Civic Intelligence

Amalgamated Transit Union

990 • Fiscal year 2022 • EIN 61-0462121

Jul 01, 2021 to Jun 30, 2022 • Filed on Dec 12, 2022

2222 S 9th StreetLouisville, KY 40208

(502) 637-2037

Siviq Scores

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

Liabilities / Assets

81st percentile

0.04x

Higher debt load relative to assets than 81% of similar nonprofits.

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

Liabilities / Revenue

80th percentile

0.04x

Higher debt load relative to revenue than 80% of similar nonprofits.

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

Net Margin

43rd percentile

0.1%

Higher net margin than 43% of similar nonprofits.

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

Top Officer Pay

96th percentile

$84,033

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 26.4% of source-year revenue.

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

Asset Growth

57th percentile

3.3%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

59th percentile

4.1%

Faster revenue growth than 59% of similar nonprofits.

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

Assets

Up

$323,239

Up $10,408 (+3.3%) from 2021

Net Assets

Up

$310,234

Up $415 (+0.1%) from 2021

Liabilities

Up

$13,005

Up $9,993 (+332%) from 2021

Revenue

Up

$317,810

Up $12,454 (+4.1%) from 2021

Expenses

Down

$317,395

Down $42,346 (-12%) from 2021

Net Income

Up

$415

Up $54,800 (+101%) from 2021

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $232,760Liabilities 2011: $107,068Net Assets 2011: $125,6922011Assets 2012: $238,440Liabilities 2012: $88,526Net Assets 2012: $149,9142012Assets 2013: $274,083Liabilities 2013: $72,547Net Assets 2013: $201,5362013Assets 2014: $233,519Liabilities 2014: $7,322Net Assets 2014: $226,1972014Assets 2015: $256,764Liabilities 2015: $5,168Net Assets 2015: $251,5962015Assets 2016: $304,105Liabilities 2016: $4,884Net Assets 2016: $299,2212016Assets 2017: $325,309Liabilities 2017: $14,276Net Assets 2017: $311,0332017Assets 2018: $366,931Liabilities 2018: $4,701Net Assets 2018: $362,2302018Assets 2019: $395,196Liabilities 2019: $9,200Net Assets 2019: $385,9962019Assets 2020: $366,790Liabilities 2020: $2,586Net Assets 2020: $364,2042020Assets 2021: $312,831Liabilities 2021: $3,012Net Assets 2021: $309,8192021Assets 2022: $323,239Liabilities 2022: $13,005Net Assets 2022: $310,2342022Assets 2023: $252,222Liabilities 2023: $4,956Net Assets 2023: $247,2662023Assets 2024: $242,924Liabilities 2024: $24,380Net Assets 2024: $218,5442024

Highlighted filing

2022

Assets$323,239
Liabilities$13,005
Net Assets$310,234

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $357,872Expenses 2011: $332,245Net Income 2011: $25,6272011Revenue 2012: $363,146Expenses 2012: $338,698Net Income 2012: $24,4482012Revenue 2013: $409,740Expenses 2013: $358,118Net Income 2013: $51,6222013Revenue 2014: $471,534Expenses 2014: $446,873Net Income 2014: $24,6612014Revenue 2015: $414,888Expenses 2015: $389,489Net Income 2015: $25,3992015Revenue 2016: $429,581Expenses 2016: $381,956Net Income 2016: $47,6252016Revenue 2017: $421,547Expenses 2017: $409,735Net Income 2017: $11,8122017Revenue 2018: $424,906Expenses 2018: $381,508Net Income 2018: $43,3982018Revenue 2019: $421,925Expenses 2019: $398,159Net Income 2019: $23,7662019Revenue 2020: $359,699Expenses 2020: $381,491Net Income 2020: -$21,7922020Revenue 2021: $305,356Expenses 2021: $359,741Net Income 2021: -$54,3852021Revenue 2022: $317,810Expenses 2022: $317,395Net Income 2022: $4152022Revenue 2023: $321,504Expenses 2023: $384,472Net Income 2023: -$62,9682023Revenue 2024: $345,498Expenses 2024: $374,220Net Income 2024: -$28,7222024

Highlighted filing

2022

Revenue$317,810
Expenses$317,395
Net Income$415
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 12, 2022
Return Version
2021v4.1
Gross Receipts
$327,821
Mission and Program Overview

Mission

Representation of union members in their relationship with their employers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$184,004$205,484▲ $21,480
Land, Buildings, and Equipment, Net$128,532$117,755▼ $10,777
Prepaid Expenses and Deferred Charges$295$0▼ $295
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$312,831$323,239▲ $10,408
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$3,012$13,005▲ $9,993
Total Liabilities$3,012$13,005▲ $9,993
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$297,168$297,556▲ $388
Net Assets With Donor Restrictions$12,651$12,678▲ $27
Total Net Assets Fund Balance$309,819$310,234▲ $415
Total Liabilities and Net Assets / Fund Balance$312,831$323,239▲ $10,408

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$54,896$103,829$158,725
Buildings$61,830$95,440$157,270
Equipment$857$46,191$47,048
Other Land Buildings$172$7,628$7,800
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lillian BrentsPresident/B.A.FT$84,033$84,033
Justin GoodmanFinancial SecrePT$15,806$15,806
Leslie M WilliamsRecording SecrePT$12,862$12,862
Bradley HensonVice PresidentPT$8,865$8,865
Gregory HunterBoard MemberPT$4,476$4,476
Richard BaileyBoard MemberPT$3,708$3,708
Charlene OsborneBoard MemberPT$2,563$2,563
Diona WilliamsFinancial SecretaryPT$601$601
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$322,097
Investment Income
$27
Other Revenue
$-4,314
Change in Net Assets
$415

Audited Revenue Reconciliation

Revenue per Audited Statements
$317,810
Total Revenue per Audited Statements
$317,810
Total Revenue per Form 990
$317,810
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$163,268
Other Expenses$154,127
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---$132,313
Fees for Services Legal---$28,087
All Other Expenses---$24,083
Other Salaries and Wages---$18,170
Payroll Taxes---$12,785
Depreciation Depletion---$8,890
Office Expenses---$5,117
Other Expenses---$4,755
Travel---$1,739
Insurance---$1,545
Fees for Services Accounting---$601
Total Functional Expenses$0$0$0$317,395

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$317,395
Total Expenses per Audited Statements$317,395
Total Expenses per Form 990$317,395
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

Organization's members consist unionized employess of the local public transportation service.

