Civic Intelligence

Amalgamated Transit Union-Local 103

990EZ • Fiscal year 2023 • EIN 55-0112516

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 23, 2024

PO Box 442Bellaire, OH 43906

(304) 312-3363

Siviq Scores

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

Liabilities / Assets

88th percentile

0.10x

Higher debt load relative to assets than 88% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

83rd percentile

0.05x

Higher debt load relative to revenue than 83% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Net Margin

11th percentile

-26%

Higher net margin than 11% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Top Officer Pay

63rd percentile

$5,027

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Asset Growth

7th percentile

-30%

Faster asset growth than 7% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

55th percentile

5.0%

Faster revenue growth than 55% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$16,760

Down $7,221 (-30%) from 2022

Net Assets

Down

$15,105

Down $7,725 (-34%) from 2022

Liabilities

Up

$1,655

Up $504 (+44%) from 2022

Revenue

Up

$30,118

Up $1,438 (+5.0%) from 2022

Expenses

Up

$37,843

Up $14,680 (+63%) from 2022

Net Income

Down

-$7,725

Down $13,242 (-240%) from 2022

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2017: $24,439Liabilities 2017: $905Net Assets 2017: $23,5342017Assets 2018: $23,229Liabilities 2018: $743Net Assets 2018: $22,4862018Assets 2019: $23,010Liabilities 2019: $1,605Net Assets 2019: $21,4052019Assets 2020: $22,263Liabilities 2020: $1,157Net Assets 2020: $21,1062020Assets 2021: $18,541Liabilities 2021: $1,121Net Assets 2021: $17,4202021Assets 2022: $23,981Liabilities 2022: $1,151Net Assets 2022: $22,8302022Assets 2023: $16,760Liabilities 2023: $1,655Net Assets 2023: $15,1052023Assets 2024: $22,795Liabilities 2024: $2,067Net Assets 2024: $20,7282024Assets 2025: $22,066Liabilities 2025: $864Net Assets 2025: $21,2022025

Highlighted filing

2023

Assets$16,760
Liabilities$1,655
Net Assets$15,105

Operations Trend

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

$40K$20K$0-$20KRevenue 2017: $26,674Expenses 2017: $29,280Net Income 2017: -$2,6062017Revenue 2018: $28,621Expenses 2018: $29,669Net Income 2018: -$1,0482018Revenue 2019: $30,910Expenses 2019: $31,991Net Income 2019: -$1,0812019Revenue 2020: $28,691Expenses 2020: $28,990Net Income 2020: -$2992020Revenue 2021: $27,462Expenses 2021: $31,148Net Income 2021: -$3,6862021Revenue 2022: $28,680Expenses 2022: $23,163Net Income 2022: $5,5172022Revenue 2023: $30,118Expenses 2023: $37,843Net Income 2023: -$7,7252023Revenue 2024: $34,864Expenses 2024: $29,240Net Income 2024: $5,6242024Revenue 2025: $34,670Expenses 2025: $34,196Net Income 2025: $4742025

Highlighted filing

2023

Revenue$30,118
Expenses$37,843
Net Income-$7,725
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 23, 2024
Return Version
2023v4.0
Gross Receipts
$30,118
Mission and Program Overview

Mission

To ensure fair treatment for union

Program Services

DescriptionGrantsExpenses
ENSURING FAIR AND EQUITABLE TREATMENT OF TRANSIT UNION MEMBERS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK A JOHNSTONFinancial SecretaryPT$5,027-$5,027
WILLIAM A BAKERPresidentPT$4,275-$4,275
ROBERT G YODERVice PresidentPT$2,024-$2,024
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union-local 103
EIN
55-0112516
Address
PO BOX 442, BELLAIRE, OH 43906

Signing Officer

Name
Jack Johnston
Title
Financial Secre
Phone
3043122056
Signed
2024-02-23
Discuss with paid preparer
Yes

Preparer

Firm
Kathryn Goddard CPA
Address
305 7th Street, Moundsville, WV 26041
Preparer
Kathryn Goddard CPA
Phone
3048104239
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountpayroll taxes 1,920miscellaneous 345penalties 355

Description of total liabilities Part II line 26

Category beginning of year end of yearpayroll liabilities 1,151 1,655

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt019561
IRS990EZ/BooksInCareOfDetail/PersonNm0JACK JOHNSTON
IRS990EZ/BooksInCareOfDetail/PhoneNum03043123363
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 442
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BELLAIRE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043906
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023981
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016760
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7725
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03050
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023981
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016760
IRS990EZ/GrossReceiptsAmt030118
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0253
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt029865
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022830
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015105
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022830
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015105
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04275
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12024
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt25027
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM A BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT G YODER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JACK A JOHNSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCIAL SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt02620
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENSURE FAIR TREATMENT FOR UNION
IRS990EZ/PrintingPublicationsPostageAmt0661
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENSURING FAIR AND EQUITABLE TREATMENT OF TRANSIT UNION MEMBERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt011951
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01151
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01655
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037843
IRS990EZ/TotalRevenueAmt030118
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0UNION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPAYROLL TAXES 1,920MISCELLANEOUS 345PENALTIES 355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARPAYROLL LIABILITIES 1,151 1,655
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK JOHNSTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRE
ReturnHeader/BusinessOfficerGrp/PhoneNum03043122056
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION-LOCAL 103
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0550112516
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 442
ReturnHeader/Filer/USAddress/CityNm0BELLAIRE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043906
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474358849
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kathryn Goddard CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0305 7th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Moundsville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd026041
ReturnHeader/PreparerPersonGrp/PhoneNum03048104239
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathryn Goddard CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-03-10T17:23:58-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JACK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOHNSTON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings