Civic Intelligence

Amalgamated Transit Union

990EZ • Fiscal year 2023 • EIN 72-0365011

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 25, 2024

Organization Profile
1060 Prospect StShreveport, LA 71104

(318) 562-0369

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

59th percentile

7.2%

Higher net margin than 59% of similar nonprofits.

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

Top Officer Pay

64th percentile

$5,366

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

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

Asset Growth

68th percentile

8.5%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

27th percentile

-4.4%

Faster revenue growth than 27% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$89,582

Up $7,030 (+8.5%) from 2022

Net Assets

Up

$89,582

Up $7,030 (+8.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin59th percentile

Revenue

Down

$97,061

Down $4,419 (-4.4%) from 2022

Expenses

Down

$90,031

Down $12,158 (-12%) from 2022

Net Income

Up

$7,030

Up $7,739 (+1092%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$150K$100K$50K$0Assets 2010: $108,534Liabilities 2010: $74,8152010Assets 2011: $122,334Liabilities 2011: $94,4562011Assets 2012: $115,750Liabilities 2012: $84,7362012Assets 2013: $38,953Liabilities 2013: $02013Assets 2014: $53,930Liabilities 2014: $02014Assets 2015: $73,768Liabilities 2015: $02015Assets 2016: $93,571Liabilities 2016: $02016Assets 2017: $86,119Liabilities 2017: $02017Assets 2018: $84,196Liabilities 2018: $0Net Assets 2018: $84,1962018Assets 2019: $79,344Liabilities 2019: $0Net Assets 2019: $79,3442019Assets 2020: $75,731Liabilities 2020: $0Net Assets 2020: $75,7312020Assets 2021: $83,261Liabilities 2021: $0Net Assets 2021: $83,2612021Assets 2022: $82,552Liabilities 2022: $0Net Assets 2022: $82,5522022Assets 2023: $89,582Liabilities 2023: $0Net Assets 2023: $89,5822023Assets 2024: $94,925Liabilities 2024: $0Net Assets 2024: $94,9252024

Highlighted filing

2023

Assets$89,582
Liabilities$0
Net Assets$89,582
Open 2023 Filing

Operations Trend

Revenue Growth27th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $91,977Expenses 2010: $74,815Net Income 2010: $17,1622010Revenue 2011: $88,615Expenses 2011: $94,456Net Income 2011: -$5,8412011Revenue 2012: $87,873Expenses 2012: $84,736Net Income 2012: $3,1372012Revenue 2013: $45,349Expenses 2013: $15,673Net Income 2013: $29,6762013Revenue 2014: $107,525Expenses 2014: $92,548Net Income 2014: $14,9772014Revenue 2015: $110,383Expenses 2015: $90,545Net Income 2015: $19,8382015Revenue 2016: $113,625Expenses 2016: $93,822Net Income 2016: $19,8032016Revenue 2017: $111,597Expenses 2017: $119,049Net Income 2017: -$7,4522017Revenue 2018: $117,257Expenses 2018: $119,180Net Income 2018: -$1,9232018Revenue 2019: $112,815Expenses 2019: $117,667Net Income 2019: -$4,8522019Revenue 2020: $116,847Expenses 2020: $120,460Net Income 2020: -$3,6132020Revenue 2021: $110,449Expenses 2021: $102,919Net Income 2021: $7,5302021Revenue 2022: $101,480Expenses 2022: $102,189Net Income 2022: -$7092022Revenue 2023: $97,061Expenses 2023: $90,031Net Income 2023: $7,0302023Revenue 2024: $100,873Expenses 2024: $95,979Net Income 2024: $4,8942024

Highlighted filing

2023

Revenue$97,061
Expenses$90,031
Net Income$7,030
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 25, 2024
Return Version
2023v5.0
Gross Receipts
$97,061
Mission and Program Overview

Mission

(GEN 0155) and Section 501(c)(5)

