Civic Intelligence

Amalgamated Transit Union Local 1499

990EZ • Fiscal year 2023 • EIN 23-7119493

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

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

83rd percentile

0.05x

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

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

80th percentile

0.04x

Higher debt load relative to revenue than 80% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Net Margin

28th percentile

-6.3%

Higher net margin than 28% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Asset Growth

24th percentile

-7.8%

Faster asset growth than 24% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

22nd percentile

-6.7%

Faster revenue growth than 22% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$26,805

Down $2,256 (-7.8%) from 2022

Net Assets

Down

$25,379

Down $2,390 (-8.6%) from 2022

Liabilities

Up

$1,426

Up $134 (+10%) from 2022

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin28th percentile

Revenue

Down

$37,775

Down $2,732 (-6.7%) from 2022

Expenses

Up

$40,165

Up $645 (+1.6%) from 2022

Net Income

Down

-$2,390

Down $3,377 (-342%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth24th 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 2023: $26,805Liabilities 2023: $1,426Net Assets 2023: $25,3792023Assets 2024: $28,130Liabilities 2024: $1,125Net Assets 2024: $27,0052024

Highlighted filing

2023

Assets$26,805
Liabilities$1,426
Net Assets$25,379
Open 2023 Filing

Operations Trend

Revenue Growth22nd 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 2023: $37,775Expenses 2023: $40,165Net Income 2023: -$2,3902023Revenue 2024: $32,724Expenses 2024: $31,098Net Income 2024: $1,6262024

Highlighted filing

2023

Revenue$37,775
Expenses$40,165
Net Income-$2,390
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Gross Receipts
$37,775
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 GREGORYPresdient-$0--
JAMES ROBERSONVice President-$0--
ANDREW BEARDFinancial Secretary-$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
2024-05-15
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 amountcomputer expense 328event expenses 3,173flowers 300legal and accounting 2,195meals 975office supplies 1,723printing 580”

Description of total liabilities Part II line 26

“Category beginning of year end of yearfederal payroll taxes 701 626state withholding 489 695accrued suta 15 12accrued futa 87 93”

Raw XML Appendix117 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/BenefitsPaidToOrForMembersAmt012486
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/BOYAmt029061
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026805
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2390
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029061
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026805
IRS990EZ/GrossReceiptsAmt037775
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt037775
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027769
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025379
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027769
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025379
IRS990EZ/OccupancyRentUtltsAndMaintAmt01039
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.94
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.74
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.82
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/OtherExpensesTotalAmt09274
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE UNION REPRESENTATION FOR MEMBERS
IRS990EZ/PrintingPublicationsPostageAmt0232
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/SalariesOtherCompEmplBnftAmt017134
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01292
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01426
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040165
IRS990EZ/TotalRevenueAmt037775
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTCOMPUTER EXPENSE 328EVENT EXPENSES 3,173FLOWERS 300LEGAL AND ACCOUNTING 2,195MEALS 975OFFICE SUPPLIES 1,723PRINTING 580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARFEDERAL PAYROLL TAXES 701 626STATE WITHHOLDING 489 695ACCRUED SUTA 15 12ACCRUED FUTA 87 93
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/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW BEARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRE
ReturnHeader/BusinessOfficerGrp/PhoneNum07657170650
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID MILLER CPA
ReturnHeader/ReturnTs02024-05-15T21:27:38-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BEARD
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,805
Liabilities
$1,426
Net assets
$25,379
Revenue
$37,775
Expenses
$40,165
Net income
-$2,390
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
2023Detailed filing. Detailed filing data is available for this year.$26.8$1.43$25.4$37.8$40.2$2.39
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$6.83$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