Civic Intelligence

Amalgamated Transit Union-DIV 1277 Scrtd Health & Welfare Fund

990 • Fiscal year 2021 • EIN 95-2814788

Nov 01, 2020 to Oct 31, 2021 • Filed on Mar 17, 2022

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

63rd percentile

0.09x

Higher debt load relative to assets than 63% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

54th percentile

0.07x

Higher debt load relative to revenue than 54% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Asset Growth

95th percentile

31%

Faster asset growth than 95% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

21%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$65,023,279

Up $15,400,509 (+31%) from 2020

Net Assets

Up

$59,330,377

Up $12,492,720 (+27%) from 2020

Liabilities

Up

$5,692,902

Up $2,907,789 (+104%) from 2020

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin68th percentile

Revenue

Up

$80,787,185

Up $13,958,210 (+21%) from 2020

Expenses

Down

$68,307,659

Down $263,777 (-0.4%) from 2020

Net Income

Up

$12,479,526

Up $14,221,987 (+816%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2021

Assets$65,023,279
Liabilities$5,692,902
Net Assets$59,330,377
Open 2021 Filing

Operations Trend

Revenue Growth79th 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 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

2021

Revenue$80,787,185
Expenses$68,307,659
Net Income$12,479,526
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Mar 17, 2022
Return Version
2020v4.1
Gross Receipts
$80,787,185
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$46,486,552$61,394,314▲ $14,907,762
Rtn Earn Endowment Incm Other Fnds$46,837,657$59,330,377▲ $12,492,720
Cash and Non-Interest-Bearing Accounts$3,039,062$3,509,525▲ $470,463
Accounts Receivable$97,156$119,440▲ $22,284
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$49,622,770$65,023,279▲ $15,400,509
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$2,750,373$5,658,162▲ $2,907,789
Accounts Payable and Accrued Expenses$34,740$34,740→ $0
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$2,785,113$5,692,902▲ $2,907,789
Net Assets / Fund Balance
Total Net Assets Fund Balance$46,837,657$59,330,377▲ $12,492,720
Total Liabilities and Net Assets / Fund Balance$49,622,770$65,023,279▲ $15,400,509
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Daniel MitchellChairman
Arturo AguilarTrustee
Errol FrazierTrustee
James LindsayTrustee
Kenneth HernandezTrustee
Nalini AhujaTrustee
Teyanna WilliamsTrustee
Daniel RamirezTrustee - Alternate
Jeffrey ShafferTrustee - Alternate - Former
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$80,578,400
Investment Income
$40,742
Other Revenue
$168,043
Change in Net Assets
$12,479,526

Audited Revenue Reconciliation

Revenue per Audited Statements
$80,787,185
Revenue Not Reported on Form 990
$-4,433
Total Revenue per Audited Statements
$80,782,752
Total Revenue per Form 990
$80,787,185
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$74,483
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---$68,233,176
Fees for Services Accounting---$34,000
Fees for Services Other---$29,244
Insurance---$6,960
Fees for Services Legal---$3,390
Office Expenses---$889
Total Functional Expenses$0$0$0$68,307,659

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$68,307,659
Total Expenses per Audited Statements$68,307,659
Total Expenses per Form 990$68,307,659
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$5,658,162
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 35% controlled entity
No
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
Phone
2139227151
Signed
2022-03-17
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 DIRECTORS ANY UNUSUAL ITEMS NOTED. PART VI, LINE 12c: board of DIRECTORS 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. PART XI, LINE 8: PRIOR PERIOD ADJUSTMENTS: REIMBURSEMENT FROM AUTHORITY $17,627”

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.”

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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt0889
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IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt02750373
IRS990/OtherLiabilitiesGrp/EOYAmt05658162
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0STABILIZATION RESERVE
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0168043
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0168043
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt0168043
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
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IRS990/PayrollTaxesGrp/TotalAmt00
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0daniel mitchell
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IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt077428176
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13150224
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt077428176
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13150224
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt068476010
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0610511
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt095426
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt066218464
IRS990/PYRevenuesLessExpensesAmt0-1742461
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt068571436
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt066828975
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt012479526
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt046837657
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt059330377
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt068307659
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-4433
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05658162
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt0-4433
IRS990ScheduleD/RevenueSubtotalAmt080787185
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/TotalExpensesPerForm990Amt068307659
IRS990ScheduleD/TotalLiabilityAmt05658162
IRS990ScheduleD/TotalRevenuePerForm990Amt080787185
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt080782752
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt068307659
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 DIRECTORS ANY UNUSUAL ITEMS NOTED. PART VI, LINE 12c: board of DIRECTORS 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. PART XI, LINE 8: PRIOR PERIOD ADJUSTMENTS: REIMBURSEMENT FROM AUTHORITY $17,627
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 AND PART III, LINES 1 AND 4A:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0METROPOLITAN TRANSIT AUTHORITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0none
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0transport.
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt065023279
IRS990/TotalAssetsGrp/BOYAmt049622770
IRS990/TotalAssetsGrp/EOYAmt065023279
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt068307659
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02785113
IRS990/TotalLiabilitiesEOYAmt05692902
IRS990/TotalLiabilitiesGrp/BOYAmt02785113
IRS990/TotalLiabilitiesGrp/EOYAmt05692902
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt046837657
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt059330377
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt080578400
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt040742
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt080746443
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt080787185
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt049622770
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt065023279
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0ONE GATEWAY PLAZA 21ST FL
IRS990/USAddress/CityNm0los angeles
IRS990/USAddress/StateAbbreviationCd0CA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$65,023,279
Liabilities
$5,692,902
Net assets
$59,330,377
Revenue
$80,787,185
Expenses
$68,307,659
Net income
$12,479,526
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
2021Detailed filing. Detailed filing data is available for this year.$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