Civic Intelligence

Amalgamated Transit Union Loc 1741

990EZ • Fiscal year 2017 • EIN 35-2093996

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

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

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

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

Net Margin

71st percentile

13%

Higher net margin than 71% of similar nonprofits.

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

Top Officer Pay

56th percentile

$2,200

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

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

Asset Growth

84th percentile

23%

Faster asset growth than 84% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

34th percentile

-3.1%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$86,732

Up $16,260 (+23%) from 2016

Net Assets

Up

$86,515

Up $16,870 (+24%) from 2016

Liabilities

Down

$217

Down $610 (-74%) from 2016

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin71st percentile

Revenue

Down

$64,413

Down $2,030 (-3.1%) from 2016

Expenses

Down

$55,909

Down $462 (-0.8%) from 2016

Net Income

Down

$8,504

Down $1,568 (-16%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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: $86,5152017Assets 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

2017

Assets$86,732
Liabilities$217
Net Assets$86,515
Open 2017 Filing

Operations Trend

Revenue Growth34th percentile

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

2017

Revenue$64,413
Expenses$55,909
Net Income$8,504
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Gross Receipts
$64,413
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 Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bonnie YostPresidentPT$2,200-$2,200
Tim BisnerV PresidentPT$1,800-$1,800
Mark ZerbesFinanical SecretaryPT$1,500-$1,500
Rosetta HillardSteward-$1,200-$1,200
Lyle JohnstonSteward-$1,200-$1,200
Dora TrippettSteward-$900-$900
Cathy LewisSteward-$700-$700
Herbert SleminSteward-$600-$600
Debria WebsterSteward-$300-$300
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
2018-05-14
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 $20740 NWC labor Councial Per capita dues $235”

Form 990EZ Part I Line 16-Other Expenses

“Supplies $702 Payroll Tax $963 bank charges $120 Other Expense $ Lost Time employer reimb $14444 Donations $500 Fees $790 Conferences/Events/Travel $4549”

Form 990EZ Part II Line 26-other liabilities

“withheld p[ayroll taxes $217”

Raw XML Appendix120 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/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/BOYAmt070472
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt086732
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08504
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01340
IRS990EZ/Form990TotalAssetsGrp/BOYAmt070472
IRS990EZ/Form990TotalAssetsGrp/EOYAmt086732
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020975
IRS990EZ/GrossReceiptsAmt064413
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt064410
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt069645
IRS990EZ/NetAssetsOrFundBalancesEOYAmt078149
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt069645
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt086515
IRS990EZ/OccupancyRentUtltsAndMaintAmt0350
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt0900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1700
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt21800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt41200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt51200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt6600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt72200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt8300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dora Trippett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cathy Lewis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tim Bisner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mark Zerbes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Rosetta Hillard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lyle Johnston
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Herbert Slemin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Bonnie Yost
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Debria Webster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0steward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1steward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2v president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3finanical secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4steward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5steward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6steward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8steward
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022068
IRS990EZ/PrimaryExemptPurposeTxt0local of labor union
IRS990EZ/PrintingPublicationsPostageAmt0176
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0labor union for workers in transportation industry
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt011000
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0827
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0217
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055909
IRS990EZ/TotalRevenueAmt064413
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Amalgamated Transit Union Per capita dues $20740 NWC labor Councial Per capita dues $235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies $702 Payroll Tax $963 bank charges $120 Other Expense $ Lost Time employer reimb $14444 Donations $500 Fees $790 Conferences/Events/Travel $4549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2withheld p[ayroll taxes $217
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mark Zerbes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0financial secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
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
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D412F0A5279DCEAD36092435BC5C0EB37D2D7532
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/PreparationDt02018-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diana L Isbell
ReturnHeader/ReturnTs02018-05-14T20:20:22-04:00
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
$86,732
Liabilities
$217
Net assets
$86,515
Revenue
$64,413
Expenses
$55,909
Net income
$8,504
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$0.87$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