Civic Intelligence

Amalgamated Transit Union #308

990 • Fiscal year 2016 • EIN 36-0721805

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 23, 2017

Organization ProfileN/A
11204 S Western AvenueChicago, IL 60643

(312) 782-4666

Siviq Scores

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

Liabilities / Assets

91st percentile

0.40x

Higher debt load relative to assets than 91% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

0.17x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Net Margin

50th percentile

5.1%

Higher net margin than 50% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

83rd percentile

20%

Faster asset growth than 83% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

72nd percentile

8.8%

Faster revenue growth than 72% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$1,362,655

Up $222,601 (+20%) from 2015

Net Assets

Up

$823,555

Up $167,431 (+26%) from 2015

Liabilities

Up

$539,100

Up $55,170 (+11%) from 2015

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin50th percentile

Revenue

Up

$3,251,428

Up $264,280 (+8.8%) from 2015

Expenses

Down

$3,083,997

Down $160,618 (-5.0%) from 2015

Net Income

Up

$167,431

Up $424,898 (+165%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $692,418Liabilities 2010: $245,472Net Assets 2010: $446,9462010Assets 2011: $742,961Liabilities 2011: $263,676Net Assets 2011: $479,2852011Assets 2012: $818,493Liabilities 2012: $408,736Net Assets 2012: $409,7572012Assets 2013: $1,199,376Liabilities 2013: $503,710Net Assets 2013: $695,6662013Assets 2014: $1,426,174Liabilities 2014: $512,583Net Assets 2014: $913,5912014Assets 2015: $1,140,054Liabilities 2015: $483,930Net Assets 2015: $656,1242015Assets 2016: $1,362,655Liabilities 2016: $539,100Net Assets 2016: $823,5552016Assets 2017: $1,290,813Liabilities 2017: $533,447Net Assets 2017: $757,3662017Assets 2018: $849,062Liabilities 2018: $538,085Net Assets 2018: $310,9772018Assets 2019: $872,944Liabilities 2019: $473,846Net Assets 2019: $399,0982019Assets 2020: $1,017,548Liabilities 2020: $460,293Net Assets 2020: $557,2552020Assets 2021: $1,318,038Liabilities 2021: $650,823Net Assets 2021: $667,2152021Assets 2022: $1,147,984Liabilities 2022: $475,182Net Assets 2022: $672,8022022Assets 2023: $909,929Liabilities 2023: $425,079Net Assets 2023: $484,8502023Assets 2024: $1,188,483Liabilities 2024: $434,584Net Assets 2024: $753,8992024

Highlighted filing

2016

Assets$1,362,655
Liabilities$539,100
Net Assets$823,555
Open 2016 Filing

Operations Trend

Revenue Growth72nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,919,6632010Expenses 2011: $2,087,0042011Expenses 2012: $2,077,9052012Revenue 2013: $2,646,675Expenses 2013: $2,360,766Net Income 2013: $285,9092013Revenue 2014: $2,864,662Expenses 2014: $2,646,737Net Income 2014: $217,9252014Revenue 2015: $2,987,148Expenses 2015: $3,244,615Net Income 2015: -$257,4672015Revenue 2016: $3,251,428Expenses 2016: $3,083,997Net Income 2016: $167,4312016Revenue 2017: $2,830,425Expenses 2017: $2,896,614Net Income 2017: -$66,1892017Revenue 2018: $2,969,433Expenses 2018: $3,415,822Net Income 2018: -$446,3892018Revenue 2019: $2,733,649Expenses 2019: $2,646,866Net Income 2019: $86,7832019Revenue 2020: $2,711,540Expenses 2020: $2,553,383Net Income 2020: $158,1572020Revenue 2021: $2,612,703Expenses 2021: $2,502,743Net Income 2021: $109,9602021Revenue 2022: $2,582,418Expenses 2022: $2,576,831Net Income 2022: $5,5872022Revenue 2023: $2,487,121Expenses 2023: $2,675,073Net Income 2023: -$187,9522023Revenue 2024: $3,050,013Expenses 2024: $2,780,964Net Income 2024: $269,0492024

Highlighted filing

2016

Revenue$3,251,428
Expenses$3,083,997
Net Income$167,431
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 23, 2017
Return Version
2016v3.0
Gross Receipts
$3,251,428
Mission and Program Overview

