Civic Intelligence

Twu Local 100-Nycta Training and Upgrading Fund

990 • Fiscal year 2017 • EIN 32-0079340

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 19, 2018

Organization ProfileWWW.TWULOCAL100TUF.ORG

View Organization Page

195 Montague Street No 4TH FLBrooklyn, NY 11201

(718) 780-8700

Siviq Scores

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

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

2017 filings • NTEE B • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.02x

Higher debt load relative to revenue than 12% of similar nonprofits.

2017 filings • NTEE B • $10M-$25M nonprofits • Source year 2017

Net Margin

86th percentile

31%

Higher net margin than 86% of similar nonprofits.

2017 filings • NTEE B • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

41st percentile

$141,118

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2017 filings • NTEE B • $10M-$25M nonprofits • Source year 2017

Asset Growth

65th percentile

10%

Faster asset growth than 65% of similar nonprofits.

2017 filings • NTEE B • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

31st percentile

0.6%

Faster revenue growth than 31% of similar nonprofits.

2017 filings • NTEE B • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$14,934,726

Up $1,358,242 (+10%) from 2016

Net Assets

Up

$14,848,818

Up $1,349,718 (+10.0%) from 2016

Liabilities

Up

$85,908

Up $8,524 (+11%) from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin86th percentile

Revenue

Up

$4,310,198

Up $23,713 (+0.6%) from 2016

Expenses

Up

$2,960,480

Up $435,575 (+17%) from 2016

Net Income

Down

$1,349,718

Down $411,862 (-23%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$30M$20M$10M$0Assets 2010: $2,835,199Liabilities 2010: $238,641Net Assets 2010: $2,596,5582010Assets 2011: $4,542,423Liabilities 2011: $796,566Net Assets 2011: $3,745,8572011Assets 2012: $6,696,332Liabilities 2012: $470,683Net Assets 2012: $6,225,6492012Assets 2013: $8,673,302Liabilities 2013: $222,079Net Assets 2013: $8,451,2232013Assets 2016: $13,576,484Liabilities 2016: $77,384Net Assets 2016: $13,499,1002016Assets 2017: $14,934,726Liabilities 2017: $85,908Net Assets 2017: $14,848,8182017Assets 2018: $16,416,098Liabilities 2018: $375,059Net Assets 2018: $16,041,0392018Assets 2019: $17,707,016Liabilities 2019: $850,723Net Assets 2019: $16,856,2932019Assets 2020: $18,708,944Liabilities 2020: $752,253Net Assets 2020: $17,956,6912020Assets 2021: $20,517,851Liabilities 2021: $798,741Net Assets 2021: $19,719,1102021Assets 2022: $21,590,418Liabilities 2022: $788,879Net Assets 2022: $20,801,5392022Assets 2023: $3,045,047Liabilities 2023: $380,004Net Assets 2023: $2,665,0432023Assets 2024: $5,991,191Liabilities 2024: $4,716,629Net Assets 2024: $1,274,5622024

Highlighted filing

2017

Assets$14,934,726
Liabilities$85,908
Net Assets$14,848,818
Open 2017 Filing

Operations Trend

Revenue Growth31st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,565,1712010Expenses 2011: $4,426,0442011Expenses 2012: $2,249,7132012Revenue 2013: $4,206,631Expenses 2013: $1,981,057Net Income 2013: $2,225,5742013Revenue 2016: $4,286,485Expenses 2016: $2,524,905Net Income 2016: $1,761,5802016Revenue 2017: $4,310,198Expenses 2017: $2,960,480Net Income 2017: $1,349,7182017Revenue 2018: $4,305,538Expenses 2018: $3,095,113Net Income 2018: $1,210,4252018Revenue 2019: $4,260,300Expenses 2019: $3,445,046Net Income 2019: $815,2542019Revenue 2020: $4,272,478Expenses 2020: $3,172,080Net Income 2020: $1,100,3982020Revenue 2021: $4,262,079Expenses 2021: $2,499,660Net Income 2021: $1,762,4192021Revenue 2022: $4,210,719Expenses 2022: $3,128,290Net Income 2022: $1,082,4292022Revenue 2023: $1,453,935Expenses 2023: $1,680,872Net Income 2023: -$226,9372023Revenue 2024: $1,371,056Expenses 2024: $2,761,537Net Income 2024: -$1,390,4812024

