Civic Intelligence

Amalgamated Transit Union Local 998

990 • Fiscal year 2020 • EIN 39-0127040

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 10, 2021

Organization ProfileN/A
734 North 26th StreetMilwaukee, WI 53233

(414) 342-4300

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

36th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Net Margin

48th percentile

9.5%

Higher net margin than 48% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

77th percentile

$87,021

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Asset Growth

88th percentile

27%

Faster asset growth than 88% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-6.1%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$391,041

Up $82,490 (+27%) from 2019

Net Assets

Up

$391,041

Up $82,490 (+27%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin48th percentile

Revenue

Down

$865,384

Down $56,226 (-6.1%) from 2019

Expenses

Down

$782,894

Down $149,685 (-16%) from 2019

Net Income

Up

$82,490

Up $93,459 (+852%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$600K$400K$200K$0Assets 2011: $227,644Liabilities 2011: $24,651Net Assets 2011: $202,9932011Assets 2012: $195,347Liabilities 2012: $34,268Net Assets 2012: $161,0792012Assets 2013: $287,408Liabilities 2013: $33,766Net Assets 2013: $253,6422013Assets 2014: $294,779Liabilities 2014: $33,771Net Assets 2014: $261,0082014Assets 2015: $238,531Liabilities 2015: $18,986Net Assets 2015: $219,5452015Assets 2016: $234,779Liabilities 2016: $0Net Assets 2016: $234,7792016Assets 2017: $301,368Liabilities 2017: $0Net Assets 2017: $301,3682017Assets 2018: $319,520Liabilities 2018: $0Net Assets 2018: $319,5202018Assets 2019: $308,551Liabilities 2019: $0Net Assets 2019: $308,5512019Assets 2020: $391,041Liabilities 2020: $0Net Assets 2020: $391,0412020Assets 2021: $538,051Liabilities 2021: $0Net Assets 2021: $538,0512021Assets 2022: $473,423Liabilities 2022: $0Net Assets 2022: $473,4232022Assets 2023: $565,670Liabilities 2023: $0Net Assets 2023: $565,6702023Assets 2024: $539,138Liabilities 2024: $0Net Assets 2024: $539,1382024

Highlighted filing

2020

Assets$391,041
Liabilities$0
Net Assets$391,041
Open 2020 Filing

Operations Trend

Revenue Growth34th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $889,0322011Revenue 2012: $860,057Expenses 2012: $902,014Net Income 2012: -$41,9572012Revenue 2013: $959,216Expenses 2013: $866,745Net Income 2013: $92,4712013Revenue 2014: $846,533Expenses 2014: $839,129Net Income 2014: $7,4042014Revenue 2015: $866,165Expenses 2015: $907,671Net Income 2015: -$41,5062015Revenue 2016: $871,087Expenses 2016: $855,840Net Income 2016: $15,2472016Revenue 2017: $901,871Expenses 2017: $835,329Net Income 2017: $66,5422017Revenue 2018: $889,655Expenses 2018: $871,503Net Income 2018: $18,1522018Revenue 2019: $921,610Expenses 2019: $932,579Net Income 2019: -$10,9692019Revenue 2020: $865,384Expenses 2020: $782,894Net Income 2020: $82,4902020Revenue 2021: $822,250Expenses 2021: $675,240Net Income 2021: $147,0102021Revenue 2022: $814,251Expenses 2022: $878,879Net Income 2022: -$64,6282022Revenue 2023: $942,940Expenses 2023: $850,693Net Income 2023: $92,2472023Revenue 2024: $922,601Expenses 2024: $949,133Net Income 2024: -$26,5322024

Highlighted filing

2020

Revenue$865,384
Expenses$782,894
Net Income$82,490
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 10, 2021
Return Version
2020v4.0
Gross Receipts
$865,384
Mission and Program Overview

Mission

To place the occupation upon a higher plane of intelligence, efficiency and skill to secure employment and adequate pay for the workers and to elevate the moral, intellectual and social conditions.

