Civic Intelligence

Amalgamated Transit Un Local 1436

990EZ • Fiscal year 2024 • EIN 23-7122924

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 30, 2024

PO Box 60754Harrisburg, PA 17106

(717) 425-1615

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Net Margin

37th percentile

-0.8%

Higher net margin than 37% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Top Officer Pay

72nd percentile

$8,108

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Asset Growth

37th percentile

-1.5%

Faster asset growth than 37% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-11%

Faster revenue growth than 16% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$42,929

Down $648 (-1.5%) from 2023

Net Assets

Down

$42,787

Down $653 (-1.5%) from 2023

Liabilities

Up

$142

Up $5 (+3.6%) from 2023

Revenue

Down

$77,416

Down $9,225 (-11%) from 2023

Expenses

Down

$78,068

Down $12,740 (-14%) from 2023

Net Income

Up

-$652

Up $3,515 (+84%) from 2023

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $72,730Liabilities 2011: $1,219Net Assets 2011: $71,5112011Assets 2012: $79,694Liabilities 2012: $1,200Net Assets 2012: $78,4942012Assets 2013: $79,495Liabilities 2013: $1,904Net Assets 2013: $77,5912013Assets 2014: $40,858Liabilities 2014: $2,490Net Assets 2014: $38,3682014Assets 2015: $24,865Liabilities 2015: $2,769Net Assets 2015: $22,0962015Assets 2016: $24,950Liabilities 2016: $900Net Assets 2016: $24,0502016Assets 2017: $29,966Liabilities 2017: $653Net Assets 2017: $29,3132017Assets 2018: $29,826Liabilities 2018: $675Net Assets 2018: $29,1512018Assets 2019: $19,890Liabilities 2019: $716Net Assets 2019: $19,1742019Assets 2020: $24,675Liabilities 2020: $527Net Assets 2020: $24,1482020Assets 2021: $55,156Liabilities 2021: $731Net Assets 2021: $54,4252021Assets 2022: $47,761Liabilities 2022: $154Net Assets 2022: $47,6072022Assets 2023: $43,577Liabilities 2023: $137Net Assets 2023: $43,4402023Assets 2024: $42,929Liabilities 2024: $142Net Assets 2024: $42,7872024

Highlighted filing

2024

Assets$42,929
Liabilities$142
Net Assets$42,787

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2011: $75,5752011Expenses 2012: $77,7512012Expenses 2013: $84,3442013Revenue 2014: $81,759Expenses 2014: $120,982Net Income 2014: -$39,2232014Revenue 2015: $98,938Expenses 2015: $115,210Net Income 2015: -$16,2722015Revenue 2016: $89,512Expenses 2016: $87,558Net Income 2016: $1,9542016Revenue 2017: $92,281Expenses 2017: $87,018Net Income 2017: $5,2632017Revenue 2018: $93,026Expenses 2018: $93,188Net Income 2018: -$1622018Revenue 2019: $93,540Expenses 2019: $103,517Net Income 2019: -$9,9772019Revenue 2020: $96,169Expenses 2020: $91,195Net Income 2020: $4,9742020Revenue 2021: $111,445Expenses 2021: $81,168Net Income 2021: $30,2772021Revenue 2022: $82,108Expenses 2022: $88,926Net Income 2022: -$6,8182022Revenue 2023: $86,641Expenses 2023: $90,808Net Income 2023: -$4,1672023Revenue 2024: $77,416Expenses 2024: $78,068Net Income 2024: -$6522024

Highlighted filing

2024

Revenue$77,416
Expenses$78,068
Net Income-$652
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 30, 2024
Return Version
2023v6.0
Gross Receipts
$77,416
Mission and Program Overview

Mission

Workers welfare via union

The union advocates for the interests of transit and allied worker members and promotes mass transit.

Program Services

DescriptionGrantsExpenses
THE UNION HELPS MEMBERS ORGANIZE LOCAL UNIONS, NEGOTIATE COLLECTIVE BARGAINING CONTRACTS BETWEEN ITS MEMBERS AND THEIR EMPLOYERS, REPRESENTS MEMBERS IN DISPUTES WITH MANAGEMENT, AND ENSURES THAT EMPLOYERS ADHERE TO THE PROVISIONS OF THEIR COLLECTIVE BARGAINING AGREEMENTS. THE UNION ALSO REPRESENTS THE INTERESTS OF ITS MEMBERS AT ALL LEVELS OF GOVERNMENT, IN COURTS, AND IN LEGISLATURES.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK MUNOZFinancial Se-$8,108-$8,108
DONNA LATTIMORERecording Se-$4,878-$4,878
LIONEL RANDOLPHPresidentPT$4,811-$4,811
SHAWN WILSONVice Preside-$4,543-$4,543
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Un Local 1436
EIN
23-7122924
Phone
7174251615
Address
PO BOX 60754, HARRISBURG, PA 17106

