Civic Intelligence

Amalgamated Transit Union

990 • Fiscal year 2021 • EIN 61-0462121

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

Organization ProfileN/A
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

69th percentile

0.01x

Higher debt load relative to assets than 69% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Net Margin

11th percentile

-18%

Higher net margin than 11% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$53,300

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 17.5% of source-year revenue.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Asset Growth

11th percentile

-15%

Faster asset growth than 11% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

16th percentile

-15%

Faster revenue growth than 16% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$312,831

Down $53,959 (-15%) from 2020

Net Assets

Down

$309,819

Down $54,385 (-15%) from 2020

Liabilities

Up

$3,012

Up $426 (+16%) from 2020

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin11th percentile

Revenue

Down

$305,356

Down $54,343 (-15%) from 2020

Expenses

Down

$359,741

Down $21,750 (-5.7%) from 2020

Net Income

Down

-$54,385

Down $32,593 (-150%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

2021

Assets$312,831
Liabilities$3,012
Net Assets$309,819
Open 2021 Filing

Operations Trend

Revenue Growth16th percentile

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

2021

Revenue$305,356
Expenses$359,741
Net Income-$54,385
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.0
Gross Receipts
$317,125
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$226,888$184,004▼ $42,884
Land, Buildings, and Equipment, Net$139,320$128,532▼ $10,788
Prepaid Expenses and Deferred Charges$582$295▼ $287
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$366,790$312,831▼ $53,959
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$2,586$3,012▲ $426
Total Liabilities$2,586$3,012▲ $426
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$354,152$297,168▼ $56,984
Net Assets With Donor Restrictions$10,052$12,651▲ $2,599
Total Net Assets Fund Balance$364,204$309,819▼ $54,385
Total Liabilities and Net Assets / Fund Balance$366,790$312,831▼ $53,959

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$60,910$97,815$158,725
Buildings$65,863$91,407$157,270
Equipment$1,329$45,719$47,048
Other Land Buildings$430$7,370$7,800
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lillian BrentsPresident/B.A.FT$53,300$53,300
Mathias HamiltonPresidentFT$34,709$34,709
Diona WilliamsFinancial SecretaryPT$16,018$16,018
Leslie M WilliamsRecording SecrePT$6,020$6,020
Bradley HensonVice PresidentPT$5,677$5,677
Gregory HunterBoard MemberPT$2,372$2,372
Charlene OsborneBoard MemberPT$2,200$2,200
Justin GoodmanFinancial SecrePT$394$394
Revenue and Support

Revenue Composition

Contributions and Grants
$1,600
Program Service Revenue
$313,955
Investment Income
$26
Other Revenue
$-10,225
All Other Contributions
$1,600
Change in Net Assets
$-54,385

Audited Revenue Reconciliation

Revenue per Audited Statements
$317,125
Revenue Not Reported on Financial Statements
$-11,769
Other Revenue Adjustments
$-11,769
Total Revenue per Audited Statements
$317,125
Total Revenue per Form 990
$305,356
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$212,412
Salaries, Compensation, and Employee Benefits$147,329
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---$69,963
Other Salaries and Wages---$66,501
Fees for Services Legal---$20,122
All Other Expenses---$11,994
Payroll Taxes---$10,865
Depreciation Depletion---$8,900
Insurance---$6,953
Fees for Services Accounting---$4,060
Other Expenses---$3,113
Office Expenses---$2,020
Total Functional Expenses$0$0$0$359,741

