Civic Intelligence

Amalgamated Transit Union #1279 Local

990EZ • Fiscal year 2021 • EIN 25-1216169

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 07, 2022

Organization ProfileWWW.ATU.ORG
240 Pleasant View DriveJohnstown, PA 15905

(814) 410-7739

Siviq Scores

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

Liabilities / Assets

86th percentile

0.07x

Higher debt load relative to assets than 86% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

75th percentile

0.02x

Higher debt load relative to revenue than 75% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Net Margin

45th percentile

7.5%

Higher net margin than 45% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Asset Growth

85th percentile

29%

Faster asset growth than 85% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

38th percentile

-3.7%

Faster revenue growth than 38% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$21,349

Up $4,822 (+29%) from 2020

Net Assets

Up

$19,835

Up $4,889 (+33%) from 2020

Liabilities

Down

$1,514

Down $67 (-4.2%) from 2020

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin45th percentile

Revenue

Down

$65,068

Down $2,509 (-3.7%) from 2020

Expenses

Down

$60,179

Down $4,062 (-6.3%) from 2020

Net Income

Up

$4,889

Up $1,553 (+47%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$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

2021

Assets$21,349
Liabilities$1,514
Net Assets$19,835
Open 2021 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$65,068
Expenses$60,179
Net Income$4,889
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 7, 2022
Return Version
2021v4.0
Gross Receipts
$65,068
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 Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY HRITZPresidentPT$0--
RICHARD RHEELVice Preside-$0--
JOHN GEISERFinancial Se-$0--
MARK SHIFFHAUERRecording Se-$0--
GERALD WILKIEBoard Member-$0--
LEO YOKITISBoard Member-$0--
JOHN PORTERBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union
EIN
25-1216169
Phone
8144107739
Address
240 PLEASANT VIEW DRIVE, JOHNSTOWN, PA 15905

Signing Officer

Name
John Geiser
Title
Financial Secretary
Phone
8144107739
Signed
2022-02-07
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 advertising 144 549 220 491 telephone 640 per capita tax 18,498 donations 226 bank service charges 36 atu cope fund expenses 253 miscellaneous 200 total 21,257”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 1,581 1,514”

Raw XML Appendix114 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/PersonNm0JOHN GEISER
IRS990EZ/BooksInCareOfDetail/PhoneNum08144107739
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 HOSTETLER ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JOHNSTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd015904
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016527
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021349
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt064898
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04889
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09568
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016527
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021349
IRS990EZ/GrossReceiptsAmt065068
IRS990EZ/GroupExemptionNum00155
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0170
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014946
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019835
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014946
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019835
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt64.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEFFREY HRITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD RHEEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN GEISER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK SHIFFHAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GERALD WILKIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LEO YOKITIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOHN PORTER
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/OtherExpensesTotalAmt021257
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/SalariesOtherCompEmplBnftAmt029354
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01581
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01514
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060179
IRS990EZ/TotalRevenueAmt065068
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ATU.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 144 549 220 491 TELEPHONE 640 PER CAPITA TAX 18,498 DONATIONS 226 BANK SERVICE CHARGES 36 ATU COPE FUND EXPENSES 253 MISCELLANEOUS 200 TOTAL 21,257
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,581 1,514
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN GEISER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08144107739
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt01279 LOCAL
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0251216169
ReturnHeader/Filer/PhoneNum08144107739
ReturnHeader/Filer/USAddress/AddressLine1Txt0240 PLEASANT VIEW DRIVE
ReturnHeader/Filer/USAddress/CityNm0JOHNSTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015905
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/PreparationDt02022-02-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY DORCHAK CPA
ReturnHeader/ReturnTs02022-02-10T10:29:26-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GEISER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,349
Liabilities
$1,514
Net assets
$19,835
Revenue
$65,068
Expenses
$60,179
Net income
$4,889
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