Civic Intelligence

Amalgamated Transit Union Local 996

990EZ • Fiscal year 2013 • EIN 35-0845617

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 28, 2014

57121 Guernsey Ave46561

(574) 674-0370

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

54th percentile

0.00x

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

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Net Margin

38th percentile

-0.2%

Higher net margin than 38% of similar nonprofits.

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Top Officer Pay

71st percentile

$7,506

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Asset Growth

39th percentile

-0.6%

Faster asset growth than 39% of similar nonprofits.

2013 filings • 501(c)5 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

62nd percentile

3.6%

Faster revenue growth than 62% of similar nonprofits.

2013 filings • 501(c)5 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$32,249

Down $187 (-0.6%) from 2012

Net Assets

Down

$32,249

Down $187 (-0.6%) from 2012

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$82,552

Up $2,856 (+3.6%) from 2012

Expenses

Up

$82,739

Up $4,986 (+6.4%) from 2012

Net Income

Down

-$187

Down $2,130 (-110%) from 2012

Historical Trend

Balance Sheet Trend

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

$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

2013

Assets$32,249
Liabilities$0
Net Assets$32,249

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$82,552
Expenses$82,739
Net Income-$187
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 28, 2014
Return Version
2013v3.1
Gross Receipts
$82,552
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--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDA BAYLOCKPresident-$7,506-$7,506
KAREN FOULKSFinancial Secretary-$7,347-$7,347
DAN WARMOUTHVice President-$5,045-$5,045
STEVEN REDMANSteward-$4,784-$4,784
JACQUELINE ANDERSONSteward-$4,158-$4,158
ANTHONY GARRETTStewart-$2,230-$2,230
JAMES FORDSteward-$1,781-$1,781
CARLA REDDINGAccess Steward-$656-$656
ROBERT LEWIECKIElection Officer-$345-$345
JOHN BENKOAuditor-$145-$145
SANDY SWITALSKIAuditor-$141-$141
MAX SILBERAuditor-$72-$72
Filing and Contact Details

Filer

EIN
35-0845617

Signing Officer

Name
Karen Foulks
Title
Financial Secre
Phone
5746740370
Signed
2014-03-28
Discuss with paid preparer
Yes

Preparer

Preparer
Rosemarie Apple
Phone
5742344564
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountDepreciation from 4562 33NATIONAL DUES PER CAPITA 14,064SUPPLIES 30,710PAYROLL TAXES 3,309

Description of other assets Part II line 24

Category Beginning of Year End of YearCOMPUTER 62 29

Raw XML Appendix159 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/BooksInCareOfDetail/PersonNm0KAREN FOULKS
IRS990EZ/BooksInCareOfDetail/PhoneNum05746740370
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1057121 GUERNSEY AVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0Osceola
IRS990EZ/BooksInCareOfDetail/USAddress/State0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode046561
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032374
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032220
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04061
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-187
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032436
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032249
IRS990EZ/GrossReceiptsAmt082552
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0225
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt077726
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032436
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032249
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032436
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032249
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt07347
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt17506
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt25045
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt34158
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt44784
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt52230
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt61781
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt7141
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt8145
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt972
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10656
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11345
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAREN FOULKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FREDA BAYLOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAN WARMOUTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACQUELINE ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEVEN REDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANTHONY GARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JAMES FORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SANDY SWITALSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JOHN BENKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MAX SILBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CARLA REDDING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ROBERT LEWIECKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10ACCESS STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ELECTION OFFICER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt062
IRS990EZ/OtherAssetsTotalDetail/EOYAmt029
IRS990EZ/OtherExpensesTotalAmt048116
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LABOR UNION
IRS990EZ/PrintingPublicationsPostageAmt0160
IRS990EZ/ProgramServiceRevenueAmt0540
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt034213
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt082739
IRS990EZ/TotalRevenueAmt082552
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDepreciation from 4562 33NATIONAL DUES PER CAPITA 14,064SUPPLIES 30,710PAYROLL TAXES 3,309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearCOMPUTER 62 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN FOULKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRE
ReturnHeader/BusinessOfficerGrp/PhoneNum05746740370
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10AMALGAMATED TRANSIT UNION LOCAL 996
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0350845617
ReturnHeader/Filer/USAddress/AddressLine1057121 GUERNSEY AVE
ReturnHeader/Filer/USAddress/City0Osceola
ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode046561
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200539832
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10EM TAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102802 Mishawaka Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0South Bend
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode046615
ReturnHeader/PreparerPersonGrp/PhoneNum05742344564
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rosemarie Apple
ReturnHeader/ReturnTs02014-04-01T10:31:40-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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