Civic Intelligence

Amalgamated Transit Union

990 • Fiscal year 2023 • EIN 61-0462121

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 20, 2023

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

75th percentile

0.02x

Higher debt load relative to assets than 75% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Net Margin

14th percentile

-20%

Higher net margin than 14% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Top Officer Pay

96th percentile

$86,581

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 26.9% of source-year revenue.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Asset Growth

11th percentile

-22%

Faster asset growth than 11% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

42nd percentile

1.2%

Faster revenue growth than 42% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$252,222

Down $71,017 (-22%) from 2022

Net Assets

Down

$247,266

Down $62,968 (-20%) from 2022

Liabilities

Down

$4,956

Down $8,049 (-62%) from 2022

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin14th percentile

Revenue

Up

$321,504

Up $3,694 (+1.2%) from 2022

Expenses

Up

$384,472

Up $67,077 (+21%) from 2022

Net Income

Down

-$62,968

Down $63,383 (-15273%) from 2022

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

2023

Assets$252,222
Liabilities$4,956
Net Assets$247,266
Open 2023 Filing

Operations Trend

Revenue Growth42nd 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

2023

Revenue$321,504
Expenses$384,472
Net Income-$62,968
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 20, 2023
Return Version
2022v5.0
Gross Receipts
$332,597
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$205,484$140,126▼ $65,358
Land, Buildings, and Equipment, Net$117,755$107,345▼ $10,410
Prepaid Expenses and Deferred Charges-$4,751-
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$323,239$252,222▼ $71,017
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$13,005$4,956▼ $8,049
Total Liabilities$13,005$4,956▼ $8,049
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$297,556$235,909▼ $61,647
Net Assets With Donor Restrictions$12,678$11,357▼ $1,321
Total Net Assets Fund Balance$310,234$247,266▼ $62,968
Total Liabilities and Net Assets / Fund Balance$323,239$252,222▼ $71,017

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$49,163$109,562$158,725
Buildings$57,797$99,473$157,270
Equipment$385$46,663$47,048
Other Land Buildings-$7,801$7,801
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lillian BrentsPresident/B.A.FT$86,581$86,581
Justin GoodmanFinancial SecrePT$24,670$24,670
Leslie M WilliamsRecording SecrePT$16,801$16,801
Bradley HensonVice PresidentPT$12,435$12,435
Richard BaileyBoard MemberPT$9,903$9,903
Matthew StaserBoard MemberPT$4,922$4,922
Revenue and Support

Revenue Composition

Contributions and Grants
$3,072
Program Service Revenue
$322,756
Investment Income
$332
Other Revenue
$-4,656
All Other Contributions
$3,072
Change in Net Assets
$-62,968

Audited Revenue Reconciliation

Revenue per Audited Statements
$321,504
Total Revenue per Audited Statements
$321,504
Total Revenue per Form 990
$321,504
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$192,880
Other Expenses$191,592
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---$155,312
All Other Expenses---$28,667
Other Salaries and Wages---$22,873
Conferences and Meetings---$15,244
Payroll Taxes---$14,695
Depreciation Depletion---$8,588
Fees for Services Legal---$8,044
Other Expenses---$6,724
Office Expenses---$5,958
Travel---$2,933
Insurance---$2,035
Fees for Services Accounting---$545
Total Functional Expenses$0$0$0$384,472

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$384,472
Total Expenses per Audited Statements$384,472
Total Expenses per Form 990$384,472
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, Section A, Line 6

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

Form 990, Part VI, Section A, Line 7A

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

Form 990, Part VI, Section A, Line 7B

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

Form 990, Part VI, Section B, Line 11B

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

Form 990, Part VI, Section C, Line 19

“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
Lillian Brents
Title
President/B.A.
Phone
5025094181
Signed
2023-11-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lillian Brents
Legal Domicile
Ky
Voting Board Members
6
Independent Board Members
6
Employees
24

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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IRS990ScheduleD/RevenueSubtotalAmt0321504
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0107345
IRS990ScheduleD/TotalExpensesPerForm990Amt0384472
IRS990ScheduleD/TotalRevenuePerForm990Amt0321504
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0321504
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0384472
IRS990/ScheduleJRequiredInd0false
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, 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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0323239
IRS990/TotalAssetsEOYAmt0252222
IRS990/TotalAssetsGrp/BOYAmt0323239
IRS990/TotalAssetsGrp/EOYAmt0252222
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03072
IRS990/TotalEmployeeCnt024
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0384472
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt013005
IRS990/TotalLiabilitiesEOYAmt04956
IRS990/TotalLiabilitiesGrp/BOYAmt013005
IRS990/TotalLiabilitiesGrp/EOYAmt04956
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0310234
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0247266
IRS990/TotalProgramServiceRevenueAmt0322756
IRS990/TotalReportableCompFromOrgAmt0155312
IRS990/TotalRevenueGrp/ExclusionAmt0-4324
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0322756
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0321504
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0323239
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0252222
IRS990/TravelGrp/TotalAmt02933
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LILLIAN BRENTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President/B.A.
ReturnHeader/BusinessOfficerGrp/PhoneNum05025094181
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-20
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-11-20T13:54:00-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LILLIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRENTS
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$252,222
Liabilities
$4,956
Net assets
$247,266
Revenue
$321,504
Expenses
$384,472
Net income
-$62,968
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