Civic Intelligence

Amalgamated Transit Union Local 998

990 • Fiscal year 2024 • EIN 39-0127040

Jan 01, 2024 to Dec 31, 2024 • Filed on Sep 11, 2025

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

41st percentile

0.00x

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

2024 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

41st percentile

0.00x

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

2024 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2024

Net Margin

24th percentile

-2.9%

Higher net margin than 24% of similar nonprofits.

2024 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

79th percentile

$92,292

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2024 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2024

Asset Growth

18th percentile

-4.7%

Faster asset growth than 18% of similar nonprofits.

2024 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-2.2%

Faster revenue growth than 24% of similar nonprofits.

2024 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$539,138

Down $26,532 (-4.7%) from 2023

Net Assets

Down

$539,138

Down $26,532 (-4.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin24th percentile

Revenue

Down

$922,601

Down $20,339 (-2.2%) from 2023

Expenses

Up

$949,133

Up $98,440 (+12%) from 2023

Net Income

Down

-$26,532

Down $118,779 (-129%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2024

Assets$539,138
Liabilities$0
Net Assets$539,138
Open 2024 Filing

Operations Trend

Revenue Growth24th 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

2024

Revenue$922,601
Expenses$949,133
Net Income-$26,532
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 11, 2025
Return Version
2024v5.2
Gross Receipts
$922,601
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$305,503$282,905▼ $22,598
Savings and Temporary Cash Investments$144,917$128,209▼ $16,708
Land, Buildings, and Equipment, Net$115,250$128,024▲ $12,774
Total Assets$565,670$539,138▼ $26,532
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$565,670$539,138▼ $26,532
Total Net Assets Fund Balance$565,670$539,138▼ $26,532
Total Liabilities and Net Assets / Fund Balance$565,670$539,138▼ $26,532

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$91,853$186,814$278,667
Equipment$2,171$121,734$123,905
Land$34,000-$34,000
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael BrownVice PresidentFT$81,705$10,587$92,292
Donnell ShorterPresident - Part YearFT$67,396$5,265$72,661
Yelonda NashFinancial Secretary-treasu - Part Year-$53,167$5,130$58,297
Cassandra CobbFinancial Secretary-treasu - Part YearFT$50,653$4,528$55,181
Bruce FreemanPresident - Part YearFT$43,477$4,580$48,057
Nycola PhiferChief Steward-$11,972$394$12,366
Tracey HarrisChief Steward-$7,593-$7,593
Pamella FisherChief Steward-$5,312-$5,312
Kyle HandelChief Steward - Part Year-$4,275$141$4,416
Matthew KallasChief Steward - Part Year-$3,363$111$3,474
Raqib AhmadChief Steward-$2,919$96$3,015
Howard Johnson-ortizChief Steward - Part Year-$2,825$91$2,916
Anton SadilekChief Steward - Part Year-$2,195$72$2,267
Sanika MckinneyChief Steward-$374-$374

Board Members and Trustees

NameTitle
James SchrammChief Steward - Part Year
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$916,082
Investment Income
$213
Other Revenue
$6,306
Change in Net Assets
$-26,532

Audited Revenue Reconciliation

Revenue per Audited Statements
$922,601
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$922,601
Total Revenue per Form 990
$922,601
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$520,117
Other Expenses$429,016
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---$388,284
Other Salaries and Wages---$94,146
Office Expenses---$35,867
Payroll Taxes---$34,567
Occupancy---$24,657
Fees for Services Accounting---$20,000
Travel---$18,996
Fees for Services Legal---$14,898
Fees for Services Other---$9,736
Insurance---$5,244
Depreciation Depletion---$5,151
Conferences and Meetings---$4,107
Other Employee Benefits---$1,969
Pension Plan Contributions---$1,151
Other Expenses---$311
Information Technology---$27
Total Functional Expenses$0$0$0$949,133

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$949,133
Total Expenses per Audited Statements$949,133
Total Expenses per Form 990$949,133
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 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
Bruce Freeman
Title
Current President
Phone
4143424300
Signed
2025-09-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Freeman
Formed
1933
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
1
Employees
38
Volunteers
1

Preparer

Firm
Reilly Penner & Benton Llp
Address
1233 NORTH MAYFAIR RD 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 Appendix400 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0COLLECTIVE BARGAINING
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0YELONDA NASH
IRS990/BooksInCareOfDetail/PhoneNum04143424300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0734 NORTH 26TH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053233
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0305503
IRS990/CashNonInterestBearingGrp/EOYAmt0282905
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0388284
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt04107
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0213
IRS990/CYOtherExpensesAmt0429016
IRS990/CYOtherRevenueAmt06306
IRS990/CYProgramServiceRevenueAmt0916082
IRS990/CYRevenuesLessExpensesAmt0-26532
IRS990/CYSalariesCompEmpBnftPaidAmt0520117
IRS990/CYTotalExpensesAmt0949133
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0922601
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt05151
IRS990/Desc0ORGANIZE WORKERS TO SECURE IMPROVED WAGES, HOURS, WORKING CONDITIONS AND OTHER ECONOMIC ADVANTAGES THROUGH NEGOTIATIONS AND COLLECTIVE BARGAINING.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt038
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt020000
IRS990/FeesForServicesLegalGrp/TotalAmt014898
IRS990/FeesForServicesOtherGrp/TotalAmt09736
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt05265
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110587
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt24528
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4141
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt65130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt772
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1091
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt11394
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt12111
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt134580
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1496
IRS990/Form990PartVIISectionAGrp/PersonNm0DONNELL SHORTER
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm2CASSANDRA COBB
IRS990/Form990PartVIISectionAGrp/PersonNm3PAMELLA FISHER
IRS990/Form990PartVIISectionAGrp/PersonNm4KYLE HANDEL
IRS990/Form990PartVIISectionAGrp/PersonNm5TRACEY HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm6YELONDA NASH
IRS990/Form990PartVIISectionAGrp/PersonNm7ANTON SADILEK
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES SCHRAMM
IRS990/Form990PartVIISectionAGrp/PersonNm9SANIKA MCKINNEY
IRS990/Form990PartVIISectionAGrp/PersonNm10HOWARD JOHNSON-ORTIZ
IRS990/Form990PartVIISectionAGrp/PersonNm11NYCOLA PHIFER
IRS990/Form990PartVIISectionAGrp/PersonNm12MATTHEW KALLAS
IRS990/Form990PartVIISectionAGrp/PersonNm13BRUCE FREEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm14RAQIB AHMAD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt067396
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt181705
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250653
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt35312
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt44275
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt57593
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt653167
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt72195
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9374
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt102825
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1111972
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt123363
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1343477
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt142919
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2FINANCIAL SECRETARY-TREASU - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHIEF STEWARD
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHIEF STEWARD - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHIEF STEWARD
IRS990/Form990PartVIISectionAGrp/TitleTxt6FINANCIAL SECRETARY-TREASU - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHIEF STEWARD - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHIEF STEWARD - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHIEF STEWARD
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF STEWARD - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF STEWARD
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF STEWARD - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF STEWARD
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01933
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0922601
IRS990/GrossRentsGrp/RealAmt05750
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt027
IRS990/InsuranceGrp/TotalAmt05244
IRS990/InvestmentIncomeGrp/ExclusionAmt0213
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0213
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0308548
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0115250
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0128024
IRS990/LandBldgEquipCostOrOtherBssAmt0436572
IRS990/LegalDomicileStateCd0WI
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0565670
IRS990/NetAssetsOrFundBalancesEOYAmt0539138
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt05750
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt05750
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0565670
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0539138
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt024657
IRS990/OfficeExpensesGrp/TotalAmt035867
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01969
IRS990/OtherExpensesGrp/Desc0PER CAPITA TAXES AND DU
IRS990/OtherExpensesGrp/Desc1LEGISLATIVE EXPENSES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/TotalAmt0287193
IRS990/OtherExpensesGrp/TotalAmt12829
IRS990/OtherExpensesGrp/TotalAmt2311
IRS990/OtherOrganizationDsc0UNION
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0556
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0556
IRS990/OtherRevenueTotalAmt0556
IRS990/OtherSalariesAndWagesGrp/TotalAmt094146
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt034567
IRS990/PensionPlanContributionsGrp/TotalAmt01151
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRUCE FREEMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0916082
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0916082
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0293
IRS990/PYOtherExpensesAmt0431312
IRS990/PYOtherRevenueAmt04505
IRS990/PYProgramServiceRevenueAmt0938142
IRS990/PYRevenuesLessExpensesAmt092247
IRS990/PYSalariesCompEmpBnftPaidAmt0419381
IRS990/PYTotalExpensesAmt0850693
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0942940
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-26532
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt05750
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0144917
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0128209
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt091853
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0186814
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0278667
IRS990ScheduleD/EquipmentGrp/BookValueAmt02171
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0121734
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0123905
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0949133
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt034000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt034000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0922601
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/TotalBookValueLandBuildingsAmt0128024
IRS990ScheduleD/TotalExpensesPerForm990Amt0949133
IRS990ScheduleD/TotalRevenuePerForm990Amt0922601
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0922601
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0949133
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXECUTIVE BOARD IS ELECTED BY MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGES TO BY-LAWS, SIGNIFICANT PURCHASES (CHECK BY-LAWS)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INDEPENDENT ACCOUNTING FIRM PREPARES DOCUMENTS AND THE OFFICERS OF THE UNION REVIEW FOR ANY CHANGES THAT SHOULD BE MADE BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LM-2 IS AVAILABLE ONLINE. BYLAWS ARE AVAILABLE TO MEMBERS OF THE UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO CHANGES COMPARED TO PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0565670
IRS990/TotalAssetsEOYAmt0539138
IRS990/TotalAssetsGrp/BOYAmt0565670
IRS990/TotalAssetsGrp/EOYAmt0539138
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt038
IRS990/TotalFunctionalExpensesGrp/TotalAmt0949133
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0565670
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0539138
IRS990/TotalOtherCompensationAmt030995
IRS990/TotalProgramServiceRevenueAmt0916082
IRS990/TotalReportableCompFromOrgAmt0337226
IRS990/TotalRevenueGrp/ExclusionAmt0769
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0921832
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0922601
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0565670
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0539138
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt018996
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0734 NORTH 26TH STREET
IRS990/USAddress/CityNm0MILWAUKEE
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053233
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE FREEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CURRENT PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04143424300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-11
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 RD SUITE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532263255
ReturnHeader/PreparerPersonGrp/PhoneNum04142717800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREG APOLLO
ReturnHeader/ReturnTs02025-09-12T12:54:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$539,138
Liabilities
$0
Net assets
$539,138
Revenue
$922,601
Expenses
$949,133
Net income
-$26,532
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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)5 • $500k-$1M nonprofits