Civic Intelligence

Amalgamated Transit Union-DIV 1277 Scrtd Health & Welfare Fund

990 • Fiscal year 2012 • EIN 95-2814788

Nov 01, 2011 to Oct 31, 2012 • Filed on Mar 07, 2013

Organization ProfileN/A
One Gateway Plaza 21st FL90012-2952
Siviq Scores

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

Liabilities / Assets

60th percentile

0.06x

Higher debt load relative to assets than 60% of similar nonprofits.

2012 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

4th percentile

-31%

Faster asset growth than 4% of similar nonprofits.

2012 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$6,999,461

Down $3,107,282 (-31%) from 2011

Net Assets

Down

$6,556,413

Down $3,345,500 (-34%) from 2011

Liabilities

Up

$443,048

Up $238,218 (+116%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$45,917,152

Up $3,344,405 (+7.9%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$100M$50M$0Assets 2011: $10,106,743Liabilities 2011: $204,830Net Assets 2011: $9,901,9132011Assets 2012: $6,999,461Liabilities 2012: $443,048Net Assets 2012: $6,556,4132012Assets 2013: $7,058,293Liabilities 2013: $233,132Net Assets 2013: $6,825,1612013Assets 2014: $13,576,944Liabilities 2014: $950,163Net Assets 2014: $12,626,7812014Assets 2015: $19,417,119Liabilities 2015: $127,731Net Assets 2015: $19,289,3882015Assets 2016: $28,970,717Liabilities 2016: $2,702,824Net Assets 2016: $26,267,8932016Assets 2017: $35,134,830Liabilities 2017: $31,890Net Assets 2017: $35,102,9402017Assets 2018: $39,728,768Liabilities 2018: $58,106Net Assets 2018: $39,670,6622018Assets 2019: $48,782,487Liabilities 2019: $71,838Net Assets 2019: $48,710,6492019Assets 2020: $49,622,770Liabilities 2020: $2,785,113Net Assets 2020: $46,837,6572020Assets 2021: $65,023,279Liabilities 2021: $5,692,902Net Assets 2021: $59,330,3772021Assets 2022: $84,503,314Liabilities 2022: $7,287,825Net Assets 2022: $77,215,4892022Assets 2023: $87,515,430Liabilities 2023: $10,237,844Net Assets 2023: $77,277,5862023

Highlighted filing

2012

Assets$6,999,461
Liabilities$443,048
Net Assets$6,556,413
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100M$50M$0-$50MExpenses 2011: $42,572,7472011Expenses 2012: $45,917,1522012Expenses 2013: $49,030,7232013Revenue 2014: $57,743,546Expenses 2014: $51,942,704Net Income 2014: $5,800,8422014Revenue 2015: $61,357,589Expenses 2015: $54,698,106Net Income 2015: $6,659,4832015Revenue 2016: $67,322,645Expenses 2016: $60,353,446Net Income 2016: $6,969,1992016Revenue 2017: $71,647,977Expenses 2017: $62,841,374Net Income 2017: $8,806,6032017Revenue 2018: $70,202,091Expenses 2018: $65,681,521Net Income 2018: $4,520,5702018Revenue 2019: $76,493,193Expenses 2019: $67,501,962Net Income 2019: $8,991,2312019Revenue 2020: $66,828,975Expenses 2020: $68,571,436Net Income 2020: -$1,742,4612020Revenue 2021: $80,787,185Expenses 2021: $68,307,659Net Income 2021: $12,479,5262021Revenue 2022: $90,421,297Expenses 2022: $72,813,883Net Income 2022: $17,607,4142022Revenue 2023: $79,848,705Expenses 2023: $80,270,647Net Income 2023: -$421,9422023

Highlighted filing

2012

Revenue-
Expenses$45,917,152
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2011 to Oct 31, 2012
Signed
Mar 7, 2013
Return Version
2011v1.5
Gross Receipts
$42,571,772
Filing and Contact Details

Filer

EIN
95-2814788
Raw XML AppendixShowing 400 of 407 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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IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0PART X, LINE 2:
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IRS990ScheduleO/GeneralExplanation/Explanation0COLLECTIVE BARGAINING AGREEMENT BETWEEN THE AMALGAMATED TRANSIT UNION - LOCAL 1277 (THE "LOCAL UNION") AND LOS ANGELES COUNTY METROPOLITAN TRANSPORTATION AUTHORITY (THE "AUTHORITY") TO PROVIDE HEALTH BENEFITS TO ACTIVE EMPLOYEES AND RETIREES WHO ARE ELIGIBLE. part vi, line 11B: form 990 is reviewed by the plan manager and approved prior to filing. the plan manager reports to the board of trustees ANY UNUSUAL ITEMS NOTED. part vi, line 12c: board of trustees are required to notify the administrative office if there are issues that could give rise to conflicts of interest. part vi, line 19: governing documents, conflict of interest policy and financial statements are available upon request from the administrative office. PART XI, LINE 5: THE FUND EXPERIENCED UNREALIZED DEPRECIATION IN THE FAIR VALUE OF INVESTMENTS OF ($120).
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ReturnHeader/Filer/USAddress/AddressLine10ONE GATEWAY PLAZA 21ST FL
ReturnHeader/Filer/USAddress/City0LOS ANGELES
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0900122952
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-03-07
ReturnHeader/Officer/Name0James Lindsay
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MILLER KAPLAN ARASE LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104123 LANKERSHIM BLVD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NORTH HOLLYWOOD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0916022828

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,999,461
Liabilities
$443,048
Net assets
$6,556,413
Revenue
-
Expenses
$45,917,152
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$87.5$10.2$77.3$79.8$80.3$0.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$84.5$7.29$77.2$90.4$72.8$17.6
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.0$5.69$59.3$80.8$68.3$12.5
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.6$2.79$46.8$66.8$68.6$1.74
2019Summary only. Only limited summary data is available for this year.$48.8$0.07$48.7$76.5$67.5$8.99
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.7$0.06$39.7$70.2$65.7$4.52
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.1$0.03$35.1$71.6$62.8$8.81
2016Detailed filing. Detailed filing data is available for this year.$29.0$2.70$26.3$67.3$60.4$6.97
2015Detailed filing. Detailed filing data is available for this year.$19.4$0.13$19.3$61.4$54.7$6.66
2014Detailed filing. Detailed filing data is available for this year.$13.6$0.95$12.6$57.7$51.9$5.80
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.06$0.23$6.83$49.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.00$0.44$6.56$45.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$0.20$9.90$42.6