Civic Intelligence

Amalgamated Transit Union Local 801

990EZ • Fiscal year 2014 • EIN 23-0341221

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 18, 2015

357 Stoltz RoadPatton, PA 16668

(814) 674-3766

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

82nd percentile

18%

Higher net margin than 82% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Top Officer Pay

58th percentile

$3,145

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Asset Growth

86th percentile

26%

Faster asset growth than 86% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

76th percentile

10%

Faster revenue growth than 76% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$25,291

Up $5,191 (+26%) from 2013

Net Assets

Up

$25,291

Up $5,191 (+26%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$28,221

Up $2,653 (+10%) from 2013

Expenses

Up

$23,030

Up $1,269 (+5.8%) from 2013

Net Income

Up

$5,191

Up $1,384 (+36%) from 2013

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $18,315Net Assets 2011: $18,3152011Assets 2012: $16,293Net Assets 2012: $16,2932012Assets 2013: $20,100Net Assets 2013: $20,1002013Assets 2014: $25,291Net Assets 2014: $25,2912014Assets 2015: $20,398Net Assets 2015: $20,3982015Assets 2016: $22,572Net Assets 2016: $22,5722016Assets 2017: $17,018Net Assets 2017: $17,0182017Assets 2018: $17,261Net Assets 2018: $17,2612018Assets 2019: $15,504Net Assets 2019: $15,5042019Assets 2020: $21,282Net Assets 2020: $21,2822020Assets 2021: $27,511Net Assets 2021: $27,5112021Assets 2022: $23,510Net Assets 2022: $23,5102022Assets 2023: $27,412Net Assets 2023: $27,4122023Assets 2024: $28,280Net Assets 2024: $28,2802024

Highlighted filing

2014

Assets$25,291
Liabilities-
Net Assets$25,291

Operations Trend

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

$40K$20K$0-$20KRevenue 2011: $25,633Expenses 2011: $20,200Net Income 2011: $5,4332011Revenue 2012: $25,541Expenses 2012: $27,563Net Income 2012: -$2,0222012Revenue 2013: $25,568Expenses 2013: $21,761Net Income 2013: $3,8072013Revenue 2014: $28,221Expenses 2014: $23,030Net Income 2014: $5,1912014Revenue 2015: $29,351Expenses 2015: $34,244Net Income 2015: -$4,8932015Revenue 2016: $29,290Expenses 2016: $27,116Net Income 2016: $2,1742016Revenue 2017: $30,708Expenses 2017: $36,262Net Income 2017: -$5,5542017Revenue 2018: $31,257Expenses 2018: $31,014Net Income 2018: $2432018Revenue 2019: $32,564Expenses 2019: $34,321Net Income 2019: -$1,7572019Revenue 2020: $26,206Expenses 2020: $20,428Net Income 2020: $5,7782020Revenue 2021: $30,704Expenses 2021: $24,475Net Income 2021: $6,2292021Revenue 2022: $32,677Expenses 2022: $36,678Net Income 2022: -$4,0012022Revenue 2023: $33,016Expenses 2023: $29,114Net Income 2023: $3,9022023Revenue 2024: $31,474Expenses 2024: $30,606Net Income 2024: $8682024

Highlighted filing

2014

Revenue$28,221
Expenses$23,030
Net Income$5,191
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 18, 2015
Return Version
2014v5.0
Gross Receipts
$28,221
Mission and Program Overview

Mission

On-the-job union member protection

Program Services

DescriptionGrantsExpenses
NOT APPLICABLE TO 501C 5 ORGANIZATION--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID A JAMESFinancial Sec-$3,145-$3,145
GRANT J CONDRONPresident-$2,286-$2,286
JOSEPH P HARELLARecording Sec-$1,615-$1,615
ROBERT L HOPFLVice President-$694-$694
ANDREW MCDOWELLExecutive Board-$694-$694
JOHN J STOY JRMaintenance Rep-$650-$650
ROBIN MERRITTDriver Rep-$429-$429
TIMOTHY KOONTZDriver Rep-$210-$210
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 801
EIN
23-0341221
Phone
8146743766
Address
357 STOLTZ ROAD, PATTON, PA 16668

Signing Officer

Name
David a James
Title
Financial Secretary
Phone
8146743766
Signed
2015-03-18
Discuss with paid preparer
No

