Civic Intelligence

Amalgamated Transit Union Loc 1741

990EZ • Fiscal year 2022 • EIN 35-2093996

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

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

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Net Margin

90th percentile

33%

Higher net margin than 90% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Top Officer Pay

54th percentile

$2,400

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Asset Growth

77th percentile

12%

Faster asset growth than 77% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

55th percentile

2.8%

Faster revenue growth than 55% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$164,393

Up $17,229 (+12%) from 2021

Net Assets

Up

$163,897

Up $17,065 (+12%) from 2021

Liabilities

Up

$500

Up $168 (+51%) from 2021

Revenue

Up

$51,815

Up $1,435 (+2.8%) from 2021

Expenses

Down

$34,750

Down $7,431 (-18%) from 2021

Net Income

Up

$17,065

Up $8,866 (+108%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$164,393
Liabilities$500
Net Assets$163,897

Operations Trend

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

2022

Revenue$51,815
Expenses$34,750
Net Income$17,065
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$51,815
Mission and Program Overview

Mission

local of labor union

Program Services

DescriptionGrantsExpenses
labor union for workers in transportation industry--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Herbert SleminPresidentPT$2,400-$2,400
Lyle JohnstonV Pres-$1,800-$1,800
Dora TrippettFinancial SecretaryPT$1,650-$1,650
Patrick WilsonTreasurer-$1,500-$1,500
Cathy LewisRecording Secretary-$1,200-$1,200
Harry McVayStewardPT$900-$900
Matthew CornsSteward-$800-$800
Gregory SmithSteward-$400-$400
Filing and Contact Details

Filer

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

Signing Officer

Name
Dora Trippett
Title
financial secretary
Phone
7653394853
Signed
2023-11-14
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

Other Revenue Part I Line 8

Interest Earned $15

Form 990EZ Part I Line 10-payment to affiliates

Amalgamated Transit Union Per capita dues $12139

Form 990EZ Part I Line 16-Other Expenses

Supplies $1240 Payroll Tax $932 bank charges $299 Lost Time employer reimb $5308 Conference Exp $2237 NIALF Exp$210

Form 990EZ Part II Line 26-other liabilities

witheld payroll taxes $500

Raw XML Appendix127 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/PersonNm0Dora Trippett
IRS990EZ/BooksInCareOfDetail/PhoneNum07653394853
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 254
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAFAYETTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd047902
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0147164
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0164393
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017065
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01680
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0147164
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0164393
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012139
IRS990EZ/GrossReceiptsAmt051815
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt051800
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0146832
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0163897
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0146832
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0163893
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01650
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt22400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt3900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt4800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt51800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt6400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt71500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dora Trippett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cathy Lewis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Herbert Slemin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Harry McVay
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Matthew Corns
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lyle Johnston
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Gregory Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Patrick Wilson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0financial Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3steward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4steward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5V Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6steward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010226
IRS990EZ/OtherRevenueTotalAmt015
IRS990EZ/PrimaryExemptPurposeTxt0local of labor union
IRS990EZ/PrintingPublicationsPostageAmt055
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0labor union for workers in transportation industry
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt010650
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0332
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0500
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034750
IRS990EZ/TotalRevenueAmt051815
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/ExplanationTxt0Interest Earned $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Amalgamated Transit Union Per capita dues $12139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies $1240 Payroll Tax $932 bank charges $299 Lost Time employer reimb $5308 Conference Exp $2237 NIALF Exp$210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3witheld payroll taxes $500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue Part I Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ Part I Line 10-payment to affiliates
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ Part I Line 16-Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ Part II Line 26-other liabilities
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dora Trippett
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0financial secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum07653394853
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Amalgamated Transit Union Loc 1741
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0352093996
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 254
ReturnHeader/Filer/USAddress/CityNm0LAFAYETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047902
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diana L Isbell
ReturnHeader/ReturnTs02023-11-14T09:30:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Dora
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Trippett
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)5 • <$500k nonprofits