Civic Intelligence

Amalgamated Transit Union 1328

990EZ • Fiscal year 2016 • EIN 56-6070661

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

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

53rd percentile

0.00x

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

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

53rd percentile

0.00x

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

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Net Margin

60th percentile

7.0%

Higher net margin than 60% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$25,584

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

99th percentile

198%

Faster asset growth than 99% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

83rd percentile

15%

Faster revenue growth than 83% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$36,155

Up $24,013 (+198%) from 2015

Net Assets

Up

$36,155

Up $24,013 (+198%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin60th percentile

Revenue

Up

$190,625

Up $25,249 (+15%) from 2015

Expenses

Down

$177,359

Down $2,039 (-1.1%) from 2015

Net Income

Up

$13,266

Up $27,288 (+195%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth99th 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

2016

Assets$36,155
Liabilities$0
Net Assets$36,155
Open 2016 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

2016

Revenue$190,625
Expenses$177,359
Net Income$13,266
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$190,625
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 Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRENCE DEWBERRYPresident-$1,899$23,685$25,584
DONALD HOLLOMANFinancial Secretary-$2,658$1,992$4,650
SHERITA MCCULLERSVice President-$1,187$905$2,092
VICKIE RICHARDSONSecretary-$1,187-$1,187
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
2017-11-14
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

Description of other expenses Part I line 16

“Description amountbank charges 16bereavement 399conventions and meetings 970education 385per capita tax 38,088officer reimbursement 26,582supplies 1,415travel 282office expense 156”

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

“Description amountsaving acct not previously reported 5,737reverse uncleared checks (727)”

Raw XML Appendix120 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/BenefitsPaidToOrForMembersAmt058392
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/BOYAmt017879
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036155
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013266
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt015107
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017879
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036155
IRS990EZ/GrossReceiptsAmt0190625
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01855
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017879
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036155
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017879
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036155
IRS990EZ/OccupancyRentUtltsAndMaintAmt0350
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01899
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11187
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt22658
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31187
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt023685
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt21992
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt3905
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/OtherChangesInNetAssetsAmt05010
IRS990EZ/OtherExpensesTotalAmt068293
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LOCAL TRANSIT UNION
IRS990EZ/PrintingPublicationsPostageAmt0101
IRS990EZ/ProgramServiceRevenueAmt0186770
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADVOCACY FOR UNION MEMBERSHIP
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt035116
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0177359
IRS990EZ/TotalRevenueAmt0190625
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTBANK CHARGES 16BEREAVEMENT 399CONVENTIONS AND MEETINGS 970EDUCATION 385PER CAPITA TAX 38,088OFFICER REIMBURSEMENT 26,582SUPPLIES 1,415TRAVEL 282OFFICE EXPENSE 156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTSAVING ACCT NOT PREVIOUSLY REPORTED 5,737REVERSE UNCLEARED CHECKS (727)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD HOLLOMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRE
ReturnHeader/BusinessOfficerGrp/PhoneNum09195209446
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0180D14DD8FFA24A66D57894E2B7C1C42E89C0BEE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0180D14DD8FFA24A66D57894E2B7C1C42E89C0BEE
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06922072017318v4vbui1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.177.129.41
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTm010:52:09
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/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas J Phelan
ReturnHeader/ReturnTs02017-11-14T10:51:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,155
Liabilities
$0
Net assets
$36,155
Revenue
$190,625
Expenses
$177,359
Net income
$13,266
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