Civic Intelligence

Amalgamated Transit Union Local 313

990EZ • Fiscal year 2020 • EIN 36-0721815

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 30, 2020

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

80th percentile

0.04x

Higher debt load relative to assets than 80% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.01x

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

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Net Margin

42nd percentile

6.8%

Higher net margin than 42% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Top Officer Pay

58th percentile

$2,400

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Asset Growth

95th percentile

71%

Faster asset growth than 95% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

8.4%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$14,840

Up $6,167 (+71%) from 2019

Net Assets

Up

$14,267

Up $6,906 (+94%) from 2019

Liabilities

Down

$573

Down $739 (-56%) from 2019

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin42nd percentile

Revenue

Up

$101,121

Up $7,824 (+8.4%) from 2019

Expenses

Down

$94,216

Down $2,101 (-2.2%) from 2019

Net Income

Up

$6,905

Up $9,925 (+329%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2020

Assets$14,840
Liabilities$573
Net Assets$14,267
Open 2020 Filing

Operations Trend

Revenue Growth80th 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

2020

Revenue$101,121
Expenses$94,216
Net Income$6,905
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 30, 2020
Return Version
2019v5.0
Gross Receipts
$101,121
Mission and Program Overview

Mission

UNION SERVICES

Program Services

DescriptionGrantsExpenses
UNION SERVICES--
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC APPLEQUISTVice Preside-$2,400-$2,400
JOSEPH GULHAUGENFinancial Se-$1,600-$1,600
EDWARD J AVILAVice Preside-$1,200-$1,200
LIZ ROGERSRecording Se-$1,200-$1,200
LISA JOHNSONPrior Financ-$600-$600
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
2020-09-30
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 2,484 total 2,484”

Form 990-ez, Part I, Line 16

“Expenses office supplies 5,519 reimbursed expenses 7,263 registration fees & dues 525 insurance & bonding 1,667 memorials & donations 207 total 15,181”

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 1,311 573”

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/BenefitsPaidToOrForMembersAmt023013
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/BOYAmt08148
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014315
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06905
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt016121
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08673
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014840
IRS990EZ/GrossReceiptsAmt0101121
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt098630
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07362
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014267
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07362
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014267
IRS990EZ/OccupancyRentUtltsAndMaintAmt011210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt21600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt32400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt41200
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/OtherExpensesTotalAmt015181
IRS990EZ/OtherRevenueTotalAmt02484
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0UNION SERVICES
IRS990EZ/PrintingPublicationsPostageAmt026
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0UNION SERVICES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt028665
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01311
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0573
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt094216
IRS990EZ/TotalRevenueAmt0101121
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0TRADE UNION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REIMBURSEMENTS & REFUNDS 2,484 TOTAL 2,484
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE SUPPLIES 5,519 REIMBURSED EXPENSES 7,263 REGISTRATION FEES & DUES 525 INSURANCE & BONDING 1,667 MEMORIALS & DONATIONS 207 TOTAL 15,181
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SECURITY DEPOSIT 525 525 TOTAL 525 525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,311 573
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH GULHAUGEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03097863270
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-30
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/AtSubmissionCreationDeviceId0409D83485A65E457D8EF5C552E517F7CB68DA893
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0409D83485A65E457D8EF5C552E517F7CB68DA893
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.64.208.130
ReturnHeader/FilingSecurityInformation/IPDt02020-10-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:22:58
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/PreparationDt02020-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT T MOORHEAD CPA
ReturnHeader/ReturnTs02020-10-09T10:22:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,840
Liabilities
$573
Net assets
$14,267
Revenue
$101,121
Expenses
$94,216
Net income
$6,905
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