Civic Intelligence

Amalgamated Transit Union 1328

990EZ • Fiscal year 2015 • EIN 56-6070661

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 04, 2016

Organization ProfileN/A
PO Box 24802Raleigh, NC 27611-4802

(919) 833-5701

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Net Margin

20th percentile

-8.5%

Higher net margin than 20% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Top Officer Pay

74th percentile

$9,064

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Asset Growth

3rd percentile

-50%

Faster asset growth than 3% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

83rd percentile

17%

Faster revenue growth than 83% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$12,142

Down $11,953 (-50%) from 2014

Net Assets

$12,142

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin20th percentile

Revenue

Up

$165,376

Up $23,432 (+17%) from 2014

Expenses

Up

$179,398

Up $52,255 (+41%) from 2014

Net Income

Down

-$14,022

Down $28,823 (-195%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$150K$100K$50K$0Assets 2011: $17,606Liabilities 2011: $144Net Assets 2011: $17,4622011Assets 2012: $45,515Liabilities 2012: $0Net Assets 2012: $45,5152012Assets 2013: $9,294Liabilities 2013: $02013Assets 2014: $24,095Liabilities 2014: $02014Assets 2015: $12,142Liabilities 2015: $0Net Assets 2015: $12,1422015Assets 2016: $36,155Liabilities 2016: $0Net Assets 2016: $36,1552016Assets 2017: $24,311Liabilities 2017: $1,561Net Assets 2017: $22,7502017Assets 2018: $26,883Liabilities 2018: $1,137Net Assets 2018: $25,7462018Assets 2019: $36,930Liabilities 2019: $1,495Net Assets 2019: $35,4352019Assets 2020: $15,740Liabilities 2020: $2,627Net Assets 2020: $13,1132020Assets 2021: $11,367Liabilities 2021: $2,086Net Assets 2021: $9,2812021Assets 2022: $46,792Liabilities 2022: $1,699Net Assets 2022: $45,0932022Assets 2023: $86,407Liabilities 2023: $2,538Net Assets 2023: $83,8692023Assets 2024: $112,043Liabilities 2024: $2,851Net Assets 2024: $109,1922024

Highlighted filing

2015

Assets$12,142
Liabilities$0
Net Assets$12,142
Open 2015 Filing

Operations Trend

Revenue Growth83rd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $151,286Expenses 2011: $168,340Net Income 2011: -$17,0542011Revenue 2012: $154,738Expenses 2012: $127,425Net Income 2012: $27,3132012Revenue 2013: $131,363Expenses 2013: $167,584Net Income 2013: -$36,2212013Revenue 2014: $141,944Expenses 2014: $127,143Net Income 2014: $14,8012014Revenue 2015: $165,376Expenses 2015: $179,398Net Income 2015: -$14,0222015Revenue 2016: $190,625Expenses 2016: $177,359Net Income 2016: $13,2662016Revenue 2017: $199,968Expenses 2017: $213,116Net Income 2017: -$13,1482017Revenue 2018: $200,932Expenses 2018: $199,569Net Income 2018: $1,3632018Revenue 2019: $221,490Expenses 2019: $211,700Net Income 2019: $9,7902019Revenue 2020: $193,114Expenses 2020: $215,435Net Income 2020: -$22,3212020Revenue 2021: $194,478Expenses 2021: $197,686Net Income 2021: -$3,2082021Revenue 2022: $178,773Expenses 2022: $142,963Net Income 2022: $35,8102022Revenue 2023: $189,441Expenses 2023: $150,666Net Income 2023: $38,7752023Revenue 2024: $203,912Expenses 2024: $178,589Net Income 2024: $25,3232024

Highlighted filing

2015

Revenue$165,376
Expenses$179,398
Net Income-$14,022
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 4, 2016
Return Version
2015v2.1
Gross Receipts
$165,376
Mission and Program Overview

