Civic Intelligence

Amalgamated Transit Union

990EZ • Fiscal year 2023 • EIN 38-0895208

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 25, 2024

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

73rd percentile

0.01x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

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

Net Margin

76th percentile

16%

Higher net margin than 76% of similar nonprofits.

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

Top Officer Pay

61st percentile

$4,241

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

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

Asset Growth

93rd percentile

38%

Faster asset growth than 93% of similar nonprofits.

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

Revenue Growth

44th percentile

1.8%

Faster revenue growth than 44% of similar nonprofits.

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

Assets

Up

$39,678

Up $10,926 (+38%) from 2022

Net Assets

Up

$39,086

Up $10,640 (+37%) from 2022

Liabilities

Up

$592

Up $286 (+93%) from 2022

Revenue

Up

$64,806

Up $1,163 (+1.8%) from 2022

Expenses

Down

$54,166

Down $4,287 (-7.3%) from 2022

Net Income

Up

$10,640

Up $5,450 (+105%) from 2022

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

2023

Assets$39,678
Liabilities$592
Net Assets$39,086

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

2023

Revenue$64,806
Expenses$54,166
Net Income$10,640
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 25, 2024
Return Version
2023v5.1
Gross Receipts
$64,806
Mission and Program Overview

Mission

LABOR ORGANIZATION

Program Services

DescriptionGrantsExpenses
COLLECTIVE BARGAINING AND REPRESENTATION SERVICE TO MEMBERS.$0$54,166
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EARL COX SRPresidentPT$4,241-$4,241
JEFF HAMILTONFinancial SecretaryPT$2,793-$2,793
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
2024-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Uhy Advisors Great Lakes 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: 486.

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

Description: other. Amount: 55.

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

Description: equipment. Amount: 195. Description: bank charges. Amount: 8. Description: dues. Amount: 19,435. Description: supplies. Amount: 49. Description: telephone & internet. Amount: 801. Description: insurance. Amount: 587. Description: travel & meetings. Amount: 974. Description: other costs. Amount: 400. Description: rollbacks. Amount: 5,405. Total to form 990-ez, line 16: 27,854.

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: 306. End of year amount: 592.

Raw XML Appendix111 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/BOYAmt025934
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036860
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt010640
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04050
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028752
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039678
IRS990EZ/GrossReceiptsAmt064806
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0486
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt064265
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028446
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039086
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028446
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039086
IRS990EZ/OccupancyRentUtltsAndMaintAmt05425
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04241
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12793
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/OtherExpensesTotalAmt027854
IRS990EZ/OtherRevenueTotalAmt055
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0LABOR ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt052
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLECTIVE BARGAINING AND REPRESENTATION SERVICE TO MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054166
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt016785
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0306
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0592
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt054166
IRS990EZ/TotalProgramServiceExpensesAmt054166
IRS990EZ/TotalRevenueAmt064806
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ATU.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS. AMOUNT: 486.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER. AMOUNT: 55.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: EQUIPMENT. AMOUNT: 195. DESCRIPTION: BANK CHARGES. AMOUNT: 8. DESCRIPTION: DUES. AMOUNT: 19,435. DESCRIPTION: SUPPLIES. AMOUNT: 49. DESCRIPTION: TELEPHONE & INTERNET. AMOUNT: 801. DESCRIPTION: INSURANCE. AMOUNT: 587. DESCRIPTION: TRAVEL & MEETINGS. AMOUNT: 974. DESCRIPTION: OTHER COSTS. AMOUNT: 400. DESCRIPTION: ROLLBACKS. AMOUNT: 5,405. TOTAL TO FORM 990-EZ, LINE 16: 27,854.
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: 306. END OF YEAR AMOUNT: 592.
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EARL COX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02695539961
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-25
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 GREAT LAKES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07171 STADIUM DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KALAMAZOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049009
ReturnHeader/PreparerPersonGrp/PhoneNum02693817600
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RHONDA L NEWMAN
ReturnHeader/ReturnTs02024-11-15T09:31:33-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings