Civic Intelligence

Amalgamated Transit Union Local #1005

990 • Fiscal year 2023 • EIN 41-0113390

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 16, 2024

Organization Profile
312 Central Avenue STE 345Minneapolis, MN 55414

(612) 379-2914

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

23rd percentile

0.00x

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

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Net Margin

17th percentile

-7.2%

Higher net margin than 17% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

58th percentile

$118,535

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Asset Growth

15th percentile

-4.9%

Faster asset growth than 15% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

7.5%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$2,589,311

Down $134,794 (-4.9%) from 2022

Net Assets

Down

$2,589,311

Down $134,794 (-4.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin17th percentile

Revenue

Up

$1,870,459

Up $131,173 (+7.5%) from 2022

Expenses

Up

$2,005,253

Up $179,007 (+9.8%) from 2022

Net Income

Down

-$134,794

Down $47,834 (-55%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,481,778Liabilities 2011: $0Net Assets 2011: $1,481,7782011Assets 2012: $1,318,944Liabilities 2012: $0Net Assets 2012: $1,318,9442012Assets 2013: $1,377,209Liabilities 2013: $0Net Assets 2013: $1,377,2092013Assets 2014: $1,608,624Liabilities 2014: $0Net Assets 2014: $1,608,6242014Assets 2015: $1,955,801Liabilities 2015: $0Net Assets 2015: $1,955,8012015Assets 2016: $2,148,252Liabilities 2016: $0Net Assets 2016: $2,148,2522016Assets 2017: $2,385,322Liabilities 2017: $0Net Assets 2017: $2,385,3222017Assets 2018: $2,545,618Liabilities 2018: $0Net Assets 2018: $2,545,6182018Assets 2019: $2,770,512Liabilities 2019: $0Net Assets 2019: $2,770,5122019Assets 2020: $2,866,545Liabilities 2020: $0Net Assets 2020: $2,866,5452020Assets 2021: $2,811,065Liabilities 2021: $0Net Assets 2021: $2,811,0652021Assets 2022: $2,724,105Liabilities 2022: $0Net Assets 2022: $2,724,1052022Assets 2023: $2,589,311Liabilities 2023: $0Net Assets 2023: $2,589,3112023Assets 2024: $2,650,258Liabilities 2024: $0Net Assets 2024: $2,650,2582024

Highlighted filing

2023

Assets$2,589,311
Liabilities$0
Net Assets$2,589,311
Open 2023 Filing

Operations Trend

Revenue Growth58th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,398,046Expenses 2011: $1,609,228Net Income 2011: -$211,1822011Revenue 2012: $1,479,355Expenses 2012: $1,642,189Net Income 2012: -$162,8342012Revenue 2013: $1,673,836Expenses 2013: $1,615,571Net Income 2013: $58,2652013Revenue 2014: $1,831,999Expenses 2014: $1,600,584Net Income 2014: $231,4152014Revenue 2015: $1,894,611Expenses 2015: $1,547,434Net Income 2015: $347,1772015Revenue 2016: $1,931,321Expenses 2016: $1,738,870Net Income 2016: $192,4512016Revenue 2017: $2,018,117Expenses 2017: $1,781,047Net Income 2017: $237,0702017Revenue 2018: $2,059,257Expenses 2018: $1,898,961Net Income 2018: $160,2962018Revenue 2019: $2,100,721Expenses 2019: $1,875,827Net Income 2019: $224,8942019Revenue 2020: $2,030,415Expenses 2020: $1,934,382Net Income 2020: $96,0332020Revenue 2021: $1,878,366Expenses 2021: $1,933,846Net Income 2021: -$55,4802021Revenue 2022: $1,739,286Expenses 2022: $1,826,246Net Income 2022: -$86,9602022Revenue 2023: $1,870,459Expenses 2023: $2,005,253Net Income 2023: -$134,7942023Revenue 2024: $2,136,810Expenses 2024: $2,075,863Net Income 2024: $60,9472024

Highlighted filing

2023

Revenue$1,870,459
Expenses$2,005,253
Net Income-$134,794
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 16, 2024
Return Version
2023v4.0
Gross Receipts
$1,870,459
Mission and Program Overview

Mission

To secure, defend and safeguard members rights and interests as working people by securing employment with adequate pay and benefits through conciliation and arbitration using bargained union contracts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,707,887$2,573,793▼ $134,094
Investments in Publicly Traded Securities$10,570$10,570→ $0
Cash and Non-Interest-Bearing Accounts$5,648$4,948▼ $700
Total Assets$2,724,105$2,589,311▼ $134,794
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,724,105$2,589,311▼ $134,794
Total Net Assets Fund Balance$2,724,105$2,589,311▼ $134,794
Total Liabilities and Net Assets / Fund Balance$2,724,105$2,589,311▼ $134,794
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ryan P TimlinPresidentFT$118,535$118,535
Tommy BellfieldFin Sec/TreasurerFT$105,957$105,957
David M StiggersVice PresidentFT$103,478$103,478
Miriam WynnRec Sec/Asst Bus AgentFT$102,135$102,135
Lisa CallahanExec cmtePT$36,689$36,689
Rafael ValleExec cmtePT$27,340$27,340
Demetre MuhammadExec cmtePT$24,534$24,534
Kurt AndersonExec cmtePT$23,451$23,451
Dave ButtsExec cmtePT$23,091$23,091
Stan GreenExec cmtePT$22,167$22,167
Vanetta RennockExec cmtePT$20,237$20,237
Gerald LangerExec cmtePT$19,350$19,350
Mark DawkinsExec cmtePT$19,269$19,269
Kerwin HallExec cmtePT$17,706$17,706
Jason EndersonExec cmtePT$17,633$17,633
Cliff BoldenExec cmtePT$17,192$17,192
Adam BuzbeeExec cmtePT$16,060$16,060
Mark JesseExec cmtePT$15,433$15,433
Kira YoungExec cmtePT$15,066$15,066
Noah CierniaExec cmtePT$15,023$15,023
Andrew BoardmanExec cmtePT$13,350$13,350
Myles AlteriExec cmtePT$5,546$5,546
Revenue and Support

