Civic Intelligence

Amalgamated Transit Union Local 1499

990EZ • Fiscal year 2014 • EIN 23-7119493

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 27, 2015

Organization Profile
P O Box 1893Muncie, IN 47304-1893

(765) 286-0600

Siviq Scores

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

Liabilities / Assets

88th percentile

0.13x

Higher debt load relative to assets than 88% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

83rd percentile

0.06x

Higher debt load relative to revenue than 83% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Net Margin

83rd percentile

20%

Higher net margin than 83% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Top Officer Pay

62nd percentile

$4,217

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Asset Growth

96th percentile

70%

Faster asset growth than 96% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

28th percentile

-5.6%

Faster revenue growth than 28% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$16,757

Up $6,908 (+70%) from 2013

Net Assets

Up

$14,626

Up $7,798 (+114%) from 2013

Liabilities

Down

$2,131

Down $1,680 (-44%) from 2013

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin83rd percentile

Revenue

Down

$38,291

Down $2,279 (-5.6%) from 2013

Expenses

Down

$30,771

Down $5,808 (-16%) from 2013

Net Income

Up

$7,520

Up $3,529 (+88%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth96th 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: $6,8282013Assets 2014: $16,757Liabilities 2014: $2,131Net Assets 2014: $14,6262014Assets 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

2014

Assets$16,757
Liabilities$2,131
Net Assets$14,626
Open 2014 Filing

Operations Trend

Revenue Growth28th 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

2014

Revenue$38,291
Expenses$30,771
Net Income$7,520
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 27, 2015
Return Version
2014v5.0
Gross Receipts
$38,291
Mission and Program Overview

Mission

Provide union representation for members

FOR UNION MEMBERSHIP

Program Services

DescriptionGrantsExpenses
FOR UNION MEMBERSHIP--
FOR UNION MEMBERSHIO--
FOR UNION MEMBERSHIP--
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT WATTENBURGERFinancial SecPT$4,217-$4,217
ERBIE BERTRAMPresidentPT$3,074-$3,074
-Secretary-$1,758-$1,758
TERRY CRABTREEV PreidentPT$1,566-$1,566
ROBERT E HILLBoard Member-$540-$540
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union
EIN
23-7119493
Phone
7652860600
Address
P O BOX 1893, MUNCIE, IN 47304-1893

Signing Officer

Name
Robert Wattenburger
Title
Financial Secretary
Signed
2015-03-27
Discuss with paid preparer
Yes

Preparer

Firm
Joyce Clevenger CPA Pa
Address
2525 E JACKSON ST, MUNCIE, IN 47303-4148
Preparer
Joyce Clevenger
Phone
7652860600
Supplemental Narrative

Additional Explanations

Part I, line 8

“Other Revenue: PETTY CASH Amount: 75”

Part I, line 16

“Description: OFFICE Amount: 1857”

Part I, line 16

“Description: BANK CHG Amount: 6”

Part I, line 24

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

Part I, line 24

“Description: CELL PHONES BOY Amount: 0 EOY Amount: 601”

Part I, line 26

“Description: PAYROLL LIAB BOY Amount: 3811 EOY Amount: 2131”

Raw XML Appendix131 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/BenefitsPaidToOrForMembersAmt012178
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROBERT WATTENBURGER
IRS990EZ/BooksInCareOfDetail/PhoneNum07652860600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 1893
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MUNCIE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0473081893
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08751
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015058
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07520
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02100
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09849
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016757
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt038291
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt038216
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06038
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013558
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06038
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014626
IRS990EZ/OccupancyRentUtltsAndMaintAmt02231
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0THERESA CRABTREE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03074
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11566
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt24217
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31758
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt4540
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/EOYAmt01699
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt01863
IRS990EZ/OtherRevenueTotalAmt075
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FOR UNION MEMBERSHIP
IRS990EZ/PrintingPublicationsPostageAmt0100
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FOR UNION MEMBERSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FOR UNION MEMBERSHIO
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FOR UNION MEMBERSHIP
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt012299
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03811
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02131
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030771
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt038291
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Revenue: PETTY CASH Amount: 75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: OFFICE Amount: 1857
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: BANK CHG Amount: 6
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: OTHER BOY Amount: 1098 EOY Amount: 1098
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: CELL PHONES BOY Amount: 0 EOY Amount: 601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: PAYROLL LIAB BOY Amount: 3811 EOY Amount: 2131
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I, line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part I, line 26
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT WATTENBURGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0237119493
ReturnHeader/Filer/PhoneNum07652860600
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1893
ReturnHeader/Filer/USAddress/CityNm0MUNCIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0473041893
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOYCE CLEVENGER CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02525 E JACKSON ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MUNCIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0473034148
ReturnHeader/PreparerPersonGrp/PhoneNum07652860600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOYCE CLEVENGER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-03-27T12:33:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,757
Liabilities
$2,131
Net assets
$14,626
Revenue
$38,291
Expenses
$30,771
Net income
$7,520
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$14.6$38.3$30.8$7.52
2013Detailed filing. Detailed filing data is available for this year.$9.85$3.81$6.83$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. 2014 filings • 501(c)5 • <$500k nonprofits