIL MERKEL QUINN & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01173 CLAY AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCRANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018510
ReturnHeader/PreparerPersonGrp/PhoneNum05709610345
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCIS J MERKEL
ReturnHeader/ReturnTs02017-05-15T15:24:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings