Civic Intelligence

Amalgamated Transit Union Loc 1741

990EZ • Fiscal year 2016 • EIN 35-2093996

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization ProfileN/A
PO Box 254Lafayette, IN 47902

(765) 339-4853

Siviq Scores

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

Liabilities / Assets

69th percentile

0.01x

Higher debt load relative to assets than 69% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

69th percentile

0.01x

Higher debt load relative to revenue than 69% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Net Margin

76th percentile

15%

Higher net margin than 76% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

55th percentile

$1,900

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets69th percentile

Assets

$70,472

No earlier filing loaded for comparison.

Net Assets

$69,645

No earlier filing loaded for comparison.

Liabilities

$827

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin76th percentile

Revenue

$66,443

No earlier filing loaded for comparison.

Expenses

$56,371

No earlier filing loaded for comparison.

Net Income

$10,072

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2016: $70,472Liabilities 2016: $827Net Assets 2016: $69,6452016Assets 2017: $86,732Liabilities 2017: $217Net Assets 2017: $78,1492017Assets 2018: $117,578Liabilities 2018: $234Net Assets 2018: $117,3432018Assets 2019: $130,399Liabilities 2019: $246Net Assets 2019: $130,1532019Assets 2020: $138,879Liabilities 2020: $246Net Assets 2020: $138,6342020Assets 2021: $147,164Liabilities 2021: $332Net Assets 2021: $146,8322021Assets 2022: $164,393Liabilities 2022: $500Net Assets 2022: $163,8972022Assets 2023: $170,574Liabilities 2023: $591Net Assets 2023: $169,9832023Assets 2024: $159,240Liabilities 2024: $613Net Assets 2024: $158,6272024

Highlighted filing

2016

Assets$70,472
Liabilities$827
Net Assets$69,645
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2016: $66,443Expenses 2016: $56,371Net Income 2016: $10,0722016Revenue 2017: $64,413Expenses 2017: $55,909Net Income 2017: $8,5042017Revenue 2018: $73,933Expenses 2018: $43,105Net Income 2018: $30,8282018Revenue 2019: $61,179Expenses 2019: $48,370Net Income 2019: $12,8092019Revenue 2020: $54,136Expenses 2020: $45,655Net Income 2020: $8,4812020Revenue 2021: $50,380Expenses 2021: $42,181Net Income 2021: $8,1992021Revenue 2022: $51,815Expenses 2022: $34,750Net Income 2022: $17,0652022Revenue 2023: $59,519Expenses 2023: $53,429Net Income 2023: $6,0902023Revenue 2024: $58,602Expenses 2024: $69,958Net Income 2024: -$11,3562024

Highlighted filing

2016

Revenue$66,443
Expenses$56,371
Net Income$10,072
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$66,443
Mission and Program Overview

Mission

local of labor union

Program Services

DescriptionGrantsExpenses
labor union for workers in transportation industry--
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Herbert SleminSteward-$1,900-$1,900
Debria WebsterFinancial SecretaryPT$1,700-$1,700
Tim BisnerV PresidentPT$1,350-$1,350
John BakerPresidentPT$1,200-$1,200
Rosetta HillardSteward-$1,200-$1,200
Bonnie YostPresidentPT$1,000-$1,000
Lyle JohnstonSteward-$900-$900
Mark ZerbesSteward-$900-$900
Elizabeth BerwickFinancial SecretaryPT$300-$300
Derek StreeterSteward-$300-$300
Lennis HaaseSteward-$200-$200
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Loc 1741
EIN
35-2093996
Phone
7653394853
Address
PO Box 254, LAFAYETTE, IN 47902

Signing Officer

Name
Mark Zerbes
Title
financial secretary
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Diana L Isbell & Co
Address
4826 Tazer Dr Ste B, LAFAYETTE, IN 47905
Preparer
Diana L Isbell
Phone
7654234741
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 10-payment to affiliates

“Amalgamated Transit Union Per capita dues $20,418 NWC labor Councial Per capita dues $230”

Form 990EZ Part I Line 16-Other Expenses

“Supplies $1451 Payroll Tax $3137 Other Expense $949 Lost Time employer reimb $9271 Donations $154 Flowers $ 151 Fees $995 Conferences/Events/Travel $6139”

Form 990EZ Part II Line 26-other liabilities

“withheld payroll taxes $500 Credit cards Payable $327”

Raw XML Appendix136 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/PersonNm0Mark Zerbes
IRS990EZ/BooksInCareOfDetail/PhoneNum07656376010
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 254
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAFAYETTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd047902
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059863
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt070472
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010072
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01639
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059863
IRS990EZ/Form990TotalAssetsGrp/EOYAmt070472
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020648
IRS990EZ/GrossReceiptsAmt066443
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt066443
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059573
IRS990EZ/NetAssetsOrFundBalancesEOYAmt069645
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt059573
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt069645
IRS990EZ/OccupancyRentUtltsAndMaintAmt0300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1300
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt3200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt41200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt5900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt61900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt7300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt81700
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt91000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0John Baker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Elizabeth Berwick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tim Bisner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lennis Haase
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Rosetta Hillard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lyle Johnston
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Herbert Slemin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Derek Streeter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Debria Webster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Bonnie Yost
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Mark Zerbes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1financial secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2v president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3steward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4steward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5steward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6steward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7steward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8financial secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10steward
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022247
IRS990EZ/PrimaryExemptPurposeTxt0local of labor union
IRS990EZ/PrintingPublicationsPostageAmt0587
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0labor union for workers in transportation industry
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt010950
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0290
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0827
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056371
IRS990EZ/TotalRevenueAmt066443
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Amalgamated Transit Union Per capita dues $20,418 NWC labor Councial Per capita dues $230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies $1451 Payroll Tax $3137 Other Expense $949 Lost Time employer reimb $9271 Donations $154 Flowers $ 151 Fees $995 Conferences/Events/Travel $6139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2withheld payroll taxes $500 Credit cards Payable $327
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ Part I Line 10-payment to affiliates
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ Part I Line 16-Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ Part II Line 26-other liabilities
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mark Zerbes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0financial secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Amalgamated Transit Union Loc 1741
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0352093996
ReturnHeader/Filer/PhoneNum07653394853
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 254
ReturnHeader/Filer/USAddress/CityNm0LAFAYETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047902
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D412F0A5279DCEAD36092435BC5C0EB37D2D7532
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03558812017135g001467
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.12.210.190
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352121848
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Diana L Isbell & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04826 Tazer Dr Ste B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAFAYETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047905
ReturnHeader/PreparerPersonGrp/PhoneNum07654234741
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diana L Isbell
ReturnHeader/ReturnTs02017-11-14T14:23:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,472
Liabilities
$827
Net assets
$69,645
Revenue
$66,443
Expenses
$56,371
Net income
$10,072
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.01$1.59$0.59$0.70$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.01$1.70$0.60$0.53$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.01$1.64$0.52$0.35$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.50$0.42$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.54$0.46$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.61$0.48$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.17$0.74$0.43$0.31
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.78$0.64$0.56$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.70$0.01$0.70$0.66$0.56$0.10