Civic Intelligence

Amalgamated Transit Union 725

990EZ • Fiscal year 2023 • EIN 63-0007780

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 29, 2024

Organization ProfileN/A
105 Vulcan RoadBirmingham, AL 35209

(205) 591-8999

Siviq Scores

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

Liabilities / Assets

84th percentile

0.06x

Higher debt load relative to assets than 84% of similar nonprofits.

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

Liabilities / Revenue

74th percentile

0.02x

Higher debt load relative to revenue than 74% of similar nonprofits.

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

Net Margin

80th percentile

20%

Higher net margin than 80% of similar nonprofits.

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

Top Officer Pay

85th percentile

$18,443

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 25.5% of source-year revenue.

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

Asset Growth

98th percentile

101%

Faster asset growth than 98% of similar nonprofits.

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

Revenue Growth

5th percentile

-35%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$24,782

Up $12,469 (+101%) from 2022

Net Assets

Up

$23,369

Up $14,633 (+168%) from 2022

Liabilities

Down

$1,413

Down $2,164 (-60%) from 2022

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin80th percentile

Revenue

Down

$72,293

Down $39,526 (-35%) from 2022

Expenses

Down

$57,660

Down $53,516 (-48%) from 2022

Net Income

Up

$14,633

Up $13,990 (+2176%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth98th 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

2023

Assets$24,782
Liabilities$1,413
Net Assets$23,369
Open 2023 Filing

Operations Trend

Revenue Growth5th 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

2023

Revenue$72,293
Expenses$57,660
Net Income$14,633
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 29, 2024
Return Version
2023v5.0
Gross Receipts
$72,293
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 Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHIL GRAYPresident -FT$18,443-$18,443
CLASSIE ARNOLDPresident-$0--
ELLIOT BAEZVice Preside-$0--
MICHAEL MORRISVice Preside-$0--
DARRYL NEWSOMEFinancial Se-$0--
DONNA GUINNFin Secretar-$0--
TERRI DOBBSExecutive Bo-$0--
FLORENCE BOLDENExecutive Bo-$0--
CORLISS USHERExecutive Bo-$0--
LAVONDA TERRYExecutive Bo-$0--
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union 725
EIN
63-0007780
Phone
2055918999
Address
105 VULCAN ROAD, BIRMINGHAM, AL 35209

Signing Officer

Name
Classie Arnold
Title
President
Phone
2055918999
Signed
2024-03-29
Discuss with paid preparer
Yes

Preparer

Firm
Potter Bryant & Moore Pc
Address
234 AQUARIUS DR STE 109, BIRMINGHAM, AL 35209
Preparer
Steve D Moore
Phone
2053235206
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“PER CAPITA TAXES 22,747”

Form 990-ez, Part I, Line 16

“Expenses office expense 172 travel 775 meeting expense 1,201 insurance expense 272 election expense 279 non-investment depreciation 120 total 2,819”

Form 990-ez, Part II, Line 24

“Office equipment 2,000 2,000 less accumulated depreciation 1,580 1,701 total 420 299”

Form 990-ez, Part II, Line 26

“Unremitted payroll taxes 3,577 1,413”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CLASSIE ARNOLD
IRS990EZ/BooksInCareOfDetail/PhoneNum02055918999
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0105 VULCAN ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035209
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011893
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024483
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014633
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03000
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012313
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024782
IRS990EZ/GrantsAndSimilarAmountsPaidAmt022747
IRS990EZ/GrossReceiptsAmt072293
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt072280
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08736
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023369
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08736
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023369
IRS990EZ/OccupancyRentUtltsAndMaintAmt08400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
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/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt118443
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CLASSIE ARNOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PHIL GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELLIOT BAEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DARRYL NEWSOME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DONNA GUINN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TERRI DOBBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7FLORENCE BOLDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CORLISS USHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LAVONDA TERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT -
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FIN SECRETAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EXECUTIVE BO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7EXECUTIVE BO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8EXECUTIVE BO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9EXECUTIVE BO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0420
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0299
IRS990EZ/OtherExpensesTotalAmt02819
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LABOR ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt0232
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADVANCEMENT AND SAFEGUARDING THE SOCIAL AND ECONOMIC WELFARE OF THE UNION'S MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt020462
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03577
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01413
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057660
IRS990EZ/TotalRevenueAmt072293
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0LABOR UNION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PER CAPITA TAXES 22,747
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSE 172 TRAVEL 775 MEETING EXPENSE 1,201 INSURANCE EXPENSE 272 ELECTION EXPENSE 279 NON-INVESTMENT DEPRECIATION 120 TOTAL 2,819
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICE EQUIPMENT 2,000 2,000 LESS ACCUMULATED DEPRECIATION 1,580 1,701 TOTAL 420 299
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREMITTED PAYROLL TAXES 3,577 1,413
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLASSIE ARNOLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02055918999
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION 725
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0630007780
ReturnHeader/Filer/PhoneNum02055918999
ReturnHeader/Filer/USAddress/AddressLine1Txt0105 VULCAN ROAD
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035209
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630966970
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0POTTER BRYANT & MOORE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0234 AQUARIUS DR STE 109
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035209
ReturnHeader/PreparerPersonGrp/PhoneNum02053235206
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE D MOORE
ReturnHeader/ReturnTs02024-03-30T06:36:07-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CLASSIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ARNOLD
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
$24,782
Liabilities
$1,413
Net assets
$23,369
Revenue
$72,293
Expenses
$57,660
Net income
$14,633
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
2023Detailed filing. Detailed filing data is available for this year.$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
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