Civic Intelligence

Amalgamated Transit Union Local 801

990EZ • Fiscal year 2023 • EIN 23-0341221

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 01, 2024

Organization ProfileN/A
446 Kepshire RdPatton, PA 16668

(814) 330-1928

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Top Officer Pay

65th percentile

$5,606

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Asset Growth

82nd percentile

17%

Faster asset growth than 82% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

42nd percentile

1.0%

Faster revenue growth than 42% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$27,412

Up $3,902 (+17%) from 2022

Net Assets

Up

$27,412

Up $3,902 (+17%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Up

$33,016

Up $339 (+1.0%) from 2022

Expenses

Down

$29,114

Down $7,564 (-21%) from 2022

Net Income

Up

$3,902

Up $7,903 (+198%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

2023

Assets$27,412
Liabilities-
Net Assets$27,412
Open 2023 Filing

Operations Trend

Revenue Growth42nd percentile

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

2023

Revenue$33,016
Expenses$29,114
Net Income$3,902
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 1, 2024
Return Version
2023v5.0
Gross Receipts
$33,016
Mission and Program Overview

Mission

On-the-job union member protection

Program Services

DescriptionGrantsExpenses
NOT APPLICABLE TO 501C 5 ORGANIZATION--
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID JAMESPresident-$5,606-$5,606
AMANDA MORRISONRecording Sec-$3,033-$3,033
LISA HOOVERFinancial Sec-$2,446-$2,446
DAVID HOLLANDVice President-$1,424-$1,424
JOSE' SILVADriver Rep-$1,124-$1,124
JOHN J STOY JRMaintenance Rep-$1,063-$1,063
JOSEPH BEACHExecutive Board-$883-$883
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 801
EIN
23-0341221
Phone
8143301928
Address
446 KEPSHIRE RD, PATTON, PA 16668

Signing Officer

Name
Lisa a Hoover
Title
Financial Secretary
Phone
8143301928
Signed
2024-04-01
Discuss with paid preparer
Yes

Preparer

Firm
Strong Accounting & Tax Solutions LLC
Address
1870 DORSEY AVE, IRVONA, PA 16656
Preparer
Richard P Strong
Phone
8149954064
Supplemental Narrative

Additional Explanations

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

“Payments to affiliates international 8,368”

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

“PA AFL-CIO 555”

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

“PAYROLL TAXES 516”

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

“Computer program expense 203”

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

“MEMBER STIPEND 555”

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

“Donations/charity fund 115”

Raw XML Appendix128 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/PersonNm0LISA HOOVER
IRS990EZ/BooksInCareOfDetail/PhoneNum08143301928
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0446 KEPSHIRE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PATTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd016668
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023510
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027412
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03902
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01050
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023510
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027412
IRS990EZ/GrossReceiptsAmt033016
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023510
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027412
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023510
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027412
IRS990EZ/OccupancyRentUtltsAndMaintAmt0600
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/CompensationAmt05606
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12446
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt23033
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31063
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt41124
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt51424
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt6883
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID JAMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA HOOVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMANDA MORRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN J STOY JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOSE' SILVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID HOLLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOSEPH BEACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FINANCIAL SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MAINTENANCE REP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DRIVER REP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EXECUTIVE BOARD
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010312
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ON-THE-JOB UNION MEMBER PROTECTION
IRS990EZ/PrintingPublicationsPostageAmt01573
IRS990EZ/ProgramServiceRevenueAmt033015
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NOT APPLICABLE TO 501C 5 ORGANIZATION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt015579
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029114
IRS990EZ/TotalRevenueAmt033016
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0LABOR ORGANIZATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PAYMENTS TO AFFILIATES INTERNATIONAL 8,368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PA AFL-CIO 555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYROLL TAXES 516
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPUTER PROGRAM EXPENSE 203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBER STIPEND 555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DONATIONS/CHARITY FUND 115
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA A HOOVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08143301928
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION LOCAL 801
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0230341221
ReturnHeader/Filer/PhoneNum08143301928
ReturnHeader/Filer/USAddress/AddressLine1Txt0446 KEPSHIRE RD
ReturnHeader/Filer/USAddress/CityNm0PATTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016668
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0844095493
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STRONG ACCOUNTING & TAX SOLUTIONS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01870 DORSEY AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVONA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd016656
ReturnHeader/PreparerPersonGrp/PhoneNum08149954064
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD P STRONG
ReturnHeader/ReturnTs02024-04-01T08:59:34-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOOVER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,412
Liabilities
-
Net assets
$27,412
Revenue
$33,016
Expenses
$29,114
Net income
$3,902
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