Civic Intelligence

Amalgamated Transit Union

990EZ • Fiscal year 2021 • EIN 82-0254744

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

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.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

53rd percentile

0.00x

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

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Net Margin

74th percentile

24%

Higher net margin than 74% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Top Officer Pay

62nd percentile

$4,117

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Asset Growth

74th percentile

18%

Faster asset growth than 74% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

77th percentile

13%

Faster revenue growth than 77% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$89,051

Up $13,760 (+18%) from 2020

Net Assets

Up

$89,051

Up $13,760 (+18%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin74th percentile

Revenue

Up

$58,287

Up $6,523 (+13%) from 2020

Expenses

Down

$44,527

Down $711 (-1.6%) from 2020

Net Income

Up

$13,760

Up $7,234 (+111%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2021

Assets$89,051
Liabilities$0
Net Assets$89,051
Open 2021 Filing

Operations Trend

Revenue Growth77th 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

2021

Revenue$58,287
Expenses$44,527
Net Income$13,760
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.0
Gross Receipts
$58,287
Mission and Program Overview

Mission

Advocate and Represent Membership Contractual rights

Program Services

DescriptionGrantsExpenses
ADVOCATE AND REPRESENT MEMBERSHIP CONTRACTUAL RIGHTS FOR 99 MEMBERS-$44,527
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM CLAYTONPresidentPT$4,017$100$4,117
RONALD ROSETreasurerPT$2,367-$2,367
TROY COVINGTONDirector-$2,266-$2,266
MARK JOLLEYVice PresidePT$732$100$832
STEPHEN LEWISSecretaryPT$732-$732
TEL BOLINDERDirector-$0--
STEVEN CLAYDirector-$0--
TODD HANSENDirector-$0--
DEBBIE JOHNSONDirector-$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
Ronald Rose
Title
Treasurer
Phone
2085216437
Signed
2022-11-14
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 229 total 229”

Form 990-ez, Part I, Line 16

“Expenses conferences and conventions 85 insurance 302 per capita tax 16,595 local & state central bod 2,468 funeral benefits 697 per diem 200 post office box & postage 327 merchandise 517 christmas activity 5,141 calendars 485 miscellaneous 198 total 27,015”

Raw XML Appendix124 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/BooksInCareOfDetail/PersonNm0RONALD ROSE
IRS990EZ/BooksInCareOfDetail/PhoneNum02085216437
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2286
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0IDAHO FALLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ID
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd083403
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt075291
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt089051
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013760
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06200
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt075291
IRS990EZ/Form990TotalAssetsGrp/EOYAmt089051
IRS990EZ/GrossReceiptsAmt058287
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0444
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt057614
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075291
IRS990EZ/NetAssetsOrFundBalancesEOYAmt089051
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt075291
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt089051
IRS990EZ/OccupancyRentUtltsAndMaintAmt0350
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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/AverageHrsPerWkDevotedToPosRt815.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02266
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1732
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2732
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt34017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt82367
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt0100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt1100
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/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt027015
IRS990EZ/OtherRevenueTotalAmt0229
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ADVOCATE AND REPRESENT MEMBERSHIP CONTRACTUAL RIGHTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADVOCATE AND REPRESENT MEMBERSHIP CONTRACTUAL RIGHTS FOR 99 MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044527
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt010962
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044527
IRS990EZ/TotalProgramServiceExpensesAmt044527
IRS990EZ/TotalRevenueAmt058287
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HAT AND CLOTHING SALES 229 TOTAL 229
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CONFERENCES AND CONVENTIONS 85 INSURANCE 302 PER CAPITA TAX 16,595 LOCAL & STATE CENTRAL BOD 2,468 FUNERAL BENEFITS 697 PER DIEM 200 POST OFFICE BOX & POSTAGE 327 MERCHANDISE 517 CHRISTMAS ACTIVITY 5,141 CALENDARS 485 MISCELLANEOUS 198 TOTAL 27,015
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/PersonNm0RONALD ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02085216437
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
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/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD W SEARLE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-15T13:01:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RONALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,051
Liabilities
$0
Net assets
$89,051
Revenue
$58,287
Expenses
$44,527
Net income
$13,760
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