Civic Intelligence

Amalgamated Transit Union Local 996

990EZ • Fiscal year 2020 • EIN 35-0845617

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 04, 2021

Organization Profile
PO Box 4465South Bend, IN 46634-4465

(574) 621-8745

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.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

0.00x

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

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Net Margin

18th percentile

-5.7%

Higher net margin than 18% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Asset Growth

7th percentile

-24%

Faster asset growth than 7% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-18%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$14,146

Down $4,509 (-24%) from 2019

Net Assets

Down

$14,146

Down $4,509 (-24%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin18th percentile

Revenue

Down

$79,244

Down $16,924 (-18%) from 2019

Expenses

Down

$83,753

Down $20,672 (-20%) from 2019

Net Income

Up

-$4,509

Up $3,748 (+45%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2020

Assets$14,146
Liabilities$0
Net Assets$14,146
Open 2020 Filing

Operations Trend

Revenue Growth22nd 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

2020

Revenue$79,244
Expenses$83,753
Net Income-$4,509
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 4, 2021
Return Version
2020v4.1
Gross Receipts
$79,244
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 Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORETTA SANDERSStewart-$0--
KIM HORVATHRecording Secretary-$0--
RICHARD SOBCZAKTreasurerPT$0--
ANTHONY GARRETTStewart-$0--
MICHAEL BATESStewart-$0--
SHARDAY HURD BATESVice President-$0--
STEVE REDMANPresident-$0--
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 996
EIN
35-0845617
Address
PO BOX 4465, SOUTH BEND, IN 46634-4465

Signing Officer

Name
Richard Sobczok
Title
Treasurer
Phone
5746218745
Signed
2021-11-04
Discuss with paid preparer
Yes

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 expenses Part I line 16

“Description amountdepreciation from 4562 88”

Description of other assets Part II line 24

“Category beginning of year end of yearcomputer 88 0”

Raw XML Appendix134 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/BenefitsPaidToOrForMembersAmt020463
IRS990EZ/BooksInCareOfDetail/PersonNm0RICHARD SOBCZAK
IRS990EZ/BooksInCareOfDetail/PhoneNum05746218745
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01345 NORTHSIDE BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTH BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046615
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018567
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014146
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4509
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01000
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018655
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014146
IRS990EZ/GrossReceiptsAmt079244
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0629
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt078615
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018655
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014146
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018655
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014146
IRS990EZ/OccupancyRentUtltsAndMaintAmt011646
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LORETTA SANDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIM HORVATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD SOBCZAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANTHONY GARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL BATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHARDAY HURD BATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEVE REDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt088
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt088
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt050556
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt083753
IRS990EZ/TotalRevenueAmt079244
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTDEPRECIATION FROM 4562 88
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARCOMPUTER 88 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD SOBCZOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05746218745
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION LOCAL 996
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0350845617
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4465
ReturnHeader/Filer/USAddress/CityNm0SOUTH BEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0466344465
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0818978797
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/PreparationDt02021-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rosemarie L Apple
ReturnHeader/ReturnTs02021-11-04T12:52:33-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SOBCZOK
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,146
Liabilities
$0
Net assets
$14,146
Revenue
$79,244
Expenses
$83,753
Net income
-$4,509
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