Civic Intelligence

Amalgamated Transit Union #843

990EZ • Fiscal year 2019 • EIN 91-6054331

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 23, 2020

1155 North State Street No 316Bellingham, WA 98225

(360) 738-3299

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

72nd percentile

0.02x

Higher debt load relative to assets than 72% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

71st percentile

0.01x

Higher debt load relative to revenue than 71% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Net Margin

50th percentile

4.7%

Higher net margin than 50% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

59th percentile

6.4%

Faster asset growth than 59% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

31st percentile

-5.1%

Faster revenue growth than 31% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$185,539

Up $11,190 (+6.4%) from 2018

Net Assets

Up

$182,587

Up $9,243 (+5.3%) from 2018

Liabilities

Up

$2,952

Up $1,947 (+194%) from 2018

Revenue

Down

$197,803

Down $10,681 (-5.1%) from 2018

Expenses

Up

$188,561

Up $37,361 (+25%) from 2018

Net Income

Down

$9,242

Down $48,042 (-84%) from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $81,917Liabilities 2010: $0Net Assets 2010: $81,9172010Assets 2011: $91,606Liabilities 2011: $0Net Assets 2011: $91,6062011Assets 2012: $114,562Liabilities 2012: $0Net Assets 2012: $114,5622012Assets 2013: $113,776Liabilities 2013: $0Net Assets 2013: $113,7762013Assets 2014: $114,248Liabilities 2014: $0Net Assets 2014: $114,2482014Assets 2015: $104,942Liabilities 2015: $0Net Assets 2015: $104,9422015Assets 2016: $110,243Liabilities 2016: $1,258Net Assets 2016: $108,9852016Assets 2017: $117,021Liabilities 2017: $961Net Assets 2017: $116,0602017Assets 2018: $174,349Liabilities 2018: $1,005Net Assets 2018: $173,3442018Assets 2019: $185,539Liabilities 2019: $2,952Net Assets 2019: $182,5872019Assets 2020: $230,897Liabilities 2020: $7,154Net Assets 2020: $223,7432020Assets 2021: $277,030Liabilities 2021: $6,842Net Assets 2021: $270,1882021Assets 2022: $300,853Liabilities 2022: $954Net Assets 2022: $299,8992022Assets 2023: $292,739Liabilities 2023: $1,132Net Assets 2023: $291,6072023

Highlighted filing

2019

Assets$185,539
Liabilities$2,952
Net Assets$182,587

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $147,047Expenses 2010: $161,600Net Income 2010: -$14,5532010Revenue 2011: $135,477Expenses 2011: $125,788Net Income 2011: $9,6892011Revenue 2012: $134,704Expenses 2012: $111,748Net Income 2012: $22,9562012Revenue 2013: $142,438Expenses 2013: $143,224Net Income 2013: -$7862013Revenue 2014: $151,882Expenses 2014: $151,410Net Income 2014: $4722014Revenue 2015: $157,435Expenses 2015: $166,741Net Income 2015: -$9,3062015Revenue 2016: $189,428Expenses 2016: $184,719Net Income 2016: $4,7092016Revenue 2017: $174,343Expenses 2017: $167,268Net Income 2017: $7,0752017Revenue 2018: $208,484Expenses 2018: $151,200Net Income 2018: $57,2842018Revenue 2019: $197,803Expenses 2019: $188,561Net Income 2019: $9,2422019Revenue 2020: $197,892Expenses 2020: $156,736Net Income 2020: $41,1562020Revenue 2021: $199,101Expenses 2021: $152,656Net Income 2021: $46,4452021Revenue 2022: $214,643Expenses 2022: $184,933Net Income 2022: $29,7102022Revenue 2023: $222,695Expenses 2023: $230,986Net Income 2023: -$8,2912023

Highlighted filing

2019

Revenue$197,803
Expenses$188,561
Net Income$9,242
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 23, 2020
Return Version
2018v3.1
Gross Receipts
$197,803
Mission and Program Overview

Mission

Union for whatcom transportation authority bus drivers

Program Services

DescriptionGrantsExpenses
PROVIDING ONGOING REPRESENTATION AND SUPPORT FOR UNION MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AJ WALCOTTPresidentPT$22,525-$22,525
DAN DARWINFinancial Secretary-$15,757-$15,757
JIM KNEELANDVice PresidentPT$14,878-$14,878
CARRIE MYERSRecording Secretary-$7,280-$7,280
DALE THOMPSONExecutive Board Member-$2,348-$2,348
JEFF JAMESExecutive Board Member-$1,972-$1,972
STEVEN SWANSONExecutive Board Member-$762-$762
BRIAN MILLERExecutive Board Member-$294-$294
MIKE GROSSVice PresidentPT$0--
TOM HOVINDExecutive Board Member-$0--
SUSAN DICKINSONExecutive Board Member-$0--
SAUDRA LYONSExecutive Board Member-$0--
Filing and Contact Details

