Civic Intelligence

Amalgamated Transit Union

990EZ • Fiscal year 2023 • EIN 23-1256468

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 21, 2025

Organization Profile
313 W LIBERTY ST ste 240Lancaster, PA 17603

(717) 283-8494

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

49th percentile

3.0%

Higher net margin than 49% of similar nonprofits.

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

Top Officer Pay

100th percentile

$348,193

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 552.7% of source-year revenue.

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

Asset Growth

88th percentile

24%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

81st percentile

19%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$9,691

Up $1,892 (+24%) from 2022

Net Assets

Up

$9,691

Up $1,892 (+24%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Up

$63,003

Up $10,255 (+19%) from 2022

Expenses

Up

$61,111

Up $6,472 (+12%) from 2022

Net Income

Up

$1,892

Up $3,783 (+200%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$15K$10K$5.0K$0Assets 2011: $7,626Liabilities 2011: $02011Assets 2012: $7,020Liabilities 2012: $02012Assets 2013: $13,143Liabilities 2013: $02013Assets 2014: $12,448Liabilities 2014: $02014Assets 2015: $6,783Liabilities 2015: $02015Assets 2016: $7,553Liabilities 2016: $02016Assets 2017: $11,104Liabilities 2017: $02017Assets 2018: $12,612Liabilities 2018: $02018Assets 2019: $10,403Liabilities 2019: $02019Assets 2020: $13,358Liabilities 2020: $02020Assets 2021: $9,690Liabilities 2021: $02021Assets 2022: $7,799Liabilities 2022: $0Net Assets 2022: $7,7992022Assets 2023: $9,691Net Assets 2023: $9,6912023Assets 2024: $8,987Net Assets 2024: $8,9872024

Highlighted filing

2023

Assets$9,691
Liabilities-
Net Assets$9,691
Open 2023 Filing

Operations Trend

Revenue Growth81st percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $54,595Expenses 2011: $55,915Net Income 2011: -$1,3202011Revenue 2012: $57,266Expenses 2012: $57,872Net Income 2012: -$6062012Revenue 2013: $59,727Expenses 2013: $53,604Net Income 2013: $6,1232013Revenue 2014: $55,673Expenses 2014: $56,368Net Income 2014: -$6952014Revenue 2015: $56,082Expenses 2015: $61,746Net Income 2015: -$5,6642015Revenue 2016: $65,704Expenses 2016: $64,935Net Income 2016: $7692016Revenue 2017: $63,974Expenses 2017: $60,423Net Income 2017: $3,5512017Revenue 2018: $64,175Expenses 2018: $62,666Net Income 2018: $1,5092018Revenue 2019: $70,393Expenses 2019: $72,603Net Income 2019: -$2,2102019Revenue 2020: $59,566Expenses 2020: $56,611Net Income 2020: $2,9552020Revenue 2021: $56,636Expenses 2021: $60,304Net Income 2021: -$3,6682021Revenue 2022: $52,748Expenses 2022: $54,639Net Income 2022: -$1,8912022Revenue 2023: $63,003Expenses 2023: $61,111Net Income 2023: $1,8922023Revenue 2024: $61,582Expenses 2024: $62,286Net Income 2024: -$7042024

Highlighted filing

2023

Revenue$63,003
Expenses$61,111
Net Income$1,892
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 21, 2025
Return Version
2023v6.0
Gross Receipts
$63,003
Mission and Program Overview

Mission

Represent dues paying members in grience and contract negotiations while employed. Training and informing members of changes with company rules and state and federal guidelines. Giving members a voice when dealing with management.

Program Services

DescriptionGrantsExpenses
NEGOTIATING FOR HIGH HOURLY WAGES WITH DOUBLE DIGIT PAID HOLIDAYS AND SICKDAYS AND GENEROUS VACATION TIME.$0$0
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYAN HOLISTERSteward-$348,193-$348,193
PATRICA MC KENNAPresidentPT$10,045-$10,045
william staufferFinancial Officer-$4,993-$4,993
JASON MORALESVice PresidentPT$4,535-$4,535
WENDELL JONASSteward-$3,975-$3,975
DAVID NOLANDSecretary-$3,639-$3,639
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union
EIN
23-1256468
In Care Of
% william stauffer
Address
313 W LIBERTY ST ste 240, LANCASTER, PA 17603