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

Periodic elections are held and the members vote for officers to serve predetermined terms of office.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

Monthly union meetings are held and at these meetings, members vote on union business.

Form 990, Part VI, Line 11B: Form 990 Review Process

990 is made available to members of the union upon request.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

These documents are made available to union members upon request.

Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union
EIN
61-0462121
Phone
5026372037
Address
2222 S 9th Street, Louisville, KY 40208

Signing Officer

Name
Justin Goodman
Title
Financial Secretary
Phone
5026372037
Signed
2022-12-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Justin Goodman
Legal Domicile
Ky
Voting Board Members
6
Independent Board Members
6
Employees
18

Preparer

Firm
Stephens & Lawson CPAs Inc
Address
5203 Dixie Hwy, Louisville, KY 40216
Preparer
Hyatt Gaston
Phone
5024484376
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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/SavingsAndTempCashInvstGrp/EOYAmt0205484
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt061830
IRS990ScheduleD/BuildingsGrp/DepreciationAmt095440
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0157270
IRS990ScheduleD/EquipmentGrp/BookValueAmt0857
IRS990ScheduleD/EquipmentGrp/DepreciationAmt046191
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt047048
IRS990ScheduleD/ExpensesSubtotalAmt0317395
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt054896
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0103829
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0158725
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0172
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07628
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt07800
IRS990ScheduleD/RevenueSubtotalAmt0317810
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0117755
IRS990ScheduleD/TotalExpensesPerForm990Amt0317395
IRS990ScheduleD/TotalRevenuePerForm990Amt0317810
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0317810
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0317395
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0601
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DIONA WILLIAMS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FINANCIAL SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0601
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Organization's members consist unionized employess of the local public transportation service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Periodic elections are held and the members vote for officers to serve predetermined terms of office.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Monthly union meetings are held and at these meetings, members vote on union business.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3990 is made available to members of the union upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4These documents are made available to union members upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0312831
IRS990/TotalAssetsEOYAmt0323239
IRS990/TotalAssetsGrp/BOYAmt0312831
IRS990/TotalAssetsGrp/EOYAmt0323239
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt018
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0317395
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03012
IRS990/TotalLiabilitiesEOYAmt013005
IRS990/TotalLiabilitiesGrp/BOYAmt03012
IRS990/TotalLiabilitiesGrp/EOYAmt013005
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0309819
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0310234
IRS990/TotalProgramServiceRevenueAmt0322097
IRS990/TotalReportableCompFromOrgAmt0132914
IRS990/TotalRevenueGrp/ExclusionAmt0-4287
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0322097
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0317810
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0312831
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0323239
IRS990/TravelGrp/TotalAmt01739
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02222 S 9th Street
IRS990/USAddress/CityNm0Louisville
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040208
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUSTIN GOODMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Financial Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum05026372037
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Amalgamated Transit Union
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Local 1447
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0610462121
ReturnHeader/Filer/PhoneNum05026372037
ReturnHeader/Filer/USAddress/AddressLine1Txt02222 S 9th Street
ReturnHeader/Filer/USAddress/CityNm0Louisville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040208
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843130843
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stephens & Lawson CPAs Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05203 Dixie Hwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Louisville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040216
ReturnHeader/PreparerPersonGrp/PhoneNum05024484376
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Hyatt Gaston
ReturnHeader/ReturnTs02022-12-12T08:14:12-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JUSTIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOODMAN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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.$2.43$0.24$2.19$3.45$3.74$0.29
2023Detailed filing. Detailed filing data is available for this year.$2.52$0.05$2.47$3.22$3.84$0.63
2022Detailed filing. Detailed filing data is available for this year.$3.23$0.13$3.10$3.18$3.17$0.00
2021Detailed filing. Detailed filing data is available for this year.$3.13$0.03$3.10$3.05$3.60$0.54
2020Detailed filing. Detailed filing data is available for this year.$3.67$0.03$3.64$3.60$3.81$0.22
2019Summary only. Only limited summary data is available for this year.$3.95$0.09$3.86$4.22$3.98$0.24
2018Summary only. Only limited summary data is available for this year.$3.67$0.05$3.62$4.25$3.82$0.43
2017Summary only. Only limited summary data is available for this year.$3.25$0.14$3.11$4.22$4.10$0.12
2016Summary only. Only limited summary data is available for this year.$3.04$0.05$2.99$4.30$3.82$0.48
2015Summary only. Only limited summary data is available for this year.$2.57$0.05$2.52$4.15$3.89$0.25
2014Summary only. Only limited summary data is available for this year.$2.34$0.07$2.26$4.72$4.47$0.25
2013Summary only. Only limited summary data is available for this year.$2.74$0.73$2.02$4.10$3.58$0.52
2012Summary only. Only limited summary data is available for this year.$2.38$0.89$1.50$3.63$3.39$0.24
2011Summary only. Only limited summary data is available for this year.$2.33$1.07$1.26$3.58$3.32$0.26