Civic Intelligence

Amalgamated Transit Union Local 996

990EZ • Fiscal year 2017 • EIN 35-0845617

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile
630 N Oakland AveMishawaka, IN 46544

(574) 876-9233

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.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.00x

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

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Net Margin

56th percentile

6.7%

Higher net margin than 56% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$10,539

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

81st percentile

20%

Faster asset growth than 81% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

84th percentile

17%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$29,360

Up $8,880 (+43%) from 2015

Net Assets

Up

$29,360

Up $8,880 (+43%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin56th percentile

Revenue

Up

$104,604

Up $27,790 (+36%) from 2015

Expenses

Up

$97,561

Up $14,143 (+17%) from 2015

Net Income

Up

$7,043

Up $13,647 (+207%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

2017

Assets$29,360
Liabilities$0
Net Assets$29,360
Open 2017 Filing

Operations Trend

Revenue Growth84th percentile

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

2017

Revenue$104,604
Expenses$97,561
Net Income$7,043
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$104,604
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
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DELORES WILLIAMSFinancial SecretaryPT$10,539-$10,539
KEVIN EDWARDSPresident-$8,100-$8,100
AARON WHITEVice President-$7,592-$7,592
ROYAL TALLMANSteward-$7,319-$7,319
FREDA BAYLOCKPresident-$6,605-$6,605
ANTHONY GARRETTStewart-$4,003-$4,003
LORETTA SANDERSStewart-$2,186-$2,186
MICHAEL BATESStewart-$858-$858
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 996
EIN
35-0845617
Address
630 N OAKLAND AVE, Mishawaka, IN 46544

Signing Officer

Name
Delores Williams
Title
Financial Secre
Phone
5748769233
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Tax Pros of Northern Indiana LLC
Address
23598 State Road 2 Suite 300, South Bend, IN 46619
Preparer
Rosemarie L Apple
Phone
5744042713
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountDepreciation from 4562 177NATIONAL DUES PER CAPITA 14,668SUPPLIES 8,617PAYROLL TAXES 5,143CONTRACT NEGOTIATION & ARBITRATION 10,831”

Description of other assets Part II line 24

“Category Beginning of Year End of YearCOMPUTER 619 442”

Raw XML Appendix144 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
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IRS990EZ/AddressChangeInd0X
IRS990EZ/BenefitsPaidToOrForMembersAmt0890
IRS990EZ/BooksInCareOfDetail/PersonNm0DELORES WILLIAMS
IRS990EZ/BooksInCareOfDetail/PhoneNum05748769233
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0630 N OAKLAND AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Mishawaka
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046544
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021698
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028918
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07043
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08250
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022317
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029360
IRS990EZ/GrossReceiptsAmt0104604
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0363
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0104241
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022317
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029360
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022317
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029360
IRS990EZ/OccupancyRentUtltsAndMaintAmt01200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt06605
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt14003
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt210539
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt38100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt42186
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt57592
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt67319
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt7858
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/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FREDA BAYLOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANTHONY GARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DELORES WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEVIN EDWARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LORETTA SANDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AARON WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROYAL TALLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHAEL BATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7STEWART
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0619
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0442
IRS990EZ/OtherExpensesTotalAmt039436
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LABOR UNION
IRS990EZ/PrintingPublicationsPostageAmt0179
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/SalariesOtherCompEmplBnftAmt047606
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt097561
IRS990EZ/TotalRevenueAmt0104604
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDepreciation from 4562 177NATIONAL DUES PER CAPITA 14,668SUPPLIES 8,617PAYROLL TAXES 5,143CONTRACT NEGOTIATION & ARBITRATION 10,831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearCOMPUTER 619 442
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DELORES WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRE
ReturnHeader/BusinessOfficerGrp/PhoneNum05748769233
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION LOCAL 996
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0350845617
ReturnHeader/Filer/USAddress/AddressLine1Txt0630 N OAKLAND AVE
ReturnHeader/Filer/USAddress/CityNm0Mishawaka
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046544
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CF177F9699D060393191CB4EC01D1E73FCB2EC6A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CF177F9699D060393191CB4EC01D1E73FCB2EC6A
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03583342018319esxblhz
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.110.12.223
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTm008:36:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813978797
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Pros of Northern Indiana LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023598 State Road 2 Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0South Bend
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046619
ReturnHeader/PreparerPersonGrp/PhoneNum05744042713
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rosemarie L Apple
ReturnHeader/ReturnTs02018-11-15T08:34:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,360
Liabilities
$0
Net assets
$29,360
Revenue
$104,604
Expenses
$97,561
Net income
$7,043
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