Mission

Advocacy for union membership

LOCAL TRANSIT UNION

Program Services

DescriptionGrantsExpenses
ADVOCACY FOR UNION MEMBERSHIP--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRENCE DEWBERRYPresident-$2,222$6,842$9,064
DONALD HOLLOMANFinancial Secretary-$2,222$361$2,583
SHERITA MCCULLERSVice President-$1,389$730$2,119
VICKIE RICHARDSONSecretary-$1,111-$1,111
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union 1328
EIN
56-6070661
Address
PO BOX 24802, RALEIGH, NC 27611-4802

Signing Officer

Name
Donald Holloman
Title
Financial Secre
Phone
9195209446
Signed
2016-06-04
Discuss with paid preparer
Yes

Preparer

Firm
Thomas J Phelan CPA PC
Address
1101 Pemberton Hill Rd, Apex, NC 27502
Preparer
Thomas J Phelan
Phone
9193870306
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity miscellaneous contribution grantee nc a. Philip randolph institute incstreet 1408 hillsborough street city, state, zip raleigh, nc 27605relationship none amount 75”

Description of other expenses Part I line 16

“Description amountbereavement 140business expense reimb 9,193per capita tax 38,846operations 205travel and meetings 6,688”

Other changes in net assets or fund balances Part I line 20

“Description amountrounding 2removed uncleared checks 2,067”

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/BenefitsPaidToOrForMembersAmt058342
IRS990EZ/BooksInCareOfDetail/PersonNm0DONALD HOLLOMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum09198335701
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 24802
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RALEIGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0276114802
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024095
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012142
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14022
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06092
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024095
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012142
IRS990EZ/GrantsAndSimilarAmountsPaidAmt075
IRS990EZ/GrossReceiptsAmt0165376
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0165376
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024095
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012142
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024095
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012142
IRS990EZ/OccupancyRentUtltsAndMaintAmt0730
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02222
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11111
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt22222
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31389
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt06842
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt2361
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt3730
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERRENCE DEWBERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VICKIE RICHARDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONALD HOLLOMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHERITA MCCULLERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt02069
IRS990EZ/OtherExpensesTotalAmt055072
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LOCAL TRANSIT UNION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADVOCACY FOR UNION MEMBERSHIP
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt059087
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0179398
IRS990EZ/TotalRevenueAmt0165376
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY MISCELLANEOUS CONTRIBUTION GRANTEE NC A. PHILIP RANDOLPH INSTITUTE INCSTREET 1408 HILLSBOROUGH STREET CITY, STATE, ZIP RALEIGH, NC 27605RELATIONSHIP NONE AMOUNT 75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBEREAVEMENT 140BUSINESS EXPENSE REIMB 9,193PER CAPITA TAX 38,846OPERATIONS 205TRAVEL AND MEETINGS 6,688
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTROUNDING 2REMOVED UNCLEARED CHECKS 2,067
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD HOLLOMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRE
ReturnHeader/BusinessOfficerGrp/PhoneNum09195209446
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION 1328
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0566070661
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 24802
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0276114802
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205296261
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Thomas J Phelan CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01101 Pemberton Hill Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Apex
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027502
ReturnHeader/PreparerPersonGrp/PhoneNum09193870306
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas J Phelan
ReturnHeader/ReturnTs02016-06-04T11:47:13-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,142
Liabilities
$0
Net assets
$12,142
Revenue
$165,376
Expenses
$179,398
Net income
-$14,022
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.12$0.03$1.09$2.04$1.79$0.25
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.03$0.84$1.89$1.51$0.39
2022Detailed filing. Detailed filing data is available for this year.$0.47$0.02$0.45$1.79$1.43$0.36
2021Detailed filing. Detailed filing data is available for this year.$0.11$0.02$0.09$1.94$1.98$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.16$0.03$0.13$1.93$2.15$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.37$0.01$0.35$2.21$2.12$0.10
2018Summary only. Only limited summary data is available for this year.$0.27$0.01$0.26$2.01$2.00$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.24$0.02$0.23$2.00$2.13$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$1.91$1.77$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$1.65$1.79$0.14
2014Summary only. Only limited summary data is available for this year.$0.24$0.00$1.42$1.27$0.15
2013Summary only. Only limited summary data is available for this year.$0.09$0.00$1.31$1.68$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$1.55$1.27$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.00$0.17$1.51$1.68$0.17