Mission

To improve working conditions for its members and provide other ancillary benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$656,124$823,555▲ $167,431
Land, Buildings, and Equipment, Net$11,477$649,023▲ $637,546
Cash and Non-Interest-Bearing Accounts$740,061$438,055▼ $302,006
Savings and Temporary Cash Investments$357,403$274,777▼ $82,626
Prepaid Expenses and Deferred Charges$3,802--
Accounts Receivable$27,311$800▼ $26,511
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,140,054$1,362,655▲ $222,601
Liabilities
Other Liabilities$10,896$497,121▲ $486,225
Deferred Revenue$198,868--
Accounts Payable and Accrued Expenses$274,166$30,135▼ $244,031
Mortgage Notes Payable Secured by Investment Property-$11,844-
Total Liabilities$483,930$539,100▲ $55,170
Net Assets / Fund Balance
Total Net Assets Fund Balance$656,124$823,555▲ $167,431
Total Liabilities and Net Assets / Fund Balance$1,140,054$1,362,655▲ $222,601

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$503,175-$503,175
Other Land Buildings$20,848$175,996$196,844
Land$125,000-$125,000
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Kenneth FranklinPresidentFT$130,321$130,321
Kim MitchellSecretary and TreasurerFT$123,941$123,941
Charlie Peacock1st Vice PresidentFT$123,407$123,407
Mark Weems2nd Vice PresidentFT$87,691$87,691
Darwin WalkerAssistant Secretary and TrPT$60,108$60,108
Anthony MackBoard MemberPT$37,452$37,452
Pennie MccoachBoard MemberPT$35,981$35,981
Elmondo PassmoreBoard MemberPT$34,310$34,310
Dana WilliamsBoard MemberPT$29,868$29,868
Denise PriceBoard MemberPT$29,122$29,122
Reginald MccallBoard MemberPT$28,528$28,528
Andre HuffBoard MemberPT$25,357$25,357
Ruth ColemanBoard MemberPT$22,038$22,038
Anthony JonesBoard MemberPT$20,337$20,337
Gilbert ArzuagaBoard MemberPT$19,312$19,312
Maurice BookerBoard MemberPT$10,432$10,432

Highest Paid Contractors

ContractorServicesLocationCompensation
Law Offices Jacobs Burns Orlove & HernLegal150 N MICHIGAN AVE STE 1000, Chicago, IL 60601$443,180
Revenue and Support

Revenue Composition

Contributions and Grants
$2,759,980
Program Service Revenue
$0
Investment Income
$706
Other Revenue
$490,742
Change in Net Assets
$167,431

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,814,799
Revenue Not Reported on Financial Statements
$436,629
Revenue Not Reported on Form 990
$26,604
Other Revenue Adjustments
$436,629
Total Revenue per Audited Statements
$2,841,403
Total Revenue per Form 990
$3,251,428
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,411,712
Salaries, Compensation, and Employee Benefits$1,250,481
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,129,201
Benefits to Members---$421,804
Fees for Services Legal---$250,109
Occupancy---$166,115
Payroll Taxes---$90,412
Conferences and Meetings---$88,611
Office Expenses---$45,855
Fees for Services Accounting---$39,125
All Other Expenses---$37,242
Other Employee Benefits---$30,868
Insurance---$22,680
Other Expenses---$19,086
Travel---$11,299
Depreciation Depletion---$9,338
Interest---$8,795
Fees for Services Lobbying---$1,126
Total Functional Expenses$0$0$0$3,083,997

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,083,997
Total Expenses per Audited Statements$3,083,997
Total Expenses per Form 990$3,083,997
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Mortgage Note Payable$484,156
Due to Affiliated Credit Unions and Cta Pension Fund$12,965
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The return is sent to one of the officers, who then reviews and signs it.”

Form 990, Part VI, Section B, line 15

“Officers and board members salaries are reviewed on a regular basis by the board of directors, as well as the union, and are subject to approval of union membership.”

Form 990, Part VI, Section C, line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
AMALGAMATED TRANSIT UNION #308
EIN
36-0721805
Phone
3127824666
Address
11204 S WESTERN AVENUE, CHICAGO, IL 60643

Signing Officer

Name
Kim Mitchell
Title
Secretary and Treasurer
Phone
3127824666
Signed
2017-08-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Mitchell
Formed
1902
Legal Domicile
Il
Voting Board Members
16
Independent Board Members
0
Employees
88
Volunteers
0

Preparer

Firm
Wipfli LLP
Address
625 N North Court Suite 200, Palatine, IL 60067
Preparer
Michael W Zuckerman
Phone
8473581170
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“The organization is treated as a tax-exempt corporation as permitted by section 501(c)(5) of the internal revenue code. The organization believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements.”

Part XI, Line 2D - Other Adjustments:

“Net assets released from restriction 26,604.”

Part XI, Line 4B - Other Adjustments:

“section 481 adjust,ment 436,629.”

Raw XML AppendixShowing 400 of 436 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0274166
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt030135
IRS990/AccountsReceivableGrp/BOYAmt027311
IRS990/AccountsReceivableGrp/EOYAmt0800
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO IMPROVE WORKING CONDITIONS FOR ITS MEMBERS AND PROVIDE OTHER ANCILLARY BENEFITS.
IRS990/AllOtherExpensesGrp/TotalAmt037242
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt0421804
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KIM MITCHELL
IRS990/BooksInCareOfDetail/PhoneNum03127824666
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0205 W WACKER DRIVE 700
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060606
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0740061
IRS990/CashNonInterestBearingGrp/EOYAmt0438055
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt088611
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0443180
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0150 N MICHIGAN AVE STE 1000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd060601
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0LAW OFFICES JACOBS BURNS ORLOVE & HERN
IRS990/ContractorCompensationGrp/ServicesDesc0LEGAL
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0421804
IRS990/CYContributionsGrantsAmt02759980
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0706
IRS990/CYOtherExpensesAmt01411712
IRS990/CYOtherRevenueAmt0490742
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0167431
IRS990/CYSalariesCompEmpBnftPaidAmt01250481
IRS990/CYTotalExpensesAmt03083997
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03251428
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0198868
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt09338
IRS990/Desc0the union provided legal support for various ongoing grievance matters between the employer (cta) and employees (union members). in addition the union negotiates various contractual issues which occur on an ongoing basis with the CTA, and other related parties.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt088
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt039125
IRS990/FeesForServicesLegalGrp/TotalAmt0250109
IRS990/FeesForServicesLobbyingGrp/TotalAmt01126
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt125.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt135.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt145.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt155.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0KENNETH FRANKLIN
IRS990/Form990PartVIISectionAGrp/PersonNm1CHARLIE PEACOCK
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK WEEMS
IRS990/Form990PartVIISectionAGrp/PersonNm3KIM MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm4DARWIN WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm5RUTH COLEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6ANTHONY JONES
IRS990/Form990PartVIISectionAGrp/PersonNm7PENNIE MCCOACH
IRS990/Form990PartVIISectionAGrp/PersonNm8GILBERT ARZUAGA
IRS990/Form990PartVIISectionAGrp/PersonNm9DANA WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm10DENISE PRICE
IRS990/Form990PartVIISectionAGrp/PersonNm11ELMONDO PASSMORE
IRS990/Form990PartVIISectionAGrp/PersonNm12REGINALD MCCALL
IRS990/Form990PartVIISectionAGrp/PersonNm13ANTHONY MACK
IRS990/Form990PartVIISectionAGrp/PersonNm14ANDRE HUFF
IRS990/Form990PartVIISectionAGrp/PersonNm15MAURICE BOOKER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0130321
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1123407
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt287691
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3123941
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt460108
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt522038
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt620337
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt735981
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt819312
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt929868
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1029122
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1134310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1228528
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1337452
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1425357
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1510432
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11ST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22ND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY AND TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4ASSISTANT SECRETARY AND TR
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01902
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03251428
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt022680
IRS990/InterestGrp/TotalAmt08795
IRS990/InvestmentIncomeGrp/ExclusionAmt0706
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0706
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt027
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0175996
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011477
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0649023
IRS990/LandBldgEquipCostOrOtherBssAmt0825019
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt02759980
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO IMPROVE WORKING CONDITIONS FOR ITS MEMBERS AND PROVIDE OTHER ANCILLARY BENEFITS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt011844
IRS990/NetAssetsOrFundBalancesBOYAmt0656124
IRS990/NetAssetsOrFundBalancesEOYAmt0823555
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0166115
IRS990/OfficeExpensesGrp/TotalAmt045855
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt030868
IRS990/OtherExpensesGrp/Desc0PER CAPITA TAXES
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3REPAIRS
IRS990/OtherExpensesGrp/TotalAmt0659618
IRS990/OtherExpensesGrp/TotalAmt128242
IRS990/OtherExpensesGrp/TotalAmt224471
IRS990/OtherExpensesGrp/TotalAmt319086
IRS990/OtherLiabilitiesGrp/BOYAmt010896