Revenue Composition

Contributions and Grants
$1,768,143
Program Service Revenue
$0
Investment Income
$101,795
Other Revenue
$521
Change in Net Assets
$-134,794

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,870,459
Total Revenue per Audited Statements
$1,870,459
Total Revenue per Form 990
$1,870,459
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,006,288
Other Expenses$998,965
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---$779,242
Payments to Affiliates---$585,213
Other Salaries and Wages---$156,716
Fees for Services Legal---$129,876
Payroll Taxes---$70,330
Occupancy---$45,970
Office Expenses---$43,094
Travel---$41,584
Other Expenses---$23,059
Conferences and Meetings---$22,456
Fees for Services Accounting---$19,515
Insurance---$15,745
All Other Expenses---$13,981
Advertising---$1,312
Total Functional Expenses$0$0$0$2,005,253

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,005,253
Total Expenses per Audited Statements$2,005,253
Total Expenses per Form 990$2,005,253
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“- The 990 is prepared externally by the independent auditor and then reviewed and signed by an officer. The 990 is not reviewed by the full board. The board does review the audited financial statements with the treasurer however.”

Form 990, Part VI, Section B, Line 15A 15B

“- The executive board sets the salary of the officers based on member contracts.”

Form 990, Part VI, Section C, Line 19

“- Information is provided only upon request.”

Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local #1005
EIN
41-0113390
In Care Of
% Tommy L Bellfield
Phone
6123792914
Address
312 Central Avenue STE 345, Minneapolis, MN 55414

Signing Officer

Name
Tommy Bellfield L Bellfield
Title
Financial Secretary Treasurer
Phone
6123792914
Signed
2024-02-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tommy Bellfield L Bellfield
Formed
1933
Legal Domicile
Mn
Voting Board Members
22
Independent Board Members
22
Employees
84

Preparer

Firm
Gary W Paulson CPA
Address
4962 Black Spruce Trail NW, Hackensack, MN 56452
Preparer
Gary W Paulson
Phone
3206309166
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“- The officers, through authority granted by the full board, select the auditor and review the audits an audit every six months with the independent auditor. A report is then given to the full board by the officers.”

Raw XML AppendixShowing 400 of 425 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/Form990PartVIISectionAGrp/PersonNm0Ryan P Timlin
IRS990/Form990PartVIISectionAGrp/PersonNm1Tommy Bellfield
IRS990/Form990PartVIISectionAGrp/PersonNm2David M Stiggers
IRS990/Form990PartVIISectionAGrp/PersonNm3Miriam Wynn
IRS990/Form990PartVIISectionAGrp/PersonNm4Lisa Callahan
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IRS990/Form990PartVIISectionAGrp/PersonNm20Andrew Boardman
IRS990/Form990PartVIISectionAGrp/PersonNm21Myles Alteri
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Fin Sec/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Rec Sec/Asst Bus Agent
IRS990/Form990PartVIISectionAGrp/TitleTxt4Exec cmte
IRS990/Form990PartVIISectionAGrp/TitleTxt5Exec cmte
IRS990/Form990PartVIISectionAGrp/TitleTxt6Exec cmte
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IRS990/OtherExpensesGrp/Desc3Local annual picnic
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0- The 990 is prepared externally by the independent auditor and then reviewed and signed by an officer. The 990 is not reviewed by the full board. The board does review the audited financial statements with the treasurer however.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1- The executive board sets the salary of the officers based on member contracts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2- Information is provided only upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3- The officers, through authority granted by the full board, select the auditor and review the audits an audit every six months with the independent auditor. A report is then given to the full board by the officers.
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IRS990/USAddress/AddressLine1Txt0312 Central Avenue Ste 345
IRS990/USAddress/CityNm0Minneapolis
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tommy Bellfield L Bellfield
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Financial Secretary Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06123792914
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Amalgamated Transit Union Local #1005

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,589,311
Liabilities
$0
Net assets
$2,589,311
Revenue
$1,870,459
Expenses
$2,005,253
Net income
-$134,794
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.00$2.65$2.14$2.08$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$1.87$2.01$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.00$2.72$1.74$1.83$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.00$2.81$1.88$1.93$0.06
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.87$0.00$2.87$2.03$1.93$0.10
2019Summary only. Only limited summary data is available for this year.$2.77$0.00$2.77$2.10$1.88$0.22
2018Summary only. Only limited summary data is available for this year.$2.55$0.00$2.55$2.06$1.90$0.16
2017Summary only. Only limited summary data is available for this year.$2.39$0.00$2.39$2.02$1.78$0.24
2016Summary only. Only limited summary data is available for this year.$2.15$0.00$2.15$1.93$1.74$0.19
2015Summary only. Only limited summary data is available for this year.$1.96$0.00$1.96$1.89$1.55$0.35
2014Summary only. Only limited summary data is available for this year.$1.61$0.00$1.61$1.83$1.60$0.23
2013Summary only. Only limited summary data is available for this year.$1.38$0.00$1.38$1.67$1.62$0.06
2012Summary only. Only limited summary data is available for this year.$1.32$0.00$1.32$1.48$1.64$0.16
2011Summary only. Only limited summary data is available for this year.$1.48$0.00$1.48$1.40$1.61$0.21
Peer Organizations

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