Civic Intelligence

Amalgamated Transit Union Local 1499

990EZ • Fiscal year 2013 • EIN 23-7119493

Jan 01, 2013 to Dec 31, 2013 • Filed on Jan 28, 2014

Organization Profile
P O Box 189347304-1893

(765) 286-0600

Siviq Scores

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

Liabilities / Assets

95th percentile

0.39x

Higher debt load relative to assets than 95% of similar nonprofits.

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

87th percentile

0.09x

Higher debt load relative to revenue than 87% of similar nonprofits.

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Net Margin

67th percentile

9.8%

Higher net margin than 67% of similar nonprofits.

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Top Officer Pay

64th percentile

$4,299

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Asset Growth

99th percentile

247%

Faster asset growth than 99% of similar nonprofits.

2013 filings • 501(c)5 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

76th percentile

9.2%

Faster revenue growth than 76% of similar nonprofits.

2013 filings • 501(c)5 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$9,849

Up $7,012 (+247%) from 2012

Net Assets

Up

$6,038

Up $3,201 (+113%) from 2012

Liabilities

$3,811

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin67th percentile

Revenue

Up

$40,570

Up $3,403 (+9.2%) from 2012

Expenses

Down

$36,579

Down $2,814 (-7.1%) from 2012

Net Income

Up

$3,991

Up $6,217 (+279%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$30K$20K$10K$0Assets 2010: $1,284Liabilities 2010: $0Net Assets 2010: $1,2842010Assets 2011: $5,265Net Assets 2011: $5,2652011Assets 2012: $2,837Net Assets 2012: $2,8372012Assets 2013: $9,849Liabilities 2013: $3,811Net Assets 2013: $6,0382013Assets 2014: $16,757Liabilities 2014: $2,131Net Assets 2014: $13,5582014Assets 2015: $20,694Liabilities 2015: $3,403Net Assets 2015: $17,2912015Assets 2016: $29,695Liabilities 2016: $977Net Assets 2016: $28,7182016Assets 2018: $8,669Liabilities 2018: $807Net Assets 2018: $7,8622018Assets 2019: $8,067Liabilities 2019: $909Net Assets 2019: $7,1582019Assets 2020: $18,044Liabilities 2020: $798Net Assets 2020: $17,2462020Assets 2021: $27,562Liabilities 2021: $780Net Assets 2021: $26,7822021Assets 2022: $29,061Liabilities 2022: $1,292Net Assets 2022: $27,7692022Assets 2024: $28,130Liabilities 2024: $1,125Net Assets 2024: $27,0052024

Highlighted filing

2013

Assets$9,849
Liabilities$3,811
Net Assets$6,038
Open 2013 Filing

Operations Trend

Revenue Growth76th percentile

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

$100K$50K$0-$50KRevenue 2010: $44,879Expenses 2010: $47,556Net Income 2010: -$2,6772010Revenue 2011: $38,091Expenses 2011: $36,511Net Income 2011: $1,5802011Revenue 2012: $37,167Expenses 2012: $39,393Net Income 2012: -$2,2262012Revenue 2013: $40,570Expenses 2013: $36,579Net Income 2013: $3,9912013Revenue 2014: $38,291Expenses 2014: $30,771Net Income 2014: $7,5202014Revenue 2015: $39,202Expenses 2015: $36,537Net Income 2015: $2,6652015Revenue 2016: $37,691Expenses 2016: $26,264Net Income 2016: $11,4272016Revenue 2018: $38,063Expenses 2018: $62,943Net Income 2018: -$24,8802018Revenue 2019: $41,210Expenses 2019: $41,914Net Income 2019: -$7042019Revenue 2020: $38,873Expenses 2020: $28,785Net Income 2020: $10,0882020Revenue 2021: $36,877Expenses 2021: $27,341Net Income 2021: $9,5362021Revenue 2022: $40,507Expenses 2022: $39,520Net Income 2022: $9872022Revenue 2024: $32,724Expenses 2024: $31,098Net Income 2024: $1,6262024

Highlighted filing

2013

Revenue$40,570
Expenses$36,579
Net Income$3,991
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jan 28, 2014
Return Version
2013v3.1
Gross Receipts
$40,570
Mission and Program Overview

