Civic Intelligence

Amalgamated Transit Union Local No 1287

990 • Fiscal year 2022 • EIN 44-0467585

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

6320 Manchester AveKansas City, MO 64133

(816) 361-8400

Siviq Scores

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

Liabilities / Assets

77th percentile

0.02x

Higher debt load relative to assets than 77% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

74th percentile

0.02x

Higher debt load relative to revenue than 74% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Net Margin

40th percentile

-1.3%

Higher net margin than 40% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Top Officer Pay

96th percentile

$85,400

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 19.7% of source-year revenue.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Asset Growth

29th percentile

-7.0%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

36th percentile

-3.2%

Faster revenue growth than 36% of similar nonprofits.

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

Assets

Down

$349,376

Down $26,402 (-7.0%) from 2021

Net Assets

Down

$341,048

Down $27,879 (-7.6%) from 2021

Liabilities

Up

$8,328

Up $1,477 (+22%) from 2021

Revenue

Down

$434,385

Down $14,453 (-3.2%) from 2021

Expenses

Down

$439,938

Down $5,408 (-1.2%) from 2021

Net Income

Down

-$5,553

Down $9,045 (-259%) from 2021

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $410,858Liabilities 2011: $4,626Net Assets 2011: $406,2322011Assets 2012: $399,159Liabilities 2012: $5,224Net Assets 2012: $393,9352012Assets 2013: $388,337Liabilities 2013: $5,694Net Assets 2013: $382,6432013Assets 2014: $387,316Liabilities 2014: $8,561Net Assets 2014: $378,7552014Assets 2015: $387,014Liabilities 2015: $6,992Net Assets 2015: $380,0222015Assets 2016: $369,523Liabilities 2016: $8,478Net Assets 2016: $361,0452016Assets 2017: $374,502Liabilities 2017: $5,331Net Assets 2017: $369,1712017Assets 2018: $401,017Liabilities 2018: $4,370Net Assets 2018: $396,6472018Assets 2019: $446,860Liabilities 2019: $5,143Net Assets 2019: $441,7172019Assets 2020: $383,455Liabilities 2020: $9,288Net Assets 2020: $374,1672020Assets 2021: $375,778Liabilities 2021: $6,851Net Assets 2021: $368,9272021Assets 2022: $349,376Liabilities 2022: $8,328Net Assets 2022: $341,0482022Assets 2023: $358,293Liabilities 2023: $5,043Net Assets 2023: $353,2502023Assets 2024: $390,607Liabilities 2024: $7,868Net Assets 2024: $382,7392024

Highlighted filing

2022

Assets$349,376
Liabilities$8,328
Net Assets$341,048

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $454,5092011Expenses 2012: $463,9192012Revenue 2013: $472,109Expenses 2013: $483,402Net Income 2013: -$11,2932013Revenue 2014: $620,837Expenses 2014: $624,725Net Income 2014: -$3,8882014Revenue 2015: $470,844Expenses 2015: $465,259Net Income 2015: $5,5852015Revenue 2016: $522,620Expenses 2016: $537,272Net Income 2016: -$14,6522016Revenue 2017: $548,146Expenses 2017: $539,750Net Income 2017: $8,3962017Revenue 2018: $503,924Expenses 2018: $472,011Net Income 2018: $31,9132018Revenue 2019: $509,014Expenses 2019: $475,685Net Income 2019: $33,3292019Revenue 2020: $462,965Expenses 2020: $539,011Net Income 2020: -$76,0462020Revenue 2021: $448,838Expenses 2021: $445,346Net Income 2021: $3,4922021Revenue 2022: $434,385Expenses 2022: $439,938Net Income 2022: -$5,5532022Revenue 2023: $505,371Expenses 2023: $501,160Net Income 2023: $4,2112023Revenue 2024: $535,670Expenses 2024: $505,436Net Income 2024: $30,2342024

Highlighted filing

2022

Revenue$434,385
Expenses$439,938
Net Income-$5,553
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$466,789
Mission and Program Overview

Mission

The objectives of the union, as the representative of its members, are to improve working conditions and living standards of members through collective bargaining, education, training, and to establish necessary procedures for the amicable adjustment of all disputes which may arise between employers and employees.

Represent membership interest to maintain and improve working conditions and compensation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$219,200$202,208▼ $16,992
Savings and Temporary Cash Investments$156,443$147,033▼ $9,410
Intangible Assets$83$83→ $0
Land, Buildings, and Equipment, Net$52$52→ $0
Total Assets$375,778$349,376▼ $26,402
Liabilities
Other Liabilities$6,851$8,328▲ $1,477
Total Liabilities$6,851$8,328▲ $1,477
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$368,927$341,048▼ $27,879
Total Net Assets Fund Balance$368,927$341,048▼ $27,879
Total Liabilities and Net Assets / Fund Balance$375,778$349,376▼ $26,402

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$52$19,654$19,706
Land$0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
William HowardPresidentFT$85,400$85,400
Astrid WhiteFinancial Secretary/TreasurerFT$78,031$78,031
Jermal WordExecutive BoarPT$2,559$2,559
Leona BurbanksExecutive BoardPT$146$146

Board Members and Trustees

NameTitle
Nic MillerVice President
Donna BorlandClerical Executive
James SneedMaintenance Executive
Joe PilslMaintenance Executive
LaVALE SmithTransportation Executive
Mark WoodsTransportation Executive
Revenue and Support

Revenue Composition

Contributions and Grants
$424,331
Program Service Revenue
$0
Investment Income
$6,373
Other Revenue
$3,681
Change in Net Assets
$-5,553