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$371,510
Total Expenses per Audited Statements$371,510
Total Expenses per Form 990$359,741
Expenses Not Reported on Financial Statements$-11,769
Other Expense Adjustments$-11,769
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
Signed
2022-05-16
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
Raw XML Appendix389 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02586
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03012
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Representation of union members in their relationship with their employers.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt01600
IRS990/AllOtherExpensesGrp/TotalAmt011994
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Lillian Brents
IRS990/BooksInCareOfDetail/PhoneNum05026372037
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02222 S 9th Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Louisville
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd040208
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt069963
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01600
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt026
IRS990/CYOtherExpensesAmt0212412
IRS990/CYOtherRevenueAmt0-10225
IRS990/CYProgramServiceRevenueAmt0313955
IRS990/CYRevenuesLessExpensesAmt0-54385
IRS990/CYSalariesCompEmpBnftPaidAmt0147329
IRS990/CYTotalExpensesAmt0359741
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0305356
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt08900
IRS990/Desc0Representation of union members in their relationship with their employers.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt010052
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt012651
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt018
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt04060
IRS990/FeesForServicesLegalGrp/TotalAmt020122
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt215.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt415.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt510.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt610.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt715.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0LILLIAN BRENTS
IRS990/Form990PartVIISectionAGrp/PersonNm1MATHIAS HAMILTON
IRS990/Form990PartVIISectionAGrp/PersonNm2DIONA WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm3LESLIE M WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm4BRADLEY HENSON
IRS990/Form990PartVIISectionAGrp/PersonNm5GREGORY HUNTER
IRS990/Form990PartVIISectionAGrp/PersonNm6CHARLENE OSBORNE
IRS990/Form990PartVIISectionAGrp/PersonNm7JUSTIN GOODMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt053300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt134709
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt216018
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt36020
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt45677
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt52372
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt62200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7394
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/TitleTxt0President/B.A.
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2FINANCIAL SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3Recording Secre
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Financial Secre
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0true
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0317125
IRS990/GrossRentsGrp/RealAmt0300
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt06953
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt026
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0242311
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0139320
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0128532
IRS990/LandBldgEquipCostOrOtherBssAmt0370843
IRS990/LegalDomicileStateCd0KY
IRS990/LessRentalExpensesGrp/RealAmt011769
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Representation of union members in their relationship with their employers.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0364204
IRS990/NetAssetsOrFundBalancesEOYAmt0309819
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-11469
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-11469
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0354152
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0297168
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt02020
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Per Capita Taxes
IRS990/OtherExpensesGrp/Desc1Contributions
IRS990/OtherExpensesGrp/Desc2Utilities
IRS990/OtherExpensesGrp/Desc3Maintenance
IRS990/OtherExpensesGrp/TotalAmt0142685
IRS990/OtherExpensesGrp/TotalAmt16769
IRS990/OtherExpensesGrp/TotalAmt25796
IRS990/OtherExpensesGrp/TotalAmt33113
IRS990/OtherRevenueMiscGrp/Desc0Other Income
IRS990/OtherRevenueMiscGrp/Desc1Reimbursements
IRS990/OtherRevenueMiscGrp/ExclusionAmt01244
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01244
IRS990/OtherRevenueTotalAmt01244
IRS990/OtherSalariesAndWagesGrp/TotalAmt066501
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt010865
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0582
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0295
IRS990/PrincipalOfficerNm0JUSTIN GOODMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0313955
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0313955
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0790
IRS990/PYInvestmentIncomeAmt0194
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0237259
IRS990/PYOtherRevenueAmt02128
IRS990/PYProgramServiceRevenueAmt0356587
IRS990/PYRevenuesLessExpensesAmt0-21792
IRS990/PYSalariesCompEmpBnftPaidAmt0144232
IRS990/PYTotalExpensesAmt0381491
IRS990/PYTotalRevenueAmt0359699
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-54385
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-11469
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0226888
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0184004
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt065863
IRS990ScheduleD/BuildingsGrp/DepreciationAmt091407
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0157270
IRS990ScheduleD/EquipmentGrp/BookValueAmt01329
IRS990ScheduleD/EquipmentGrp/DepreciationAmt045719
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt047048
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-11769
IRS990ScheduleD/ExpensesSubtotalAmt0371510
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt060910
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt097815
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0158725
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-11769
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0430
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07370
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt07800
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-11769
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-11769
IRS990ScheduleD/RevenueSubtotalAmt0317125
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0128532
IRS990ScheduleD/TotalExpensesPerForm990Amt0359741
IRS990ScheduleD/TotalRevenuePerForm990Amt0305356
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0317125
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0371510
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt016018
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt134709
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DIONA WILLIAMS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MATHIAS HAMILTON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FINANCIAL SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt016018
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt134709
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/TotalAssetsBOYAmt0366790
IRS990/TotalAssetsEOYAmt0312831
IRS990/TotalAssetsGrp/BOYAmt0366790
IRS990/TotalAssetsGrp/EOYAmt0312831
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01600
IRS990/TotalEmployeeCnt018
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0359741
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02586
IRS990/TotalLiabilitiesEOYAmt03012
IRS990/TotalLiabilitiesGrp/BOYAmt02586
IRS990/TotalLiabilitiesGrp/EOYAmt03012
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0364204
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0309819
IRS990/TotalProgramServiceRevenueAmt0313955
IRS990/TotalReportableCompFromOrgAmt0120690
IRS990/TotalRevenueGrp/ExclusionAmt0-10199
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0313955
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0305356
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0366790
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0312831
IRS990/TravelGrp/TotalAmt00
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/SignatureDt02022-05-16
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/ReturnTs02022-05-16T14:34:00-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JUSTIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOODMAN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$312,831
Liabilities
$3,012
Net assets
$309,819
Revenue
$305,356
Expenses
$359,741
Net income
-$54,385
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