Civic Intelligence

Amalgamated Transit Union

EIN 25-1216169 • 501(c)5 • Johnstown, PA

Profile

Safety and welfare of members and promotion of mass transit

304 Waterfall DriveJohnstown, PA 15906

www.atu.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.07x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

80th percentile

0.03x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2022

Net Margin

49th percentile

3.5%

Higher net margin than 49% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2022

Top Officer Pay

72nd percentile

$4,814

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2013

Asset Growth

71st percentile

9.4%

Faster asset growth than 71% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

17th percentile

-15%

Faster revenue growth than 17% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$48,755

Up $840 (+1.8%) from 2024

Liabilities

Down

$1,834

Down $104 (-5.4%) from 2024

Net Assets

Up

$46,921

Up $944 (+2.1%) from 2024

Operations
Liabilities / Revenue80th percentileNet Margin49th percentile

Revenue

Up

$71,017

Up $2,398 (+3.5%) from 2024

Expenses

Up

$70,073

Up $19,154 (+38%) from 2024

Net Income

Down

$944

Down $16,756 (-95%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2010: $29,074Liabilities 2010: $1,462Net Assets 2010: $27,6122010Assets 2012: $25,888Liabilities 2012: $1,605Net Assets 2012: $24,2832012Assets 2013: $32,025Liabilities 2013: $1,699Net Assets 2013: $30,3262013Assets 2014: $32,976Liabilities 2014: $1,493Net Assets 2014: $31,4832014Assets 2015: $25,945Liabilities 2015: $1,456Net Assets 2015: $24,4892015Assets 2016: $18,888Liabilities 2016: $1,409Net Assets 2016: $17,4792016Assets 2017: $12,620Liabilities 2017: $1,015Net Assets 2017: $11,6052017Assets 2018: $14,740Liabilities 2018: $1,307Net Assets 2018: $13,4332018Assets 2019: $13,260Liabilities 2019: $1,650Net Assets 2019: $11,6102019Assets 2020: $16,527Liabilities 2020: $1,581Net Assets 2020: $14,9462020Assets 2021: $21,349Liabilities 2021: $1,514Net Assets 2021: $19,8352021Assets 2022: $23,346Liabilities 2022: $1,593Net Assets 2022: $21,7532022Assets 2023: $30,008Liabilities 2023: $1,731Net Assets 2023: $28,2772023Assets 2024: $47,915Liabilities 2024: $1,938Net Assets 2024: $45,9772024Assets 2025: $48,755Liabilities 2025: $1,834Net Assets 2025: $46,9212025

Highlighted filing

2025

Assets$48,755
Liabilities$1,834
Net Assets$46,921
Open 2025 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2010: $41,443Expenses 2010: $36,187Net Income 2010: $5,2562010Revenue 2012: $39,451Expenses 2012: $41,294Net Income 2012: -$1,8432012Revenue 2013: $53,986Expenses 2013: $47,943Net Income 2013: $6,0432013Revenue 2014: $47,768Expenses 2014: $46,611Net Income 2014: $1,1572014Revenue 2015: $53,074Expenses 2015: $59,000Net Income 2015: -$5,9262015Revenue 2016: $50,361Expenses 2016: $60,942Net Income 2016: -$10,5812016Revenue 2017: $57,269Expenses 2017: $63,143Net Income 2017: -$5,8742017Revenue 2018: $66,131Expenses 2018: $64,303Net Income 2018: $1,8282018Revenue 2019: $66,441Expenses 2019: $68,264Net Income 2019: -$1,8232019Revenue 2020: $67,577Expenses 2020: $64,241Net Income 2020: $3,3362020Revenue 2021: $65,068Expenses 2021: $60,179Net Income 2021: $4,8892021Revenue 2022: $55,537Expenses 2022: $53,619Net Income 2022: $1,9182022Revenue 2023: $66,024Expenses 2023: $59,500Net Income 2023: $6,5242023Revenue 2024: $68,619Expenses 2024: $50,919Net Income 2024: $17,7002024Revenue 2025: $71,017Expenses 2025: $70,073Net Income 2025: $9442025

