Civic Intelligence

Amalgamated Transit Union Local 313

990EZ • Fiscal year 2019 • EIN 36-0721815

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 28, 2019

Organization ProfileN/A
500 42nd Street Suite 7Rock Island, IL 61201-2155

(309) 786-3270

Siviq Scores

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

Liabilities / Assets

91st percentile

0.15x

Higher debt load relative to assets than 91% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

71st percentile

0.01x

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

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Net Margin

29th percentile

-3.2%

Higher net margin than 29% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Top Officer Pay

57th percentile

$2,303

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Asset Growth

7th percentile

-31%

Faster asset growth than 7% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-17%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$8,673

Down $3,830 (-31%) from 2018

Net Assets

Down

$7,361

Down $3,020 (-29%) from 2018

Liabilities

Down

$1,312

Down $810 (-38%) from 2018

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin29th percentile

Revenue

Down

$93,297

Down $19,576 (-17%) from 2018

Expenses

Down

$96,317

Down $19,318 (-17%) from 2018

Net Income

Down

-$3,020

Down $258 (-9.3%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$60K$40K$20K$0Assets 2014: $24,366Liabilities 2014: $766Net Assets 2014: $23,6002014Assets 2015: $13,397Liabilities 2015: $201Net Assets 2015: $13,1962015Assets 2016: $12,949Liabilities 2016: $203Net Assets 2016: $12,7462016Assets 2017: $13,800Liabilities 2017: $657Net Assets 2017: $13,1432017Assets 2018: $12,503Liabilities 2018: $2,122Net Assets 2018: $10,3812018Assets 2019: $8,673Liabilities 2019: $1,312Net Assets 2019: $7,3612019Assets 2020: $14,840Liabilities 2020: $573Net Assets 2020: $14,2672020Assets 2021: $8,211Liabilities 2021: $603Net Assets 2021: $7,6082021Assets 2022: $26,541Liabilities 2022: $567Net Assets 2022: $25,9742022Assets 2023: $31,765Liabilities 2023: $2,126Net Assets 2023: $29,6392023Assets 2024: $50,333Liabilities 2024: $6,824Net Assets 2024: $43,5092024Assets 2025: $33,639Liabilities 2025: $2,722Net Assets 2025: $30,9172025

Highlighted filing

2019

Assets$8,673
Liabilities$1,312
Net Assets$7,361
Open 2019 Filing

Operations Trend

Revenue Growth13th percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $84,728Expenses 2014: $83,926Net Income 2014: $8022014Revenue 2015: $84,395Expenses 2015: $94,801Net Income 2015: -$10,4062015Revenue 2016: $105,205Expenses 2016: $105,654Net Income 2016: -$4492016Revenue 2017: $115,972Expenses 2017: $115,576Net Income 2017: $3962017Revenue 2018: $112,873Expenses 2018: $115,635Net Income 2018: -$2,7622018Revenue 2019: $93,297Expenses 2019: $96,317Net Income 2019: -$3,0202019Revenue 2020: $101,121Expenses 2020: $94,216Net Income 2020: $6,9052020Revenue 2021: $103,727Expenses 2021: $110,388Net Income 2021: -$6,6612021Revenue 2022: $107,626Expenses 2022: $87,732Net Income 2022: $19,8942022Revenue 2023: $111,325Expenses 2023: $107,660Net Income 2023: $3,6652023Revenue 2024: $110,325Expenses 2024: $96,455Net Income 2024: $13,8702024Revenue 2025: $119,884Expenses 2025: $132,476Net Income 2025: -$12,5922025

Highlighted filing

2019

Revenue$93,297
Expenses$96,317
Net Income-$3,020
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 28, 2019
Return Version
2018v3.1
Gross Receipts
$93,297
Mission and Program Overview

