Civic Intelligence

Amalgamated Transit Union Local 639

990EZ • Fiscal year 2023 • EIN 61-6036998

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

65th percentile

10%

Higher net margin than 65% of similar nonprofits.

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

Top Officer Pay

77th percentile

$10,912

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

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

Asset Growth

93rd percentile

41%

Faster asset growth than 93% of similar nonprofits.

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

Revenue Growth

16th percentile

-11%

Faster revenue growth than 16% of similar nonprofits.

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

Assets

Up

$29,196

Up $8,516 (+41%) from 2022

Net Assets

Up

$29,196

Up $8,516 (+41%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$81,722

Down $10,057 (-11%) from 2022

Expenses

Down

$73,206

Down $27,883 (-28%) from 2022

Net Income

Up

$8,516

Up $17,826 (+191%) from 2022

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

2023

Assets$29,196
Liabilities$0
Net Assets$29,196

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

2023

Revenue$81,722
Expenses$73,206
Net Income$8,516
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$81,722
Mission and Program Overview

Mission

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

To negotiate and enforce collective bargaining agreement, defend workers' rights and promote their general welfare.

Program Services

DescriptionGrantsExpenses
Representation and contract enforcement for 100 union members, filing of grievances and complaints, monthly membership meetings, member education and communications, arbitrations--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tod BirchPresident/Business AgentPT$10,912-$10,912
Laura KellyFinancial/Recording SecretaryPT$10,618-$10,618
Dee KingVice PresidentPT$8,112-$8,112
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
2024-11-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

$4,200 attorney retainer paid in 2022, $7.50 reimbursements from officer for bank service fee and t-shirt

Form 990-EZ, Part I, Line 10

Per capita payments to affiliated organizations (Amalgamated Transit Union International, Kentucky AFL-CIO, Bluegrass Central Labor Council): $23,484.92

Form 990-EZ, Part I, Line 16

$51.93 software license, $12.67 greeting cards, $200.00 door prizes, $337.54 office supplies, $64.61 checks, $281.67 officers' bond, $240.00 text messaging service, $59.50 bank service charges

Raw XML Appendix117 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Amalgamated Transit Union Local 639
IRS990EZ/BooksInCareOfDetail/PhoneNum08592874508
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0701 Allenridge Point
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lexington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040510
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020680
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029196
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt08516
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04214
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt029196
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023485
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt081722
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00155
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt077513
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020680
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029196
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020680
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029196
IRS990EZ/OccupancyRentUtltsAndMaintAmt04000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt125
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt010912
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110618
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt28112
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tod Birch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Laura Kelly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dee King
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President/Business Agent
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Financial/Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01248
IRS990EZ/OtherRevenueTotalAmt04208
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To negotiate and enforce collective bargaining agreement, defend workers' rights and promote their general welfare.
IRS990EZ/PrintingPublicationsPostageAmt0157
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Representation and contract enforcement for 100 union members, filing of grievances and complaints, monthly membership meetings, member education and communications, arbitrations
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt040102
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt073206
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt081722
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$4,200 attorney retainer paid in 2022, $7.50 reimbursements from officer for bank service fee and t-shirt
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Per capita payments to affiliated organizations (Amalgamated Transit Union International, Kentucky AFL-CIO, Bluegrass Central Labor Council): $23,484.92
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2$51.93 software license, $12.67 greeting cards, $200.00 door prizes, $337.54 office supplies, $64.61 checks, $281.67 officers' bond, $240.00 text messaging service, $59.50 bank service charges
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
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Laura Kelly
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Financial Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum08592137863
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Amalgamated Transit Union Local 639
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0616036998
ReturnHeader/Filer/PhoneNum08592874508
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 Allenridge Point
ReturnHeader/Filer/USAddress/CityNm0Lexington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040510
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-11-15T22:46:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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