Civic Intelligence

Amalgamated Transit Union 1165

990EZ • Fiscal year 2022 • EIN 62-0192369

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 03, 2023

Organization Profile
7656 Trey Oaks LaneKnoxville, TN 37918

(865) 254-3242

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

13th percentile

-22%

Higher net margin than 13% of similar nonprofits.

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

Top Officer Pay

81st percentile

$13,220

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 19.9% of source-year revenue.

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

Asset Growth

2nd percentile

-68%

Faster asset growth than 2% of similar nonprofits.

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

Revenue Growth

21st percentile

-10.0%

Faster revenue growth than 21% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$6,917

Down $14,835 (-68%) from 2021

Net Assets

Down

$6,917

Down $14,835 (-68%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$66,459

Down $7,362 (-10.0%) from 2021

Expenses

Down

$81,294

Down $3,826 (-4.5%) from 2021

Net Income

Down

-$14,835

Down $3,536 (-31%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$150K$100K$50K$0Assets 2011: $5,573Liabilities 2011: $02011Assets 2012: $1,982Liabilities 2012: $02012Assets 2013: $18,856Liabilities 2013: $02013Assets 2014: $28,634Liabilities 2014: $02014Assets 2015: $128,905Liabilities 2015: $02015Assets 2016: $18,971Liabilities 2016: $02016Assets 2017: $17,562Liabilities 2017: $02017Assets 2018: $23,312Liabilities 2018: $02018Assets 2019: $29,578Liabilities 2019: $02019Assets 2020: $33,051Liabilities 2020: $02020Assets 2021: $21,752Net Assets 2021: $21,7522021Assets 2022: $6,917Net Assets 2022: $6,9172022Assets 2023: $3,154Liabilities 2023: $02023Assets 2024: $6,151Net Assets 2024: $6,1512024

Highlighted filing

2022

Assets$6,917
Liabilities-
Net Assets$6,917
Open 2022 Filing

Operations Trend

Revenue Growth21st percentile

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

$100K$50K$0-$50KRevenue 2011: $77,253Expenses 2011: $78,669Net Income 2011: -$1,4162011Revenue 2012: $72,545Expenses 2012: $76,136Net Income 2012: -$3,5912012Revenue 2013: $77,932Expenses 2013: $61,058Net Income 2013: $16,8742013Revenue 2014: $72,668Expenses 2014: $62,890Net Income 2014: $9,7782014Revenue 2015: $74,048Expenses 2015: $83,777Net Income 2015: -$9,7292015Revenue 2016: $71,050Expenses 2016: $70,984Net Income 2016: $662016Revenue 2017: $70,716Expenses 2017: $72,125Net Income 2017: -$1,4092017Revenue 2018: $85,564Expenses 2018: $79,814Net Income 2018: $5,7502018Revenue 2019: $80,237Expenses 2019: $73,971Net Income 2019: $6,2662019Revenue 2020: $71,033Expenses 2020: $70,855Net Income 2020: $1782020Revenue 2021: $73,821Expenses 2021: $85,120Net Income 2021: -$11,2992021Revenue 2022: $66,459Expenses 2022: $81,294Net Income 2022: -$14,8352022Revenue 2023: $60,952Expenses 2023: $64,715Net Income 2023: -$3,7632023Revenue 2024: $64,282Expenses 2024: $61,285Net Income 2024: $2,9972024

Highlighted filing

2022

Revenue$66,459
Expenses$81,294
Net Income-$14,835
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 3, 2023
Return Version
2022v5.0
Gross Receipts
$66,459
Mission and Program Overview

