Civic Intelligence

Amalgamated Transit Union-DIV 1277 Scrtd Health & Welfare Fund

990 • Fiscal year 2019 • EIN 95-2814788

Nov 01, 2018 to Oct 31, 2019 • Filed on Mar 03, 2020

Organization ProfileN/A
One Gateway Plaza 21st FLLos Angeles, CA 90012

(213) 922-7151

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Net Margin

65th percentile

12%

Higher net margin than 65% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Asset Growth

84th percentile

23%

Faster asset growth than 84% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

63rd percentile

9.0%

Faster revenue growth than 63% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Flat

$48,782,487

Flat from 2019

Net Assets

Flat

$48,710,649

Flat from 2019

Liabilities

Flat

$71,838

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin65th percentile

Revenue

Flat

$76,493,193

Flat from 2019

Expenses

Flat

$67,501,962

Flat from 2019

Net Income

Flat

$8,991,231

Flat from 2019

Historical Trend

Balance Sheet Trend

Asset Growth84th 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 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

2019

Assets$48,782,487
Liabilities$71,838
Net Assets$48,710,649
Open 2019 Filing

Operations Trend

Revenue Growth63rd percentile

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 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

2019

Revenue$76,493,193
Expenses$67,501,962
Net Income$8,991,231
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Mar 3, 2020
Return Version
2018v3.1
Gross Receipts
$76,493,193
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$39,670,662$48,710,649▲ $9,039,987
Investments in Publicly Traded Securities$39,473,575$48,698,617▲ $9,225,042
Cash and Non-Interest-Bearing Accounts$177,556$0▼ $177,556
Accounts Receivable$77,637$83,870▲ $6,233
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$39,728,768$48,782,487▲ $9,053,719
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$30,940$71,238▲ $40,298
Other Liabilities$27,166$600▼ $26,566
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$58,106$71,838▲ $13,732
Net Assets / Fund Balance
Total Net Assets Fund Balance$39,670,662$48,710,649▲ $9,039,987
Total Liabilities and Net Assets / Fund Balance$39,728,768$48,782,487▲ $9,053,719
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Daniel MitchellChairman
Arturo AguilarTrustee
Errol FrazierTrustee
James LindsayTrustee
Nalini AhujaTrustee
Steven EspinozaTrustee
Teyanna WilliamsTrustee
Daniel RamirezTrustee - Alternate
Jeffrey ShafferTrustee - Alternate
Adolfo SotoTrustee - Former
Gregory KildareTrustee - Former
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$75,239,164
Investment Income
$996,710
Other Revenue
$257,319
Change in Net Assets
$8,991,231

Audited Revenue Reconciliation

Revenue per Audited Statements
$76,493,193
Revenue Not Reported on Form 990
$48,756
Total Revenue per Audited Statements
$76,541,949
Total Revenue per Form 990
$76,493,193
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$67,254
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$67,434,708
Fees for Services Accounting---$30,900
Fees for Services Other---$29,244
Insurance---$5,882
Fees for Services Legal---$1,008
Office Expenses---$220
Total Functional Expenses$0$0$0$67,501,962

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$67,501,962
Total Expenses per Audited Statements$67,501,962
Total Expenses per Form 990$67,501,962
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$600
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union-div 1277 Scrtd
EIN
95-2814788
In Care Of
% JANICE OLSEN
Phone
2139227151
Address
ONE GATEWAY PLAZA 21ST FL, LOS ANGELES, CA 90012

Signing Officer

Name
Arturo Aguilar
Title
president/bus agent
Phone
2139227151
Signed
2020-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
daniel mitchell
Formed
1963
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Jeffrey Goss
Phone
8187692010
Supplemental Narrative

Additional Explanations

PART I, LINE 1 AND PART III, LINES 1 AND 4A:

“ATU LOCAL 1277 HEALTH AND WELFARE FUND, INC. WAS ORGANIZED UNDER A COLLECTIVE 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 8B: THE FUND DOES NOT HAVE ANY COMMITTEES THAT ARE AUTHORIZED TO ACT ON ITS BEHALF. 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 VII, SECTION A - COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES: COMPENSATION OF TRUSTEES EMPLOYED BY NOT-FOR-PROFIT EMPLOYERS IS PROPERLY REPORTED ON THAT ENTITY'S ANNUAL TAX RETURNS.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Fund and recognize a tax liability if the Fund has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 446 raw XML fields

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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0STABILIZATION REFUND
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IRS990/PYRevenuesLessExpensesAmt04520570
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IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt048756
IRS990ScheduleD/RevenueSubtotalAmt076493193
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Fund and recognize a tax liability if the Fund has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt067501962
IRS990ScheduleD/TotalLiabilityAmt0600
IRS990ScheduleD/TotalRevenuePerForm990Amt076493193
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt076541949
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ATU LOCAL 1277 HEALTH AND WELFARE FUND, INC. WAS ORGANIZED UNDER A COLLECTIVE 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 8B: THE FUND DOES NOT HAVE ANY COMMITTEES THAT ARE AUTHORIZED TO ACT ON ITS BEHALF. 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 VII, SECTION A - COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES: COMPENSATION OF TRUSTEES EMPLOYED BY NOT-FOR-PROFIT EMPLOYERS IS PROPERLY REPORTED ON THAT ENTITY'S ANNUAL TAX RETURNS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 AND PART III, LINES 1 AND 4A:
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990/SchoolOperatingInd0false
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalGrossUBIAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt048782487
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,782,487
Liabilities
$71,838
Net assets
$48,710,649
Revenue
$76,493,193
Expenses
$67,501,962
Net income
$8,991,231
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
2019Detailed filing. Detailed filing data is available for this year.$48.8$0.07$48.7$76.5$67.5$8.99
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