Civic Intelligence

Amalgamated Transit Union 26 Atu

990 • Fiscal year 2016 • EIN 38-0294687

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

716 LotropDetroit, MI 48202

(313) 873-5541

Siviq Scores

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

Liabilities / Assets

95th percentile

0.37x

Higher debt load relative to assets than 95% of similar nonprofits.

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

Liabilities / Revenue

87th percentile

0.09x

Higher debt load relative to revenue than 87% of similar nonprofits.

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

Net Margin

60th percentile

6.9%

Higher net margin than 60% of similar nonprofits.

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

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

90th percentile

36%

Faster asset growth than 90% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

89th percentile

24%

Faster revenue growth than 89% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$108,919

Up $28,913 (+36%) from 2015

Net Assets

Up

$68,096

Up $31,225 (+85%) from 2015

Liabilities

Down

$40,823

Down $2,312 (-5.4%) from 2015

Revenue

Up

$455,300

Up $88,657 (+24%) from 2015

Expenses

Up

$424,075

Up $15,033 (+3.7%) from 2015

Net Income

Up

$31,225

Up $73,624 (+174%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0-$100KAssets 2010: $194,412Liabilities 2010: $1,243Net Assets 2010: $193,1692010Assets 2011: $216,944Liabilities 2011: $1,023Net Assets 2011: $215,9212011Assets 2012: $148,263Liabilities 2012: $929Net Assets 2012: $147,3342012Assets 2013: $135,858Liabilities 2013: $566Net Assets 2013: $135,2922013Assets 2014: $80,060Liabilities 2014: $790Net Assets 2014: $79,2702014Assets 2015: $80,006Liabilities 2015: $43,135Net Assets 2015: $36,8712015Assets 2016: $108,919Liabilities 2016: $40,823Net Assets 2016: $68,0962016Assets 2017: $160,548Liabilities 2017: $39,324Net Assets 2017: $121,2242017Assets 2018: $105,499Liabilities 2018: $52,159Net Assets 2018: $53,3402018Assets 2019: $87,469Liabilities 2019: $3,469Net Assets 2019: $84,0002019Assets 2020: $132,173Liabilities 2020: -$417Net Assets 2020: $132,5902020Assets 2021: $76,927Liabilities 2021: $721Net Assets 2021: $76,2062021Assets 2022: $105,775Liabilities 2022: $6,596Net Assets 2022: $99,1792022Assets 2023: $171,516Liabilities 2023: $10,217Net Assets 2023: $161,2992023Assets 2024: $267,115Liabilities 2024: $22,277Net Assets 2024: $244,8382024

Highlighted filing

2016

Assets$108,919
Liabilities$40,823
Net Assets$68,096

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $489,1612010Expenses 2011: $532,5722011Expenses 2012: $524,5542012Revenue 2013: $446,067Expenses 2013: $451,422Net Income 2013: -$5,3552013Revenue 2014: $337,201Expenses 2014: $386,398Net Income 2014: -$49,1972014Revenue 2015: $366,643Expenses 2015: $409,042Net Income 2015: -$42,3992015Revenue 2016: $455,300Expenses 2016: $424,075Net Income 2016: $31,2252016Revenue 2017: $517,443Expenses 2017: $464,314Net Income 2017: $53,1292017Revenue 2018: $528,360Expenses 2018: $556,771Net Income 2018: -$28,4112018Revenue 2019: $448,524Expenses 2019: $468,114Net Income 2019: -$19,5902019Revenue 2020: $461,206Expenses 2020: $442,150Net Income 2020: $19,0562020Revenue 2021: $401,063Expenses 2021: $457,447Net Income 2021: -$56,3842021Revenue 2022: $451,816Expenses 2022: $426,743Net Income 2022: $25,0732022Revenue 2023: $489,710Expenses 2023: $432,989Net Income 2023: $56,7212023Revenue 2024: $597,207Expenses 2024: $513,667Net Income 2024: $83,5402024

Highlighted filing

2016

Revenue$455,300
Expenses$424,075
Net Income$31,225
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 1, 2017
Return Version
2016v3.0
Gross Receipts
$455,300
Mission and Program Overview

Mission

To organize all bus drivers to secure just compensation for their services.

