Civic Intelligence

Amalgamated Transit Union 725

990EZ • Fiscal year 2016 • EIN 63-0007780

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 27, 2017

3820 3rd Avenue South Rm/Ste 104Birmingham, AL 35222

(205) 591-8999

Siviq Scores

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

Liabilities / Assets

98th percentile

0.75x

Higher debt load relative to assets than 98% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

0.02x

Higher debt load relative to revenue than 75% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Net Margin

39th percentile

-0.0%

Higher net margin than 39% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

90th percentile

$48,412

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 52.5% of source-year revenue.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

40th percentile

-0.5%

Faster asset growth than 40% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

74th percentile

9.0%

Faster revenue growth than 74% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$2,591

Down $13 (-0.5%) from 2015

Net Assets

Down

$652

Down $28 (-4.1%) from 2015

Liabilities

Up

$1,939

Up $15 (+0.8%) from 2015

Revenue

Up

$92,130

Up $7,613 (+9.0%) from 2015

Expenses

Up

$92,158

Up $789 (+0.9%) from 2015

Net Income

Up

-$28

Up $6,824 (+100%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $4,085Liabilities 2011: $1,8732011Assets 2012: $11,461Liabilities 2012: $1,8842012Assets 2013: $19,308Liabilities 2013: $2,213Net Assets 2013: $17,0952013Assets 2014: $9,574Liabilities 2014: $2,042Net Assets 2014: $7,5322014Assets 2015: $2,604Liabilities 2015: $1,924Net Assets 2015: $6802015Assets 2016: $2,591Liabilities 2016: $1,939Net Assets 2016: $6522016Assets 2017: $14,451Liabilities 2017: $2,186Net Assets 2017: $12,2652017Assets 2018: $9,545Liabilities 2018: $2,175Net Assets 2018: $7,3702018Assets 2019: $10,603Liabilities 2019: $2,405Net Assets 2019: $8,1982019Assets 2020: $16,412Liabilities 2020: $1,786Net Assets 2020: $14,6262020Assets 2021: $9,842Liabilities 2021: $1,749Net Assets 2021: $8,0932021Assets 2022: $12,313Liabilities 2022: $3,577Net Assets 2022: $8,7362022Assets 2023: $24,782Liabilities 2023: $1,413Net Assets 2023: $23,3692023Assets 2024: $49,032Liabilities 2024: $2,519Net Assets 2024: $46,5132024

Highlighted filing

2016

Assets$2,591
Liabilities$1,939
Net Assets$652

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $97,915Expenses 2011: $96,496Net Income 2011: $1,4192011Revenue 2012: $105,935Expenses 2012: $98,570Net Income 2012: $7,3652012Revenue 2013: $106,319Expenses 2013: $98,801Net Income 2013: $7,5182013Revenue 2014: $84,453Expenses 2014: $94,016Net Income 2014: -$9,5632014Revenue 2015: $84,517Expenses 2015: $91,369Net Income 2015: -$6,8522015Revenue 2016: $92,130Expenses 2016: $92,158Net Income 2016: -$282016Revenue 2017: $115,247Expenses 2017: $103,634Net Income 2017: $11,6132017Revenue 2018: $107,561Expenses 2018: $112,456Net Income 2018: -$4,8952018Revenue 2019: $104,894Expenses 2019: $104,066Net Income 2019: $8282019Revenue 2020: $98,302Expenses 2020: $91,874Net Income 2020: $6,4282020Revenue 2021: $109,225Expenses 2021: $115,758Net Income 2021: -$6,5332021Revenue 2022: $111,819Expenses 2022: $111,176Net Income 2022: $6432022Revenue 2023: $72,293Expenses 2023: $57,660Net Income 2023: $14,6332023Revenue 2024: $81,896Expenses 2024: $58,752Net Income 2024: $23,1442024

Highlighted filing

2016

Revenue$92,130
Expenses$92,158
Net Income-$28
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 27, 2017
Return Version
2016v3.0
Gross Receipts
$92,130
Mission and Program Overview

