Civic Intelligence

Amalgamated Transit Union

990EZ • Fiscal year 2022 • EIN 38-0895208

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 08, 2023

326 W Michigan Ave Ste 204BKalamazoo, MI 49007

(269) 553-9961

Siviq Scores

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

Liabilities / Assets

70th percentile

0.01x

Higher debt load relative to assets than 70% of similar nonprofits.

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

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

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

Net Margin

62nd percentile

8.2%

Higher net margin than 62% of similar nonprofits.

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

Top Officer Pay

59th percentile

$3,841

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

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

Asset Growth

86th percentile

21%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

9th percentile

-24%

Faster revenue growth than 9% of similar nonprofits.

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

Assets

Up

$28,752

Up $4,931 (+21%) from 2021

Net Assets

Up

$28,446

Up $5,191 (+22%) from 2021

Liabilities

Down

$306

Down $260 (-46%) from 2021

Revenue

Down

$63,643

Down $19,582 (-24%) from 2021

Expenses

Down

$58,453

Down $26,782 (-31%) from 2021

Net Income

Up

$5,190

Up $7,200 (+358%) from 2021

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $53,973Liabilities 2010: $0Net Assets 2010: $53,9732010Assets 2011: $45,777Liabilities 2011: $0Net Assets 2011: $45,7772011Assets 2012: $46,849Liabilities 2012: $0Net Assets 2012: $46,8492012Assets 2013: $39,422Liabilities 2013: $0Net Assets 2013: $39,4222013Assets 2020: $25,730Liabilities 2020: $463Net Assets 2020: $25,2672020Assets 2021: $23,821Liabilities 2021: $566Net Assets 2021: $23,2552021Assets 2022: $28,752Liabilities 2022: $306Net Assets 2022: $28,4462022Assets 2023: $39,678Liabilities 2023: $592Net Assets 2023: $39,0862023Assets 2024: $36,817Liabilities 2024: $764Net Assets 2024: $36,0532024

Highlighted filing

2022

Assets$28,752
Liabilities$306
Net Assets$28,446

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $45,984Expenses 2010: $31,885Net Income 2010: $14,0992010Revenue 2011: $40,891Expenses 2011: $47,037Net Income 2011: -$6,1462011Revenue 2012: $45,114Expenses 2012: $42,926Net Income 2012: $2,1882012Revenue 2013: $47,193Expenses 2013: $52,056Net Income 2013: -$4,8632013Revenue 2020: $58,879Expenses 2020: $59,082Net Income 2020: -$2032020Revenue 2021: $83,225Expenses 2021: $85,235Net Income 2021: -$2,0102021Revenue 2022: $63,643Expenses 2022: $58,453Net Income 2022: $5,1902022Revenue 2023: $64,806Expenses 2023: $54,166Net Income 2023: $10,6402023Revenue 2024: $72,435Expenses 2024: $75,468Net Income 2024: -$3,0332024

Highlighted filing

2022

Revenue$63,643
Expenses$58,453
Net Income$5,190
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$67,655
Mission and Program Overview

Mission

LABOR ORGANIZATION

Program Services

DescriptionGrantsExpenses
COLLECTIVE BARGAINING AND REPRESENTATION SERVICE TO MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EARL COX SRPresidentPT$3,841-$3,841
JEFF HAMILTONFinancial SecretaryPT$3,636-$3,636
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union
EIN
38-0895208
Phone
2695539961
Address
326 W MICHIGAN AVE STE 204B, KALAMAZOO, MI 49007

Signing Officer

Name
Earl Cox
Title
President
Phone
2695539961
Signed
2023-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Uhy Advisors Mi Inc
Address
7171 STADIUM DRIVE, KALAMAZOO, MI 49009
Preparer
Rhonda L Newman
Phone
2693817600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: dividends. Amount: 137.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: other. Amount: 83.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: equipment. Amount: 178. Description: bank charges. Amount: 10. Description: dues & memberships. Amount: 12,262. Description: supplies. Amount: 1,060. Description: telephone & internet. Amount: 801. Description: insurance. Amount: 587. Description: payroll taxes. Amount: 2,470. Description: travel & meetings. Amount: 5,001. Description: other costs. Amount: 2,675. Total to form 990-ez, line 16: 25,044.

Form 990-ez, Part II, Line 24 - Other Assets

Description: computers. Beg. Of year amount: 2,818. End of year amount: 2,818.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: payroll liabilities. Beg. Of year amount: 565. End of year amount: 306.

Raw XML Appendix116 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/BooksInCareOfDetail/PersonNm0JEFF HAMILTON
IRS990EZ/BooksInCareOfDetail/PhoneNum02695539961
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0326 W KALAMAZOO AVE STE 204B
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KALAMAZOO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049007
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021003
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025934
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt04012
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt05190
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt015893
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023821
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028752
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-4012
IRS990EZ/GrossReceiptsAmt067655
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0137
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt067435
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023256
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028446
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023256
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028446
IRS990EZ/OccupancyRentUtltsAndMaintAmt06025
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03841
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt13636
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EARL COX SR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEFF HAMILTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FINANCIAL SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02818
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02818
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt025044
IRS990EZ/OtherRevenueTotalAmt083
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0LABOR ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLECTIVE BARGAINING AND REPRESENTATION SERVICE TO MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt011491
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0565
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0306
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt058453
IRS990EZ/TotalRevenueAmt063643
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ATU.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS. AMOUNT: 137.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER. AMOUNT: 83.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: EQUIPMENT. AMOUNT: 178. DESCRIPTION: BANK CHARGES. AMOUNT: 10. DESCRIPTION: DUES & MEMBERSHIPS. AMOUNT: 12,262. DESCRIPTION: SUPPLIES. AMOUNT: 1,060. DESCRIPTION: TELEPHONE & INTERNET. AMOUNT: 801. DESCRIPTION: INSURANCE. AMOUNT: 587. DESCRIPTION: PAYROLL TAXES. AMOUNT: 2,470. DESCRIPTION: TRAVEL & MEETINGS. AMOUNT: 5,001. DESCRIPTION: OTHER COSTS. AMOUNT: 2,675. TOTAL TO FORM 990-EZ, LINE 16: 25,044.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: COMPUTERS. BEG. OF YEAR AMOUNT: 2,818. END OF YEAR AMOUNT: 2,818.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: PAYROLL LIABILITIES. BEG. OF YEAR AMOUNT: 565. END OF YEAR AMOUNT: 306.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EARL COX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02695539961
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0380895208
ReturnHeader/Filer/PhoneNum02695539961
ReturnHeader/Filer/USAddress/AddressLine1Txt0326 W MICHIGAN AVE STE 204B
ReturnHeader/Filer/USAddress/CityNm0KALAMAZOO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049007
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381910111
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UHY ADVISORS MI INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07171 STADIUM DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KALAMAZOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049009
ReturnHeader/PreparerPersonGrp/PhoneNum02693817600
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RHONDA L NEWMAN
ReturnHeader/ReturnTs02023-11-15T15:38:07-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EARL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COX
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings