Civic Intelligence

Amalgamated Transit Union Local 996

990EZ • Fiscal year 2023 • EIN 35-0845617

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

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

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

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

Asset Growth

11th percentile

-22%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

6th percentile

-32%

Faster revenue growth than 6% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$21,273

Down $5,869 (-22%) from 2022

Net Assets

Down

$21,273

Down $5,869 (-22%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin22nd percentile

Revenue

Down

$55,029

Down $25,355 (-32%) from 2022

Expenses

Down

$60,898

Down $9,920 (-14%) from 2022

Net Income

Down

-$5,869

Down $15,435 (-161%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2023

Assets$21,273
Liabilities$0
Net Assets$21,273
Open 2023 Filing

Operations Trend

Revenue Growth6th 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

2023

Revenue$55,029
Expenses$60,898
Net Income-$5,869
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$55,029
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 Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID HOOVERStewart-$0--
KIM HORVATHTreasurer-$0--
RICHARD SOBCZAKTreasurerPT$0--
ANTHONY GARRETTStewart-$0--
MICHAEL BATESStewart-$0--
SHARDAY BATESPresident-$0--
KEVIN EDWARDSPresidentPT$0--
RICK FLANNERYStewart-$0--
ROYAL TALLMANVice President-$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
Kim Hrvath
Title
Treasurer
Phone
5746218745
Signed
2024-11-15
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
Raw XML Appendix133 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/BooksInCareOfDetail/USAddress/CityNm0SOUTH BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
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IRS990EZ/MembershipDuesAmt053979
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt021273
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021273
IRS990EZ/OccupancyRentUtltsAndMaintAmt010115
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID HOOVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIM HORVATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD SOBCZAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANTHONY GARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL BATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHARDAY BATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KEVIN EDWARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RICK FLANNERY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
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
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060898
IRS990EZ/TotalRevenueAmt055029
IRS990EZ/TransactionWithControlEntInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
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ReturnHeader/BusinessOfficerGrp/PhoneNum05746218745
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0350845617
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ReturnHeader/Filer/USAddress/CityNm0SOUTH BEND
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ReturnHeader/Filer/USAddress/ZIPCd0466344465
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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ReturnHeader/PreparerPersonGrp/PhoneNum05744042713
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rosemarie L Apple
ReturnHeader/ReturnTs02024-11-15T21:05:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$21,273
Liabilities
$0
Net assets
$21,273
Revenue
$55,029
Expenses
$60,898
Net income
-$5,869
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