Civic Intelligence

Amalgamated Transit Union

990EZ • Fiscal year 2017 • EIN 82-0254744

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

PO Box 2286Idaho Falls, ID 83403

(208) 521-6437

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.

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

7th percentile

-27%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

70th percentile

$6,431

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 13.7% of source-year revenue.

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

Asset Growth

11th percentile

-17%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

31st percentile

-3.9%

Faster revenue growth than 31% of similar nonprofits.

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

Assets

Down

$63,852

Down $12,759 (-17%) from 2016

Net Assets

Down

$63,852

Down $12,759 (-17%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$46,807

Down $1,883 (-3.9%) from 2016

Expenses

Down

$59,566

Down $4,128 (-6.5%) from 2016

Net Income

Up

-$12,759

Up $2,245 (+15%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $128,469Net Assets 2010: $128,4692010Assets 2011: $120,676Net Assets 2011: $120,6762011Assets 2012: $118,024Liabilities 2012: $316Net Assets 2012: $117,7082012Assets 2013: $112,875Liabilities 2013: $327Net Assets 2013: $112,5482013Assets 2014: $100,017Liabilities 2014: $0Net Assets 2014: $100,0172014Assets 2015: $91,615Liabilities 2015: $0Net Assets 2015: $91,6152015Assets 2016: $76,611Liabilities 2016: $0Net Assets 2016: $76,6112016Assets 2017: $63,852Liabilities 2017: $0Net Assets 2017: $63,8522017Assets 2018: $63,460Liabilities 2018: $0Net Assets 2018: $63,4602018Assets 2019: $68,765Liabilities 2019: $0Net Assets 2019: $68,7652019Assets 2020: $75,291Liabilities 2020: $0Net Assets 2020: $75,2912020Assets 2021: $89,051Liabilities 2021: $0Net Assets 2021: $89,0512021Assets 2022: $96,685Liabilities 2022: $0Net Assets 2022: $96,6852022Assets 2023: $112,502Liabilities 2023: $0Net Assets 2023: $112,5022023Assets 2024: $133,092Net Assets 2024: $133,0922024

Highlighted filing

2017

Assets$63,852
Liabilities$0
Net Assets$63,852

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $56,550Expenses 2010: $47,416Net Income 2010: $9,1342010Revenue 2011: $51,485Expenses 2011: $59,278Net Income 2011: -$7,7932011Revenue 2012: $47,401Expenses 2012: $50,369Net Income 2012: -$2,9682012Revenue 2013: $47,923Expenses 2013: $53,083Net Income 2013: -$5,1602013Revenue 2014: $47,556Expenses 2014: $60,087Net Income 2014: -$12,5312014Revenue 2015: $42,282Expenses 2015: $50,684Net Income 2015: -$8,4022015Revenue 2016: $48,690Expenses 2016: $63,694Net Income 2016: -$15,0042016Revenue 2017: $46,807Expenses 2017: $59,566Net Income 2017: -$12,7592017Revenue 2018: $54,807Expenses 2018: $55,199Net Income 2018: -$3922018Revenue 2019: $60,466Expenses 2019: $55,161Net Income 2019: $5,3052019Revenue 2020: $51,764Expenses 2020: $45,238Net Income 2020: $6,5262020Revenue 2021: $58,287Expenses 2021: $44,527Net Income 2021: $13,7602021Revenue 2022: $63,529Expenses 2022: $55,895Net Income 2022: $7,6342022Revenue 2023: $69,644Expenses 2023: $53,827Net Income 2023: $15,8172023Revenue 2024: $74,686Expenses 2024: $54,096Net Income 2024: $20,5902024

Highlighted filing

2017

Revenue$46,807
Expenses$59,566
Net Income-$12,759
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$46,807
Mission and Program Overview

Mission

Advocate and Represent Membership Contractual rights

Program Services

DescriptionGrantsExpenses
Advocate & Represent Membership Contractual Rights$59,566-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tom ClaytonPresidentPT$6,156$275$6,431
Troy CovingtonTreasurerPT$4,302$100$4,402
Mark JolleyVice PresidentPT$2,472$772$3,244
Tyrell BottDirectorPT$1,865$175$2,040
Dan FinckDirectorPT$1,788$175$1,963
Randy OlavesonDirectorPT$844$1,053$1,897
John HaderlieSecretaryPT$672-$672
Tim SayerDirectorPT$0--
Stephen LewisDirectorPT$0--
Reed PettingillDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union
EIN
82-0254744
Phone
2085216437
Address
PO Box 2286, Idaho Falls, ID 83403

Signing Officer

Name
Troy Covington
Title
Treasurer
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Searle Hart & Associates Pllc
Address
3395 S HOLMES AVE, IDAHO FALLS, ID 83404-7981
Preparer
Gerald W Searle
Phone
2085243880
Supplemental Narrative

Additional Explanations

Other Revenue.1

Scholarhip for Training $1305

Other Revenue.2

Reimbursed Conf Fees $767

Other Revenue.3

Insurance Premium Refund $90

Other Expenses.1001

Advertising and Promotion $463

Other Expenses.1002

Office Expenses $631

Other Expenses.1005

Travel $6678

Other Expenses.1007

Conferences, Conventions, and Meetings $2435

Other Expenses.1012

Insurance $735

Other Expenses.1

Per Capita Tax $15718

Other Expenses.2

Christmas Activity $4465

Other Expenses.3

Other Activity Expense $2000

Other Expenses.4

Meals and Lodging $1000

Other Expenses.5

Local & State Central Bodies $543

Other Expenses.7

Post Office Box Rent & Postage $311

Other Expenses.8

Funeral Benefits $181

Other Expenses.9

Bank Charges $85

Raw XML Appendix167 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt0175
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0John Haderlie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dan Finck
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tim Sayer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Stephen Lewis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Reed Pettingill
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Tom Clayton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035245
IRS990EZ/OtherRevenueTotalAmt02162
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt020153
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059566
IRS990EZ/TotalProgramServiceExpensesAmt059566
IRS990EZ/TotalRevenueAmt046807
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0None
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarhip for Training $1305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Reimbursed Conf Fees $767
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance Premium Refund $90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Advertising and Promotion $463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office Expenses $631
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Travel $6678
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Conferences, Conventions, and Meetings $2435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Insurance $735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Per Capita Tax $15718
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Christmas Activity $4465
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Other Activity Expense $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Meals and Lodging $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Local & State Central Bodies $543
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Post Office Box Rent & Postage $311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Funeral Benefits $181
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Bank Charges $85
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.9
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Troy Covington
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Amalgamated Transit Union
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0820254744
ReturnHeader/Filer/PhoneNum02085216437
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2286
ReturnHeader/Filer/USAddress/CityNm0Idaho Falls
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ID
ReturnHeader/Filer/USAddress/ZIPCd083403
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0820535429
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEARLE HART & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03395 S HOLMES AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IDAHO FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0834047981
ReturnHeader/PreparerPersonGrp/PhoneNum02085243880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gerald W Searle
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-15T15:43:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.33$1.33$0.75$0.54$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.70$0.54$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.64$0.56$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.58$0.45$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.52$0.45$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.60$0.55$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.55$0.55$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.47$0.60$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.49$0.64$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.42$0.51$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.48$0.60$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.48$0.53$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.00$1.18$0.47$0.50$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$1.21$0.51$0.59$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$1.28$0.57$0.47$0.09