Civic Intelligence

Amalgamated Transit Union Local 639

990EZ • Fiscal year 2015 • EIN 61-6036998

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 14, 2016

701 Allenridge PointLexington, KY 40516

(859) 494-8144

Siviq Scores

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

Liabilities / Assets

70th percentile

0.01x

Higher debt load relative to assets than 70% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Net Margin

13th percentile

-15%

Higher net margin than 13% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Top Officer Pay

84th percentile

$8,441

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Asset Growth

7th percentile

-27%

Faster asset growth than 7% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

16th percentile

-12%

Faster revenue growth than 16% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$34,761

Down $13,048 (-27%) from 2014

Net Assets

Down

$34,293

Down $13,516 (-28%) from 2014

Liabilities

Up

$468

Up $468 from 2014

Revenue

Down

$88,129

Down $12,147 (-12%) from 2014

Expenses

Down

$101,645

Down $724 (-0.7%) from 2014

Net Income

Down

-$13,516

Down $11,423 (-546%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$34,761
Liabilities$468
Net Assets$34,293

Operations Trend

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

2015

Revenue$88,129
Expenses$101,645
Net Income-$13,516
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 14, 2016
Return Version
2015v2.1
Gross Receipts
$88,129
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA BYRDFinancial SecretaryPT$8,441-$8,441
WARREN MOOREVice PresidentPT$4,522-$4,522
STEVEN RICHARDSONPresidentPT$4,500-$4,500
EYSIA BROWNPast Business AgentPT$1,896-$1,896
RD DAVISPast PresidentPT$1,711-$1,711
GARY LAMBBusiness AgentPT$1,636-$1,636
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 639
EIN
61-6036998
Phone
8594948144
Address
701 ALLENRIDGE POINT, LEXINGTON, KY 40516

Signing Officer

Name
Patricia Byrd
Title
Financial Secretary
Phone
8594948144
Signed
2016-07-14
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: 2. Description: miscellaneous. Amount: 395. Total to form 990-ez, line 8: 397.

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: 25,528.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 292. Description: other expenses. Amount: 8,303. Total to form 990-ez, line 14: 8,595.

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

Description: arbitration. Amount: 30. Description: miscellaneous. Amount: 270. Description: casual labor. Amount: 7,500. Description: payroll taxes. Amount: 4,546. Total to form 990-ez, line 16: 12,346.

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

Description: other depreciable assets. Beg. Of year amount: 573. End of year amount: 281.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: payroll taxes payable. Beg. Of year amount: 0. End of year amount: 468.

Raw XML Appendix137 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/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum08592885001
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0701 ALLENRIDGE CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040516
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt025528
IRS990EZ/GrossReceiptsAmt088129
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt034293
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047809
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034293
IRS990EZ/OccupancyRentUtltsAndMaintAmt08595
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt17.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt27.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt515.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt14522
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt41896
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVEN RICHARDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WARREN MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GARY LAMB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATRICIA BYRD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EYSIA BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RD DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BUSINESS AGENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST BUSINESS AGENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST PRESIDENT
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt012346
IRS990EZ/OtherRevenueTotalAmt0397
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO DEFEND AND NEGOTIATE THE UNION CONTRACT AND PARTICIPATE IN ARBITRATION PROCEEDINGS.
IRS990EZ/PrintingPublicationsPostageAmt01386
IRS990EZ/ProgramServiceRevenueAmt087732
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO DEFEND AND NEGOTIATE THE UNION CONTRACT AND PARTICIPATE IN ARBITRATION PROCEEDINGS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt043599
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0101645
IRS990EZ/TotalRevenueAmt088129
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 2. DESCRIPTION: MISCELLANEOUS. AMOUNT: 395. TOTAL TO FORM 990-EZ, LINE 8: 397.
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: 25,528.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEPRECIATION. AMOUNT: 292. DESCRIPTION: OTHER EXPENSES. AMOUNT: 8,303. TOTAL TO FORM 990-EZ, LINE 14: 8,595.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ARBITRATION. AMOUNT: 30. DESCRIPTION: MISCELLANEOUS. AMOUNT: 270. DESCRIPTION: CASUAL LABOR. AMOUNT: 7,500. DESCRIPTION: PAYROLL TAXES. AMOUNT: 4,546. TOTAL TO FORM 990-EZ, LINE 16: 12,346.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 573. END OF YEAR AMOUNT: 281.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: PAYROLL TAXES PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 468.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA BYRD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08594948144
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION LOCAL 639
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0616036998
ReturnHeader/Filer/PhoneNum08594948144
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 ALLENRIDGE POINT
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040516
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0610891142
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HISLE AND COMPANY CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0277 EAST HIGH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0405071409
ReturnHeader/PreparerPersonGrp/PhoneNum08592593403
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENT D HISLE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-07-19T15:10:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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.$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