Civic Intelligence

Amalgamated Transit Union

990 • Fiscal year 2023 • EIN 35-0142610

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

Organization ProfileN/A
202 S Addison StIndianapolis, IN 46222

(317) 632-8262

Siviq Scores

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

Liabilities / Assets

88th percentile

0.09x

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

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

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

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

Net Margin

16th percentile

-17%

Higher net margin than 16% of similar nonprofits.

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

Top Officer Pay

98th percentile

$111,783

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 28.3% of source-year revenue.

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

Asset Growth

1st percentile

-87%

Faster asset growth than 1% of similar nonprofits.

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

Revenue Growth

14th percentile

-14%

Faster revenue growth than 14% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$9,966

Down $68,850 (-87%) from 2022

Net Assets

Down

$9,097

Down $68,280 (-88%) from 2022

Liabilities

Down

$869

Down $570 (-40%) from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin16th percentile

Revenue

Down

$394,626

Down $64,616 (-14%) from 2022

Expenses

Down

$462,906

Down $13,944 (-2.9%) from 2022

Net Income

Down

-$68,280

Down $50,672 (-288%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$150K$100K$50K$0Assets 2017: $32,056Liabilities 2017: $991Net Assets 2017: $31,0652017Assets 2018: $64,002Liabilities 2018: $991Net Assets 2018: $63,0112018Assets 2019: $32,143Liabilities 2019: $884Net Assets 2019: $31,2592019Assets 2020: $74,761Liabilities 2020: $1,359Net Assets 2020: $73,4022020Assets 2021: $100,527Liabilities 2021: $1,439Net Assets 2021: $99,0882021Assets 2022: $78,816Liabilities 2022: $1,439Net Assets 2022: $77,3772022Assets 2023: $9,966Liabilities 2023: $869Net Assets 2023: $9,0972023Assets 2024: $15,416Liabilities 2024: $425Net Assets 2024: $14,9912024

Highlighted filing

2023

Assets$9,966
Liabilities$869
Net Assets$9,097
Open 2023 Filing

Operations Trend

Revenue Growth14th percentile

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

$600K$400K$200K$0-$200KRevenue 2017: $386,393Expenses 2017: $375,098Net Income 2017: $11,2952017Revenue 2018: $429,916Expenses 2018: $397,970Net Income 2018: $31,9462018Revenue 2019: $455,278Expenses 2019: $487,030Net Income 2019: -$31,7522019Revenue 2020: $551,315Expenses 2020: $509,172Net Income 2020: $42,1432020Revenue 2021: $487,350Expenses 2021: $461,664Net Income 2021: $25,6862021Revenue 2022: $459,242Expenses 2022: $476,850Net Income 2022: -$17,6082022Revenue 2023: $394,626Expenses 2023: $462,906Net Income 2023: -$68,2802023Revenue 2024: $483,550Expenses 2024: $477,656Net Income 2024: $5,8942024

Highlighted filing

2023

Revenue$394,626
Expenses$462,906
Net Income-$68,280
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Gross Receipts
$394,626
Mission and Program Overview

Mission

LABOR UNION

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$15,925$9,388▼ $6,537
Land, Buildings, and Equipment, Net$745$0▼ $745
Savings and Temporary Cash Investments$62,146$578▼ $61,568
Total Assets$78,816$9,966▼ $68,850
Liabilities
Accounts Payable and Accrued Expenses$1,439$869▼ $570
Total Liabilities$1,439$869▼ $570
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$77,377$9,097▼ $68,280
Total Net Assets Fund Balance$77,377$9,097▼ $68,280
Total Liabilities and Net Assets / Fund Balance$78,816$9,966▼ $68,850

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$10,130$10,130
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Roy LusterPresidentFT$111,783$111,783
Rachel HillFinancial SecretaryFT$105,954$105,954
Catherine StarkeyBoard Member-$3,405$3,405
Darryl CarterVice President-$2,635$2,635
Robert WaggonerBoard Member-$2,025$2,025
George EvansBoard Member-$1,670$1,670
Joseph DaileyBoard Member-$1,610$1,610
Jeff HowardBoard Member-$1,296$1,296

Board Members and Trustees

NameTitle
Sherika RobinsonBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$394,626
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-68,280

