Civic Intelligence

Amalgamated Transit Union

990EZ • Fiscal year 2020 • EIN 82-0254744

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization ProfileNONE
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.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

0.00x

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

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Net Margin

55th percentile

13%

Higher net margin than 55% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Top Officer Pay

71st percentile

$6,540

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Asset Growth

55th percentile

9.5%

Faster asset growth than 55% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

25th percentile

-14%

Faster revenue growth than 25% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$75,291

Up $6,526 (+9.5%) from 2019

Net Assets

Up

$75,291

Up $6,526 (+9.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin55th percentile

Revenue

Down

$51,764

Down $8,702 (-14%) from 2019

Expenses

Down

$45,238

Down $9,923 (-18%) from 2019

Net Income

Up

$6,526

Up $1,221 (+23%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

2020

Assets$75,291
Liabilities$0
Net Assets$75,291
Open 2020 Filing

Operations Trend

Revenue Growth25th percentile

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

2020

Revenue$51,764
Expenses$45,238
Net Income$6,526
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.0
Gross Receipts
$51,764
Mission and Program Overview

Mission

Advocate and Represent Membership Contractual rights

Program Services

DescriptionGrantsExpenses
ADVOCATE AND REPRESENT MEMBERSHIP CONTRACTUAL RIGHTS FOR 107 MEMBERS-$45,238
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM CLAYTONPresidentPT$4,926$1,614$6,540
TROY COVINGTONTreasurerPT$4,941$1,526$6,467
STEPHEN LEWISSecretaryPT$706-$706
MARK JOLLEYVice PresidePT$706-$706
TEL BOLINDERDirector-$0--
STEVEN CLAYDirector-$0--
TODD HANSENDirector-$0--
DEBBIE JOHNSONDirector-$0--
RONALD ROSEDirector-$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
Tom Clayton
Title
President
Phone
2085216437
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 8

“Hat and clothing sales 340 total 340”

Form 990-ez, Part I, Line 16

“Expenses office supplies 868 travel 2,890 interest 13 insurance 152 per capita tax 16,218 local & state central bod 2,439 funeral benefits 704 per diem 250 post office box & postage 370 merchandise 1,349 calendars 286 total 25,539”

Raw XML Appendix133 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0TROY COVINGTON
CompensationExplanation/CompensationExplanationGrp/PersonNm1STEPHEN LEWIS
CompensationExplanation/CompensationExplanationGrp/PersonNm2MARK JOLLEY
CompensationExplanation/CompensationExplanationGrp/PersonNm3TOM CLAYTON
CompensationExplanation/CompensationExplanationGrp/PersonNm4TEL BOLINDER
CompensationExplanation/CompensationExplanationGrp/PersonNm5STEVEN CLAY
CompensationExplanation/CompensationExplanationGrp/PersonNm6TODD HANSEN
CompensationExplanation/CompensationExplanationGrp/PersonNm7DEBBIE JOHNSON
CompensationExplanation/CompensationExplanationGrp/PersonNm8RONALD ROSE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TROY COVINGTON
IRS990EZ/BooksInCareOfDetail/PhoneNum02085216437
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2286
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0IDAHO FALLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ID
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd083403
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt068765
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt075291
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06526
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06280
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt068765
IRS990EZ/Form990TotalAssetsGrp/EOYAmt075291
IRS990EZ/GrossReceiptsAmt051764
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0584
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt050840
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt068765
IRS990EZ/NetAssetsOrFundBalancesEOYAmt075291
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt068765
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt075291
IRS990EZ/OccupancyRentUtltsAndMaintAmt0350
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04941
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1706
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2706
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt34926
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt01526
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt11614
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TROY COVINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHEN LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARK JOLLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TOM CLAYTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TEL BOLINDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEVEN CLAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TODD HANSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DEBBIE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RONALD ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025539
IRS990EZ/OtherRevenueTotalAmt0340
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ADVOCATE AND REPRESENT MEMBERSHIP CONTRACTUAL RIGHTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADVOCATE AND REPRESENT MEMBERSHIP CONTRACTUAL RIGHTS FOR 107 MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt045238
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt013069
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045238
IRS990EZ/TotalProgramServiceExpensesAmt045238
IRS990EZ/TotalRevenueAmt051764
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HAT AND CLOTHING SALES 340 TOTAL 340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE SUPPLIES 868 TRAVEL 2,890 INTEREST 13 INSURANCE 152 PER CAPITA TAX 16,218 LOCAL & STATE CENTRAL BOD 2,439 FUNERAL BENEFITS 704 PER DIEM 250 POST OFFICE BOX & POSTAGE 370 MERCHANDISE 1,349 CALENDARS 286 TOTAL 25,539
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM CLAYTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02085216437
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
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/ZIPCd083404
ReturnHeader/PreparerPersonGrp/PhoneNum02085243880
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD W SEARLE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-12T14:06:08-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TOM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CLAYTON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,291
Liabilities
$0
Net assets
$75,291
Revenue
$51,764
Expenses
$45,238
Net income
$6,526
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