To organize all bus drivers to secure just compensation for their services, equitable settlements of their grievances, and promote reasonble working conditions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$60,379$60,379→ $0
Cash and Non-Interest-Bearing Accounts$18,803$47,716▲ $28,913
Land, Buildings, and Equipment, Net$824$824→ $0
Total Assets$80,006$108,919▲ $28,913
Liabilities
Accounts Payable and Accrued Expenses$43,135$40,823▼ $2,312
Total Liabilities$43,135$40,823▼ $2,312
Net Assets / Fund Balance
Unrestricted Net Assets$36,871$68,096▲ $31,225
Total Net Assets Fund Balance$36,871$68,096▲ $31,225
Total Liabilities and Net Assets / Fund Balance$80,006$108,919▲ $28,913

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$824$54,056-
Leasehold Improvements-$2,500-
Other Securities$60,379--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Fred WestbrookPresident
Perri Lile-barrettFinancial Se
Joann MurrayRecording Se
Glenn TolbertVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$435,867
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$19,433
Change in Net Assets
$31,225

Audited Revenue Reconciliation

Revenue per Audited Statements
$455,300
Total Revenue per Audited Statements
$455,300
Total Revenue per Form 990
$455,300
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$376,485
Salaries, Compensation, and Employee Benefits$47,590
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal---$38,885
Other Salaries and Wages---$38,409
Occupancy---$33,250
Insurance---$26,734
Office Expenses---$26,191
Travel---$11,748
Fees for Services Accounting---$11,196
Conferences and Meetings---$6,581
Other Employee Benefits---$5,348
Fees for Services Lobbying---$4,751
All Other Expenses---$4,737
Payroll Taxes---$3,833
Other Expenses---$3,610
Advertising---$250
Interest---$31
Total Functional Expenses$0$0$0$424,075

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$424,075
Total Expenses per Audited Statements$424,075
Total Expenses per Form 990$424,075
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
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

MEMBERS

Form 990, Page 6, Part VI, Line 7A

Members elect the governing body

Form 990, Page 6, Part VI, Line 7B

Certain board actions require approval by members

Form 990, Page 6, Part VI, Line 8B

No committees act on the behalf of the governing body

Form 990, Page 6, Part VI, Line 11B

The board reviews form 990 before filing

Form 990, Page 6, Part VI, Line 19

Information provided upon request

Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 26
EIN
38-0294687
Phone
3138735541
Address
716 LOTROP, DETROIT, MI 48202

Signing Officer

Name
Perri Lile-barrett
Title
Financial Secretary
Phone
3138735541
Signed
2017-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Perri Lile-barrett
Formed
1893
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
0
Employees
21

Preparer

Firm
Master Tax Service of Michigan
Address
33413 SCHOOLCRAFT RD, LIVONIA, MI 48150-1501
Preparer
Rosemary Grand
Phone
7342371506
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

To organize all bus drivers to secure just compensation for their services,

Form 990, Page 12, Part XII, Line 2C

The audit committee consists of all board members

Raw XML Appendix331 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INFORMATION PROVIDED UPON REQUEST
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0435867
IRS990/TotalEmployeeCnt021
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0424075
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt043135
IRS990/TotalLiabilitiesEOYAmt040823
IRS990/TotalLiabilitiesGrp/BOYAmt043135
IRS990/TotalLiabilitiesGrp/EOYAmt040823
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt036871
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt068096
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt019433
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0455300
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt080006
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0108919
IRS990/TransactionWithControlEntInd0true
IRS990/TravelGrp/TotalAmt011748
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt036871
IRS990/UnrestrictedNetAssetsGrp/EOYAmt068096
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0716 LOTHROP
IRS990/USAddress/CityNm0DETROIT
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048202
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PERRI LILE-BARRETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03138735541
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION LOCAL 26
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0380294687
ReturnHeader/Filer/PhoneNum03138735541
ReturnHeader/Filer/USAddress/AddressLine1Txt0716 LOTROP
ReturnHeader/Filer/USAddress/CityNm0DETROIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId032BFC3B4E56EEDA548D42C7914318640741A10C2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03C55BDE8F5BB5030E2F9B5B1332D0CCBD14F63D3
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MASTER TAX SERVICE OF MICHIGAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt033413 SCHOOLCRAFT RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIVONIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0481501501
ReturnHeader/PreparerPersonGrp/PhoneNum07342371506
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROSEMARY GRAND
ReturnHeader/ReturnTs02017-05-01T16:20:25-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.22$2.45$5.97$5.14$0.84
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.10$1.61$4.90$4.33$0.57
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.07$0.99$4.52$4.27$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.01$0.76$4.01$4.57$0.56
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.33$4.61$4.42$0.19
2019Summary only. Only limited summary data is available for this year.$0.87$0.03$0.84$4.49$4.68$0.20
2018Summary only. Only limited summary data is available for this year.$1.05$0.52$0.53$5.28$5.57$0.28
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.39$1.21$5.17$4.64$0.53
2016Detailed filing. Detailed filing data is available for this year.$1.09$0.41$0.68$4.55$4.24$0.31
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.80$0.43$0.37$3.67$4.09$0.42
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.01$0.79$3.37$3.86$0.49
2013Detailed filing. Detailed filing data is available for this year.$1.36$0.01$1.35$4.46$4.51$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.01$1.47$5.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.01$2.16$5.33
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.01$1.93$4.89
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)5 • <$500k nonprofits