Civic Intelligence

Amalgamated Transit Union

990EZ • Fiscal year 2023 • EIN 37-0766791

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 05, 2024

1711 Tompkins DrNormal, IL 61761

(571) 216-4279

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

61st percentile

8.4%

Higher net margin than 61% of similar nonprofits.

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

Top Officer Pay

79th percentile

$12,199

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 13.1% of source-year revenue.

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

Asset Growth

77th percentile

13%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

68th percentile

10%

Faster revenue growth than 68% of similar nonprofits.

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

Assets

Up

$69,739

Up $7,849 (+13%) from 2022

Net Assets

Up

$69,739

Up $7,849 (+13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$93,364

Up $8,741 (+10%) from 2022

Expenses

Down

$85,515

Down $9,551 (-10%) from 2022

Net Income

Up

$7,849

Up $18,292 (+175%) from 2022

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2021: $76,568Liabilities 2021: $4,235Net Assets 2021: $72,3332021Assets 2022: $61,890Liabilities 2022: $0Net Assets 2022: $61,8902022Assets 2023: $69,739Liabilities 2023: $0Net Assets 2023: $69,7392023Assets 2024: $63,430Liabilities 2024: $0Net Assets 2024: $63,4302024Assets 2025: $32,245Liabilities 2025: $0Net Assets 2025: $32,2452025

Highlighted filing

2023

Assets$69,739
Liabilities$0
Net Assets$69,739

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2021: $79,607Expenses 2021: $72,408Net Income 2021: $7,1992021Revenue 2022: $84,623Expenses 2022: $95,066Net Income 2022: -$10,4432022Revenue 2023: $93,364Expenses 2023: $85,515Net Income 2023: $7,8492023Revenue 2024: $95,694Expenses 2024: $102,003Net Income 2024: -$6,3092024Revenue 2025: $101,637Expenses 2025: $132,822Net Income 2025: -$31,1852025

Highlighted filing

2023

Revenue$93,364
Expenses$85,515
Net Income$7,849
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 5, 2024
Return Version
2023v4.0
Gross Receipts
$93,364
Mission and Program Overview

Mission

Labor Union

Program Services

DescriptionGrantsExpenses
Labor Union--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark HodelFinancial SecretaryPT$10,999$1,200$12,199
Thalia KlunickPresidentPT$9,382$1,200$10,582
Callen BoddieVice-PresidentPT$6,756$1,200$7,956
Julie HoltsRecording Secretary-$2,179$1,200$3,379
Mark O'DanielExecutive Board-$343$240$583
Thomas LarsonExecutive Board-$142$240$382
Keith FarrisExecutive Board-$0$240$240
Brett KnisleySteward-$0$160$160
Joan DennisSteward-$0$160$160
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union - Local 752
EIN
37-0766791
Phone
5712164279
Address
1711 Tompkins Dr, Normal, IL 61761

Signing Officer

Name
Mark Hodel
Title
Financial Secretary
Phone
5712164279
Signed
2024-03-05
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Refund of Federal tax because of overpayment.

Form 990-EZ, Part I, Line 10

Per Diem dues paid to the ATU International Office

Form 990-EZ, Part I, Line 16

Member Christmas Party and gifts, Labor Day parade shirts and party, member lapel pins, Food for monthly member meetings, out of town conference expense and bereavement expense

Raw XML Appendix159 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Mark Hodel
IRS990EZ/BooksInCareOfDetail/PhoneNum05712164279
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01711 Tompkins Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Normal
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd061761
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061890
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt069739
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt07849
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01081
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt061890
IRS990EZ/Form990TotalAssetsGrp/EOYAmt069739
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt024909
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt093364
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0459
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt092424
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061890
IRS990EZ/NetAssetsOrFundBalancesEOYAmt069739
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061890
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt069739
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt09382
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt16756
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt210999
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt32179
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt4142
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt6343
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt01200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt11200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt21200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt31200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt4240
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt5240
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt6240
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt7160
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt8160
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Thalia Klunick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Callen Boddie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mark Hodel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Julie Holts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Thomas Larson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Keith Farris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Mark O'Daniel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Brett Knisley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Joan Dennis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Financial Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Executive Board
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Executive Board
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Executive Board
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Steward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Steward
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt028143
IRS990EZ/OtherRevenueTotalAmt0481
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Labor Union
IRS990EZ/PrintingPublicationsPostageAmt01464
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Labor Union
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt029918
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt085515
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt093364
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationOtherDesc0Labor Union
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Refund of Federal tax because of overpayment.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Per Diem dues paid to the ATU International Office
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Member Christmas Party and gifts, Labor Day parade shirts and party, member lapel pins, Food for monthly member meetings, out of town conference expense and bereavement expense
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Mark Hodel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Financial Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum05712164279
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION - LOCAL 752
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0370766791
ReturnHeader/Filer/PhoneNum05712164279
ReturnHeader/Filer/USAddress/AddressLine1Txt01711 Tompkins Dr
ReturnHeader/Filer/USAddress/CityNm0Normal
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061761
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-03-05T19:27:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mark
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hodel
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings