Civic Intelligence

Amalgamated Transit Union 26 Atu

990 • Fiscal year 2023 • EIN 38-0294687

Jan 01, 2023 to Dec 31, 2023 • Filed on May 29, 2024

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

84th percentile

0.06x

Higher debt load relative to assets than 84% of similar nonprofits.

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

Liabilities / Revenue

75th percentile

0.02x

Higher debt load relative to revenue than 75% of similar nonprofits.

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

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

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

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.

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

Asset Growth

96th percentile

62%

Faster asset growth than 96% of similar nonprofits.

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

Revenue Growth

64th percentile

8.4%

Faster revenue growth than 64% of similar nonprofits.

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

Assets

Up

$171,516

Up $65,741 (+62%) from 2022

Net Assets

Up

$161,299

Up $62,120 (+63%) from 2022

Liabilities

Up

$10,217

Up $3,621 (+55%) from 2022

Revenue

Up

$489,710

Up $37,894 (+8.4%) from 2022

Expenses

Up

$432,989

Up $6,246 (+1.5%) from 2022

Net Income

Up

$56,721

Up $31,648 (+126%) from 2022

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

2023

Assets$171,516
Liabilities$10,217
Net Assets$161,299

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

2023

Revenue$489,710
Expenses$432,989
Net Income$56,721
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 29, 2024
Return Version
2023v5.0
Gross Receipts
$489,710
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$97,377$153,719▲ $56,342
Prepaid Expenses and Deferred Charges-$10,500-
Land, Buildings, and Equipment, Net$8,398$7,297▼ $1,101
Total Assets$105,775$171,516▲ $65,741
Liabilities
Other Liabilities$3,496$10,217▲ $6,721
Accounts Payable and Accrued Expenses$3,100--
Total Liabilities$6,596$10,217▲ $3,621
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$99,179$161,299▲ $62,120
Total Net Assets Fund Balance$99,179$161,299▲ $62,120
Total Liabilities and Net Assets / Fund Balance$105,775$171,516▲ $65,741

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,297$209,914-
Equipment-$61,308-
Leasehold Improvements-$2,500-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Edward SmithVice President
Perri Lile-barrettFinancial Secretary-treas
Bronte KimbroughMember
Michael TolerMember
Pamela SmithMember
Vincent W DeanMember
Tyesha ScottRecording Secretary
Charles Collins IiiSteward
Charles LawrenceSteward
Christopher WhitehornSteward
Patrick CartySteward
Revenue and Support

Revenue Composition

Contributions and Grants
$477,141
Program Service Revenue
$0
Investment Income
$15,747
Other Revenue
$-3,178
Change in Net Assets
$56,721

Audited Revenue Reconciliation

Revenue per Audited Statements
$489,710
Total Revenue per Audited Statements
$489,710
Total Revenue per Form 990
$489,710
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$333,267
Salaries, Compensation, and Employee Benefits$99,722
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$30,330$59,489-$89,819
Fees for Services Accounting$74,982--$74,982
All Other Expenses$27,654$43,027-$70,681
Insurance-$36,482-$36,482
Occupancy-$30,000-$30,000
Other Expenses$20,352--$20,352
Payroll Taxes$3,367$6,536-$9,903
Travel-$1,932-$1,932
Depreciation Depletion-$1,101-$1,101
Total Functional Expenses$254,422$178,567$0$432,989

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$432,989
Total Expenses per Audited Statements$432,989
Total Expenses per Form 990$432,989
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$10,217
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
2024-05-29
Discuss with paid preparer
No

Organization Details

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 SUITE 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.

List of other expenses Part IX line 24E

Other Program Expenses individual line items not identified elsewhere in the return.

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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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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/BookValueAmt07297
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0209914
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0217211
IRS990ScheduleD/EquipmentGrp/DepreciationAmt061308
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt061308
IRS990ScheduleD/ExpensesSubtotalAmt0432989
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02500
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt02500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010217
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAX LIABILITIES
IRS990ScheduleD/RevenueSubtotalAmt0489710
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07297
IRS990ScheduleD/TotalExpensesPerForm990Amt0432989
IRS990ScheduleD/TotalLiabilityAmt010217
IRS990ScheduleD/TotalRevenuePerForm990Amt0489710
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0489710
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0432989
IRS990/ScheduleJRequiredInd0false
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/ExplanationTxt8Other Program Expenses individual line items not identified elsewhere in the return.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8List of other expenses Part IX line 24e
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/TotalAssetsBOYAmt0105775
IRS990/TotalAssetsEOYAmt0171516
IRS990/TotalAssetsGrp/BOYAmt0105775
IRS990/TotalAssetsGrp/EOYAmt0171516
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0477141
IRS990/TotalEmployeeCnt030
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0178567
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0254422
IRS990/TotalFunctionalExpensesGrp/TotalAmt0432989
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06596
IRS990/TotalLiabilitiesEOYAmt010217
IRS990/TotalLiabilitiesGrp/BOYAmt06596
IRS990/TotalLiabilitiesGrp/EOYAmt010217
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt099179
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0161299
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0254422
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012569
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0489710
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0105775
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0171516
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0true
IRS990/TravelGrp/ManagementAndGeneralAmt01932
IRS990/TravelGrp/TotalAmt01932
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/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0PERRI LILE-BARRETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRE
ReturnHeader/BusinessOfficerGrp/PhoneNum03138735541
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION LOCAL 26
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0380294687
ReturnHeader/Filer/USAddress/AddressLine1Txt0716 LOTHROP
ReturnHeader/Filer/USAddress/CityNm0Detroit
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true

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
2023Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)5 • <$500k nonprofits