Audited Revenue Reconciliation

Revenue per Audited Statements
$434,385
Revenue Not Reported on Form 990
$-22,326
Total Revenue per Audited Statements
$412,059
Total Revenue per Form 990
$434,385
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$234,067
Other Expenses$205,871
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$156,514$0$0$156,514
Payments to Affiliates$117,941$0$0$117,941
Other Salaries and Wages$45,708$0$0$45,708
Occupancy$19,212$0$0$19,212
Fees for Services Other$17,339$0$0$17,339
Payroll Taxes$16,069$0$0$16,069
Other Employee Benefits$15,776$0$0$15,776
Insurance$7,989$0$0$7,989
Travel$6,412$0$0$6,412
Fees for Services Legal$6,030$0$0$6,030
Other Expenses$6,000$0$0$6,000
Office Expenses$1,052$0$0$1,052
Total Functional Expenses$439,938$0$0$439,938

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$439,938
Total Expenses per Audited Statements$439,938
Total Expenses per Form 990$439,938
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
Payroll Taxes$8,328
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union No 1287
EIN
44-0467585
Phone
8163618400
Address
6320 Manchester Ave, Kansas City, MO 64133

Signing Officer

Name
Sherrita L Jackson
Title
Treasurer
Phone
8163618400
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1941
Legal Domicile
Mo
Voting Board Members
9
Independent Board Members
6
Employees
4
Volunteers
0

Preparer

Firm
Accounting Solutions
Address
6910 N Holmes St Ste 300, Gladstone, MO 64118
Preparer
Robert Wilson
Phone
8166469502
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The Board reviews the 990 prior to the tax return being filed.

Pt VI, Line 15A

Proposed changes in compensation are posted on the union bulletin board. Proposed changes in compensation are presented at the next two meeting of the union membership. The Union members vote on the proposed changes in compensation. If the changes are passed by a vote of at least 2/3 of the membership, the changes are submitted to the international for final review, to ensure that there are no violations of provisions in the governing documents.

Pt VI, Line 19

Documents are available upon request.

Raw XML Appendix394 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/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0156443
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0147033
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt052
IRS990ScheduleD/EquipmentGrp/DepreciationAmt019654
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019706
IRS990ScheduleD/ExpensesSubtotalAmt0439938
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-22326
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08328
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll Taxes
IRS990ScheduleD/RevenueNotReportedAmt0-22326
IRS990ScheduleD/RevenueSubtotalAmt0434385
IRS990ScheduleD/TotalBookValueLandBuildingsAmt052
IRS990ScheduleD/TotalExpensesPerForm990Amt0439938
IRS990ScheduleD/TotalLiabilityAmt08328
IRS990ScheduleD/TotalRevenuePerForm990Amt0434385
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0412059
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0439938
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Board reviews the 990 prior to the tax return being filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Proposed changes in compensation are posted on the union bulletin board. Proposed changes in compensation are presented at the next two meeting of the union membership. The Union members vote on the proposed changes in compensation. If the changes are passed by a vote of at least 2/3 of the membership, the changes are submitted to the international for final review, to ensure that there are no violations of provisions in the governing documents.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0375778
IRS990/TotalAssetsEOYAmt0349376
IRS990/TotalAssetsGrp/BOYAmt0375778
IRS990/TotalAssetsGrp/EOYAmt0349376
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0424331
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0439938
IRS990/TotalFunctionalExpensesGrp/TotalAmt0439938
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06851
IRS990/TotalLiabilitiesEOYAmt08328
IRS990/TotalLiabilitiesGrp/BOYAmt06851
IRS990/TotalLiabilitiesGrp/EOYAmt08328
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0368927
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0341048
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt0166136
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010054
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0434385
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0375778
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0349376
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt06412
IRS990/TravelGrp/TotalAmt06412
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06320 Manchester Ave Ste 46
IRS990/USAddress/CityNm0Kansas City
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd064133
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0ATU1287.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sherrita L Jackson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08163618400
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Amalgamated Transit Union No 1287
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0440467585
ReturnHeader/Filer/PhoneNum08163618400
ReturnHeader/Filer/USAddress/AddressLine1Txt06320 Manchester Ave
ReturnHeader/Filer/USAddress/CityNm0Kansas City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064133
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0812274769
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Accounting Solutions
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06910 N Holmes St Ste 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gladstone
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064118
ReturnHeader/PreparerPersonGrp/PhoneNum08166469502
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Wilson
ReturnHeader/ReturnTs02023-11-15T07:41:22-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Sherrita
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Jackson
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.91$0.08$3.83$5.36$5.05$0.30
2023Detailed filing. Detailed filing data is available for this year.$3.58$0.05$3.53$5.05$5.01$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.49$0.08$3.41$4.34$4.40$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.76$0.07$3.69$4.49$4.45$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.83$0.09$3.74$4.63$5.39$0.76
2019Detailed filing. Detailed filing data is available for this year.$4.47$0.05$4.42$5.09$4.76$0.33
2018Detailed filing. Detailed filing data is available for this year.$4.01$0.04$3.97$5.04$4.72$0.32
2017Detailed filing. Detailed filing data is available for this year.$3.75$0.05$3.69$5.48$5.40$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.70$0.08$3.61$5.23$5.37$0.15
2015Detailed filing. Detailed filing data is available for this year.$3.87$0.07$3.80$4.71$4.65$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.87$0.09$3.79$6.21$6.25$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.88$0.06$3.83$4.72$4.83$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.99$0.05$3.94$4.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.11$0.05$4.06$4.55