Civic Intelligence

Amalgamated Transit Union 26 Atu

990 • Fiscal year 2022 • EIN 38-0294687

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 03, 2023

716 LothropDetroit, MI 48202

(313) 873-5541

Siviq Scores

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

Liabilities / Assets

85th percentile

0.06x

Higher debt load relative to assets than 85% of similar nonprofits.

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

Liabilities / Revenue

71st percentile

0.01x

Higher debt load relative to revenue than 71% of similar nonprofits.

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

Net Margin

56th percentile

5.5%

Higher net margin than 56% of similar nonprofits.

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

Top Officer Pay

92nd percentile

$42,217

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

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

Asset Growth

93rd percentile

38%

Faster asset growth than 93% of similar nonprofits.

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

Revenue Growth

76th percentile

13%

Faster revenue growth than 76% of similar nonprofits.

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

Assets

Up

$105,775

Up $28,848 (+38%) from 2021

Net Assets

Up

$99,179

Up $22,973 (+30%) from 2021

Liabilities

Up

$6,596

Up $5,875 (+815%) from 2021

Revenue

Up

$451,816

Up $50,753 (+13%) from 2021

Expenses

Down

$426,743

Down $30,704 (-6.7%) from 2021

Net Income

Up

$25,073

Up $81,457 (+144%) from 2021

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

2022

Assets$105,775
Liabilities$6,596
Net Assets$99,179

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

2022

Revenue$451,816
Expenses$426,743
Net Income$25,073
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 3, 2023
Return Version
2022v5.0
Gross Receipts
$451,816
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$67,428$97,377▲ $29,949
Land, Buildings, and Equipment, Net$9,499$8,398▼ $1,101
Total Assets$76,927$105,775▲ $28,848
Liabilities
Other Liabilities-$3,496-
Accounts Payable and Accrued Expenses$721$3,100▲ $2,379
Total Liabilities$721$6,596▲ $5,875
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$76,206$99,179▲ $22,973
Total Net Assets Fund Balance$76,206$99,179▲ $22,973
Total Liabilities and Net Assets / Fund Balance$76,927$105,775▲ $28,848

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,398$208,813-
Equipment-$61,308-
Leasehold Improvements-$2,500-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Perri Lile-barrettFinancial Secretary-treasFT$42,217$42,217
Glenn TolbertPresidentFT$21,801$21,801

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$440,689
Program Service Revenue
$0
Investment Income
$11,247
Other Revenue
$-120
All Other Contributions
$440,689
Change in Net Assets
$25,073

Audited Revenue Reconciliation

Revenue per Audited Statements
$451,816
Total Revenue per Audited Statements
$451,816
Total Revenue per Form 990
$451,816
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$293,695
Salaries, Compensation, and Employee Benefits$133,048
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting$83,363--$83,363
Other Salaries and Wages$25,307$54,999-$80,306
Other Employee Benefits$42,424$550-$42,974
All Other Expenses$-378$39,899-$39,521
Insurance-$36,860-$36,860
Occupancy-$30,500-$30,500
Other Expenses$11,923--$11,923
Payroll Taxes$4,590$5,178-$9,768
Depreciation Depletion-$1,101-$1,101
Travel-$660-$660
Total Functional Expenses$256,996$169,747$0$426,743

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$426,743
Total Expenses per Audited Statements$426,743
Total Expenses per Form 990$426,743
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
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Liabilities$3,496
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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

Members or stockholder classes and rights Part VI line 6

MEMBERS

Member election for additional members Part VI line 7A

Members elect the governing body

Governing body decisions Part VI line 7B

Certain board actions require approval by members

Governing body meeting documentation Part VI line 8A

Monthly meeting are held and documentation are maintain of each meeting.

Committee meeting documentation Part VI line 8B

No committees act on the behalf of the governing body.

Form 990 governing body review Part VI line 11

The board reviews form 990 before filing.

Governing documents etc available to public Part VI line 19

Information provided upon request.

Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 26
EIN
38-0294687
Address
716 LOTHROP, Detroit, MI 48202

Signing Officer

Name
Perri Lile-barrett
Title
Financial Secre
Phone
3138735541
Signed
2023-04-03
Discuss with paid preparer
No

Organization Details

Principal Officer
Schetrone Collier
Formed
1893
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
30

Preparer

Firm
Tellis and Company Pllc
Address
15 E Kirby St Ste 106, Detroit, MI 48202
Preparer
Anita Tellis
Phone
3138733812
Supplemental Narrative

Additional Explanations

Audited by an independent accountant Part XII line 2B

The audit committee cosists of all board members.

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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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IRS990/ReconcilationRevenueExpnssAmt025073
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0380294687
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0AMALGATED TRANSIT UNION LOCAL 26
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt0716 LOTHROP
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0Detroit
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0MI
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd048202
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt08398
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0208813
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0217211
IRS990ScheduleD/EquipmentGrp/DepreciationAmt061308
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt061308
IRS990ScheduleD/ExpensesSubtotalAmt0426743
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02500
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt02500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03496
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAX LIABILITIES
IRS990ScheduleD/RevenueSubtotalAmt0451816
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08398
IRS990ScheduleD/TotalExpensesPerForm990Amt0426743
IRS990ScheduleD/TotalLiabilityAmt03496
IRS990ScheduleD/TotalRevenuePerForm990Amt0451816
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0451816
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0426743
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt021801
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0GLENN TOLBERT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt021801
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CERTAIN BOARD ACTIONS REQUIRE APPROVAL BY MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MONTHLY MEETING ARE HELD AND DOCUMENTATION ARE MAINTAIN OF EACH MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO COMMITTEES ACT ON THE BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD REVIEWS FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INFORMATION PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE AUDIT COMMITTEE COSISTS OF ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing body meeting documentation Part VI line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Audited by an independent accountant Part XII line 2b
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0ATU LOCAL ATU LOCAL 26
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0ATU BUILDING CORPORATION
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0381906678
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt0719 LOTHROP
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0Detroit
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0MI
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd048202
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0381906678
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ATU BUILDING CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0716 LOTHROP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Detroit
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd048202
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ATU BUILDING CORPORATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0k
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt076927
IRS990/TotalAssetsEOYAmt0105775
IRS990/TotalAssetsGrp/BOYAmt076927
IRS990/TotalAssetsGrp/EOYAmt0105775
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0440689
IRS990/TotalEmployeeCnt030
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0169747
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0256996
IRS990/TotalFunctionalExpensesGrp/TotalAmt0426743
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0721
IRS990/TotalLiabilitiesEOYAmt06596
IRS990/TotalLiabilitiesGrp/BOYAmt0721
IRS990/TotalLiabilitiesGrp/EOYAmt06596
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt076206
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt099179
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0256996
IRS990/TotalReportableCompFromOrgAmt064018
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011127
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0451816
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt076927
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0105775
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0true
IRS990/TravelGrp/ManagementAndGeneralAmt0660
IRS990/TravelGrp/TotalAmt0660
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0atulocals.org/local-26
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0PERRI LILE-BARRETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRE

Document Assets

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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
2022Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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