Amalgamated Transit Union Local 1499

Nonprofit profile at a glance

EIN
237119493
IRS 990-EZ coverage
2010–2025
Forms available
Form 990-EZ 2025
Location
Muncie, IN, USA
Phone
7657170650
Rating
45
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$37,426
Expenses
$42,094
Assets
$24,462
Liabilities
$2,125

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • ANDREW BEARD (PRESIDENT)
  • JAMES ROBERSON (VICE PRESIDENT)
  • BRAD GREGORY (PAST PRESIDENT)

People named in this filing

  • ANDREW BEARD (PRESIDENT)
  • JAMES ROBERSON (VICE PRESIDENT)
  • ADAM MCMAHAN (FINANCIAL SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Provide union representation for members

Operating model

Revenue model
Membership-supported. 92% of the money available for current operations came from membership dues.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 20
  • Transparency & Controls: 82
  • Sustainability: 25
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 31.7%; rating input score 32
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -12.5%; rating input score 27; 27th percentile among comparable filings
  • Total-asset coverage ratio: 0.58; rating input score 35; 35th percentile among comparable filings
  • Liabilities to assets ratio: 0.09; rating input score 16; 16th percentile among comparable filings
  • Officer compensation ratio: 40.7%; rating input score 4; 4th percentile among comparable filings

Growth

  • Program expense growth: -78.3% per year; rating input score 0; 5th percentile among comparable filings
  • Revenue growth: -0.7% per year; rating input score 0; 47th percentile among comparable filings
  • Asset growth: 8.5% per year; rating input score 100; 67th percentile among comparable filings

Details

  • Where the money goes: 31.7% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 16 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 10 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 32/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 27/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 35/100.
  • High — Sustainability: Officer compensation ratio scored 4/100.
  • High — Sustainability: Liabilities to assets ratio scored 16/100.