Signing Officer

Name
william stauffer
Title
Financial Secretary
Signed
2025-07-21
Supplemental Narrative

Additional Explanations

Item B - Amended Return

“Officer earnings amount needs corection”

Part I, line 16

“| Other Expenses:, Amount:| TRAVEL EXPENSES TO CONFERENCE FUNERAL FLOWERS FOR MEMBER ,RETIREMENT GIFT TO MEMBERs 4@150 MEETING REFRESHMENTS FILE CABINET COMPUTER SOFTWARE, $1490|”

Raw XML Appendix128 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/AmendedReturnInd0X
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0WILLIAM STAUFFER
IRS990EZ/BooksInCareOfDetail/PhoneNum07172838494
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03 forney drive lititz pa
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0lititz
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd017543
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07799
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09691
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01892
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt018363
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07799
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09691
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt063003
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00155
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt063003
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07799
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09691
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07799
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09691
IRS990EZ/OccupancyRentUtltsAndMaintAmt09762
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt37
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt0348193
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt13975
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt24535
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt310045
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt43639
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt54993
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRYAN HOLISTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WENDELL JONAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JASON MORALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATRICA MC KENNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID NOLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5william stauffer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FINANCIAL OFFICER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01490
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0REPRESENT DUES PAYING MEMBERS IN GRIENCE AND CONTRACT NEGOTIATIONS WHILE EMPLOYED. TRAINING AND INFORMING MEMBERS OF CHANGES WITH COMPANY RULES AND STATE AND FEDERAL GUIDELINES. GIVING MEMBERS A VOICE WHEN DEALING WITH MANAGEMENT.
IRS990EZ/PrintingPublicationsPostageAmt01039
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NEGOTIATING FOR HIGH HOURLY WAGES WITH DOUBLE DIGIT PAID HOLIDAYS AND SICKDAYS AND GENEROUS VACATION TIME.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt030457
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061111
IRS990EZ/TotalRevenueAmt063003
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICER EARNINGS AMOUNT NEEDS CORECTION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| TRAVEL EXPENSES TO CONFERENCE FUNERAL FLOWERS FOR MEMBER ,RETIREMENT GIFT TO MEMBERs 4@150 MEETING REFRESHMENTS FILE CABINET COMPUTER SOFTWARE, $1490|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Item B - Amended Return
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0william stauffer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0231256468
ReturnHeader/Filer/ForeignPhoneNum07172838494
ReturnHeader/Filer/InCareOfNm0% william stauffer
ReturnHeader/Filer/USAddress/AddressLine1Txt0313 W LIBERTY ST ste 240
ReturnHeader/Filer/USAddress/CityNm0LANCASTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017603
ReturnHeader/ReturnTs02025-07-18T14:33:02-04:00
ReturnHeader/ReturnTypeCd0990EZ
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
$9,691
Liabilities
-
Net assets
$9,691
Revenue
$63,003
Expenses
$61,111
Net income
$1,892
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.99$8.99$61.6$62.3$0.70
2023Detailed filing. Detailed filing data is available for this year.$9.69$9.69$63.0$61.1$1.89
2022Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$52.7$54.6$1.89
2021Summary only. Only limited summary data is available for this year.$9.69$0.00$56.6$60.3$3.67
2020Summary only. Only limited summary data is available for this year.$13.4$0.00$59.6$56.6$2.96
2019Summary only. Only limited summary data is available for this year.$10.4$0.00$70.4$72.6$2.21
2018Summary only. Only limited summary data is available for this year.$12.6$0.00$64.2$62.7$1.51
2017Summary only. Only limited summary data is available for this year.$11.1$0.00$64.0$60.4$3.55
2016Summary only. Only limited summary data is available for this year.$7.55$0.00$65.7$64.9$0.77
2015Summary only. Only limited summary data is available for this year.$6.78$0.00$56.1$61.7$5.66
2014Summary only. Only limited summary data is available for this year.$12.4$0.00$55.7$56.4$0.70
2013Summary only. Only limited summary data is available for this year.$13.1$0.00$59.7$53.6$6.12
2012Summary only. Only limited summary data is available for this year.$7.02$0.00$57.3$57.9$0.61
2011Summary only. Only limited summary data is available for this year.$7.63$0.00$54.6$55.9$1.32
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)5 • <$500k nonprofits