Highlighted filing

2017

Revenue$4,310,198
Expenses$2,960,480
Net Income$1,349,718
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 19, 2018
Return Version
2016v3.0
Gross Receipts
$4,310,198
Mission and Program Overview

Mission

To provide employees who are members of the union with training classes and continuing education to advance existing skills

To provide employees who are members of the union with training classes and continuing education to advance existing skills.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$13,499,100$14,848,818▲ $1,349,718
Savings and Temporary Cash Investments$11,005,951$12,842,022▲ $1,836,071
Cash and Non-Interest-Bearing Accounts$1,858,301$1,381,354▼ $476,947
Land, Buildings, and Equipment, Net$292,365$265,502▼ $26,863
Prepaid Expenses and Deferred Charges$13,404$38,450▲ $25,046
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$13,576,484$14,934,726▲ $1,358,242
Other Assets Total$406,463$407,398▲ $935
Liabilities
Accounts Payable and Accrued Expenses$77,384$85,908▲ $8,524
Total Liabilities$77,384$85,908▲ $8,524
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,499,100$14,848,818▲ $1,349,718
Total Liabilities and Net Assets / Fund Balance$13,576,484$14,934,726▲ $1,358,242

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$133,341$225,595$358,936
Equipment$132,161$2,042$134,203
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles JenkinsDirectorPT$108,063$33,055$141,118
Jennifer DoddDirectorPT$23,538$8,224$31,762
Richard RiveraFormer Director-$16,057-$16,057

Board Members and Trustees

NameTitle
Sally LibreraAlternate Trustee
Tony UtanoAlternate Trustee
Latonya Crisp-saurayEmployee Trustee
Shannon PolandEmployee Trustee
Monica DacostaEmployer Trustee
Patrick SmithEmployer Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Cuny Sps At The Graduate SchoolOutsourced Instructors119 W 31ST FIRST FLOOR, New York, NY 10001$140,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,200,000
Investment Income
$62,427
Other Revenue
$47,771
Change in Net Assets
$1,349,718

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,310,198
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,310,198
Total Revenue per Form 990
$4,310,198
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,066,888
Salaries, Compensation, and Employee Benefits$893,592
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$159,905$375,950-$535,855
Occupancy$179,788$237,015-$416,803
Fees for Services Other$214,049$11,918-$225,967
Current Officers, Directors, Trustees, and Key Employees-$131,601-$131,601
Other Employee Benefits-$122,311-$122,311
Payroll Taxes$19,340$44,722-$64,062
Depreciation Depletion-$58,876-$58,876
All Other Expenses$34,225$9,358-$43,583
Pension Plan Contributions-$39,763-$39,763
Fees for Services Accounting-$39,170-$39,170
Office Expenses-$33,561-$33,561
Fees for Services Legal-$30,311-$30,311
Other Expenses$20,905$3,258-$24,163
Insurance-$18,143-$18,143
Advertising-$10,377-$10,377
Information Technology$5,644--$5,644
Travel-$1,964-$1,964
Total Functional Expenses$1,792,182$1,168,298$0$2,960,480

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,960,480
Total Expenses per Audited Statements$2,960,480
Total Expenses per Form 990$2,960,480
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“A copy of the form 990 is routed to the director of the fund before filing.”

Form 990, Part VI, Section B, line 12C

“Annual disclosures are made by all trustees and key employees.”

Form 990, Part VI, Section B, line 15

“Compensation is subject to review and approval by the board of trustees.”

Form 990, Part VI, Section C, line 19

“Documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
TWU Local 100-NYCTA
EIN
32-0079340
Phone
7187808700
Address
195 Montague Street No 4TH FL, Brooklyn, NY 11201

Signing Officer

Name
Charles Jenkins
Title
Acting Director
Phone
7187808700
Signed
2018-01-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Jenkins
Formed
2003
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
44
Volunteers
0

Preparer

Firm
Armao Llp
Address
100 QUENTIN ROOSEVELT BLVD STE 209, GARDEN CITY, NY 11530
Preparer
Salvatore Armao
Phone
5163207220
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“The organization has not changed its oversight process or selection process during the tax year.”

Financial Statement Notes

Part X, Line 2:

“In accordance with accounting standards, the fund's management is required to evaluate tax positions taken and recognize a tax liability (or asset) if the organization has taken an uncertain tax position that more likely than not, would not be sustained upon examination. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes it is no longer subjected to income tax examinations for years prior to 2014.”