Mission

UNION SERVICES

Program Services

DescriptionGrantsExpenses
UNION SERVICES--
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA JOHNSONPrior Financ-$2,303-$2,303
ERIC APPLEQUISTVice Preside-$2,303-$2,303
EDWARD J AVILAVice Preside-$1,152-$1,152
LIZ ROGERSRecording Se-$1,152-$1,152
JOSEPH GULHAUGENFinancial Se-$0--
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 313
EIN
36-0721815
Phone
3097863270
Address
500 42ND STREET SUITE 7, ROCK ISLAND, IL 61201-2155

Signing Officer

Name
Joseph Gulhaugen
Title
Financial Secretary
Phone
3097863270
Signed
2019-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Moorhead Patterson & Company Pc
Address
3910 LILLIE AVE, DAVENPORT, IA 52806-4401
Preparer
Scott T Moorhead CPA
Phone
5633884744
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Reimbursements & refunds 400 total 400”

Form 990-ez, Part I, Line 16

“Expenses office supplies 3,923 reimbursed expenses 3,963 registration fees & dues 220 insurance & bonding 2,450 memorials & donations 1,060 death benefits 250 total 11,866”

Form 990-ez, Part II, Line 24

“Security deposit 525 525 total 525 525”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 2,122 1,312”

Raw XML Appendix120 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/BenefitsPaidToOrForMembersAmt025083
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT WORKERS 313
IRS990EZ/BooksInCareOfDetail/PhoneNum03097863270
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0500 42ND STREET SUITE 7
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCK ISLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd061201
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011978
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08148
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3020
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09727
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012503
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08673
IRS990EZ/GrossReceiptsAmt093297
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt092893
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010381
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07361
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010381
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07361
IRS990EZ/OccupancyRentUtltsAndMaintAmt010426
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01152
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12303
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt32303
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt41152
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EDWARD J AVILA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSEPH GULHAUGEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIC APPLEQUIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LIZ ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRIOR FINANC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCIAL SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0525
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0525
IRS990EZ/OtherExpensesTotalAmt011866
IRS990EZ/OtherRevenueTotalAmt0400
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0UNION SERVICES
IRS990EZ/PrintingPublicationsPostageAmt026
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0UNION SERVICES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt039189
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02122
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01312
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt096317
IRS990EZ/TotalRevenueAmt093297
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0TRADE UNION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REIMBURSEMENTS & REFUNDS 400 TOTAL 400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE SUPPLIES 3,923 REIMBURSED EXPENSES 3,963 REGISTRATION FEES & DUES 220 INSURANCE & BONDING 2,450 MEMORIALS & DONATIONS 1,060 DEATH BENEFITS 250 TOTAL 11,866
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SECURITY DEPOSIT 525 525 TOTAL 525 525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,122 1,312
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 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH GULHAUGEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03097863270
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION LOCAL 313
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0360721815
ReturnHeader/Filer/PhoneNum03097863270
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 42ND STREET SUITE 7
ReturnHeader/Filer/USAddress/CityNm0ROCK ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0612012155
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId029ED323A7476EE835386C6CE674905BF748EAA55
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId029ED323A7476EE835386C6CE674905BF748EAA55
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.64.208.130
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:05:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421092253
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOORHEAD PATTERSON & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03910 LILLIE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAVENPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0528064401
ReturnHeader/PreparerPersonGrp/PhoneNum05633884744
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT T MOORHEAD CPA
ReturnHeader/ReturnTs02019-11-14T12:05:50-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,673
Liabilities
$1,312
Net assets
$7,361
Revenue
$93,297
Expenses
$96,317
Net income
-$3,020
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.34$0.03$0.31$1.20$1.32$0.13
2024Detailed filing. Detailed filing data is available for this year.$0.50$0.07$0.44$1.10$0.96$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.32$0.02$0.30$1.11$1.08$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.27$0.01$0.26$1.08$0.88$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.08$0.01$0.08$1.04$1.10$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.15$0.01$0.14$1.01$0.94$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.01$0.07$0.93$0.96$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.13$0.02$0.10$1.13$1.16$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.14$0.01$0.13$1.16$1.16$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$1.05$1.06$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.84$0.95$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.01$0.24$0.85$0.84$0.01