Civic Intelligence

Amalgamated Transit Union Local 639

990EZ • Fiscal year 2014 • EIN 61-6036998

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 30, 2015

Organization ProfileN/A
701 Allenridge PointLexington, KY 40516

(202) 365-3072

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

53rd percentile

0.00x

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

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Net Margin

34th percentile

-2.1%

Higher net margin than 34% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Top Officer Pay

78th percentile

$13,111

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 13.1% of source-year revenue.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Asset Growth

31st percentile

-4.2%

Faster asset growth than 31% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

68th percentile

5.9%

Faster revenue growth than 68% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$47,809

Down $2,093 (-4.2%) from 2013

Net Assets

Down

$47,809

Down $2,093 (-4.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin34th percentile

Revenue

Up

$100,276

Up $5,612 (+5.9%) from 2013

Expenses

Down

$102,369

Down $6,054 (-5.6%) from 2013

Net Income

Up

-$2,093

Up $11,666 (+85%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$80K$60K$40K$20K$0Assets 2010: $45,818Liabilities 2010: $2,543Net Assets 2010: $43,2752010Assets 2011: $40,509Liabilities 2011: $2,832Net Assets 2011: $37,6772011Assets 2012: $66,373Liabilities 2012: $2,712Net Assets 2012: $63,6612012Assets 2013: $49,902Liabilities 2013: $0Net Assets 2013: $49,9022013Assets 2014: $47,809Liabilities 2014: $0Net Assets 2014: $47,8092014Assets 2015: $34,761Liabilities 2015: $468Net Assets 2015: $34,2932015Assets 2016: $35,914Liabilities 2016: $994Net Assets 2016: $34,9202016Assets 2017: $35,696Liabilities 2017: $26Net Assets 2017: $35,6702017Assets 2018: $34,566Liabilities 2018: $1,076Net Assets 2018: $33,4902018Assets 2019: $33,662Liabilities 2019: $1,171Net Assets 2019: $32,4912019Assets 2020: $45,593Liabilities 2020: $1,013Net Assets 2020: $44,5802020Assets 2021: $25,740Liabilities 2021: $1,397Net Assets 2021: $24,3432021Assets 2022: $20,680Liabilities 2022: $0Net Assets 2022: $20,6802022Assets 2023: $29,196Liabilities 2023: $0Net Assets 2023: $29,1962023Assets 2024: $27,193Liabilities 2024: $0Net Assets 2024: $27,1932024

Highlighted filing

2014

Assets$47,809
Liabilities$0
Net Assets$47,809
Open 2014 Filing

Operations Trend

Revenue Growth68th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $85,012Expenses 2010: $91,611Net Income 2010: -$6,5992010Revenue 2011: $89,344Expenses 2011: $95,123Net Income 2011: -$5,7792011Revenue 2012: $89,719Expenses 2012: $63,735Net Income 2012: $25,9842012Revenue 2013: $94,664Expenses 2013: $108,423Net Income 2013: -$13,7592013Revenue 2014: $100,276Expenses 2014: $102,369Net Income 2014: -$2,0932014Revenue 2015: $88,129Expenses 2015: $101,645Net Income 2015: -$13,5162015Revenue 2016: $104,158Expenses 2016: $103,531Net Income 2016: $6272016Revenue 2017: $107,165Expenses 2017: $106,415Net Income 2017: $7502017Revenue 2018: $89,493Expenses 2018: $91,673Net Income 2018: -$2,1802018Revenue 2019: $88,849Expenses 2019: $89,848Net Income 2019: -$9992019Revenue 2020: $111,887Expenses 2020: $99,798Net Income 2020: $12,0892020Revenue 2021: $94,846Expenses 2021: $115,083Net Income 2021: -$20,2372021Revenue 2022: $91,779Expenses 2022: $101,089Net Income 2022: -$9,3102022Revenue 2023: $81,722Expenses 2023: $73,206Net Income 2023: $8,5162023Revenue 2024: $75,454Expenses 2024: $77,457Net Income 2024: -$2,0032024

Highlighted filing

2014

Revenue$100,276
Expenses$102,369
Net Income-$2,093
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 30, 2015
Return Version
2014v5.0
Gross Receipts
$100,276
Mission and Program Overview

Mission

To defend and negotiate the union contract and participate in arbitration proceedings.

Program Services

DescriptionGrantsExpenses
TO DEFEND AND NEGOTIATE THE UNION CONTRACT AND PARTICIPATE IN ARBITRATION PROCEEDINGS.$0$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA BYRDFinancial SecretaryPT$13,111-$13,111
STEVEN RICHARDSONStewardPT$12,268-$12,268
RD DAVISPresidentPT$11,432-$11,432
EYSIA BROWNBusiness AgentPT$6,605-$6,605
CAROL MAYESVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 639
EIN
61-6036998
Phone
2023653072
Address
701 ALLENRIDGE POINT, LEXINGTON, KY 40516

Signing Officer

Name
Patricia Byrd
Title
Financial Secretary
Phone
2023653072
Signed
2015-04-30
Discuss with paid preparer
Yes

Preparer

Firm
HISLE AND COMPANY CPA'S
Address
277 EAST HIGH STREET, LEXINGTON, KY 40507-1409
Preparer
Kent D Hisle
Phone
8592593403
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest income. Amount: 5. Description: miscellaneous. Amount: 339. Total to form 990-ez, line 8: 344.”

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: international amalgamated transit union. Affiliate address: 5025 wisconsin ave, nw washington, dc 20016. Purpose of payment: per capita charge to support international union. Amount of payment: 20,831.”

Form 990-ez, Part I, Line 14

“Description: depreciation. Amount: 607. Description: other expenses. Amount: 6,967. Total to form 990-ez, line 14: 7,574.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: insurance. Amount: 282. Description: miscellaneous. Amount: 47. Description: union events. Amount: 1,201. Description: payroll taxes. Amount: 4,483. Description: dues to state society & bgclc. Amount: 1,065. Description: travel. Amount: 472. Total to form 990-ez, line 16: 7,550.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: other depreciable assets. Beg. Of year amount: 1,180. End of year amount: 573.”

Raw XML Appendix129 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RD DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROL MAYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVEN RICHARDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATRICIA BYRD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EYSIA BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BUSINESS AGENT
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07550
IRS990EZ/OtherRevenueTotalAmt0344
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO DEFEND AND NEGOTIATE THE UNION CONTRACT AND PARTICIPATE IN ARBITRATION PROCEEDINGS.
IRS990EZ/PrintingPublicationsPostageAmt01301
IRS990EZ/ProgramServiceRevenueAmt099932
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 5. DESCRIPTION: MISCELLANEOUS. AMOUNT: 339. TOTAL TO FORM 990-EZ, LINE 8: 344.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: INTERNATIONAL AMALGAMATED TRANSIT UNION. AFFILIATE ADDRESS: 5025 WISCONSIN AVE, NW WASHINGTON, DC 20016. PURPOSE OF PAYMENT: PER CAPITA CHARGE TO SUPPORT INTERNATIONAL UNION. AMOUNT OF PAYMENT: 20,831.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEPRECIATION. AMOUNT: 607. DESCRIPTION: OTHER EXPENSES. AMOUNT: 6,967. TOTAL TO FORM 990-EZ, LINE 14: 7,574.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: INSURANCE. AMOUNT: 282. DESCRIPTION: MISCELLANEOUS. AMOUNT: 47. DESCRIPTION: UNION EVENTS. AMOUNT: 1,201. DESCRIPTION: PAYROLL TAXES. AMOUNT: 4,483. DESCRIPTION: DUES TO STATE SOCIETY & BGCLC. AMOUNT: 1,065. DESCRIPTION: TRAVEL. AMOUNT: 472. TOTAL TO FORM 990-EZ, LINE 16: 7,550.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 1,180. END OF YEAR AMOUNT: 573.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02023653072
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION LOCAL 639
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ReturnHeader/Filer/EIN0616036998
ReturnHeader/Filer/PhoneNum02023653072
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ReturnHeader/Filer/USAddress/ZIPCd040516
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0277 EAST HIGH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0405071409
ReturnHeader/PreparerPersonGrp/PhoneNum08592593403
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENT D HISLE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-12T09:01:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,809
Liabilities
$0
Net assets
$47,809
Revenue
$100,276
Expenses
$102,369
Net income
-$2,093
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.75$0.77$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.82$0.73$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.92$1.01$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.26$0.01$0.24$0.95$1.15$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.46$0.01$0.45$1.12$1.00$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.34$0.01$0.32$0.89$0.90$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.35$0.01$0.33$0.89$0.92$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$1.07$1.06$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.36$0.01$0.35$1.04$1.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.34$0.88$1.02$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$1.00$1.02$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.95$1.08$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.03$0.64$0.90$0.64$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.03$0.38$0.89$0.95$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.03$0.43$0.85$0.92$0.07