COLLECTIVE BARGAINING

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$118,472$194,578▲ $76,106
Land, Buildings, and Equipment, Net$137,016$130,786▼ $6,230
Cash and Non-Interest-Bearing Accounts$53,063$65,677▲ $12,614
Total Assets$308,551$391,041▲ $82,490
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$308,551$391,041▲ $82,490
Total Net Assets Fund Balance$308,551$391,041▲ $82,490
Total Liabilities and Net Assets / Fund Balance$308,551$391,041▲ $82,490

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$93,785$168,616$262,401
Other Land Buildings$3,001$119,244$122,245
Land$34,000-$34,000
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James MaconPresidentFT$75,102$11,919$87,021
John GrohFinancial Secretary-treasuFT$69,739$11,068$80,807
Michael BautchAssistant TrusteeFT$75,528-$75,528
Donnell ShorterAssistant Trustee-$7,542$1,197$8,739
Michael BrownAssistant Trustee-$7,473$1,186$8,659
Richard OlsonAssistant Trustee-$7,250$1,151$8,401
Daniel TeterAssistant Trustee-$6,740$1,070$7,810
Scott ChampeauAssistant Trustee-$3,568-$3,568
Cassandra CobbRecording SecretaryFT$2,770$440$3,210
Tracey HarrisAssistant Trustee-$1,569-$1,569
Taresar CooperChief Steward-$1,030-$1,030

Board Members and Trustees

NameTitle
Cory OliverAssistant Trustee
James SchrammAssistant Trustee
Janis BorchardtTrustee
Michelle SommersTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$860,855
Investment Income
$35
Other Revenue
$4,494
Change in Net Assets
$82,490

Audited Revenue Reconciliation

Revenue per Audited Statements
$865,384
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$865,384
Total Revenue per Form 990
$865,384
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$401,276
Salaries, Compensation, and Employee Benefits$381,618
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$286,342
Other Salaries and Wages---$63,249
Fees for Services Legal---$43,123
Office Expenses---$25,031
Payroll Taxes---$24,175
Occupancy---$23,478
Fees for Services Accounting---$17,600
Depreciation Depletion---$6,230
Other Employee Benefits---$5,601
Conferences and Meetings---$5,040
Insurance---$4,575
Travel---$3,744
Pension Plan Contributions---$2,251
Other Expenses---$1,220
Fees for Services Other---$1,200
Information Technology---$402
Total Functional Expenses$0$0$0$782,894

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$782,894
Total Expenses per Audited Statements$782,894
Total Expenses per Form 990$782,894
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 1

“Local 998 entered into trusteeship. Michelle sommers and janis borchardt are the international trustees managing the local union activities. At the end of the year, 8 local 998 assistant trustees have an opinion and will be asked upon when making decsions.”

Form 990, Part VI, Section A, Line 3

“Local 998 entered into trusteeship. Michelle sommers and janis borchardt are the trustees managing the union activities.”

Form 990, Part VI, Section A, Line 6

“MEMBERS”

Form 990, Part VI, Section A, Line 7A

“Executive board is elected by membership.”

Form 990, Part VI, Section A, Line 7B

“Changes to by-laws, significant purchases (check by-laws)”

Form 990, Part VI, Section B, Line 11B

“Independent accounting firm prepares documents and the officers of the union review for any changes that should be made before filing.”

Form 990, Part VI, Section C, Line 19

“Lm-2 is available online. Bylaws are available to members of the union.”

Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 998
EIN
39-0127040
Phone
4143424300
Address
734 NORTH 26TH STREET, MILWAUKEE, WI 53233

Signing Officer

Name
Michelle Sommers
Title
Atu Ivp - Trustee
Phone
4143424300
Signed
2021-03-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Sommers
Formed
1933
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
2
Employees
20
Volunteers
0

Preparer

Firm
Reilly Penner & Benton Llp
Address
1233 NORTH MAYFAIR ROAD SUITE 302, MILWAUKEE, WI 53226-3255
Preparer
David a Grotkin
Phone
4142717800
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“No changes compared to prior year.”

Financial Statement Notes

PART X, LINE 2:

“The union is affiliated with the amalgamated transit union international and, as such, is covered under a group exemption filed by the international. The internal revenue service has advised that the union qualifies under section 501(c)(5) of the internal revenue code and is, therefore, not subject to tax under present income tax laws. The local is also exempt from state taxes. The union has implemented accounting for uncertainty in income taxes in accordance with accounting principles generally accepted in the united states of america. This standard prescribes a recognition threshold and attribution attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return and also provides guidance on various related matters such as derecognizing, interest, penalties and disclosure requirements. The union recognizes interest and penalties, if any, related to unrecognized tax liabilities in income tax expense.”

