Civic Intelligence

Transportation Comms Int'L Union-Lamta H&W Trust Fund

990 • Fiscal year 2023 • EIN 95-6118545

Mar 01, 2022 to Feb 28, 2023 • Filed on Jan 10, 2024

Organization ProfileN/A
1200 Wilshire Blvd 5th FLLos Angeles, CA 90017

(562) 463-5000

Siviq Scores

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

Liabilities / Assets

57th percentile

0.05x

Higher debt load relative to assets than 57% of similar nonprofits.

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

Liabilities / Revenue

47th percentile

0.04x

Higher debt load relative to revenue than 47% of similar nonprofits.

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

Net Margin

44th percentile

2.8%

Higher net margin than 44% 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

35th percentile

2.9%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

51st percentile

4.0%

Faster revenue growth than 51% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$16,320,002

Up $463,355 (+2.9%) from 2022

Net Assets

Up

$15,570,207

Up $624,000 (+4.2%) from 2022

Liabilities

Down

$749,795

Down $160,645 (-18%) from 2022

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin44th percentile

Revenue

Up

$20,815,934

Up $807,167 (+4.0%) from 2022

Expenses

Up

$20,240,842

Up $227,625 (+1.1%) from 2022

Net Income

Up

$575,092

Up $579,542 (+13023%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$30M$20M$10M$0Assets 2011: $10,935,496Liabilities 2011: $276,837Net Assets 2011: $10,658,6592011Assets 2012: $10,462,976Liabilities 2012: $338,917Net Assets 2012: $10,124,0592012Assets 2013: $10,252,263Liabilities 2013: $1,888,857Net Assets 2013: $8,363,4062013Assets 2014: $9,765,902Liabilities 2014: $551,086Net Assets 2014: $9,214,8162014Assets 2015: $10,111,250Liabilities 2015: $517,032Net Assets 2015: $9,594,2182015Assets 2016: $10,643,063Liabilities 2016: $687,466Net Assets 2016: $9,955,5972016Assets 2017: $12,879,516Liabilities 2017: $1,374,662Net Assets 2017: $11,504,8542017Assets 2018: $14,140,547Liabilities 2018: $1,206,480Net Assets 2018: $12,934,0672018Assets 2019: $14,497,871Liabilities 2019: $540,161Net Assets 2019: $13,957,7102019Assets 2020: $17,393,051Liabilities 2020: $523,120Net Assets 2020: $16,869,9312020Assets 2021: $15,284,447Liabilities 2021: $334,025Net Assets 2021: $14,950,4222021Assets 2022: $15,856,647Liabilities 2022: $910,440Net Assets 2022: $14,946,2072022Assets 2023: $16,320,002Liabilities 2023: $749,795Net Assets 2023: $15,570,2072023Assets 2024: $17,461,939Liabilities 2024: $1,744,051Net Assets 2024: $15,717,8882024Assets 2025: $21,854,099Liabilities 2025: $3,587,007Net Assets 2025: $18,267,0922025

Highlighted filing

2023

Assets$16,320,002
Liabilities$749,795
Net Assets$15,570,207
Open 2023 Filing

Operations Trend

Revenue Growth51st percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $10,870,148Expenses 2011: $9,985,019Net Income 2011: $885,1292011Revenue 2012: $10,718,012Expenses 2012: $11,251,837Net Income 2012: -$533,8252012Revenue 2013: $11,138,647Expenses 2013: $12,898,789Net Income 2013: -$1,760,1422013Revenue 2014: $15,264,238Expenses 2014: $14,413,325Net Income 2014: $850,9132014Revenue 2015: $15,954,311Expenses 2015: $15,575,122Net Income 2015: $379,1892015Revenue 2016: $17,648,689Expenses 2016: $17,289,357Net Income 2016: $359,3322016Revenue 2017: $18,775,666Expenses 2017: $17,225,319Net Income 2017: $1,550,3472017Revenue 2018: $19,441,973Expenses 2018: $18,019,109Net Income 2018: $1,422,8642018Revenue 2019: $20,659,602Expenses 2019: $19,648,369Net Income 2019: $1,011,2332019Revenue 2020: $22,874,659Expenses 2020: $19,961,168Net Income 2020: $2,913,4912020Revenue 2021: $16,715,603Expenses 2021: $18,615,842Net Income 2021: -$1,900,2392021Revenue 2022: $20,008,767Expenses 2022: $20,013,217Net Income 2022: -$4,4502022Revenue 2023: $20,815,934Expenses 2023: $20,240,842Net Income 2023: $575,0922023Revenue 2024: $23,388,295Expenses 2024: $23,251,475Net Income 2024: $136,8202024Revenue 2025: $30,697,565Expenses 2025: $28,157,062Net Income 2025: $2,540,5032025

