Civic Intelligence

Amalgamated Transit Union 725

990EZ • Fiscal year 2020 • EIN 63-0007780

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 30, 2021

Organization ProfileN/A
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

88th percentile

0.11x

Higher debt load relative to assets than 88% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

73rd percentile

0.02x

Higher debt load relative to revenue than 73% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Net Margin

41st percentile

6.5%

Higher net margin than 41% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Top Officer Pay

90th percentile

$37,823

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 38.5% of source-year revenue.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Asset Growth

92nd percentile

55%

Faster asset growth than 92% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

39th percentile

-6.3%

Faster revenue growth than 39% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$16,412

Up $5,809 (+55%) from 2019

Net Assets

Up

$14,626

Up $6,428 (+78%) from 2019

Liabilities

Down

$1,786

Down $619 (-26%) from 2019

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin41st percentile

Revenue

Down

$98,302

Down $6,592 (-6.3%) from 2019

Expenses

Down

$91,874

Down $12,192 (-12%) from 2019

Net Income

Up

$6,428

Up $5,600 (+676%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

2020

Assets$16,412
Liabilities$1,786
Net Assets$14,626
Open 2020 Filing

Operations Trend

Revenue Growth39th percentile

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

2020

Revenue$98,302
Expenses$91,874
Net Income$6,428
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 30, 2021
Return Version
2020v4.0
Gross Receipts
$98,302
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
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGORY RODDYPresidentFT$35,827$1,996$37,823
MICHAEL MORRISVice Preside-$0--
LAVONDA TERRYFinancial Se-$0--
PHIL GRAYSteward-$0--
ELLIOT BAEZSteward-$0--
ANDRE MCCOYExecutive Bo-$0--
TERRI DOBBSExecutive Bo-$0--
DAVID ETHERIDGEExecutive 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
2021-03-30
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 1,983 total 1,983”

Form 990-ez, Part I, Line 10

“PER CAPITA TAXES 33,371”

Form 990-ez, Part I, Line 16

“Expenses office expense 396 telephone expense 263 travel expense 109 conferences and meetings 650 insurance expense 236 taxes 80 total 1,734”

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 2,405 1,786”

Raw XML Appendix135 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0GREGORY RODDY
CompensationExplanation/CompensationExplanationGrp/PersonNm1MICHAEL MORRIS
CompensationExplanation/CompensationExplanationGrp/PersonNm2LAVONDA TERRY
CompensationExplanation/CompensationExplanationGrp/PersonNm3PHIL GRAY
CompensationExplanation/CompensationExplanationGrp/PersonNm4ELLIOT BAEZ
CompensationExplanation/CompensationExplanationGrp/PersonNm5ANDRE MCCOY
CompensationExplanation/CompensationExplanationGrp/PersonNm6TERRI DOBBS
CompensationExplanation/CompensationExplanationGrp/PersonNm7DAVID ETHERIDGE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GREGORY RODDY
IRS990EZ/BooksInCareOfDetail/PhoneNum02055918999
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01820 7TH AVENUE NORTH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035203
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010603
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016412
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06428
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07135
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010603
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016412
IRS990EZ/GrantsAndSimilarAmountsPaidAmt033371
IRS990EZ/GrossReceiptsAmt098302
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt096317
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08198
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014626
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08198
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014626
IRS990EZ/OccupancyRentUtltsAndMaintAmt08749
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt035827
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt01996
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GREGORY RODDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAVONDA TERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PHIL GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ELLIOT BAEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANDRE MCCOY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TERRI DOBBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAVID ETHERIDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCIAL SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EXECUTIVE BO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EXECUTIVE BO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7EXECUTIVE BO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01734
IRS990EZ/OtherRevenueTotalAmt01983
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LABOR ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADVANCEMENT AND SAFEGUARDING THE SOCIAL AND ECONOMIC WELFARE OF THE UNION'S MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt040885
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02405
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01786
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt091874
IRS990EZ/TotalRevenueAmt098302
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0LABOR UNION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 1,983 TOTAL 1,983
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PER CAPITA TAXES 33,371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE EXPENSE 396 TELEPHONE EXPENSE 263 TRAVEL EXPENSE 109 CONFERENCES AND MEETINGS 650 INSURANCE EXPENSE 236 TAXES 80 TOTAL 1,734
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICE EQUIPMENT 1,401 1,401 LESS ACCUMULATED DEPRECIATION 1,401 1,401 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREMITTED PAYROLL TAXES 2,405 1,786
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY RODDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02055918999
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-30
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/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/PreparationDt02021-03-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE D MOORE
ReturnHeader/ReturnTs02021-03-30T07:02:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREGORY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RODDY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,412
Liabilities
$1,786
Net assets
$14,626
Revenue
$98,302
Expenses
$91,874
Net income
$6,428
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
2020Detailed filing. Detailed filing data is available for this year.$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
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