Civic Intelligence

Amalgamated Transit Union 725

990EZ • Fiscal year 2018 • EIN 63-0007780

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 29, 2019

2112 12th Avenue North Suite 102Birmingham, AL 35234

(205) 591-8999

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.23x

Higher debt load relative to assets than 93% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

75th percentile

0.02x

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

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Net Margin

27th percentile

-4.6%

Higher net margin than 27% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

91st percentile

$54,363

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 50.5% of source-year revenue.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

5th percentile

-34%

Faster asset growth than 5% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

25th percentile

-6.7%

Faster revenue growth than 25% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$9,545

Down $4,906 (-34%) from 2017

Net Assets

Down

$7,370

Down $4,895 (-40%) from 2017

Liabilities

Down

$2,175

Down $11 (-0.5%) from 2017

Revenue

Down

$107,561

Down $7,686 (-6.7%) from 2017

Expenses

Up

$112,456

Up $8,822 (+8.5%) from 2017

Net Income

Down

-$4,895

Down $16,508 (-142%) from 2017

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

2018

Assets$9,545
Liabilities$2,175
Net Assets$7,370

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

2018

Revenue$107,561
Expenses$112,456
Net Income-$4,895
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 29, 2019
Return Version
2018v3.1
Gross Receipts
$107,561
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
GREGORY RODDYPresidentFT$52,367$1,996$54,363
LAVONDA TERRYSecretary Tr-$1,395-$1,395
RALONDA ROBINSONRecording Se-$775-$775
MICHAEL MORRISExecutive Bo-$620-$620
ALEXANDER BROWNVice Preside-$543-$543
JACK HORNExecutive Bo-$0--
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union 725
EIN
63-0007780
Phone
2055918999
Address
2112 12TH AVENUE NORTH SUITE 102, BIRMINGHAM, AL 35234

Signing Officer

Name
Gregory Roddy
Title
President
Phone
2055918999
Signed
2019-03-29
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

OTHER INCOME 32 TOTAL 32

Form 990-ez, Part I, Line 10

PER CAPITA TAXES 27,653

Form 990-ez, Part I, Line 16

Expenses promotions 87 office expense 596 computer expense 50 conferences and meetings 1,292 election expense 88 negotiation expense 144 total 2,257

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 2,186 2,175

Raw XML Appendix125 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/BusinessName/BusinessNameLine1Txt0GREGORY RODDY
IRS990EZ/BooksInCareOfDetail/PhoneNum02055918999
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02112 12TH AVENUE NORTH SUITE 102
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035234
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014451
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09545
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4895
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011040
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014451
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09545
IRS990EZ/GrantsAndSimilarAmountsPaidAmt027653
IRS990EZ/GrossReceiptsAmt0107561
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0107527
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012265
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07370
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012265
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07370
IRS990EZ/OccupancyRentUtltsAndMaintAmt07999
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt052367
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1543
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt21395
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt3775
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt4620
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt01996
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GREGORY RODDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALEXANDER BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAVONDA TERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RALONDA ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JACK HORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXECUTIVE BO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EXECUTIVE BO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02257
IRS990EZ/OtherRevenueTotalAmt032
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LABOR ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt0113
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADVANCEMENT AND SAFEGUARDING THE SOCIAL AND ECONOMIC WELFARE OF THE UNION'S MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt063394
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02186
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02175
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0112456
IRS990EZ/TotalRevenueAmt0107561
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0LABOR UNION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 32 TOTAL 32
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PER CAPITA TAXES 27,653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES PROMOTIONS 87 OFFICE EXPENSE 596 COMPUTER EXPENSE 50 CONFERENCES AND MEETINGS 1,292 ELECTION EXPENSE 88 NEGOTIATION EXPENSE 144 TOTAL 2,257
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICE EQUIPMENT 1,401 1,401 LESS ACCUMULATED DEPRECIATION 1,401 1,401 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREMITTED PAYROLL TAXES 2,186 2,175
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY RODDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02055918999
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION 725
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0630007780
ReturnHeader/Filer/PhoneNum02055918999
ReturnHeader/Filer/USAddress/AddressLine1Txt02112 12TH AVENUE NORTH SUITE 102
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035234
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId073E795349F8B89E3C9F71451EEAC35F195A5482B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId073E795349F8B89E3C9F71451EEAC35F195A5482B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.73.185.82
ReturnHeader/FilingSecurityInformation/IPDt02019-03-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:36:27
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/PreparationDt02019-03-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE D MOORE
ReturnHeader/ReturnTs02019-03-29T16:36:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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
2018Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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