Highlighted filing

2023

Revenue$20,815,934
Expenses$20,240,842
Net Income$575,092
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2022 to Feb 28, 2023
Signed
Jan 10, 2024
Return Version
2022v5.0
Gross Receipts
$81,712,297
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$14,946,207$15,570,207▲ $624,000
Savings and Temporary Cash Investments$7,687,621$7,362,285▼ $325,336
Investments in Publicly Traded Securities$7,005,979$7,161,323▲ $155,344
Cash and Non-Interest-Bearing Accounts$796,092$1,096,453▲ $300,361
Accounts Receivable$197,471$530,378▲ $332,907
Prepaid Expenses and Deferred Charges$169,484$169,563▲ $79
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
Total Assets$15,856,647$16,320,002▲ $463,355
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$875,000$723,000▼ $152,000
Accounts Payable and Accrued Expenses$35,440$26,795▼ $8,645
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$910,440$749,795▼ $160,645
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,946,207$15,570,207▲ $624,000
Total Liabilities and Net Assets / Fund Balance$15,856,647$16,320,002▲ $463,355
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Debra AvilaTrustee
Janice OlsenTrustee
Joshua OttTrustee
Matt HollisTrustee
Michael WinstonTrustee
kimberlee vandenakkerTrustee
nalini ahujaTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
benefit programs administrationadministrator1200 WILSHIRE BLVD 5TH FL, Los Angeles, CA 90017$221,653
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$20,163,862
Investment Income
$262,054
Other Revenue
$390,018
Change in Net Assets
$575,092

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,815,934
Revenue Not Reported on Form 990
$48,908
Total Revenue per Audited Statements
$20,864,842
Total Revenue per Form 990
$20,815,934
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$476,732
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---$19,764,110
Fees for Services Management---$221,653
Fees for Services Legal---$64,056
Conferences and Meetings---$54,475
Fees for Services Other---$48,942
Office Expenses---$34,096
Fees for Services Accounting---$21,950
Insurance---$15,543
Fees for Service Investment Mgmnt Fees---$6,458
Other Expenses---$3,889
Information Technology---$1,000
Total Functional Expenses$0$0$0$20,240,842

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$20,392,842
Total Expenses per Form 990$20,240,842
Expenses per Audited Statements$19,517,842
Expenses Not Reported on Form 990$875,000
Expenses Not Reported on Financial Statements$723,000
Other Expense Adjustments$723,000
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
Or Paid$723,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, LINE 11B:

“990 is provided to the board of trustees for review.”

PART VI, LINE 19:

“UPON REQUEST.”

Part VII, Section A - Compensation of Officers, Directors, Trustees,

“Key employees and highest compensated employees: any trustee's or director's compensation and/or benefits from related tax-exempt organizations is available on the related tax-exempt organization's form 990.”

Filing and Contact Details

Filer

Filer Name
Transportation Comms Int'l Union-LAMTA
EIN
95-6118545
In Care Of
% BENEFIT PROGRAM ADMIN
Phone
5624635000
Address
1200 WILSHIRE BLVD 5TH FL, LOS ANGELES, CA 90017

Signing Officer

Name
Michael Winston
Title
Trustee
Phone
5624635000
Signed
2024-01-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lance Phillips
Formed
1976
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
Kelly W Fox
Phone
8187692010
Supplemental Narrative

Additional Explanations

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

“To provide health benefits to employees of the transportation communications international union - los angeles metropolitan transportation authority funded by monthly contributions from the authority.”

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. Part xii, line 2d: february 28, 2022 benefit obligations $875,000 part xii, line 4b: february 28, 2023 benefit obligations $723,000”

