Civic Intelligence

Amalgamated Transit Union Local 313

990EZ • Fiscal year 2024 • EIN 36-0721815

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 13, 2024

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

(309) 791-1353

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$50,333

Up $18,568 (+58%) from 2023

Net Assets

Up

$43,509

Up $13,870 (+47%) from 2023

Liabilities

Up

$6,824

Up $4,698 (+221%) from 2023

Revenue And Expenses

Revenue

Down

$110,325

Down $1,000 (-0.9%) from 2023

Expenses

Down

$96,455

Down $11,205 (-10%) from 2023

Net Income

Up

$13,870

Up $10,205 (+278%) from 2023

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

2024

Assets$50,333
Liabilities$6,824
Net Assets$43,509
Open 2024 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

2024

Revenue$110,325
Expenses$96,455
Net Income$13,870
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 13, 2024
Return Version
2023v5.0
Gross Receipts
$110,325
Mission and Program Overview

Mission

UNION SERVICES

Program Services

DescriptionGrantsExpenses
Union Services--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric ApplequistPresidentPT$2,400-$2,400
Joseph GulhaugenFinancial SecretaryPT$2,400-$2,400
Liz RogersVice PresidentPT$1,200-$1,200
Natalie KutzmanRecording SecretaryPT$1,200-$1,200
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
2024-11-13
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Description;Amount^Insurance Premium Refund;388|Meal Cost Reimbursement For meals for Non Members at Holiday Party;102^Total;490^”

Form 990-EZ, Part I, Line 16

“Description;Amount^Insurance;3270|Memorials and Donations;1090|Reimbursed Expenses;4363^Total;8723^”

Form 990-EZ, Part II, Line 24

“Security Deposit”

Form 990-EZ, Part II, Line 26

“Accounts Payable and Accrued Expenses”

Raw XML Appendix117 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt029390
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Amalgamated Transit Workers #313
IRS990EZ/BooksInCareOfDetail/PhoneNum03097911353
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0500 42nd Street Suite 7
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rock Island
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd061201
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031240
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049808
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt013870
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0317
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031765
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050333
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0110325
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0109833
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029639
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043509
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029639
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043509
IRS990EZ/OccupancyRentUtltsAndMaintAmt09729
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt22400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Eric Applequist
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Liz Rogers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Joseph Gulhaugen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Natalie Kutzman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Financial Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Recording Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0525
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0525
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt08723
IRS990EZ/OtherRevenueTotalAmt0490
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Union Services
IRS990EZ/PrintingPublicationsPostageAmt0243
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Union Services
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt048053
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02126
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06824
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt096455
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0110325
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationOtherDesc0Trade Union
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Insurance Premium Refund;388|Meal Cost Reimbursement For meals for Non Members at Holiday Party;102^Total;490^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Insurance;3270|Memorials and Donations;1090|Reimbursed Expenses;4363^Total;8723^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Security Deposit
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Payable and Accrued Expenses
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph Gulhaugen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Financial Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum03097911353
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-11-13T08:42:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,333
Liabilities
$6,824
Net assets
$43,509
Revenue
$110,325
Expenses
$96,455
Net income
$13,870
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