IRS990/OtherLiabilitiesGrp/EOYAmt0497121
IRS990/OtherOrganizationDsc0UNION
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0section 481 income
IRS990/OtherRevenueMiscGrp/Desc1EXPENSE REIMB & MISC I
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0436629
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt154113
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0436629
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt154113
IRS990/OtherRevenueTotalAmt0490742
IRS990/OtherSalariesAndWagesGrp/TotalAmt01129201
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt090412
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03802
IRS990/PrincipalOfficerNm0KIM MITCHELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0the union provided funeral benefits to members meeting the benefit criteria.
IRS990/ProgSrvcAccomActy3Grp/Desc0the union supported recreational activies of its members such as the CTA softball and baskeball leagues which they participate in.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0745397
IRS990/PYContributionsGrantsAmt02977247
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0685
IRS990/PYOtherExpensesAmt01180039
IRS990/PYOtherRevenueAmt09216
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-257467
IRS990/PYSalariesCompEmpBnftPaidAmt01319179
IRS990/PYTotalExpensesAmt03244615
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02987148
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0167431
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0656124
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0823555
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0357403
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0274777
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt02496400
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0503175
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0503175
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03083997
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0125000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0125000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt020848
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0175996
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0196844
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012965
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1484156
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATED CREDIT UNIONS AND CTA PENSION FUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1MORTGAGE NOTE PAYABLE
IRS990ScheduleD/OtherRevenueAmt026604
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0436629
IRS990ScheduleD/RevenueNotReportedAmt026604
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0436629
IRS990ScheduleD/RevenueSubtotalAmt02814799
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS TREATED AS A TAX-EXEMPT CORPORATION AS PERMITTED BY SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1NET ASSETS RELEASED FROM RESTRICTION 26,604.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2section 481 adjust,ment 436,629.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0649023
IRS990ScheduleD/TotalExpensesPerForm990Amt03083997
IRS990ScheduleD/TotalLiabilityAmt0497121
IRS990ScheduleD/TotalRevenuePerForm990Amt03251428
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02841403
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03083997
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS SENT TO ONE OF THE OFFICERS, WHO THEN REVIEWS AND SIGNS IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS AND BOARD MEMBERS SALARIES ARE REVIEWED ON A REGULAR BASIS BY THE BOARD OF DIRECTORS, AS WELL AS THE UNION, AND ARE SUBJECT TO APPROVAL OF UNION MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01140054
IRS990/TotalAssetsEOYAmt01362655
IRS990/TotalAssetsGrp/BOYAmt01140054
IRS990/TotalAssetsGrp/EOYAmt01362655
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02759980
IRS990/TotalEmployeeCnt088
IRS990/TotalFunctionalExpensesGrp/TotalAmt03083997
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0483930
IRS990/TotalLiabilitiesEOYAmt0539100
IRS990/TotalLiabilitiesGrp/BOYAmt0483930
IRS990/TotalLiabilitiesGrp/EOYAmt0539100
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0656124
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0823555
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt0818205
IRS990/TotalRevenueGrp/ExclusionAmt0706
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0490742
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03251428
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01140054
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01362655
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt011299
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0205 W WACKER DRIVE STE 700
IRS990/USAddress/CityNm0CHICAGO
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060606
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,362,655
Liabilities
$539,100
Net assets
$823,555
Revenue
$3,251,428
Expenses
$3,083,997
Net income
$167,431
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.43$0.75$3.05$2.78$0.27
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.43$0.48$2.49$2.68$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.15$0.48$0.67$2.58$2.58$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.32$0.65$0.67$2.61$2.50$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.46$0.56$2.71$2.55$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.47$0.40$2.73$2.65$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.54$0.31$2.97$3.42$0.45
2017Detailed filing. Detailed filing data is available for this year.$1.29$0.53$0.76$2.83$2.90$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.54$0.82$3.25$3.08$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.14$0.48$0.66$2.99$3.24$0.26
2014Detailed filing. Detailed filing data is available for this year.$1.43$0.51$0.91$2.86$2.65$0.22
2013Detailed filing. Detailed filing data is available for this year.$1.20$0.50$0.70$2.65$2.36$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.41$0.41$2.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.26$0.48$2.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.25$0.45$1.92