Civic Intelligence

Amalgamated Transit Union Local 313

990EZ • Fiscal year 2022 • EIN 36-0721815

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 15, 2022

500 42nd Street Suite 7Rock Island, IL 61201

(309) 791-1353

Siviq Scores

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

Liabilities / Assets

76th percentile

0.02x

Higher debt load relative to assets than 76% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.01x

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

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Net Margin

78th percentile

18%

Higher net margin than 78% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Top Officer Pay

54th percentile

$2,400

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Asset Growth

99th percentile

223%

Faster asset growth than 99% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

58th percentile

3.8%

Faster revenue growth than 58% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$26,541

Up $18,330 (+223%) from 2021

Net Assets

Up

$25,974

Up $18,366 (+241%) from 2021

Liabilities

Down

$567

Down $36 (-6.0%) from 2021

Revenue

Up

$107,626

Up $3,899 (+3.8%) from 2021

Expenses

Down

$87,732

Down $22,656 (-21%) from 2021

Net Income

Up

$19,894

Up $26,555 (+399%) from 2021

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

2022

Assets$26,541
Liabilities$567
Net Assets$25,974

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

2022

Revenue$107,626
Expenses$87,732
Net Income$19,894
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$107,626
Mission and Program Overview

Mission

UNION SERVICES

Program Services

DescriptionGrantsExpenses
Union Services--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric ApplequistPresident-$2,400-$2,400
Joseph GulhaugenFinancial Secretary-$2,400-$2,400
Liz RogersVice President-$1,200-$1,200
Natalie KutzmanRecording Secretary-$1,100-$1,100
Ed AvilaVice President-$100-$100
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union
EIN
36-0721815
Phone
3097911353
Address
500 42nd Street Suite 7, Rock Island, IL 61201

Signing Officer

Name
Joseph Gulhaugen
Title
Financial Secretary
Phone
3097911353
Signed
2022-11-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 3

Member Dues and Fees $ 107,624.64

Form 990-EZ, Part I, Line 11

Per Capita Taxes $ 25,739.84

Form 990-EZ, Part I, Line 16

Description;Amount^Memorials and Donations;2055|Reimbursed Expenses;2392|Insurance and Bonding;1824^Total;6271^

Form 990-EZ, Part I, Line 20

Description;Amount^Prepaid Expenses from Previous Fiscal Year were used for t;-1564|Decrease in Payroll Tax Liability;36^Total;-1528^

Form 990-EZ, Part II, Line 24

Description;EOY Amount^Security Deposit;525^Total;525^

Form 990-EZ, Part II, Line 26

Description;EOY Amount^Accounts Payable and Accrued Expenses;567^Total;567^

Raw XML Appendix139 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum03097911353
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0500 42nd Street Suite 7
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rock Island
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt019509
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IRS990EZ/Form1120PolFiledInd00
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt4100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Eric Applequist
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Liz Rogers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Joseph Gulhaugen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Natalie Kutzman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ed Avila
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Financial Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherChangesInNetAssetsAmt0-1528
IRS990EZ/OtherExpensesTotalAmt06271
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/PrintingPublicationsPostageAmt065
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IRS990EZ/TotalExpensesAmt087732
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0107626
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationOtherDesc0Trade Union
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Member Dues and Fees $ 107,624.64
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Per Capita Taxes $ 25,739.84
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;Amount^Memorials and Donations;2055|Reimbursed Expenses;2392|Insurance and Bonding;1824^Total;6271^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description;Amount^Prepaid Expenses from Previous Fiscal Year were used for t;-1564|Decrease in Payroll Tax Liability;36^Total;-1528^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description;EOY Amount^Security Deposit;525^Total;525^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description;EOY Amount^Accounts Payable and Accrued Expenses;567^Total;567^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 26
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph Gulhaugen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Financial Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum03097911353
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Local 313
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0360721815
ReturnHeader/Filer/PhoneNum03097911353
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 42nd Street Suite 7
ReturnHeader/Filer/USAddress/CityNm0Rock Island
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061201
ReturnHeader/ReturnTs02022-11-15T14:23:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings