Civic Intelligence

Amalgamated Transit Union Local 639

990EZ • Fiscal year 2017 • EIN 61-6036998

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization ProfileN/A
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

55th percentile

0.00x

Higher debt load relative to assets than 55% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.00x

Higher debt load relative to revenue than 54% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Net Margin

39th percentile

0.7%

Higher net margin than 39% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

79th percentile

$12,494

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

36th percentile

-0.6%

Faster asset growth than 36% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

2.9%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$35,696

Down $218 (-0.6%) from 2016

Net Assets

Up

$35,670

Up $750 (+2.1%) from 2016

Liabilities

Down

$26

Down $968 (-97%) from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin39th percentile

Revenue

Up

$107,165

Up $3,007 (+2.9%) from 2016

Expenses

Up

$106,415

Up $2,884 (+2.8%) from 2016

Net Income

Up

$750

Up $123 (+20%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2017

Assets$35,696
Liabilities$26
Net Assets$35,670
Open 2017 Filing

Operations Trend

Revenue Growth56th 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

2017

Revenue$107,165
Expenses$106,415
Net Income$750
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Gross Receipts
$107,165
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 Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN RICHARDSONPresidentPT$12,494-$12,494
PATRICIA BYRDFinancial SecretaryPT$11,250-$11,250
GARY LAMBBusiness AgentPT$9,719-$9,719
WARREN MOOREVice PresidentPT$9,149-$9,149
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
2018-05-15
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: recovery of funds. Amount: 370. Total to form 990-ez, line 8: 372.”

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: 26,749.”

Form 990-ez, Part I, Line 14

“Description: depreciation. Amount: 97. Description: other expenses. Amount: 8,700. Total to form 990-ez, line 14: 8,797.”

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

“Description: travel. Amount: 200. Description: miscellaneous. Amount: 683. Description: payroll taxes. Amount: 4,120. Total to form 990-ez, line 16: 5,003.”

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

“Description: other depreciable assets. Beg. Of year amount: 145. End of year amount: 48.”

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

“Description: payroll taxes payable. Beg. Of year amount: 994. End of year amount: 26.”

Raw XML Appendix132 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/PhoneNum08592885001
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0701 ALLENRIDGE CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040516
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035769
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt019840
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt026749
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MembershipDuesAmt0106793
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OccupancyRentUtltsAndMaintAmt08797
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt19149
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt29719
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVEN RICHARDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WARREN MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GARY LAMB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATRICIA BYRD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BUSINESS AGENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINANCIAL SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt05003
IRS990EZ/OtherRevenueTotalAmt0372
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO DEFEND AND NEGOTIATE THE UNION CONTRACT AND PARTICIPATE IN ARBITRATION PROCEEDINGS.
IRS990EZ/PrintingPublicationsPostageAmt01083
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO DEFEND AND NEGOTIATE THE UNION CONTRACT AND PARTICIPATE IN ARBITRATION PROCEEDINGS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt026
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0106415
IRS990EZ/TotalRevenueAmt0107165
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 2. DESCRIPTION: RECOVERY OF FUNDS. AMOUNT: 370. TOTAL TO FORM 990-EZ, LINE 8: 372.
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: 26,749.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEPRECIATION. AMOUNT: 97. DESCRIPTION: OTHER EXPENSES. AMOUNT: 8,700. TOTAL TO FORM 990-EZ, LINE 14: 8,797.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: TRAVEL. AMOUNT: 200. DESCRIPTION: MISCELLANEOUS. AMOUNT: 683. DESCRIPTION: PAYROLL TAXES. AMOUNT: 4,120. TOTAL TO FORM 990-EZ, LINE 16: 5,003.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 145. END OF YEAR AMOUNT: 48.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: PAYROLL TAXES PAYABLE. BEG. OF YEAR AMOUNT: 994. END OF YEAR AMOUNT: 26.
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/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08594948144
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION LOCAL 639
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0616036998
ReturnHeader/Filer/PhoneNum08594948144
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 ALLENRIDGE POINT
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:26:19
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/PreparationDt02018-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENT D HISLE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-18T07:55:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,696
Liabilities
$26
Net assets
$35,670
Revenue
$107,165
Expenses
$106,415
Net income
$750
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