Civic Intelligence

Amalgamated Transit Union-DIV 1277 Scrtd Health & Welfare Fund

990 • Fiscal year 2023 • EIN 95-2814788

Nov 01, 2022 to Oct 31, 2023 • Filed on Sep 06, 2024

Organization ProfileN/A
One Gateway Plaza 99-pl-9Los Angeles, CA 90012

(213) 922-7151

Siviq Scores

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

Liabilities / Assets

69th percentile

0.12x

Higher debt load relative to assets than 69% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.13x

Higher debt load relative to revenue than 66% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Net Margin

29th percentile

-0.5%

Higher net margin than 29% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

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.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Asset Growth

37th percentile

3.6%

Faster asset growth than 37% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-12%

Faster revenue growth than 16% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets69th percentile

Assets

Flat

$87,515,430

Flat from 2023

Net Assets

Flat

$77,277,586

Flat from 2023

Liabilities

Flat

$10,237,844

Flat from 2023

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin29th percentile

Revenue

Flat

$79,848,705

Flat from 2023

Expenses

Flat

$80,270,647

Flat from 2023

Net Income

Flat

-$421,942

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth37th 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: $77,277,5862023Assets 2023: $87,515,430Liabilities 2023: $10,237,844Net Assets 2023: $77,277,5862023

Highlighted filing

2023

Assets$87,515,430
Liabilities$10,237,844
Net Assets$77,277,586
Open 2023 Filing

Operations Trend

Revenue Growth16th 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: -$421,9422023Revenue 2023: $79,848,705Expenses 2023: $80,270,647Net Income 2023: -$421,9422023

Highlighted filing

2023

Revenue$79,848,705
Expenses$80,270,647
Net Income-$421,942
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
Sep 6, 2024
Return Version
2022v5.0
Gross Receipts
$79,848,705
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$77,215,489$77,277,586▲ $62,097
Investments in Publicly Traded Securities$79,517,682$76,607,746▼ $2,909,936
Cash and Non-Interest-Bearing Accounts$4,878,033$10,789,554▲ $5,911,521
Accounts Receivable$107,599$118,130▲ $10,531
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$84,503,314$87,515,430▲ $3,012,116
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$7,242,730$10,195,653▲ $2,952,923
Accounts Payable and Accrued Expenses$45,095$42,191▼ $2,904
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$7,287,825$10,237,844▲ $2,950,019
Net Assets / Fund Balance
Total Net Assets Fund Balance$77,215,489$77,277,586▲ $62,097
Total Liabilities and Net Assets / Fund Balance$84,503,314$87,515,430▲ $3,012,116
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Daniel MitchellChairman
Cristian LeivaDirector
Errol FrazierDirector
James LindsayDirector
James PachanDirector
Jeffrey ShafferDirector
Kenneth HernandezDirector
Nalini AhujaDirector
Mauro VarelaDirector - Alternate
Daniel RamirezDirector - Alternate - Former
Arturo AguilarDirector - Former
Teyanna WilliamsDirector - Former
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$76,628,757
Investment Income
$3,219,948
Other Revenue
$0
Change in Net Assets
$-421,942

Audited Revenue Reconciliation

Revenue per Audited Statements
$79,848,705
Revenue Not Reported on Form 990
$484,039
Total Revenue per Audited Statements
$80,332,744
Total Revenue per Form 990
$79,848,705
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$83,338
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---$80,187,309
Fees for Services Accounting---$42,000
Fees for Services Other---$29,244
Insurance---$6,686
Fees for Services Legal---$5,406
Office Expenses---$2
Total Functional Expenses$0$0$0$80,270,647

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$80,270,647
Total Expenses per Audited Statements$80,270,647
Total Expenses per Form 990$80,270,647
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$10,195,653
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

Governance Explanations

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 COMP OF OFCS, DIRS, TRSTS, KEY EMP & HIGHEST PAID EMP:

“Compensation of trustees employed by not-for-profit employers is properly reported on that entity's annual tax returns.”

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 99-PL-9, LOS ANGELES, CA 90012

Signing Officer

Name
Daniel Mitchell
Title
Neutral Chair
Phone
2139227151
Signed
2024-09-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
daniel mitchell
Formed
1963
Legal Domicile
CA
Voting Board Members
8
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.”

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/InvestmentIncomeGrp/ExclusionAmt03219948
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03219948
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt079517682
IRS990/InvestmentsPubTradedSecGrp/EOYAmt076607746
IRS990/IRPDocumentCnt0135
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt077215489
IRS990/NetAssetsOrFundBalancesEOYAmt077277586
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0484039
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt02
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt07242730
IRS990/OtherLiabilitiesGrp/EOYAmt010195653
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0daniel mitchell
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS, NET
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt073358698
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13270059
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt073358698
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13270059
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt072726800
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0304892
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt087083
IRS990/PYOtherRevenueAmt01327204
IRS990/PYProgramServiceRevenueAmt088789201
IRS990/PYRevenuesLessExpensesAmt017607414
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt072813883
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt090421297
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-421942
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/BOYAmt077215489
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt077277586
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt080270647
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0484039
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010195653
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt0484039
IRS990ScheduleD/RevenueSubtotalAmt079848705
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/TotalExpensesPerForm990Amt080270647
IRS990ScheduleD/TotalLiabilityAmt010195653
IRS990ScheduleD/TotalRevenuePerForm990Amt079848705
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt080332744
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt080270647
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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FUND DOES NOT HAVE ANY COMMITTEES THAT ARE AUTHORIZED TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3board of DIRECTORS are required to notify the administrative office if there are issues that could give rise to conflicts of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Governing documents, conflict of interest policy and financial statements are available upon request from the administrative office.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION 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:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VII, SECTION A COMP OF OFCS, DIRS, TRSTS, KEY EMP & HIGHEST PAID EMP:
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
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt084503314
IRS990/TotalAssetsEOYAmt087515430
IRS990/TotalAssetsGrp/BOYAmt084503314
IRS990/TotalAssetsGrp/EOYAmt087515430
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,515,430
Liabilities
$10,237,844
Net assets
$77,277,586
Revenue
$79,848,705
Expenses
$80,270,647
Net income
-$421,942
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$87.5$10.2$77.3$79.8$80.3$0.42
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