Civic Intelligence

Amalgamated Transit Union Local 883

990EZ • Fiscal year 2021 • EIN 23-7119402

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 09, 2021

Organization ProfileN/A
2812 - Lombard Avenue - Suite 201Everett, WA 98201

(425) 530-0187

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

51st percentile

10%

Higher net margin than 51% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Top Officer Pay

71st percentile

$6,888

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Asset Growth

41st percentile

3.8%

Faster asset growth than 41% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

10th percentile

-24%

Faster revenue growth than 10% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$269,134

Up $9,915 (+3.8%) from 2020

Net Assets

Up

$269,134

Up $9,915 (+3.8%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin51st percentile

Revenue

Down

$94,548

Down $29,993 (-24%) from 2020

Expenses

Down

$84,633

Down $25,758 (-23%) from 2020

Net Income

Down

$9,915

Down $4,235 (-30%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$300K$200K$100K$0Assets 2013: $179,091Net Assets 2013: $179,0912013Assets 2014: $75,230Net Assets 2014: $75,2302014Assets 2015: $123,000Net Assets 2015: $123,0002015Assets 2016: $184,123Net Assets 2016: $184,1232016Assets 2017: $226,617Net Assets 2017: $226,6172017Assets 2018: $253,938Net Assets 2018: $253,9382018Assets 2019: $245,069Net Assets 2019: $245,0692019Assets 2020: $259,219Net Assets 2020: $259,2192020Assets 2021: $269,134Net Assets 2021: $269,1342021Assets 2022: $234,348Net Assets 2022: $234,3482022Assets 2023: $223,986Net Assets 2023: $223,9862023Assets 2024: $198,993Net Assets 2024: $198,9932024

Highlighted filing

2021

Assets$269,134
Liabilities-
Net Assets$269,134
Open 2021 Filing

Operations Trend

Revenue Growth10th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2013: $132,313Expenses 2013: $139,946Net Income 2013: -$7,6332013Revenue 2014: $110,049Expenses 2014: $213,910Net Income 2014: -$103,8612014Revenue 2015: $149,320Expenses 2015: $101,551Net Income 2015: $47,7692015Revenue 2016: $149,596Expenses 2016: $88,473Net Income 2016: $61,1232016Revenue 2017: $147,412Expenses 2017: $104,918Net Income 2017: $42,4942017Revenue 2018: $122,743Expenses 2018: $95,422Net Income 2018: $27,3212018Revenue 2019: $120,321Expenses 2019: $129,190Net Income 2019: -$8,8692019Revenue 2020: $124,541Expenses 2020: $110,391Net Income 2020: $14,1502020Revenue 2021: $94,548Expenses 2021: $84,633Net Income 2021: $9,9152021Revenue 2022: $98,379Expenses 2022: $133,165Net Income 2022: -$34,7862022Revenue 2023: $100,913Expenses 2023: $111,275Net Income 2023: -$10,3622023Revenue 2024: $100,932Expenses 2024: $125,925Net Income 2024: -$24,9932024

Highlighted filing

2021

Revenue$94,548
Expenses$84,633
Net Income$9,915
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 9, 2021
Return Version
2020v4.0
Gross Receipts
$94,548
Mission and Program Overview

Mission

The union collects dues and represents its members with issues regarding wage negotiations and working conditions

Program Services

DescriptionGrantsExpenses
IMPROVE WORKING CONDITIONS FOR ITS MEMBERS--
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD SWARTZTreasurerPT$6,888-$6,888
STEVEN OSSPresidentPT$4,430-$4,430
LISA DEWITTRecording SePT$602-$602
TIM NUGENTVice PresidePT$0--
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 883
EIN
23-7119402
Phone
4255300187
Address
2812 - LOMBARD AVENUE - SUITE 201, EVERETT, WA 98201

Signing Officer

Name
Richard Swartz
Title
Treasurer
Phone
4255300187
Signed
2021-08-09
Discuss with paid preparer
Yes

Preparer

Firm
DANTA CHASE & CO CPA'S PS
Address
2720 RUCKER AVE STE 101, EVERETT, WA 98201
Preparer
Otto M Chase
Phone
4252591040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Per capita tax 16,361 affiliation fees 2,611”