Program Services

DescriptionGrantsExpenses
Assembled to secure and defend our rights and advance our interests as workers.--
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janice CaltonPresidentPT$2,781$2,585$5,366
Alice HobleyFinancial Secretary/ TreasurerPT$2,461$2,524$4,985
Barnett BrittonVice PresidentPT$2,102$2,551$4,653
YANCEY KELLYExecutive BoardPT$1,639$1,375$3,014
JACOBI SMALLExecutive BoardPT$1,120$1,375$2,495
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union
EIN
72-0365011
Phone
3185620369
Address
1060 Prospect St, Shreveport, LA 71104

Signing Officer

Name
Alice Hobley
Title
Financial Secretary/Treasurer
Phone
3185620369
Signed
2024-03-25
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Aflac and leader's life insurance premiums”

Form 990-EZ, Part I, Line 16

“A per capita tax of $17137.00 was paid to atu international. Per capita tax of $2064.00 was paid to local and state central bodies. A $250 contribution to local central body. $44,866 to aflac and leaders life for members insurance premiums”

Raw XML Appendix136 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt0457
IRS990EZ/BooksInCareOfDetail/PersonNm0Alice Hobley
IRS990EZ/BooksInCareOfDetail/PhoneNum03185620369
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0743 Booth Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Shreveport
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd071107
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt082552
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt089582
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt07030
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt082552
IRS990EZ/Form990TotalAssetsGrp/EOYAmt089582
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt097061
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00155
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt082552
IRS990EZ/NetAssetsOrFundBalancesEOYAmt089582
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt082552
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt089582
IRS990EZ/OccupancyRentUtltsAndMaintAmt0480
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt125
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02781
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12461
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt22102
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt41639
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt02585
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt12524
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt22551
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt31375
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt41375
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Janice Calton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Alice Hobley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Barnett Britton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACOBI SMALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4YANCEY KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Financial Secretary/ TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXECUTIVE BOARD
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt064317
IRS990EZ/OtherRevenueTotalAmt040182
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0(GEN 0155) and Section 501(c)(5)
IRS990EZ/PrintingPublicationsPostageAmt0599
IRS990EZ/ProgramServiceRevenueAmt056879
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Assembled to secure and defend our rights and advance our interests as workers.
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt024178
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0LA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt090031
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt097061
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationOtherDesc0Local Union
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFLAC AND LEADER'S LIFE INSURANCE PREMIUMS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A PER CAPITA TAX OF $17137.00 WAS PAID TO ATU INTERNATIONAL. PER CAPITA TAX OF $2064.00 WAS PAID TO LOCAL AND STATE CENTRAL BODIES. A $250 CONTRIBUTION TO LOCAL CENTRAL BODY. $44,866 TO AFLAC AND LEADERS LIFE FOR MEMBERS INSURANCE PREMIUMS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Alice Hobley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Financial Secretary/Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03185620369
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Local 558
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0720365011
ReturnHeader/Filer/PhoneNum03185620369
ReturnHeader/Filer/USAddress/AddressLine1Txt01060 Prospect St
ReturnHeader/Filer/USAddress/CityNm0Shreveport
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd071104
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-03-25T23:48:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Alice
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hobley
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
$89,582
Liabilities
$0
Net assets
$89,582
Revenue
$97,061
Expenses
$90,031
Net income
$7,030
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$1.01$0.96$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.97$0.90$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$1.01$1.02$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$1.10$1.03$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$1.17$1.20$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$1.13$1.18$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$1.17$1.19$0.02
2017Summary only. Only limited summary data is available for this year.$0.86$0.00$1.12$1.19$0.07
2016Summary only. Only limited summary data is available for this year.$0.94$0.00$1.14$0.94$0.20
2015Summary only. Only limited summary data is available for this year.$0.74$0.00$1.10$0.91$0.20
2014Summary only. Only limited summary data is available for this year.$0.54$0.00$1.08$0.93$0.15
2013Summary only. Only limited summary data is available for this year.$0.39$0.00$0.45$0.16$0.30
2012Summary only. Only limited summary data is available for this year.$1.16$0.85$0.88$0.85$0.03
2011Summary only. Only limited summary data is available for this year.$1.22$0.94$0.89$0.94$0.06
2010Summary only. Only limited summary data is available for this year.$1.09$0.75$0.92$0.75$0.17