Civic Intelligence

Amalgamated Transit Union Local 996

EIN 35-0845617 • 501(c)5 • South Bend, IN

Profile

LABOR UNION

PO Box 4465South Bend, IN 46634-4465
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)5 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)5 • <$500k nonprofits • Source year 2024

Net Margin

31st percentile

-5.1%

Higher net margin than 31% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$8,434

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

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

Asset Growth

16th percentile

-19%

Faster asset growth than 16% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

23rd percentile

-9.3%

Faster revenue growth than 23% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$17,913

Down $3,360 (-16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$17,913

Down $3,360 (-16%) from 2023

Operations
Liabilities / Revenue60th percentileNet Margin31st percentile

Revenue

Up

$66,184

Up $11,155 (+20%) from 2023

Expenses

Up

$69,544

Up $8,646 (+14%) from 2023

Net Income

Up

-$3,360

Up $2,509 (+43%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2010: $34,960Net Assets 2010: $34,9602010Assets 2011: $30,493Net Assets 2011: $30,4932011Assets 2012: $32,436Net Assets 2012: $32,4362012Assets 2013: $32,249Liabilities 2013: $0Net Assets 2013: $32,2492013Assets 2014: $27,084Liabilities 2014: $0Net Assets 2014: $27,0842014Assets 2015: $20,480Liabilities 2015: $0Net Assets 2015: $20,4802015Assets 2017: $29,360Liabilities 2017: $0Net Assets 2017: $29,3602017Assets 2018: $26,912Liabilities 2018: $0Net Assets 2018: $26,9122018Assets 2019: $18,655Liabilities 2019: $0Net Assets 2019: $18,6552019Assets 2020: $14,146Liabilities 2020: $0Net Assets 2020: $14,1462020Assets 2021: $17,576Liabilities 2021: $0Net Assets 2021: $17,5762021Assets 2022: $27,142Liabilities 2022: $0Net Assets 2022: $27,1422022Assets 2023: $21,273Liabilities 2023: $0Net Assets 2023: $21,2732023Assets 2024: $17,913Liabilities 2024: $0Net Assets 2024: $17,9132024

Highlighted filing

2024

Assets$17,913
Liabilities$0
Net Assets$17,913
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $60,765Expenses 2010: $62,591Net Income 2010: -$1,8262010Revenue 2011: $78,497Expenses 2011: $82,964Net Income 2011: -$4,4672011Revenue 2012: $79,696Expenses 2012: $77,753Net Income 2012: $1,9432012Revenue 2013: $82,552Expenses 2013: $82,739Net Income 2013: -$1872013Revenue 2014: $78,040Expenses 2014: $83,205Net Income 2014: -$5,1652014Revenue 2015: $76,814Expenses 2015: $83,418Net Income 2015: -$6,6042015Revenue 2017: $104,604Expenses 2017: $97,561Net Income 2017: $7,0432017Revenue 2018: $92,170Expenses 2018: $94,618Net Income 2018: -$2,4482018Revenue 2019: $96,168Expenses 2019: $104,425Net Income 2019: -$8,2572019Revenue 2020: $79,244Expenses 2020: $83,753Net Income 2020: -$4,5092020Revenue 2021: $69,580Expenses 2021: $66,150Net Income 2021: $3,4302021Revenue 2022: $80,384Expenses 2022: $70,818Net Income 2022: $9,5662022Revenue 2023: $55,029Expenses 2023: $60,898Net Income 2023: -$5,8692023Revenue 2024: $66,184Expenses 2024: $69,544Net Income 2024: -$3,3602024

Highlighted filing

2024

Revenue$66,184
Expenses$69,544
Net Income-$3,360
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,913
Liabilities
$0
Net assets
$17,913
Revenue
$66,184
Expenses
$69,544
Net income
-$3,360
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.66$0.70$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.55$0.61$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.80$0.71$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.70$0.66$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.79$0.84$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.96$1.04$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.92$0.95$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$1.05$0.98$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.77$0.83$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.78$0.83$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.83$0.83$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.32$0.80$0.78$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.30$0.78$0.83$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.35$0.61$0.63$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$66,184
Mission and Program Overview

Mission

LABOR UNION

Program Services

DescriptionGrantsExpenses
ORGANIZATION REPRESENTED 130 MEMBERS AS THEIR LABOR UNION ORGANIZATION HANDLES COLLECTIVE BARGAINING AND ALSO SERVES TO PROTECT THE RIGHTS OF ITS MEMBERS-$0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANTHONY GARRETTPresident-$0--
MICHAEL BATESStewart-$0--
KARLA REDDING SCIBAStewart-$0--
RICK FLANNERYStewart-$0--
ROYAL TALLMANVice President-$0--
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 996
EIN
35-0845617
In Care Of
% ANTHONY GARRETT
Phone
5748769233
Address
PO BOX 4465, SOUTH BEND, IN 46634-4465

Signing Officer

Name
Anthony Garrett
Title
President
Phone
5748769233
Signed
2025-11-17
Discuss with paid preparer
No

Preparer

Firm
Tax Pro of Northern Indiana LLC
Address
23598 State Road 2 Ste 3, South Bend, IN 46619-1520
Preparer
Rosemarie L Apple
Phone
5744042713
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountUNION GRANT 15,400”

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/BenefitsPaidToOrForMembersAmt012305
IRS990EZ/BooksInCareOfDetail/PersonNm0ANTHONY GARRET
IRS990EZ/BooksInCareOfDetail/PhoneNum05746218745
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01345 NORTHSIDE BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTH BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046615
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021273
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017913
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3360
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt022074
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021273
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017913
IRS990EZ/GrossReceiptsAmt066184
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0798
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt049986
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021273
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017913
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021273
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017913
IRS990EZ/OccupancyRentUtltsAndMaintAmt05697
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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/PersonNm0ANTHONY GARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL BATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KARLA REDDING SCIBA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICK FLANNERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROYAL TALLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherRevenueTotalAmt015400
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LABOR UNION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZATION REPRESENTED 130 MEMBERS AS THEIR LABOR UNION ORGANIZATION HANDLES COLLECTIVE BARGAINING AND ALSO SERVES TO PROTECT THE RIGHTS OF ITS MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt029468
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt069544
IRS990EZ/TotalRevenueAmt066184
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountUNION GRANT 15,400
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY GARRETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05748769233
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION LOCAL 996
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0350845617
ReturnHeader/Filer/InCareOfNm0% ANTHONY GARRETT
ReturnHeader/Filer/PhoneNum05748769233
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4465
ReturnHeader/Filer/USAddress/CityNm0SOUTH BEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0466344465
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813978797
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Pro of Northern Indiana LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023598 State Road 2 Ste 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0South Bend
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0466191520
ReturnHeader/PreparerPersonGrp/PhoneNum05744042713
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROSEMARIE L APPLE
ReturnHeader/ReturnTs02025-11-17T23:55:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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