Civic Intelligence

Amalgamated Transit Union Local 1499

990EZ • Fiscal year 2022 • EIN 23-7119493

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 11, 2023

Organization Profile
PO Box 1893Muncie, IN 47304-1893

(765) 717-0650

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.04x

Higher debt load relative to assets than 82% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

78th percentile

0.03x

Higher debt load relative to revenue than 78% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Net Margin

49th percentile

2.4%

Higher net margin than 49% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Asset Growth

64th percentile

5.4%

Faster asset growth than 64% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

72nd percentile

9.8%

Faster revenue growth than 72% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$29,061

Up $1,499 (+5.4%) from 2021

Net Assets

Up

$27,769

Up $987 (+3.7%) from 2021

Liabilities

Up

$1,292

Up $512 (+66%) from 2021

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin49th percentile

Revenue

Up

$40,507

Up $3,630 (+9.8%) from 2021

Expenses

Up

$39,520

Up $12,179 (+45%) from 2021

Net Income

Down

$987

Down $8,549 (-90%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2022

Assets$29,061
Liabilities$1,292
Net Assets$27,769
Open 2022 Filing

Operations Trend

Revenue Growth72nd 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

2022

Revenue$40,507
Expenses$39,520
Net Income$987
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 11, 2023
Return Version
2022v5.0
Gross Receipts
$40,507
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 Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRAD GREGORYPresdientPT$0--
JAMES ROBERSONVice President-$0--
ANDREW BEARDFinancial SecretaryPT$0--
VANESSA HENSONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 1499
EIN
23-7119493
Address
PO BOX 1893, MUNCIE, IN 47304-1893

Signing Officer

Name
Andrew Beard
Title
Financial Secre
Phone
7657170650
Signed
2023-03-11
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 amountbonding 422computer expense 500flowers 169funeral chimes 110meals 2,176misc expense 53office supplies 1,078subscriptions 13travel 1,400uniforms and t shirts 585mileage 484”

Description of total liabilities Part II line 26

“Category beginning of year end of yearfederal payroll taxes 424 701state withholding 319 489accrued suta 18 15accrued futa 19 87”

Raw XML Appendix118 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/BenefitsPaidToOrForMembersAmt015173
IRS990EZ/BooksInCareOfDetail/PersonNm0ANDREW BEARD
IRS990EZ/BooksInCareOfDetail/PhoneNum07657170650
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1893
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MUNCIE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0473041893
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027562
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029061
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0987
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02031
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027562
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029061
IRS990EZ/GrossReceiptsAmt040507
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt040507
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026782
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027769
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026782
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027769
IRS990EZ/OccupancyRentUtltsAndMaintAmt0960
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt212.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRAD GREGORY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES ROBERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANDREW BEARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VANESSA HENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESDIENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt06990
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE UNION REPRESENTATION FOR MEMBERS
IRS990EZ/PrintingPublicationsPostageAmt0219
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/SalariesOtherCompEmplBnftAmt014147
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0780
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01292
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039520
IRS990EZ/TotalRevenueAmt040507
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTBONDING 422COMPUTER EXPENSE 500FLOWERS 169FUNERAL CHIMES 110MEALS 2,176MISC EXPENSE 53OFFICE SUPPLIES 1,078SUBSCRIPTIONS 13TRAVEL 1,400UNIFORMS AND T SHIRTS 585MILEAGE 484
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARFEDERAL PAYROLL TAXES 424 701STATE WITHHOLDING 319 489ACCRUED SUTA 18 15ACCRUED FUTA 19 87
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW BEARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRE
ReturnHeader/BusinessOfficerGrp/PhoneNum07657170650
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION LOCAL 1499
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/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/PreparationDt02023-03-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID MILLER CPA
ReturnHeader/ReturnTs02023-03-27T16:23:26-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BEARD
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,061
Liabilities
$1,292
Net assets
$27,769
Revenue
$40,507
Expenses
$39,520
Net income
$987
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
2022Detailed filing. Detailed filing data is available for this year.$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$6.83$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