Mission

Provide union representation for members

FOR UNION MEMBERSHIP

Program Services

DescriptionGrantsExpenses
UNION MEMBERSHIP-$0
UNION ORGANIZATION FOR MEMBERS-$0
DESCRIBED IN SCHEDULE O--
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT WATTENBURGERFinancial SecPT$4,299-$4,299
ERBIE BERTRAMPresidentPT$2,760-$2,760
-Secretary-$2,219-$2,219
TERRY CRABTREEV PreidentPT$1,439-$1,439
ROBERT E HILLBoard Member-$894-$894
Filing and Contact Details

Filer

EIN
23-7119493
Phone
7652860600

Signing Officer

Name
Robert Wattenburger
Title
Financial Secretary
Signed
2014-01-28
Discuss with paid preparer
Yes

Preparer

Preparer
Joyce Clevenger
Phone
7652860600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part III, Line 31

“Union organization for members”

Part I, line 16

“Description: OFFICE Amount: 1235”

Part I, line 16

“Description: TELEPHONE Amount: 1081”

Part I, line 16

“Description: BANK CHG Amount: 27”

Part I, line 24

“Description: OTHER BOY Amount: 1098 EOY Amount: 1098”

Part I, line 26

“Description: PAYROLL LIAB BOY Amount: 0 EOY Amount: 3811”

Raw XML Appendix141 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/BenefitsPaidToOrForMembersAmt015931
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10ROBERT WATTENBURGER
IRS990EZ/BooksInCareOfDetail/PhoneNum07652860600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10P O BOX 1893
IRS990EZ/BooksInCareOfDetail/USAddress/City0MUNCIE
IRS990EZ/BooksInCareOfDetail/USAddress/State0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0473081893
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01739
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08751
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt040570
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03991
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02875
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02837
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09849
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt040570
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02837
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06828
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02837
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06038
IRS990EZ/OccupancyRentUtltsAndMaintAmt0760
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine10THERESA CRABTREE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02760
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11439
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt24299
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt32219
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt4894
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERBIE BERTRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TERRY CRABTREE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT WATTENBURGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT E HILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V PREIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCIAL SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01098
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01098
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt02343
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FOR UNION MEMBERSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0UNION MEMBERSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1UNION ORGANIZATION FOR MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DESCRIBED IN SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt014670
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03811
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TotalExpensesAmt036579
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt040570
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNION ORGANIZATION FOR MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: OFFICE Amount: 1235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: TELEPHONE Amount: 1081
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: BANK CHG Amount: 27
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: OTHER BOY Amount: 1098 EOY Amount: 1098
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: PAYROLL LIAB BOY Amount: 0 EOY Amount: 3811
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III, LINE 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I, line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part I, line 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT WATTENBURGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10AMALGAMATED TRANSIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0237119493
ReturnHeader/Filer/PhoneNum07652860600
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 1893
ReturnHeader/Filer/USAddress/City0MUNCIE
ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode0473041893
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JOYCE CLEVENGER CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102525 E JACKSON ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MUNCIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0473034148
ReturnHeader/PreparerPersonGrp/PhoneNum07652860600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOYCE CLEVENGER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-02-05T15:27:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,849
Liabilities
$3,811
Net assets
$6,038
Revenue
$40,570
Expenses
$36,579
Net income
$3,991
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.1$1.13$27.0$32.7$31.1$1.63
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.1$1.29$27.8$40.5$39.5$0.99
2021Detailed filing. Detailed filing data is available for this year.$27.6$0.78$26.8$36.9$27.3$9.54
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.0$0.80$17.2$38.9$28.8$10.1
2019Detailed filing. Detailed filing data is available for this year.$8.07$0.91$7.16$41.2$41.9$0.70
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.67$0.81$7.86$38.1$62.9$24.9
2016Detailed filing. Detailed filing data is available for this year.$29.7$0.98$28.7$37.7$26.3$11.4
2015Detailed filing. Detailed filing data is available for this year.$20.7$3.40$17.3$39.2$36.5$2.67
2014Detailed filing. Detailed filing data is available for this year.$16.8$2.13$13.6$38.3$30.8$7.52
2013Detailed filing. Detailed filing data is available for this year.$9.85$3.81$6.04$40.6$36.6$3.99
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.84$2.84$37.2$39.4$2.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.27$5.27$38.1$36.5$1.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.00$1.28$44.9$47.6$2.68
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)5 • <$500k nonprofits