Form 990-ez, Part I, Line 16

“Expenses gift cards 3,883 office supplies 1,905 education 194 negotiations 99 safety recognition 485 audit committee 318 bank service charges 33 contributions 3,964 total 10,881”

Form 990-ez, Part I, Line 20

“ROUNDING 0”

Form 990-ez, Part II, Line 24

“Machinery 2,673 2,673 less accumulated depreciation 2,673 2,673 total 0 0”

Form 990-ez, Part III

“The union collects dues and represents its members with issues regarding wage negotiations and working conditions”

Raw XML Appendix112 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0RICHARD SWARTZ
CompensationExplanation/CompensationExplanationGrp/PersonNm1STEVEN OSS
CompensationExplanation/CompensationExplanationGrp/PersonNm2TIM NUGENT
CompensationExplanation/CompensationExplanationGrp/PersonNm3LISA DEWITT
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RICHARD SWARTZ
IRS990EZ/BooksInCareOfDetail/PhoneNum04255300187
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02810 LOMBARD AVE STE 205
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EVERETT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098201
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0259219
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0269134
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt094291
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09915
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05285
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0259219
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0269134
IRS990EZ/GrantsAndSimilarAmountsPaidAmt018972
IRS990EZ/GrossReceiptsAmt094548
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0257
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0259219
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0269134
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0259219
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0269134
IRS990EZ/OccupancyRentUtltsAndMaintAmt05697
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt06888
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt14430
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt3602
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD SWARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVEN OSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIM NUGENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA DEWITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010881
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE UNION COLLECTS DUES AND REPRESENTS ITS MEMBERS WITH ISSUES REGARDING WAGE NEGOTIATIONS AND WORKING CONDITIONS
IRS990EZ/PrintingPublicationsPostageAmt055
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IMPROVE WORKING CONDITIONS FOR ITS MEMBERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt043743
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt084633
IRS990EZ/TotalRevenueAmt094548
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PER CAPITA TAX 16,361 AFFILIATION FEES 2,611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES GIFT CARDS 3,883 OFFICE SUPPLIES 1,905 EDUCATION 194 NEGOTIATIONS 99 SAFETY RECOGNITION 485 AUDIT COMMITTEE 318 BANK SERVICE CHARGES 33 CONTRIBUTIONS 3,964 TOTAL 10,881
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROUNDING 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MACHINERY 2,673 2,673 LESS ACCUMULATED DEPRECIATION 2,673 2,673 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE UNION COLLECTS DUES AND REPRESENTS ITS MEMBERS WITH ISSUES REGARDING WAGE NEGOTIATIONS AND WORKING CONDITIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD SWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04255300187
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION LOCAL 883
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0237119402
ReturnHeader/Filer/PhoneNum04255300187
ReturnHeader/Filer/USAddress/AddressLine1Txt02812 - LOMBARD AVENUE - SUITE 201
ReturnHeader/Filer/USAddress/CityNm0EVERETT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911517783
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANTA CHASE & CO CPA'S PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02720 RUCKER AVE STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EVERETT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098201
ReturnHeader/PreparerPersonGrp/PhoneNum04252591040
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0OTTO M CHASE
ReturnHeader/ReturnTs02021-08-17T13:19:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SWARTZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$269,134
Liabilities
-
Net assets
$269,134
Revenue
$94,548
Expenses
$84,633
Net income
$9,915
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$1.99$1.01$1.26$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$2.24$1.01$1.11$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$2.34$0.98$1.33$0.35
2021Detailed filing. Detailed filing data is available for this year.$2.69$2.69$0.95$0.85$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$2.59$1.25$1.10$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.45$2.45$1.20$1.29$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.54$2.54$1.23$0.95$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$2.27$1.47$1.05$0.42
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$1.84$1.50$0.88$0.61
2015Detailed filing. Detailed filing data is available for this year.$1.23$1.23$1.49$1.02$0.48
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.75$1.10$2.14$1.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$1.79$1.32$1.40$0.08