Audited Revenue Reconciliation

Revenue per Audited Statements
$394,626
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$394,626
Total Revenue per Form 990
$394,626
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$255,588
Other Expenses$207,318
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$236,404
Payments to Affiliates---$106,848
Fees for Services Legal---$57,494
Payroll Taxes---$19,184
Office Expenses---$15,331
Fees for Services Other---$12,164
Occupancy---$10,337
Insurance---$1,675
Travel---$852
Advertising---$750
Depreciation Depletion---$745
Other Expenses---$717
Conferences and Meetings---$405
Total Functional Expenses$0$0$0$462,906

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$462,906
Total Expenses per Audited Statements$462,906
Total Expenses per Form 990$462,906
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Draft of the return reviewed by president and treasurer before finalized.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union
EIN
35-0142610
Phone
3176328262
Address
202 S ADDISON ST, INDIANAPOLIS, IN 46222

Signing Officer

Name
Rachel Hill
Title
Financial Secretary
Phone
3176328262
Signed
2024-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rachel Hill
Formed
1937
Legal Domicile
In
Voting Board Members
9
Independent Board Members
1
Employees
8
Volunteers
1

Preparer

Firm
Sikich Llp
Address
8555 N RIVER RD 300, INDIANAPOLIS, IN 46240
Preparer
Bridgette Mugge
Phone
3178424466
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Atu is exempt from federal and state income tax under the provisions of section 501(c)(3) of the internal revenue code; therefore, no provision for income taxes is made in the financial statements. Atu is classified as an entity that is not a private foundation within the meaning of section 509(a) and qualifies for deductible contributions. Generally accepted accounting principles in the united states require atu to examine its tax positions for uncertain positions. Atu is not aware of any tax positions that are more likely than not to change in the next 12 months, or that would not sustain an examination by applicable taxing authorities. Atu's policy is to recognize penalties and interest as incurred in its statement of activities as a component of operating expenses and total $0 for the years ended december 31, 2023 and 2022. Atu's federal and state income tax returns are subject to examination by the applicable tax authorities, generally for three years after the later of the original or extended due date.”

Raw XML Appendix337 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.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ATU IS EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; THEREFORE, NO PROVISION FOR INCOME TAXES IS MADE IN THE FINANCIAL STATEMENTS. ATU IS CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) AND QUALIFIES FOR DEDUCTIBLE CONTRIBUTIONS. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES REQUIRE ATU TO EXAMINE ITS TAX POSITIONS FOR UNCERTAIN POSITIONS. ATU IS NOT AWARE OF ANY TAX POSITIONS THAT ARE MORE LIKELY THAN NOT TO CHANGE IN THE NEXT 12 MONTHS, OR THAT WOULD NOT SUSTAIN AN EXAMINATION BY APPLICABLE TAXING AUTHORITIES. ATU'S POLICY IS TO RECOGNIZE PENALTIES AND INTEREST AS INCURRED IN ITS STATEMENT OF ACTIVITIES AS A COMPONENT OF OPERATING EXPENSES AND TOTAL $0 FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. ATU'S FEDERAL AND STATE INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE APPLICABLE TAX AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THE LATER OF THE ORIGINAL OR EXTENDED DUE DATE.
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0462906
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01439
IRS990/TotalLiabilitiesEOYAmt0869
IRS990/TotalLiabilitiesGrp/BOYAmt01439
IRS990/TotalLiabilitiesGrp/EOYAmt0869
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt077377
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09097
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0394626
IRS990/TotalReportableCompFromOrgAmt0230378
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0394626
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0394626
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt078816
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09966
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt0852
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0202 S ADDISON ST
IRS990/USAddress/CityNm0INDIANAPOLIS
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046222
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL HILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03176328262
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0350142610
ReturnHeader/Filer/PhoneNum03176328262
ReturnHeader/Filer/USAddress/AddressLine1Txt0202 S ADDISON ST
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046222
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363168081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIKICH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08555 N RIVER RD 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03178424466
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIDGETTE MUGGE
ReturnHeader/ReturnTs02024-05-06T11:03:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RACHEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HILL
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,966
Liabilities
$869
Net assets
$9,097
Revenue
$394,626
Expenses
$462,906
Net income
-$68,280
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$4.84$4.78$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.10$0.01$0.09$3.95$4.63$0.68
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.01$0.77$4.59$4.77$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.01$0.99$4.87$4.62$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.75$0.01$0.73$5.51$5.09$0.42
2019Detailed filing. Detailed filing data is available for this year.$0.32$0.01$0.31$4.55$4.87$0.32
2018Detailed filing. Detailed filing data is available for this year.$0.64$0.01$0.63$4.30$3.98$0.32
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.01$0.31$3.86$3.75$0.11