Filer

Filer Name
AMALGAMATED TRANSIT UNION #843
EIN
91-6054331
Phone
3607383299
Address
1155 NORTH STATE STREET NO 316, BELLINGHAM, WA 98225

Signing Officer

Name
Albert Walcott
Title
President
Phone
3607383299
Signed
2020-01-23
Discuss with paid preparer
Yes

Preparer

Firm
Larson Gross Pllc
Address
2211 RIMLAND DR STE 422, BELLINGHAM, WA 98226
Preparer
Keaton Wersen-cpa
Phone
3607344280
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 903.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: miscellaneous contributions. Grantee name: various. Grantee relationship: none. Amount given: 1,436.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: per caps support. Grantee name: various. Grantee relationship: none. Amount given: 50,182. Total included on form 990-ez, line 10: 51,618.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: payroll taxes. Amount: 3,472. Description: insurance. Amount: 924. Description: negotiation. Amount: 820. Description: travel. Amount: 5,791. Description: union relations. Amount: 15,662. Description: conferences. Amount: 5,095. Description: miscellaneous. Amount: 254. Total to form 990-ez, line 16: 32,018.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: credit cards. Beg. Of year amount: 0. End of year amount: 1,673. Description: accounts payable and accrued liabilities. Beg. Of year amount: 1,005. End of year amount: 1,279.

Raw XML Appendix176 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum03607383299
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01155 NORTH STATE ST STE 316
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BELLINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098225
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0174350
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0196900
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0173345
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0182587
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0173345
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0182587
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt022525
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt114878
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt315757
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt47280
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt6762
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt71972
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt112348
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AJ WALCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JIM KNEELAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MIKE GROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAN DARWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CARRIE MYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRIAN MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEVEN SWANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JEFF JAMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TOM HOVIND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SUSAN DICKINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10SAUDRA LYONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11DALE THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EXECUTIVE BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EXECUTIVE BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7EXECUTIVE BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8EXECUTIVE BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9EXECUTIVE BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10EXECUTIVE BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11EXECUTIVE BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt032018
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0UNION FOR WHATCOM TRANSPORTATION AUTHORITY BUS DRIVERS
IRS990EZ/PrintingPublicationsPostageAmt04109
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING ONGOING REPRESENTATION AND SUPPORT FOR UNION MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02952
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0188561
IRS990EZ/TotalRevenueAmt0197803
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 903.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: MISCELLANEOUS CONTRIBUTIONS. GRANTEE NAME: VARIOUS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,436.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: PER CAPS SUPPORT. GRANTEE NAME: VARIOUS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 50,182. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 51,618.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PAYROLL TAXES. AMOUNT: 3,472. DESCRIPTION: INSURANCE. AMOUNT: 924. DESCRIPTION: NEGOTIATION. AMOUNT: 820. DESCRIPTION: TRAVEL. AMOUNT: 5,791. DESCRIPTION: UNION RELATIONS. AMOUNT: 15,662. DESCRIPTION: CONFERENCES. AMOUNT: 5,095. DESCRIPTION: MISCELLANEOUS. AMOUNT: 254. TOTAL TO FORM 990-EZ, LINE 16: 32,018.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: CREDIT CARDS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,673. DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED LIABILITIES. BEG. OF YEAR AMOUNT: 1,005. END OF YEAR AMOUNT: 1,279.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALBERT WALCOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03607383299
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION #843
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0916054331
ReturnHeader/Filer/PhoneNum03607383299
ReturnHeader/Filer/USAddress/AddressLine1Txt01155 NORTH STATE STREET NO 316
ReturnHeader/Filer/USAddress/CityNm0BELLINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098225
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01DB086E85E88E90A8E92E8D93107A317A4F5BEEF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01EAB4B1ED96A08C9B433A1F6FBB7BE15E6841313
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.7.45.162
ReturnHeader/FilingSecurityInformation/IPDt02020-01-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:57:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911663574
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LARSON GROSS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02211 RIMLAND DR STE 422
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098226
ReturnHeader/PreparerPersonGrp/PhoneNum03607344280
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEATON WERSEN-CPA
ReturnHeader/ReturnTs02020-01-23T16:57:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.93$0.01$2.92$2.23$2.31$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.01$3.00$2.15$1.85$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.07$2.70$1.99$1.53$0.46
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.07$2.24$1.98$1.57$0.41
2019Detailed filing. Detailed filing data is available for this year.$1.86$0.03$1.83$1.98$1.89$0.09
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.01$1.73$2.08$1.51$0.57
2017Detailed filing. Detailed filing data is available for this year.$1.17$0.01$1.16$1.74$1.67$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.01$1.09$1.89$1.85$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$1.57$1.67$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$1.52$1.51$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$1.42$1.43$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$1.35$1.12$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.00$0.92$1.35$1.26$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.00$0.82$1.47$1.62$0.15