Civic Intelligence

Amalgamated Transit Union Local 1499

990EZ • Fiscal year 2018 • EIN 23-7119493

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 19, 2019

Organization Profile
PO Box 1893Muncie, IN 47304-1893

(765) 730-2878

Siviq Scores

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

Liabilities / Assets

87th percentile

0.09x

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

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

75th percentile

0.02x

Higher debt load relative to revenue than 75% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Net Margin

2nd percentile

-65%

Higher net margin than 2% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

68th percentile

$5,999

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

2nd percentile

-74%

Faster asset growth than 2% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

58th percentile

2.8%

Faster revenue growth than 58% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$8,669

Down $21,026 (-71%) from 2016

Net Assets

Down

$7,862

Down $20,856 (-73%) from 2016

Liabilities

Down

$807

Down $170 (-17%) from 2016

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin2nd percentile

Revenue

Up

$38,063

Up $372 (+1.0%) from 2016

Expenses

Up

$62,943

Up $36,679 (+140%) from 2016

Net Income

Down

-$24,880

Down $36,307 (-318%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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: $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

2018

Assets$8,669
Liabilities$807
Net Assets$7,862
Open 2018 Filing

Operations Trend

Revenue Growth58th 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

2018

Revenue$38,063
Expenses$62,943
Net Income-$24,880
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 19, 2019
Return Version
2018v3.1
Gross Receipts
$38,063
Mission and Program Overview

Mission

Provide union representation for members

Program Services

DescriptionGrantsExpenses
PROVIDE UNION REPRESENTATION FOR MEMBERS--
PROVIDE UNION REPRESENTATION FOR MEMBERS--
PROVIDE UNION REPRESENTATION FOR MEMBERS--
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERBIE BERTRAMPresdient-$5,999-$5,999
ROBERT WATTENBURGERFinancial Secretary-$4,307-$4,307
THERESA CRABTREESecretary-$2,631-$2,631
ROBERT HILLBoard Member-$2,087-$2,087
TERRY CRABTREEVice President-$1,737-$1,737
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union
EIN
23-7119493
Address
PO BOX 1893, MUNCIE, IN 47304-1893

Signing Officer

Name
Robert Wattenburger
Title
Financial Secre
Phone
7652860600
Signed
2019-08-19
Discuss with paid preparer
Yes

Preparer

Firm
Miller & Company
Address
3300 N LANEWOOD DR, Muncie, IN 47304
Preparer
David Miller CPA
Phone
7652881919
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountaccident review board fee 150flowers 75meals 125office supplies 1,219po box 82retirement party 852telephone 1,992software 279reference material 10”

Description of total liabilities Part II line 26

“Category beginning of year end of yearfederal payroll taxes 549 612state withholding 144 167accrued suta 12 15accrued futa 11 13”

Raw XML Appendix125 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/BenefitsPaidToOrForMembersAmt013047
IRS990EZ/BooksInCareOfDetail/PersonNm0ROBERT WATTENBURGER
IRS990EZ/BooksInCareOfDetail/PhoneNum07657302878
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1893
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MUNCIE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0473041893
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033458
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08669
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-24880
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt026160
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033458
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08669
IRS990EZ/GrossReceiptsAmt038063
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt038063
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032742
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07862
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032742
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07862
IRS990EZ/OccupancyRentUtltsAndMaintAmt0700
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt05999
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11737
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt24307
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt32631
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt42087
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERBIE BERTRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TERRY CRABTREE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT WATTENBURGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THERESA CRABTREE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT HILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESDIENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt04784
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE UNION REPRESENTATION FOR MEMBERS
IRS990EZ/PrintingPublicationsPostageAmt025
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE UNION REPRESENTATION FOR MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE UNION REPRESENTATION FOR MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE UNION REPRESENTATION FOR MEMBERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt018227
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0716
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0807
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062943
IRS990EZ/TotalRevenueAmt038063
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTACCIDENT REVIEW BOARD FEE 150FLOWERS 75MEALS 125OFFICE SUPPLIES 1,219PO BOX 82RETIREMENT PARTY 852TELEPHONE 1,992SOFTWARE 279REFERENCE MATERIAL 10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARFEDERAL PAYROLL TAXES 549 612STATE WITHHOLDING 144 167ACCRUED SUTA 12 15ACCRUED FUTA 11 13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT WATTENBURGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRE
ReturnHeader/BusinessOfficerGrp/PhoneNum07652860600
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0237119493
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1893
ReturnHeader/Filer/USAddress/CityNm0MUNCIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0473041893
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId028056D99FDDA84593AEF51B8D541CAA7F7ECDBAC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId028056D99FDDA84593AEF51B8D541CAA7F7ECDBAC
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03592342019233hi4hxbu
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-08-21
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.50.50.36
ReturnHeader/FilingSecurityInformation/IPDt02019-08-21
ReturnHeader/FilingSecurityInformation/IPTm014:54:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461266760
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03300 N LANEWOOD DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Muncie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047304
ReturnHeader/PreparerPersonGrp/PhoneNum07652881919
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID MILLER CPA
ReturnHeader/ReturnTs02019-08-21T14:51:27-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,669
Liabilities
$807
Net assets
$7,862
Revenue
$38,063
Expenses
$62,943
Net income
-$24,880
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
2018Detailed filing. Detailed filing data is available for this year.$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$6.83$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