Mission

LABOR ORGANIZATION

Program Services

DescriptionGrantsExpenses
ADVANCEMENT AND SAFEGUARDING THE SOCIAL AND ECONOMIC WELFARE OF THE UNION'S MEMBERS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES O HILLPresident (PFT$46,553$1,859$48,412
SHERORD SPENCESecretary Tr-$0--
JOHNNIE EVANSVice Preside-$0--
GREGORY RODDYPresidentFT$0--
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union 725
EIN
63-0007780
Phone
2055918999
Address
3820 3RD AVENUE SOUTH RM/STE 104, BIRMINGHAM, AL 35222

Signing Officer

Name
Gregory Roddy
Title
President
Phone
2055918999
Signed
2017-03-27
Discuss with paid preparer
Yes

Preparer

Firm
Potter Bryant & Moore Pc
Address
234 AQUARIUS DRIVE SUITE 109, BIRMINGHAM, AL 35209-5867
Preparer
Steve D Moore
Phone
2053235206
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Convention reimbursements 2,000 total 2,000

Form 990-ez, Part I, Line 10

PER CAPITA TAXES 21,362

Form 990-ez, Part I, Line 16

Expenses office expense 384 conferences and meetings 2,000 insurance 832 taxes 59 total 3,275

Form 990-ez, Part II, Line 24

Office equipment 1,401 1,401 less accumulated depreciation 1,401 1,401 total 0 0

Form 990-ez, Part II, Line 26

Unremitted payroll taxes 1,924 1,939

Raw XML Appendix114 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/BenefitsPaidToOrForMembersAmt0426
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GREGORY RODDY
IRS990EZ/BooksInCareOfDetail/PhoneNum02055918999
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03820 3RD AVENUE SOUTH SUITE 104
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035222
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02604
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02591
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0400
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-28
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05001
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02604
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02591
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021362
IRS990EZ/GrossReceiptsAmt092130
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt089729
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0680
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0652
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0680
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0652
IRS990EZ/OccupancyRentUtltsAndMaintAmt09782
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt046553
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt01859
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES O HILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHERORD SPENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHNNIE EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GREGORY RODDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT (P
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03275
IRS990EZ/OtherRevenueTotalAmt02000
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LABOR ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt0245
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADVANCEMENT AND SAFEGUARDING THE SOCIAL AND ECONOMIC WELFARE OF THE UNION'S MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt052067
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01924
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01939
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt092158
IRS990EZ/TotalRevenueAmt092130
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0LABOR UNION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CONVENTION REIMBURSEMENTS 2,000 TOTAL 2,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PER CAPITA TAXES 21,362
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE EXPENSE 384 CONFERENCES AND MEETINGS 2,000 INSURANCE 832 TAXES 59 TOTAL 3,275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICE EQUIPMENT 1,401 1,401 LESS ACCUMULATED DEPRECIATION 1,401 1,401 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREMITTED PAYROLL TAXES 1,924 1,939
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 II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY RODDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02055918999
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION 725
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0630007780
ReturnHeader/Filer/PhoneNum02055918999
ReturnHeader/Filer/USAddress/AddressLine1Txt03820 3RD AVENUE SOUTH RM/STE 104
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035222
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07A67862928ED5CD5A6801CF0CFA5E4BAD323A23D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId073E795349F8B89E3C9F71451EEAC35F195A5482B
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630966970
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0POTTER BRYANT & MOORE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0234 AQUARIUS DRIVE SUITE 109
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0352095867
ReturnHeader/PreparerPersonGrp/PhoneNum02053235206
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE D MOORE
ReturnHeader/ReturnTs02017-03-27T19:33:23+00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.03$0.47$0.82$0.59$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.01$0.23$0.72$0.58$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.04$0.09$1.12$1.11$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.02$0.08$1.09$1.16$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.02$0.15$0.98$0.92$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.02$0.08$1.05$1.04$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.02$0.07$1.08$1.12$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.02$0.12$1.15$1.04$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.03$0.02$0.01$0.92$0.92$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.02$0.01$0.85$0.91$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.02$0.08$0.84$0.94$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.19$0.02$0.17$1.06$0.99$0.08
2012Summary only. Only limited summary data is available for this year.$0.11$0.02$1.06$0.99$0.07
2011Summary only. Only limited summary data is available for this year.$0.04$0.02$0.98$0.96$0.01