Civic Intelligence

Amalgamated Transit Union 1165

990EZ • Fiscal year 2023 • EIN 62-0192369

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

28th percentile

-6.2%

Higher net margin than 28% of similar nonprofits.

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

Top Officer Pay

76th percentile

$10,251

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

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

Asset Growth

3rd percentile

-54%

Faster asset growth than 3% of similar nonprofits.

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

Revenue Growth

20th percentile

-8.3%

Faster revenue growth than 20% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$3,154

Flat from 2023

Net Assets

$3,154

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin28th percentile

Revenue

Flat

$60,952

Flat from 2023

Expenses

Flat

$64,715

Flat from 2023

Net Income

Flat

-$3,763

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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: $3,154Net Assets 2023: $3,1542023Assets 2023: $3,154Liabilities 2023: $02023Assets 2024: $6,151Net Assets 2024: $6,1512024

Highlighted filing

2023

Assets$3,154
Liabilities-
Net Assets$3,154
Open 2023 Filing

Operations Trend

Revenue Growth20th 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 2023: $60,952Expenses 2023: $64,715Net Income 2023: -$3,7632023Revenue 2024: $64,282Expenses 2024: $61,285Net Income 2024: $2,9972024

Highlighted filing

2023

Revenue$60,952
Expenses$64,715
Net Income-$3,763
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.0
Gross Receipts
$60,952
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 Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA STOOKSBURYFinancial Secretary-$10,251-$10,251
RONALD OSBORNEPresident-$10,040-$10,040
JOSEPH GREERFormer President-$5,578-$5,578
ROXANNE JOHNSONFormer Treasurer-$2,170-$2,170
DUSTIN WEBBFormer Shop Stewart-$1,817-$1,817
KATHY BAILEYVice President-$1,674-$1,674
LAURA PARROTTTreasurer-$1,415-$1,415
IB GOINS-HOPPERFormer Shop Stewart-$436-$436
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
2024-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Jerry L Tipton CPA
Address
6232 WASHINGTON PIKE, KNOXVILLE, TN 37918
Preparer
Stephanie R East
Phone
8656881883
Supplemental Narrative

Additional Explanations

990 EZ Page1 Part1 Line 16

“See attached schedule of other expenses”

Raw XML Appendix108 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/BOYAmt06917
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03154
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3763
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt025
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06917
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03154
IRS990EZ/GrossReceiptsAmt060952
IRS990EZ/GroupExemptionNum00155
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt060952
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06917
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03154
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06917
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03154
IRS990EZ/OccupancyRentUtltsAndMaintAmt01600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt05578
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110040
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt210251
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt32170
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt41817
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt51674
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt6436
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt71415
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSEPH GREER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RONALD OSBORNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELISSA STOOKSBURY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROXANNE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DUSTIN WEBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATHY BAILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6IB GOINS-HOPPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LAURA PARROTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FORMER PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FORMER TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FORMER SHOP STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6FORMER SHOP STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029709
IRS990EZ/PrimaryExemptPurposeTxt0UNION MEMBERSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EMPLOYEE UNION WHO SUPPORTS THE WORKERS OF KNOXVILLE AREA TRANSIT EMPLOYEES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt033381
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064715
IRS990EZ/TotalRevenueAmt060952
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE ATTACHED SCHEDULE OF OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990 EZ PAGE1 PART1 LINE 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA STOOKSBURY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08654055287
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
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/PhoneNum08656881883
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHANIE R EAST
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-11T12:59:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,154
Liabilities
-
Net assets
$3,154
Revenue
$60,952
Expenses
$64,715
Net income
-$3,763
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
2023Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.61$0.65$0.04
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