Raw XML AppendixShowing 400 of 452 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt035440
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt026795
IRS990/AccountsReceivableGrp/BOYAmt0197471
IRS990/AccountsReceivableGrp/EOYAmt0530378
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt019764110
IRS990/BooksInCareOfDetail/PersonNm0BENEFIT PROGRAM ADMIN
IRS990/BooksInCareOfDetail/PhoneNum05624635000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01200 WILSHIRE BLVD 5TH FL
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOS ANGELES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090017
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0796092
IRS990/CashNonInterestBearingGrp/EOYAmt01096453
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt054475
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0221653
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01200 WILSHIRE BLVD 5TH FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0LOS ANGELES
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd090017
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0benefit programs administration
IRS990/ContractorCompensationGrp/ServicesDesc0administrator
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt019764110
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0262054
IRS990/CYOtherExpensesAmt0476732
IRS990/CYOtherRevenueAmt0390018
IRS990/CYProgramServiceRevenueAmt020163862
IRS990/CYRevenuesLessExpensesAmt0575092
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt020240842
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt020815934
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0See Schedule O
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt021950
IRS990/FeesForServicesLegalGrp/TotalAmt064056
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt0221653
IRS990/FeesForServicesOtherGrp/TotalAmt048942
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06458
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0Matt Hollis
IRS990/Form990PartVIISectionAGrp/PersonNm1JOSHUA OTT
IRS990/Form990PartVIISectionAGrp/PersonNm2nalini ahuja
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL WINSTON
IRS990/Form990PartVIISectionAGrp/PersonNm4kimberlee vandenakker
IRS990/Form990PartVIISectionAGrp/PersonNm5DEBRA AVILA
IRS990/Form990PartVIISectionAGrp/PersonNm6JANICE OLSEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt035
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt060896398
IRS990/GrossReceiptsAmt081712297
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt01000
IRS990/InsuranceGrp/TotalAmt015543
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0262019
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0262019
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07005979
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07161323
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt060896363
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt014946207
IRS990/NetAssetsOrFundBalancesEOYAmt015570207
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt035
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt035
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt048908
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt034096
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1PCORI FEES
IRS990/OtherExpensesGrp/TotalAmt04670
IRS990/OtherExpensesGrp/TotalAmt13889
IRS990/OtherLiabilitiesGrp/BOYAmt0875000
IRS990/OtherLiabilitiesGrp/EOYAmt0723000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0EXPENSE REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0390018
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0390018
IRS990/OtherRevenueTotalAmt0390018
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0169484
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0169563
IRS990/PrincipalOfficerNm0LANCE PHILLIPS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt019500720
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1663142
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019500720
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1663142
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt019549802
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06096
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0463415
IRS990/PYOtherRevenueAmt0437719
IRS990/PYProgramServiceRevenueAmt019564952
IRS990/PYRevenuesLessExpensesAmt0-4450
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt020013217
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt020008767
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0575092
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/BOYAmt014946207
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt015570207
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07687621
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07362285
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotReportedAmt0875000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0723000
IRS990ScheduleD/ExpensesSubtotalAmt019517842
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt048908
IRS990ScheduleD/OtherExpensesIncludedAmt0875000
IRS990ScheduleD/OtherExpensesNotIncludedAmt0723000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0723000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OR PAID
IRS990ScheduleD/RevenueNotReportedAmt048908
IRS990ScheduleD/RevenueSubtotalAmt020815934
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. PART XII, LINE 2D: FEBRUARY 28, 2022 BENEFIT OBLIGATIONS $875,000 PART XII, LINE 4B: FEBRUARY 28, 2023 BENEFIT OBLIGATIONS $723,000
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt020240842
IRS990ScheduleD/TotalLiabilityAmt0723000
IRS990ScheduleD/TotalRevenuePerForm990Amt020815934
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt020864842
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt020392842
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE HEALTH BENEFITS TO EMPLOYEES OF THE TRANSPORTATION COMMUNICATIONS INTERNATIONAL UNION - LOS ANGELES METROPOLITAN TRANSPORTATION AUTHORITY FUNDED BY MONTHLY CONTRIBUTIONS FROM THE AUTHORITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES: ANY TRUSTEE'S OR DIRECTOR'S COMPENSATION AND/OR BENEFITS FROM RELATED TAX-EXEMPT ORGANIZATIONS IS AVAILABLE ON THE RELATED TAX-EXEMPT ORGANIZATION'S FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 AND PART III, LINES 1 AND 4A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VII, SECTION A - COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES,
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LA metropolitan transportation authority
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1TRANSPORTATION COMM INT'L UNION LO 1315
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0plan sponsor
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1plan sponsor
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0n/a
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1n/a
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0390018
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CBA Contract
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0LA MTA
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0Q
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt015856647
IRS990/TotalAssetsEOYAmt016320002
IRS990/TotalAssetsGrp/BOYAmt015856647
IRS990/TotalAssetsGrp/EOYAmt016320002
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt020240842
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0910440
IRS990/TotalLiabilitiesEOYAmt0749795
IRS990/TotalLiabilitiesGrp/BOYAmt0910440
IRS990/TotalLiabilitiesGrp/EOYAmt0749795
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014946207
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt015570207
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt020163862
IRS990/TotalReportableCompFromOrgAmt00

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
$16,320,002
Liabilities
$749,795
Net assets
$15,570,207
Revenue
$20,815,934
Expenses
$20,240,842
Net income
$575,092
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$21.9$3.59$18.3$30.7$28.2$2.54
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$1.74$15.7$23.4$23.3$0.14
2023Detailed filing. Detailed filing data is available for this year.$16.3$0.75$15.6$20.8$20.2$0.58
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$0.91$14.9$20.0$20.0$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.3$0.33$15.0$16.7$18.6$1.90
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$0.52$16.9$22.9$20.0$2.91
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$0.54$14.0$20.7$19.6$1.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$1.21$12.9$19.4$18.0$1.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.9$1.37$11.5$18.8$17.2$1.55
2016Detailed filing. Detailed filing data is available for this year.$10.6$0.69$9.96$17.6$17.3$0.36
2015Detailed filing. Detailed filing data is available for this year.$10.1$0.52$9.59$16.0$15.6$0.38
2014Summary only. Only limited summary data is available for this year.$9.77$0.55$9.21$15.3$14.4$0.85
2013Summary only. Only limited summary data is available for this year.$10.3$1.89$8.36$11.1$12.9$1.76
2012Summary only. Only limited summary data is available for this year.$10.5$0.34$10.1$10.7$11.3$0.53
2011Summary only. Only limited summary data is available for this year.$10.9$0.28$10.7$10.9$9.99$0.89
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)9 • $50M-$100M nonprofits