Civic Intelligence

Amalgamated Transit Union Local 313

990EZ • Fiscal year 2021 • EIN 36-0721815

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 30, 2021

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

(309) 786-3270

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$8,211

Down $6,629 (-45%) from 2020

Net Assets

Down

$7,608

Down $6,659 (-47%) from 2020

Liabilities

Up

$603

Up $30 (+5.2%) from 2020

Revenue And Expenses

Revenue

Up

$103,727

Up $2,606 (+2.6%) from 2020

Expenses

Up

$110,388

Up $16,172 (+17%) from 2020

Net Income

Down

-$6,661

Down $13,566 (-196%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$8,211
Liabilities$603
Net Assets$7,608
Open 2021 Filing

Operations Trend

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

2021

Revenue$103,727
Expenses$110,388
Net Income-$6,661
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 30, 2021
Return Version
2020v4.0
Gross Receipts
$103,727
Mission and Program Overview

Mission

UNION SERVICES

Program Services

DescriptionGrantsExpenses
UNION SERVICES--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH GULHAUGENFinancial Se-$2,400-$2,400
ERIC APPLEQUISTVice Preside-$2,400-$2,400
EDWARD J AVILAVice Preside-$1,200-$1,200
LIZ ROGERSRecording Se-$1,200-$1,200
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
2021-09-30
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office supplies 1,232 reimbursed expenses 6,141 insurance & bonding 2,669 memorials & donations 365 total 10,407”

Form 990-ez, Part II, Line 24

“Security deposit 525 525 prepaid expenses 0 1,564 total 525 2,089”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 571 603”

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/PersonNm0EDWARD J AVILA
CompensationExplanation/CompensationExplanationGrp/PersonNm1JOSEPH GULHAUGEN
CompensationExplanation/CompensationExplanationGrp/PersonNm2ERIC APPLEQUIST
CompensationExplanation/CompensationExplanationGrp/PersonNm3LIZ ROGERS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt024859
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/BOYAmt014315
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06122
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6661
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt023258
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014840
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08211
IRS990EZ/GrossReceiptsAmt0103727
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0103725
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014269
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07608
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014269
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07608
IRS990EZ/OccupancyRentUtltsAndMaintAmt09759
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt22400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EDWARD J AVILA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOSEPH GULHAUGEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIC APPLEQUIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LIZ ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FINANCIAL SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0525
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02089
IRS990EZ/OtherExpensesTotalAmt010407
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0UNION SERVICES
IRS990EZ/PrintingPublicationsPostageAmt0110
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0UNION SERVICES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt041995
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0571
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0603
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0110388
IRS990EZ/TotalRevenueAmt0103727
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0TRADE UNION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 1,232 REIMBURSED EXPENSES 6,141 INSURANCE & BONDING 2,669 MEMORIALS & DONATIONS 365 TOTAL 10,407
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SECURITY DEPOSIT 525 525 PREPAID EXPENSES 0 1,564 TOTAL 525 2,089
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 571 603
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH GULHAUGEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03097863270
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-30
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/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/ZIPCd052806
ReturnHeader/PreparerPersonGrp/PhoneNum05633884744
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT T MOORHEAD CPA
ReturnHeader/ReturnTs02021-10-11T14:45:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSEPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GULHAUGEN
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
$8,211
Liabilities
$603
Net assets
$7,608
Revenue
$103,727
Expenses
$110,388
Net income
-$6,661
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