Civic Intelligence

Amalgamated Transit Union-Division 956

990EZ • Fiscal year 2018 • EIN 23-0325565

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 23, 2019

Organization ProfileN/A
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

82nd percentile

0.05x

Higher debt load relative to assets than 82% of similar nonprofits.

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

Liabilities / Revenue

71st percentile

0.01x

Higher debt load relative to revenue than 71% of similar nonprofits.

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

Net Margin

71st percentile

13%

Higher net margin than 71% of similar nonprofits.

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

Top Officer Pay

84th percentile

$20,922

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 14.3% of source-year revenue.

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

Asset Growth

96th percentile

79%

Faster asset growth than 96% of similar nonprofits.

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

Revenue Growth

87th percentile

21%

Faster revenue growth than 87% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$41,544

Up $18,330 (+79%) from 2017

Net Assets

Up

$39,475

Up $18,330 (+87%) from 2017

Liabilities

Flat

$2,069

Flat from 2017

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin71st percentile

Revenue

Up

$146,243

Up $25,210 (+21%) from 2017

Expenses

Down

$127,913

Down $5,393 (-4.0%) from 2017

Net Income

Up

$18,330

Up $30,603 (+249%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

2018

Assets$41,544
Liabilities$2,069
Net Assets$39,475
Open 2018 Filing

Operations Trend

Revenue Growth87th percentile

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

2018

Revenue$146,243
Expenses$127,913
Net Income$18,330
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 23, 2019
Return Version
2018v3.1
Gross Receipts
$146,243
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$127,913
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICARDO VEGAPresident-$20,922-$20,922
THOMAS BOHNERFinancial Secretary-$15,655$289$15,944
SCOTT ROMANRecording Secretary-$9,531$41$9,572
NESTER ESTERMERAVice President-$7,057-$7,057
KYLE JONESShop Steward-$5,953-$5,953
WYLIE JENKINSShop Steward-$4,172$99$4,271
GLENN HENRITZYShop Steward-$2,066-$2,066
JARRY BROWNShop Steward-$447-$447
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
2019-04-23
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: 136.”

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

“Description: per capita & affilitaiton fees. Amount: 33,625. Description: office expenses. Amount: 3,060. Description: membership expense. Amount: 2,972. Description: payroll service fees. Amount: 2,439. Description: payroll taxes. Amount: 8,175. Total to form 990-ez, line 16: 50,271.”

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 Appendix145 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
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/BOYAmt023214
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041544
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt018330
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010957
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023214
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041544
IRS990EZ/GrossReceiptsAmt0146243
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0136
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0146107
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021145
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039475
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021145
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039475
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/CompensationAmt020922
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt19531
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt215655
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt34172
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt45953
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt52066
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt67057
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt7447
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/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt141
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt2289
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt399
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICARDO VEGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT ROMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THOMAS BOHNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WYLIE JENKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KYLE JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GLENN HENRITZY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NESTER ESTERMERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JARRY BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SHOP STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SHOP STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SHOP STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SHOP STEWARD
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt050271
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/ProgramServiceExpensesAmt0127913
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt066685
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02069
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02069
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0127913
IRS990EZ/TotalProgramServiceExpensesAmt0127913
IRS990EZ/TotalRevenueAmt0146243
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 136.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PER CAPITA & AFFILITAITON FEES. AMOUNT: 33,625. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 3,060. DESCRIPTION: MEMBERSHIP EXPENSE. AMOUNT: 2,972. DESCRIPTION: PAYROLL SERVICE FEES. AMOUNT: 2,439. DESCRIPTION: PAYROLL TAXES. AMOUNT: 8,175. TOTAL TO FORM 990-EZ, LINE 16: 50,271.
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICARDO VEGA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06107767433
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-23
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/AtSubmissionCreationDeviceId0F3A1695513F701EB7FDF3BA70A909FAE93A8ECCE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F3A1695513F701EB7FDF3BA70A909FAE93A8ECCE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.167.86.170
ReturnHeader/FilingSecurityInformation/IPDt02019-04-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:14:55
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/PreparationDt02019-03-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCIS J MERKEL
ReturnHeader/ReturnTs02019-05-15T08:37:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,544
Liabilities
$2,069
Net assets
$39,475
Revenue
$146,243
Expenses
$127,913
Net income
$18,330
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.02$1.00$2.33$1.94$0.40
2023Detailed filing. Detailed filing data is available for this year.$0.63$0.02$0.61$1.67$1.69$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.65$0.02$0.63$1.32$1.22$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.55$0.02$0.53$1.44$1.10$0.34
2020Detailed filing. Detailed filing data is available for this year.$0.21$0.02$0.19$1.34$1.44$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.32$0.02$0.30$1.35$1.45$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.42$0.02$0.39$1.46$1.28$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.23$0.02$0.21$1.21$1.33$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.02$0.33$1.19$1.17$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.02$0.32$1.24$1.28$0.04