Civic Intelligence

Amalgamated Transit Union

990EZ • Fiscal year 2023 • EIN 82-0254744

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

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

56th percentile

0.00x

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

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

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

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Net Margin

82nd percentile

23%

Higher net margin than 82% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Top Officer Pay

62nd percentile

$4,819

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Asset Growth

82nd percentile

16%

Faster asset growth than 82% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

67th percentile

9.6%

Faster revenue growth than 67% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$112,502

Up $15,817 (+16%) from 2022

Net Assets

Up

$112,502

Up $15,817 (+16%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin82nd percentile

Revenue

Up

$69,644

Up $6,115 (+9.6%) from 2022

Expenses

Down

$53,827

Down $2,068 (-3.7%) from 2022

Net Income

Up

$15,817

Up $8,183 (+107%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2023

Assets$112,502
Liabilities$0
Net Assets$112,502
Open 2023 Filing

Operations Trend

Revenue Growth67th 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

2023

Revenue$69,644
Expenses$53,827
Net Income$15,817
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Gross Receipts
$69,644
Mission and Program Overview

Mission

Advocate and Represent Membership Contractual rights

Program Services

DescriptionGrantsExpenses
ADVOCATE AND REPRESENT MEMBERSHIP CONTRACTUAL RIGHTS FOR 98 MEMBERS-$53,827
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM CLAYTONPresidentPT$4,819-$4,819
RONALD ROSETreasurerPT$4,204-$4,204
TODD HANSENVice PresidePT$769-$769
BRET ANDERTONRecording SePT$769-$769
STEVEN CLAYDirector-$631-$631
BRYANT BARNESDirector-$0--
TEL BOLINDERDirector-$0--
PAUL CROWTHERDirector-$0--
JEREMIAH HESSDirector-$0--
JERRY L ROBERTSONDirector-$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
2024-05-15
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 194 total 194”

Form 990-ez, Part I, Line 16

“Expenses advertising 335 supplies 38 travel 2,614 conferences and conventions 247 insurance 312 per capita tax 18,958 local & state central bod 2,585 funeral benefits 734 per diem 200 post office box & postage 304 christmas activity 5,852 hats 915 total 33,094”

Raw XML Appendix128 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/AddressLine1Txt0853 N 800 E
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SHELLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ID
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd083274
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt096685
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0112502
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015817
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07440
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt096685
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0112502
IRS990EZ/GrossReceiptsAmt069644
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01674
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt067776
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt096685
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0112502
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt096685
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0112502
IRS990EZ/OccupancyRentUtltsAndMaintAmt0700
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04819
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt14204
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2769
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt3769
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt6631
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TOM CLAYTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RONALD ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TODD HANSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRET ANDERTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRYANT BARNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TEL BOLINDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEVEN CLAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PAUL CROWTHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JEREMIAH HESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JERRY L ROBERTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033094
IRS990EZ/OtherRevenueTotalAmt0194
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ADVOCATE AND REPRESENT MEMBERSHIP CONTRACTUAL RIGHTS
IRS990EZ/PrintingPublicationsPostageAmt0485
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADVOCATE AND REPRESENT MEMBERSHIP CONTRACTUAL RIGHTS FOR 98 MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053827
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt012108
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053827
IRS990EZ/TotalProgramServiceExpensesAmt053827
IRS990EZ/TotalRevenueAmt069644
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HAT AND CLOTHING SALES 194 TOTAL 194
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 335 SUPPLIES 38 TRAVEL 2,614 CONFERENCES AND CONVENTIONS 247 INSURANCE 312 PER CAPITA TAX 18,958 LOCAL & STATE CENTRAL BOD 2,585 FUNERAL BENEFITS 734 PER DIEM 200 POST OFFICE BOX & POSTAGE 304 CHRISTMAS ACTIVITY 5,852 HATS 915 TOTAL 33,094
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02085216437
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD W SEARLE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-15T18:07:38-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RONALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$112,502
Liabilities
$0
Net assets
$112,502
Revenue
$69,644
Expenses
$53,827
Net income
$15,817
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