Preparer

Firm
Richard P Strong
Address
413 JULIA STREET PO BOX 363, IRVONA, PA 16656
Preparer
Richard Strong
Phone
8143303385
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

INTEREST INCOME 1

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

Payments to affiliates international 5,794

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

PA AFL-CIO 223

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

PAYROLL TAXES 1,076

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

HEAT FUND 100

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

COMPUTER SOFTWARE 468

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

PROMOTIONAL MATERIALS 49

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

ARBITRATION EXPENSE 250

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

BANQUET EXPENSE 665

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

DEFENSE FUND EXPENSE 40

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

MEETING EXPENSE 117

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

Contributions and gifts 200

Raw XML Appendix138 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID A JAMES
IRS990EZ/BooksInCareOfDetail/PhoneNum08146743766
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0357 STOLTZ ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PATTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd016668
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020100
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025291
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05191
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03721
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020100
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025291
IRS990EZ/GrossReceiptsAmt028221
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt028220
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020100
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025291
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020100
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025291
IRS990EZ/OccupancyRentUtltsAndMaintAmt0550
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02286
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt13145
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt21615
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt3694
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt4650
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt5429
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt6694
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt7210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GRANT J CONDRON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID A JAMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSEPH P HARELLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT L HOPFL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN J STOY JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROBIN MERRITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANDREW MCDOWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TIMOTHY KOONTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FINANCIAL SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MAINTENANCE REP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DRIVER REP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EXECUTIVE BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DRIVER REP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08982
IRS990EZ/OtherRevenueTotalAmt01
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ON-THE-JOB UNION MEMBER PROTECTION
IRS990EZ/PrintingPublicationsPostageAmt054
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NOT APPLICABLE TO 501C 5 ORGANIZATION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt09723
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023030
IRS990EZ/TotalRevenueAmt028221
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0LABOR ORGANIZATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INTEREST INCOME 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PAYMENTS TO AFFILIATES INTERNATIONAL 5,794
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PA AFL-CIO 223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAYROLL TAXES 1,076
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HEAT FUND 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPUTER SOFTWARE 468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROMOTIONAL MATERIALS 49
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ARBITRATION EXPENSE 250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANQUET EXPENSE 665
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DEFENSE FUND EXPENSE 40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MEETING EXPENSE 117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11CONTRIBUTIONS AND GIFTS 200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID A JAMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08146743766
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION LOCAL 801
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0230341221
ReturnHeader/Filer/PhoneNum08146743766
ReturnHeader/Filer/USAddress/AddressLine1Txt0357 STOLTZ ROAD
ReturnHeader/Filer/USAddress/CityNm0PATTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016668
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICHARD P STRONG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0413 JULIA STREET PO BOX 363
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVONA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd016656
ReturnHeader/PreparerPersonGrp/PhoneNum08143303385
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD STRONG
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-03-18T01:14:56-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.3$28.3$31.5$30.6$0.87
2023Detailed filing. Detailed filing data is available for this year.$27.4$27.4$33.0$29.1$3.90
2022Detailed filing. Detailed filing data is available for this year.$23.5$23.5$32.7$36.7$4.00
2021Detailed filing. Detailed filing data is available for this year.$27.5$27.5$30.7$24.5$6.23
2020Detailed filing. Detailed filing data is available for this year.$21.3$21.3$26.2$20.4$5.78
2019Detailed filing. Detailed filing data is available for this year.$15.5$15.5$32.6$34.3$1.76
2018Detailed filing. Detailed filing data is available for this year.$17.3$17.3$31.3$31.0$0.24
2017Detailed filing. Detailed filing data is available for this year.$17.0$17.0$30.7$36.3$5.55
2016Detailed filing. Detailed filing data is available for this year.$22.6$22.6$29.3$27.1$2.17
2015Detailed filing. Detailed filing data is available for this year.$20.4$20.4$29.4$34.2$4.89
2014Detailed filing. Detailed filing data is available for this year.$25.3$25.3$28.2$23.0$5.19
2013Detailed filing. Detailed filing data is available for this year.$20.1$20.1$25.6$21.8$3.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.3$16.3$25.5$27.6$2.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.3$18.3$25.6$20.2$5.43