Signing Officer

Name
Mark Munoz
Title
Financial Secretary
Phone
7174251615
Signed
2024-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Wiedeman & Douty Pc
Address
1993 HUMMEL AVENUE SUITE 201, CAMP HILL, PA 17011
Preparer
Tracey L Alfano-douty CPA
Phone
7177742828
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Reimbursements 260 total 260

Form 990-ez, Part I, Line 16

Expenses office expenses 2,739 travel 1,106 meetings 70 per capita dues 28,057 member lost time 5,646 gifts & memorials 2,002 total 39,620

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 138 142

Form 990-ez, Part III

The union advocates for the interests of transit and allied worker members and promotes mass transit.

Form 990-ez, Part III, Line 28

The union helps members organize local unions, negotiate collective bargaining contracts between its members and their employers, represents members in disputes with management, and ensures that employers adhere to the provisions of their collective bargaining agreements. The union also represents the interests of its members at all levels of government, in courts, and in legislatures.

Raw XML Appendix108 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/PersonNm0MARK MUNOZ
IRS990EZ/BooksInCareOfDetail/PhoneNum07174251615
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0901 N CAMERON ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HARRISBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd017101
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043577
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042929
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-652
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03490
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043577
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042929
IRS990EZ/GrossReceiptsAmt077416
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt018
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt077138
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043439
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042787
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043439
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042787
IRS990EZ/OccupancyRentUtltsAndMaintAmt01200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04811
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt14543
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt28108
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt34878
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LIONEL RANDOLPH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHAWN WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARK MUNOZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DONNA LATTIMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCIAL SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt039620
IRS990EZ/OtherRevenueTotalAmt0260
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE UNION ADVOCATES FOR THE INTERESTS OF TRANSIT AND ALLIED WORKER MEMBERS AND PROMOTES MASS TRANSIT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE UNION HELPS MEMBERS ORGANIZE LOCAL UNIONS, NEGOTIATE COLLECTIVE BARGAINING CONTRACTS BETWEEN ITS MEMBERS AND THEIR EMPLOYERS, REPRESENTS MEMBERS IN DISPUTES WITH MANAGEMENT, AND ENSURES THAT EMPLOYERS ADHERE TO THE PROVISIONS OF THEIR COLLECTIVE BARGAINING AGREEMENTS. THE UNION ALSO REPRESENTS THE INTERESTS OF ITS MEMBERS AT ALL LEVELS OF GOVERNMENT, IN COURTS, AND IN LEGISLATURES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt033758
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0138
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0142
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt078068
IRS990EZ/TotalRevenueAmt077416
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REIMBURSEMENTS 260 TOTAL 260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSES 2,739 TRAVEL 1,106 MEETINGS 70 PER CAPITA DUES 28,057 MEMBER LOST TIME 5,646 GIFTS & MEMORIALS 2,002 TOTAL 39,620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 138 142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE UNION ADVOCATES FOR THE INTERESTS OF TRANSIT AND ALLIED WORKER MEMBERS AND PROMOTES MASS TRANSIT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE UNION HELPS MEMBERS ORGANIZE LOCAL UNIONS, NEGOTIATE COLLECTIVE BARGAINING CONTRACTS BETWEEN ITS MEMBERS AND THEIR EMPLOYERS, REPRESENTS MEMBERS IN DISPUTES WITH MANAGEMENT, AND ENSURES THAT EMPLOYERS ADHERE TO THE PROVISIONS OF THEIR COLLECTIVE BARGAINING AGREEMENTS. THE UNION ALSO REPRESENTS THE INTERESTS OF ITS MEMBERS AT ALL LEVELS OF GOVERNMENT, IN COURTS, AND IN LEGISLATURES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK MUNOZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07174251615
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UN LOCAL 1436
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0237122924
ReturnHeader/Filer/PhoneNum07174251615
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 60754
ReturnHeader/Filer/USAddress/CityNm0HARRISBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017106
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232933571
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIEDEMAN & DOUTY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01993 HUMMEL AVENUE SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMP HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017011
ReturnHeader/PreparerPersonGrp/PhoneNum07177742828
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACEY L ALFANO-DOUTY CPA
ReturnHeader/ReturnTs02025-05-08T15:05:31-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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.$0.43$0.00$0.43$0.77$0.78$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.00$0.43$0.87$0.91$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$0.82$0.89$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.01$0.54$1.11$0.81$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.01$0.24$0.96$0.91$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.20$0.01$0.19$0.94$1.04$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.01$0.29$0.93$0.93$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.01$0.29$0.92$0.87$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.01$0.24$0.90$0.88$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.03$0.22$0.99$1.15$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.02$0.38$0.82$1.21$0.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.02$0.78$0.84
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.01$0.78$0.78
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.01$0.72$0.76