Mission

UNION MEMBERSHIP

Program Services

DescriptionGrantsExpenses
EMPLOYEE UNION WHO SUPPORTS THE WORKERS OF KNOXVILLE AREA TRANSIT EMPLOYEES--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH GREERPresident-$13,220-$13,220
MELISSA STOOKSBURYFinancial Secretary-$12,427-$12,427
RONALD OSBORNEVice President-$9,420-$9,420
DUSTIN WEBBShop Stewart-$2,940-$2,940
ROXANNE JOHNSONTreasurer-$2,866-$2,866
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union 1165
EIN
62-0192369
Address
7656 TREY OAKS LANE, KNOXVILLE, TN 37918

Signing Officer

Name
Melissa Stooksbury
Title
Financial Secretary
Phone
8654055287
Signed
2023-08-03
Discuss with paid preparer
Yes

Preparer

Firm
Jerry L Tipton CPA
Address
6232 WASHINGTON PIKE, KNOXVILLE, TN 37918
Preparer
Stephanie R East
Phone
8652810100
Supplemental Narrative

Additional Explanations

990 EZ Page1 Part 1 Line 16

“See attached schedule of other expenses.”

Raw XML Appendix96 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MELISSA STOOKSBURY
IRS990EZ/BooksInCareOfDetail/PhoneNum08652543242
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07656 TREY OAKS LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KNOXVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037918
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021752
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06917
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14835
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021752
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06917
IRS990EZ/GrossReceiptsAmt066459
IRS990EZ/GroupExemptionNum00155
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt066459
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021752
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06917
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021752
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06917
IRS990EZ/OccupancyRentUtltsAndMaintAmt01901
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt013220
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt19420
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt212427
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt32866
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt42940
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSEPH GREER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RONALD OSBORNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELISSA STOOKSBURY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROXANNE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DUSTIN WEBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SHOP STEWART
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt038520
IRS990EZ/PrimaryExemptPurposeTxt0UNION MEMBERSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EMPLOYEE UNION WHO SUPPORTS THE WORKERS OF KNOXVILLE AREA TRANSIT EMPLOYEES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt040873
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt081294
IRS990EZ/TotalRevenueAmt066459
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE ATTACHED SCHEDULE OF OTHER EXPENSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990 EZ PAGE1 PART 1 LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA STOOKSBURY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08654055287
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION 1165
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0620192369
ReturnHeader/Filer/USAddress/AddressLine1Txt07656 TREY OAKS LANE
ReturnHeader/Filer/USAddress/CityNm0KNOXVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037918
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823363509
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JERRY L TIPTON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06232 WASHINGTON PIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KNOXVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037918
ReturnHeader/PreparerPersonGrp/PhoneNum08652810100
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHANIE R EAST
ReturnHeader/ReturnTs02023-08-03T09:07:09-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELISSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STOOKSBURY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,917
Liabilities
-
Net assets
$6,917
Revenue
$66,459
Expenses
$81,294
Net income
-$14,835
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.64$0.61$0.03
2023Summary only. Only limited summary data is available for this year.$0.03$0.00$0.61$0.65$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.07$0.07$0.66$0.81$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.74$0.85$0.11
2020Summary only. Only limited summary data is available for this year.$0.33$0.00$0.71$0.71$0.00
2019Summary only. Only limited summary data is available for this year.$0.30$0.00$0.80$0.74$0.06
2018Summary only. Only limited summary data is available for this year.$0.23$0.00$0.86$0.80$0.06
2017Summary only. Only limited summary data is available for this year.$0.18$0.00$0.71$0.72$0.01
2016Summary only. Only limited summary data is available for this year.$0.19$0.00$0.71$0.71$0.00
2015Summary only. Only limited summary data is available for this year.$1.29$0.00$0.74$0.84$0.10
2014Summary only. Only limited summary data is available for this year.$0.29$0.00$0.73$0.63$0.10
2013Summary only. Only limited summary data is available for this year.$0.19$0.00$0.78$0.61$0.17
2012Summary only. Only limited summary data is available for this year.$0.02$0.00$0.73$0.76$0.04
2011Summary only. Only limited summary data is available for this year.$0.06$0.00$0.77$0.79$0.01