Civic Intelligence

Amalgamated Transit Union Local 639

990EZ • Fiscal year 2022 • EIN 61-6036998

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

701 Allenridge PointLexington, KY 40510

(859) 287-4508

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

55th percentile

0.00x

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

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Net Margin

24th percentile

-10%

Higher net margin than 24% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$13,161

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 14.3% of source-year revenue.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Asset Growth

13th percentile

-20%

Faster asset growth than 13% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

36th percentile

-3.2%

Faster revenue growth than 36% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$20,680

Down $5,060 (-20%) from 2021

Net Assets

Down

$20,680

Down $3,663 (-15%) from 2021

Liabilities

Down

$0

Down $1,397 (-100%) from 2021

Revenue

Down

$91,779

Down $3,067 (-3.2%) from 2021

Expenses

Down

$101,089

Down $13,994 (-12%) from 2021

Net Income

Up

-$9,310

Up $10,927 (+54%) from 2021

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

2022

Assets$20,680
Liabilities$0
Net Assets$20,680

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

2022

Revenue$91,779
Expenses$101,089
Net Income-$9,310
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$91,779
Mission and Program Overview

Mission

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

To negotiate and enforce collective bargaining agreement

Program Services

DescriptionGrantsExpenses
Representation and contract enforcement for 110 union members, filing of grievances and complaints, monthly membership meetings, member education and communications, arbitrations, officer elections--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Isaiah BarronPresident/Business Agent (Jan-Sept)PT$13,161-$13,161
Nathan ClarkBusiness Agent For MaintenancePT$12,558-$12,558
Laura KellyFinancial/Recording SecretaryPT$10,939-$10,939
Tod BirchVice President (Jan-Sept), President/Ba (Oct-Dec)PT$7,988-$7,988
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union Local 639
EIN
61-6036998
Phone
8592874508
Address
701 Allenridge Point, Lexington, KY 40510

Signing Officer

Name
Laura Kelly
Title
Financial Secretary
Phone
8592137863
Signed
2023-11-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Description of other revenue: software license refund

Form 990-EZ, Part I, Line 10

Grants and similar amounts paid: Per capita payments to affiliated organizations (Amalgamated Transit Union International, Kentucky AFL-CIO, Bluegrass Central Labor Council): $28,488.30

Form 990-EZ, Part I, Line 16

Description of other expenses: Bond $281.67, bank service charges $74.00, member text communications service $140.00, software license $199.99, office supplies $160.80, door prizes $200.00, greeting cards $18.98

Form 990-EZ, Part I, Line 20

2021 net assets ($24,343) reported by the previous professional preparer on Part 1, Line 21 and Part II, Line 27(B) have been adjusted to reflect actual cash balances.

Raw XML Appendix130 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/OtherExpensesTotalAmt01075
IRS990EZ/OtherRevenueTotalAmt0272
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IRS990EZ/TotalRevenueAmt091779
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Grants and similar amounts paid: Per capita payments to affiliated organizations (Amalgamated Transit Union International, Kentucky AFL-CIO, Bluegrass Central Labor Council): $28,488.30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description of other expenses: Bond $281.67, bank service charges $74.00, member text communications service $140.00, software license $199.99, office supplies $160.80, door prizes $200.00, greeting cards $18.98
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32021 net assets ($24,343) reported by the previous professional preparer on Part 1, Line 21 and Part II, Line 27(B) have been adjusted to reflect actual cash balances.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20
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ReturnHeader/ReturnTs02023-11-14T23:37:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodEndDt02022-12-31
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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