Raw XML AppendixShowing 400 of 539 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.

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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03258
IRS990/OtherExpensesGrp/ProgramServicesAmt0805972
IRS990/OtherExpensesGrp/ProgramServicesAmt1325723
IRS990/OtherExpensesGrp/ProgramServicesAmt226631
IRS990/OtherExpensesGrp/ProgramServicesAmt320905
IRS990/OtherExpensesGrp/TotalAmt0805972
IRS990/OtherExpensesGrp/TotalAmt1325723
IRS990/OtherExpensesGrp/TotalAmt226631
IRS990/OtherExpensesGrp/TotalAmt324163
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0CWE REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt040108
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt17663
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt040108
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt17663
IRS990/OtherRevenueTotalAmt047771
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0375950
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0159905
IRS990/OtherSalariesAndWagesGrp/TotalAmt0535855
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt044722
IRS990/PayrollTaxesGrp/ProgramServicesAmt019340
IRS990/PayrollTaxesGrp/TotalAmt064062
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt039763
IRS990/PensionPlanContributionsGrp/TotalAmt039763
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013404
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt038450
IRS990/PrincipalOfficerNm0CHARLES JENKINS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04200000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04200000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt028571
IRS990/PYOtherExpensesAmt01394347
IRS990/PYOtherRevenueAmt057914
IRS990/PYProgramServiceRevenueAmt04200000
IRS990/PYRevenuesLessExpensesAmt01761580
IRS990/PYSalariesCompEmpBnftPaidAmt01130558
IRS990/PYTotalExpensesAmt02524905
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04286485
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01349718
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04240108
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt013499100
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt014848818
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011005951
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012842022
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04200000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04200000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02100000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04200000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04675402
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt019375402
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt062427
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt028571
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02556
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06631
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04607
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0104792
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt040108
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt057914
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt035885
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt049496
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0183403
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98530
IRS990ScheduleA/PublicSupportPY170Pct00.99100
IRS990ScheduleA/PublicSupportTotal170Amt019375402
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04200000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04200000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02100000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04200000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04675402
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt019375402
IRS990ScheduleA/TotalSupportAmt019663597
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0132161
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02042
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0134203
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02960480
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0133341
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0225595
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0358936
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04310198
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN ACCORDANCE WITH ACCOUNTING STANDARDS, THE FUND'S MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECTED TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0265502
IRS990ScheduleD/TotalExpensesPerForm990Amt02960480
IRS990ScheduleD/TotalRevenuePerForm990Amt04310198
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04310198
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02960480
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt016057
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RICHARD RIVERA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FORMER DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt016057
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS ROUTED TO THE DIRECTOR OF THE FUND BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL DISCLOSURES ARE MADE BY ALL TRUSTEES AND KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS SUBJECT TO REVIEW AND APPROVAL BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, Line 2c:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0TRANSPORTATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0METROPOLITAN TRANSPORTATOIN AUTHORITY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt02 BROADWAY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0NEW YORK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd010004
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,934,726
Liabilities
$85,908
Net assets
$14,848,818
Revenue
$4,310,198
Expenses
$2,960,480
Net income
$1,349,718
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.99$4.72$1.27$1.37$2.76$1.39
2023Detailed filing. Detailed filing data is available for this year.$3.05$0.38$2.67$1.45$1.68$0.23
2022Detailed filing. Detailed filing data is available for this year.$21.6$0.79$20.8$4.21$3.13$1.08
2021Detailed filing. Detailed filing data is available for this year.$20.5$0.80$19.7$4.26$2.50$1.76
2020Detailed filing. Detailed filing data is available for this year.$18.7$0.75$18.0$4.27$3.17$1.10
2019Detailed filing. Detailed filing data is available for this year.$17.7$0.85$16.9$4.26$3.45$0.82
2018Detailed filing. Detailed filing data is available for this year.$16.4$0.38$16.0$4.31$3.10$1.21
2017Detailed filing. Detailed filing data is available for this year.$14.9$0.09$14.8$4.31$2.96$1.35
2016Detailed filing. Detailed filing data is available for this year.$13.6$0.08$13.5$4.29$2.52$1.76
2013Detailed filing. Detailed filing data is available for this year.$8.67$0.22$8.45$4.21$1.98$2.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.70$0.47$6.23$2.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.54$0.80$3.75$4.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.84$0.24$2.60$3.57