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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05601
IRS990/OtherExpensesGrp/Desc0PER CAPITA TAXES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/Desc2LEGISLATIVE EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0268106
IRS990/OtherExpensesGrp/TotalAmt11527
IRS990/OtherExpensesGrp/TotalAmt21220
IRS990/OtherOrganizationDsc0UNION
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt04194
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04194
IRS990/OtherRevenueTotalAmt04194
IRS990/OtherSalariesAndWagesGrp/TotalAmt063249
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt024175
IRS990/PensionPlanContributionsGrp/TotalAmt02251
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHELLE SOMMERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0860855
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0860855
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0151
IRS990/PYOtherExpensesAmt0496334
IRS990/PYOtherRevenueAmt06332
IRS990/PYProgramServiceRevenueAmt0915127
IRS990/PYRevenuesLessExpensesAmt0-10969
IRS990/PYSalariesCompEmpBnftPaidAmt0436245
IRS990/PYTotalExpensesAmt0932579
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0921610
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt082490
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0300
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0118472
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0194578
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt093785
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0168616
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0262401
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0782894
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt034000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt034000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03001
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0119244
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0122245
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0865384
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE UNION IS AFFILIATED WITH THE AMALGAMATED TRANSIT UNION INTERNATIONAL AND, AS SUCH, IS COVERED UNDER A GROUP EXEMPTION FILED BY THE INTERNATIONAL. THE INTERNAL REVENUE SERVICE HAS ADVISED THAT THE UNION QUALIFIES UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE LOCAL IS ALSO EXEMPT FROM STATE TAXES. THE UNION HAS IMPLEMENTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THIS STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND ATTRIBUTION ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNIZING, INTEREST, PENALTIES AND DISCLOSURE REQUIREMENTS. THE UNION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX LIABILITIES IN INCOME TAX EXPENSE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0130786
IRS990ScheduleD/TotalExpensesPerForm990Amt0782894
IRS990ScheduleD/TotalRevenuePerForm990Amt0865384
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0865384
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0782894
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LOCAL 998 ENTERED INTO TRUSTEESHIP. MICHELLE SOMMERS AND JANIS BORCHARDT ARE THE INTERNATIONAL TRUSTEES MANAGING THE LOCAL UNION ACTIVITIES. AT THE END OF THE YEAR, 8 LOCAL 998 ASSISTANT TRUSTEES HAVE AN OPINION AND WILL BE ASKED UPON WHEN MAKING DECSIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LOCAL 998 ENTERED INTO TRUSTEESHIP. MICHELLE SOMMERS AND JANIS BORCHARDT ARE THE TRUSTEES MANAGING THE UNION ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXECUTIVE BOARD IS ELECTED BY MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGES TO BY-LAWS, SIGNIFICANT PURCHASES (CHECK BY-LAWS)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INDEPENDENT ACCOUNTING FIRM PREPARES DOCUMENTS AND THE OFFICERS OF THE UNION REVIEW FOR ANY CHANGES THAT SHOULD BE MADE BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LM-2 IS AVAILABLE ONLINE. BYLAWS ARE AVAILABLE TO MEMBERS OF THE UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NO CHANGES COMPARED TO PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0308551
IRS990/TotalAssetsEOYAmt0391041
IRS990/TotalAssetsGrp/BOYAmt0308551
IRS990/TotalAssetsGrp/EOYAmt0391041
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt020
IRS990/TotalFunctionalExpensesGrp/TotalAmt0782894
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0308551
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0391041
IRS990/TotalOtherCompensationAmt028031
IRS990/TotalProgramServiceRevenueAmt0860855
IRS990/TotalReportableCompFromOrgAmt0258311
IRS990/TotalRevenueGrp/ExclusionAmt04229
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0861155
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0865384
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0308551
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0391041
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt03744
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0734 NORTH 26TH STREET
IRS990/USAddress/CityNm0MILWAUKEE
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053233
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE SOMMERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ATU IVP - TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04143424300
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION LOCAL 998
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0390127040
ReturnHeader/Filer/PhoneNum04143424300
ReturnHeader/Filer/USAddress/AddressLine1Txt0734 NORTH 26TH STREET
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053233
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390747409
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REILLY PENNER & BENTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01233 NORTH MAYFAIR ROAD SUITE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532263255
ReturnHeader/PreparerPersonGrp/PhoneNum04142717800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A GROTKIN
ReturnHeader/ReturnTs02021-05-17T14:58:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHELLE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$391,041
Liabilities
$0
Net assets
$391,041
Revenue
$865,384
Expenses
$782,894
Net income
$82,490
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$9.23$9.49$0.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.66$0.00$5.66$9.43$8.51$0.92
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.73$0.00$4.73$8.14$8.79$0.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.38$0.00$5.38$8.22$6.75$1.47
2020Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$8.65$7.83$0.82
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$0.00$3.09$9.22$9.33$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.00$3.20$8.90$8.72$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.00$3.01$9.02$8.35$0.67
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$8.71$8.56$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.39$0.19$2.20$8.66$9.08$0.42
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.34$2.61$8.47$8.39$0.07
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.34$2.54$9.59$8.67$0.92
2012Summary only. Only limited summary data is available for this year.$1.95$0.34$1.61$8.60$9.02$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.28$0.25$2.03$8.89