Civic Intelligence

Amalgamated Transit Union Local 1603

990EZ • Fiscal year 2017 • EIN 52-1374867

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 13, 2018

Organization ProfileN/A
PO Box 20324Lehigh Valley, PA 18002

(610) 905-5958

Siviq Scores

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

Liabilities / Assets

78th percentile

0.03x

Higher debt load relative to assets than 78% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Net Margin

32nd percentile

-1.5%

Higher net margin than 32% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

80th percentile

$13,584

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

28th percentile

-3.6%

Faster asset growth than 28% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

47th percentile

0.4%

Faster revenue growth than 47% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$28,458

Down $1,067 (-3.6%) from 2016

Net Assets

Down

$27,599

Down $1,150 (-4.0%) from 2016

Liabilities

Up

$859

Up $83 (+11%) from 2016

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin32nd percentile

Revenue

Up

$76,755

Up $301 (+0.4%) from 2016

Expenses

Up

$77,905

Up $1,937 (+2.5%) from 2016

Net Income

Down

-$1,150

Down $1,636 (-337%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$40K$30K$20K$10K$0Assets 2011: $24,268Liabilities 2011: $1,317Net Assets 2011: $22,9512011Assets 2012: $19,015Liabilities 2012: $1,818Net Assets 2012: $17,1972012Assets 2013: $4,156Liabilities 2013: $2,067Net Assets 2013: $2,0892013Assets 2014: $11,158Liabilities 2014: $1,283Net Assets 2014: $9,8752014Assets 2015: $29,017Liabilities 2015: $754Net Assets 2015: $28,2632015Assets 2016: $29,525Liabilities 2016: $776Net Assets 2016: $28,7492016Assets 2017: $28,458Liabilities 2017: $859Net Assets 2017: $27,5992017Assets 2018: $26,360Liabilities 2018: $1,004Net Assets 2018: $25,3562018Assets 2019: $32,461Liabilities 2019: $1,590Net Assets 2019: $30,8712019Assets 2020: $36,242Liabilities 2020: $1,185Net Assets 2020: $35,0572020Assets 2021: $22,440Liabilities 2021: $781Net Assets 2021: $21,6592021Assets 2022: $13,969Liabilities 2022: $1,020Net Assets 2022: $12,9492022Assets 2023: $14,233Liabilities 2023: $943Net Assets 2023: $13,2902023Assets 2024: $28,834Liabilities 2024: $1,341Net Assets 2024: $27,4932024

Highlighted filing

2017

Assets$28,458
Liabilities$859
Net Assets$27,599
Open 2017 Filing

Operations Trend

Revenue Growth47th percentile

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

$100K$50K$0-$50KExpenses 2011: $86,7682011Revenue 2012: $86,361Expenses 2012: $92,115Net Income 2012: -$5,7542012Revenue 2013: $74,739Expenses 2013: $89,847Net Income 2013: -$15,1082013Revenue 2014: $77,030Expenses 2014: $69,244Net Income 2014: $7,7862014Revenue 2015: $74,613Expenses 2015: $56,225Net Income 2015: $18,3882015Revenue 2016: $76,454Expenses 2016: $75,968Net Income 2016: $4862016Revenue 2017: $76,755Expenses 2017: $77,905Net Income 2017: -$1,1502017Revenue 2018: $69,963Expenses 2018: $72,206Net Income 2018: -$2,2432018Revenue 2019: $83,276Expenses 2019: $77,761Net Income 2019: $5,5152019Revenue 2020: $55,328Expenses 2020: $51,142Net Income 2020: $4,1862020Revenue 2021: $32,161Expenses 2021: $45,559Net Income 2021: -$13,3982021Revenue 2022: $38,040Expenses 2022: $46,750Net Income 2022: -$8,7102022Revenue 2023: $46,856Expenses 2023: $46,515Net Income 2023: $3412023Revenue 2024: $78,906Expenses 2024: $64,703Net Income 2024: $14,2032024

Highlighted filing

2017

Revenue$76,755
Expenses$77,905
Net Income-$1,150
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 13, 2018
Return Version
2017v2.2
Gross Receipts
$76,755
Mission and Program Overview

Mission

Labor union representation

Program Services

DescriptionGrantsExpenses
TO PROVIDE A MEANS FOR LABOR NEGOTIATIONS AND GRIEVANCE DISCUSSIONS BETWEEN BUS DRIVERS AND THEIR EMPLOYER, TRANS BRIDGE BUS LINES.--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK OBERTFin SecretaryPT$13,584-$13,584
GARY PADGETTPresidentPT$13,074-$13,074
KEVIN MOOREVice-PresidentPT$3,760-$3,760
SAMUEL ARROYORecording Secretary-$2,823-$2,823
AUGUSTO SILVANYShop Steward-$767-$767
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 1603
EIN
52-1374867
Phone
6109055958
Address
PO BOX 20324, LEHIGH VALLEY, PA 18002

Signing Officer

Name
Mark Obert
Title
Financial Secretary
Phone
6109055958
Signed
2018-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Cynthia L Adams CPA
Address
2173 APPLE ST, HELLERTOWN, PA 18055
Preparer
Cynthia L Adams CPA
Phone
6108386036
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“ARBITRATION EXPENSE”

Form 990EZ, Part I, Line 16

“BANK FEES 33.”

Form 990EZ, Part I, Line 16

“Business privilege license 25.”

Form 990EZ, Part I, Line 16

“CONVENTION EXPENSE 284.”

Form 990EZ, Part I, Line 16

“MEAL REIMBURSEMENT 320.”

Form 990EZ, Part I, Line 16

“MEETING EXPENSES 255.”

Form 990EZ, Part I, Line 16

“OFFICE SUPPLIES 1242.”

Form 990EZ, Part I, Line 16

“PAYROLL TAXES 4794.”

Form 990EZ, Part I, Line 16

“PER CAPITA 21184.”

Form 990EZ, Part I, Line 16

“Telephone reimbursement 480.”

Form 990EZ, Part I, Line 16

“Travel & mileage reimbursement 1255.”

Form 990EZ, Part II, Line 26

“Accrued Payroll Tax Liabilities 776. 859.”

Form 990, Part IX, Line 24E

“MEAL REIMBURSEMENTS”

Form 990, Part IX, Line 24E

“Mileage/parking/toll reimbursement”

Form 990, Part IX, Line 24E

“POSTAGE”

Raw XML Appendix148 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/BooksInCareOfDetail/PersonNm0MARK OBERT FIN SEC
IRS990EZ/BooksInCareOfDetail/PhoneNum06109055958
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0493 GREENWOOD DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BETHLEHEM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018017
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029525
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028458
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1150
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011343
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029525
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028458
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt076755
IRS990EZ/GroupExemptionNum00155
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt076755
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028749
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027599
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028749
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027599
IRS990EZ/OccupancyRentUtltsAndMaintAmt02226
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt013074
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt13760
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt213584
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt32823
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt4767
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GARY PADGETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEVIN MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARK OBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SAMUEL ARROYO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AUGUSTO SILVANY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Fin Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Shop Steward
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029872
IRS990EZ/PrimaryExemptPurposeTxt0LABOR UNION REPRESENTATION
IRS990EZ/PrintingPublicationsPostageAmt0456
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE A MEANS FOR LABOR NEGOTIATIONS AND GRIEVANCE DISCUSSIONS BETWEEN BUS DRIVERS AND THEIR EMPLOYER, TRANS BRIDGE BUS LINES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt034008
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0776
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0859
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt077905
IRS990EZ/TotalRevenueAmt076755
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ARBITRATION EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK FEES 33.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BUSINESS PRIVILEGE LICENSE 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONVENTION EXPENSE 284.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEAL REIMBURSEMENT 320.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEETING EXPENSES 255.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OFFICE SUPPLIES 1242.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PAYROLL TAXES 4794.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PER CAPITA 21184.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TELEPHONE REIMBURSEMENT 480.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TRAVEL & MILEAGE REIMBURSEMENT 1255.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accrued Payroll Tax Liabilities 776. 859.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MEAL REIMBURSEMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13MILEAGE/PARKING/TOLL REIMBURSEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14POSTAGE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK OBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06109055958
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION LOCAL 1603
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0521374867
ReturnHeader/Filer/PhoneNum06109055958
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 20324
ReturnHeader/Filer/USAddress/CityNm0LEHIGH VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018002
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId049B0299AA93A656F55A885EE63977EBBCE2D07CF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId049B0299AA93A656F55A885EE63977EBBCE2D07CF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.15.5.59
ReturnHeader/FilingSecurityInformation/IPDt02018-08-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm018:06:15
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CYNTHIA L ADAMS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02173 APPLE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HELLERTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018055
ReturnHeader/PreparerPersonGrp/PhoneNum06108386036
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNTHIA L ADAMS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-13T18:06:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,458
Liabilities
$859
Net assets
$27,599
Revenue
$76,755
Expenses
$77,905
Net income
-$1,150
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.8$1.34$27.5$78.9$64.7$14.2
2023Detailed filing. Detailed filing data is available for this year.$14.2$0.94$13.3$46.9$46.5$0.34
2022Detailed filing. Detailed filing data is available for this year.$14.0$1.02$12.9$38.0$46.8$8.71
2021Detailed filing. Detailed filing data is available for this year.$22.4$0.78$21.7$32.2$45.6$13.4
2020Detailed filing. Detailed filing data is available for this year.$36.2$1.19$35.1$55.3$51.1$4.19
2019Detailed filing. Detailed filing data is available for this year.$32.5$1.59$30.9$83.3$77.8$5.52
2018Detailed filing. Detailed filing data is available for this year.$26.4$1.00$25.4$70.0$72.2$2.24
2017Detailed filing. Detailed filing data is available for this year.$28.5$0.86$27.6$76.8$77.9$1.15
2016Detailed filing. Detailed filing data is available for this year.$29.5$0.78$28.7$76.5$76.0$0.49
2015Detailed filing. Detailed filing data is available for this year.$29.0$0.75$28.3$74.6$56.2$18.4
2014Detailed filing. Detailed filing data is available for this year.$11.2$1.28$9.88$77.0$69.2$7.79
2013Detailed filing. Detailed filing data is available for this year.$4.16$2.07$2.09$74.7$89.8$15.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.0$1.82$17.2$86.4$92.1$5.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.3$1.32$23.0$86.8