Civic Intelligence

Amalgamated Transit Union Local 998

990 • Fiscal year 2022 • EIN 39-0127040

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

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

39th percentile

0.00x

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

2022 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

40th percentile

0.00x

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

2022 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2022

Net Margin

19th percentile

-7.9%

Higher net margin than 19% of similar nonprofits.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

76th percentile

$86,236

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2022

Asset Growth

14th percentile

-12%

Faster asset growth than 14% of similar nonprofits.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

38th percentile

-1.0%

Faster revenue growth than 38% of similar nonprofits.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$473,423

Down $64,628 (-12%) from 2021

Net Assets

Down

$473,423

Down $64,628 (-12%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin19th percentile

Revenue

Down

$814,251

Down $7,999 (-1.0%) from 2021

Expenses

Up

$878,879

Up $203,639 (+30%) from 2021

Net Income

Down

-$64,628

Down $211,638 (-144%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2022

Assets$473,423
Liabilities$0
Net Assets$473,423
Open 2022 Filing

Operations Trend

Revenue Growth38th 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

2022

Revenue$814,251
Expenses$878,879
Net Income-$64,628
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 1, 2023
Return Version
2022v5.0
Gross Receipts
$814,251
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
Cash and Non-Interest-Bearing Accounts$268,353$208,824▼ $59,529
Savings and Temporary Cash Investments$145,004$144,627▼ $377
Land, Buildings, and Equipment, Net$124,694$119,972▼ $4,722
Total Assets$538,051$473,423▼ $64,628
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$538,051$473,423▼ $64,628
Total Net Assets Fund Balance$538,051$473,423▼ $64,628
Total Liabilities and Net Assets / Fund Balance$538,051$473,423▼ $64,628

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$84,817$177,584$262,401
Equipment$1,155$121,090$122,245
Land$34,000-$34,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donnell ShorterPresidentFT$75,928$10,308$86,236
Michael BrownVice PresidentFT$71,520$9,997$81,517
Cassandra CobbFinancial Secretary-treasurer/recording SecretaryFT$70,134$9,743$79,877
Orlandus JacksonChief Steward-$20,222$2,570$22,792
Yelonda NashChief Steward-$17,539$2,229$19,768
Kyle HandelChief Steward-$12,281$1,561$13,842
Anton SadilekChief Steward-$11,198$1,423$12,621
Pamela FisherChief Steward-$3,253-$3,253
Tracey HarrisChief Steward-$2,905-$2,905
Derrick ThomasChief Steward-$1,132-$1,132

Board Members and Trustees

NameTitle
James SchrammChief Steward
Persephone OliverChief Steward
Sanika MckinneyChief Steward
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$809,442
Investment Income
$73
Other Revenue
$4,736
Change in Net Assets
$-64,628

Audited Revenue Reconciliation

Revenue per Audited Statements
$814,251
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$814,251
Total Revenue per Form 990
$814,251
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$442,963
Salaries, Compensation, and Employee Benefits$435,916
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---$342,776
Other Salaries and Wages---$53,700
Travel---$35,153
Office Expenses---$31,471
Payroll Taxes---$26,168
Occupancy---$25,638
Fees for Services Legal---$22,380
Fees for Services Accounting---$14,300
Insurance---$10,504
Fees for Services Other---$9,192
Other Employee Benefits---$8,188
Conferences and Meetings---$7,952
Pension Plan Contributions---$5,084
Depreciation Depletion---$4,723
Information Technology---$1,834
Other Expenses---$300
Total Functional Expenses$0$0$0$878,879

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$878,879
Total Expenses per Audited Statements$878,879
Total Expenses per Form 990$878,879
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
Backup withholding compliance
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
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“During 2021, the organization was under trusteeship, which ended 1/1/2022.”

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
Donnell Shorter
Title
President
Phone
4143424300
Signed
2023-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donnell Shorter
Formed
1933
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
2
Employees
21
Volunteers
0

Preparer

Firm
Reilly Penner & Benton Llp
Address
1233 NORTH MAYFAIR ROAD SUITE 302, MILWAUKEE, WI 53226-3255
Preparer
Greg Apollo
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.”

Raw XML Appendix391 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.

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IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt026168
IRS990/PensionPlanContributionsGrp/TotalAmt05084
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DONNELL SHORTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0809442
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0809442
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt017
IRS990/PYOtherExpensesAmt0392395
IRS990/PYOtherRevenueAmt01852
IRS990/PYProgramServiceRevenueAmt0820381
IRS990/PYRevenuesLessExpensesAmt0147010
IRS990/PYSalariesCompEmpBnftPaidAmt0282845
IRS990/PYTotalExpensesAmt0675240
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0822250
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-64628
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt02098
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0145004
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0144627
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt084817
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0177584
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0262401
IRS990ScheduleD/EquipmentGrp/BookValueAmt01155
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0121090
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0122245
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0878879
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt034000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt034000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0814251
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/TotalBookValueLandBuildingsAmt0119972
IRS990ScheduleD/TotalExpensesPerForm990Amt0878879
IRS990ScheduleD/TotalRevenuePerForm990Amt0814251
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0814251
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0878879
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DURING 2021, THE ORGANIZATION WAS UNDER TRUSTEESHIP, WHICH ENDED 1/1/2022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXECUTIVE BOARD IS ELECTED BY MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGES TO BY-LAWS, SIGNIFICANT PURCHASES (CHECK BY-LAWS)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INDEPENDENT ACCOUNTING FIRM PREPARES DOCUMENTS AND THE OFFICERS OF THE UNION REVIEW FOR ANY CHANGES THAT SHOULD BE MADE BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LM-2 IS AVAILABLE ONLINE. BYLAWS ARE AVAILABLE TO MEMBERS OF THE UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NO CHANGES COMPARED TO PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0538051
IRS990/TotalAssetsEOYAmt0473423
IRS990/TotalAssetsGrp/BOYAmt0538051
IRS990/TotalAssetsGrp/EOYAmt0473423
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt021
IRS990/TotalFunctionalExpensesGrp/TotalAmt0878879
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0538051
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0473423
IRS990/TotalOtherCompensationAmt037831
IRS990/TotalProgramServiceRevenueAmt0809442
IRS990/TotalReportableCompFromOrgAmt0286112
IRS990/TotalRevenueGrp/ExclusionAmt02711
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0811540
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0814251
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0538051
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0473423
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt035153
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0734 NORTH 26TH STREET
IRS990/USAddress/CityNm0MILWAUKEE
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053233
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNELL SHORTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04143424300
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-01
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/IRSResponsiblePrtyInfoCurrInd01
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/PreparerPersonNm0GREG APOLLO
ReturnHeader/ReturnTs02023-11-15T08:52:38-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DONNELL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHORTER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$473,423
Liabilities
$0
Net assets
$473,423
Revenue
$814,251
Expenses
$878,879
Net income
-$64,628
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
2022Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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