Highlighted filing

2025

Revenue$71,017
Expenses$70,073
Net Income$944
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,755
Liabilities
$1,834
Net assets
$46,921
Revenue
$71,017
Expenses
$70,073
Net income
$944
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$48.8$1.83$46.9$71.0$70.1$0.94
2024Detailed filing. Detailed filing data is available for this year.$47.9$1.94$46.0$68.6$50.9$17.7
2023Detailed filing. Detailed filing data is available for this year.$30.0$1.73$28.3$66.0$59.5$6.52
2022Detailed filing. Detailed filing data is available for this year.$23.3$1.59$21.8$55.5$53.6$1.92
2021Detailed filing. Detailed filing data is available for this year.$21.3$1.51$19.8$65.1$60.2$4.89
2020Detailed filing. Detailed filing data is available for this year.$16.5$1.58$14.9$67.6$64.2$3.34
2019Detailed filing. Detailed filing data is available for this year.$13.3$1.65$11.6$66.4$68.3$1.82
2018Detailed filing. Detailed filing data is available for this year.$14.7$1.31$13.4$66.1$64.3$1.83
2017Detailed filing. Detailed filing data is available for this year.$12.6$1.02$11.6$57.3$63.1$5.87
2016Detailed filing. Detailed filing data is available for this year.$18.9$1.41$17.5$50.4$60.9$10.6
2015Detailed filing. Detailed filing data is available for this year.$25.9$1.46$24.5$53.1$59.0$5.93
2014Detailed filing. Detailed filing data is available for this year.$33.0$1.49$31.5$47.8$46.6$1.16
2013Detailed filing. Detailed filing data is available for this year.$32.0$1.70$30.3$54.0$47.9$6.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.9$1.61$24.3$39.5$41.3$1.84
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.1$1.46$27.6$41.4$36.2$5.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 9, 2026
Return Version
2025v4.0
Gross Receipts
$71,017
Mission and Program Overview

Mission

Safety and welfare of members and promotion of mass transit

Program Services

DescriptionGrantsExpenses
PROMOTION OF SAFETY WORKPLACE ISSUES FOR MEMBERS, WELFARE OF MEMBERS, AND PROMOTION OF MASS TRANSIT (APPROXIMATELY 100 MEMBERS)--
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK SHIFFHAUERPresident-$0--
RICHARD RHEELVice Preside-$0--
LORI LOCHERFinancial Se-$0--
KELLY PALOVRecording Se-$0--
JOSEPH STAUSKI IIIBoard Member-$0--
TYLER NEISNERBoard Member-$0--
JEFFREY S HRITZBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union
EIN
25-1216169
Phone
8142431024
Address
304 WATERFALL DRIVE, JOHNSTOWN, PA 15906

Signing Officer

Name
Lori Locher
Title
Financial Secretary
Phone
8144107739
Signed
2026-03-09
Discuss with paid preparer
Yes

Preparer

Firm
Kotzan CPA and Associates Pc
Address
334 BUDFIELD ST STE 180, JOHNSTOWN, PA 15904-3214
Preparer
Kimberly Dorchak CPA
Phone
8142694912
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses 1,280 office supplies 323 travel 1,685 meetings 584 telephone 1,350 per capita tax 25,555 donations 1,800 bank service charges 36 atu cope fund expenses 332 miscellaneous 402 total 33,347”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 1,938 1,834”

Raw XML Appendix113 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/PersonNm0LORI LOCHER
IRS990EZ/BooksInCareOfDetail/PhoneNum08142431024
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0304 WATERFALL DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JOHNSTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd015906
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047915
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048755
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt070850
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0944
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03300
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt047915
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048755
IRS990EZ/GrossReceiptsAmt071017
IRS990EZ/GroupExemptionNum00155
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0167
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045977
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046921
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045977
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046921
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK SHIFFHAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD RHEEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORI LOCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLY PALOV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOSEPH STAUSKI III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TYLER NEISNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JEFFREY S HRITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCIAL SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033347
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SAFETY AND WELFARE OF MEMBERS AND PROMOTION OF MASS TRANSIT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTION OF SAFETY WORKPLACE ISSUES FOR MEMBERS, WELFARE OF MEMBERS, AND PROMOTION OF MASS TRANSIT (APPROXIMATELY 100 MEMBERS)
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt033426
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01938
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01834
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070073
IRS990EZ/TotalRevenueAmt071017
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ATU.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 1,280 OFFICE SUPPLIES 323 TRAVEL 1,685 MEETINGS 584 TELEPHONE 1,350 PER CAPITA TAX 25,555 DONATIONS 1,800 BANK SERVICE CHARGES 36 ATU COPE FUND EXPENSES 332 MISCELLANEOUS 402 TOTAL 33,347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,938 1,834
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI LOCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08144107739
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt01279 LOCAL
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0251216169
ReturnHeader/Filer/PhoneNum08142431024
ReturnHeader/Filer/USAddress/AddressLine1Txt0304 WATERFALL DRIVE
ReturnHeader/Filer/USAddress/CityNm0JOHNSTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015906
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262055351
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOTZAN CPA AND ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0334 BUDFIELD ST STE 180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JOHNSTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0159043214
ReturnHeader/PreparerPersonGrp/PhoneNum08142694912
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY DORCHAK CPA
ReturnHeader/ReturnTs02026-03-10T15:10:47-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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