Civic Intelligence

Utu-Mta Trust Fund

EIN 95-6401105 • 501(c)9 • Irwindale, CA

View Organization Page

Profile

To provide health benefits to employees of the metropolitan transit authority (mta).

15999 Cypress AveIrwindale, CA 91706

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

51st percentile

0.03x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

48th percentile

0.03x

Higher debt load relative to revenue than 48% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

4th percentile

-58%

Higher net margin than 4% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

37th percentile

$273,250

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

$100M-$250M nonprofits • Source year 2024

Asset Growth

6th percentile

-28%

Faster asset growth than 6% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-21%

Faster revenue growth than 6% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$80,536,945

Down $31,484,376 (-28%) from 2023

Liabilities

Down

$2,013,603

Down $852,507 (-30%) from 2023

Net Assets

Down

$78,523,342

Down $30,631,869 (-28%) from 2023

Operations
Liabilities / Revenue48th percentileNet Margin4th percentile

Revenue

Down

$58,938,328

Down $15,818,897 (-21%) from 2023

Expenses

Up

$93,275,222

Up $7,465,469 (+8.7%) from 2023

Net Income

Down

-$34,336,894

Down $23,284,366 (-211%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2011: $67,669,055Liabilities 2011: $9,471,312Net Assets 2011: $58,197,7432011Assets 2012: $59,354,749Liabilities 2012: $6,822,384Net Assets 2012: $52,532,3652012Assets 2013: $52,545,418Liabilities 2013: $6,416,742Net Assets 2013: $46,128,6762013Assets 2014: $48,386,844Liabilities 2014: $8,838,853Net Assets 2014: $39,547,9912014Assets 2015: $44,235,192Liabilities 2015: $7,885,703Net Assets 2015: $36,349,4892015Assets 2016: $40,624,143Liabilities 2016: $2,721,076Net Assets 2016: $37,903,0672016Assets 2017: $43,172,934Liabilities 2017: $1,221,303Net Assets 2017: $41,951,6312017Assets 2018: $50,758,028Liabilities 2018: $2,335,741Net Assets 2018: $48,422,2872018Assets 2019: $63,288,833Liabilities 2019: $1,667,493Net Assets 2019: $61,621,3402019Assets 2020: $83,324,821Liabilities 2020: $1,589,890Net Assets 2020: $81,734,9312020Assets 2021: $103,224,136Liabilities 2021: $1,409,133Net Assets 2021: $101,815,0032021Assets 2022: $120,202,249Liabilities 2022: $1,539,631Net Assets 2022: $118,662,6182022Assets 2023: $112,021,321Liabilities 2023: $2,866,110Net Assets 2023: $109,155,2112023Assets 2024: $80,536,945Liabilities 2024: $2,013,603Net Assets 2024: $78,523,3422024

Highlighted filing

2024

Assets$80,536,945
Liabilities$2,013,603
Net Assets$78,523,342
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150M$100M$50M$0-$50MRevenue 2011: $62,751,773Expenses 2011: $65,522,048Net Income 2011: -$2,770,2752011Revenue 2012: $64,565,792Expenses 2012: $71,782,915Net Income 2012: -$7,217,1232012Revenue 2013: $66,807,143Expenses 2013: $71,219,155Net Income 2013: -$4,412,0122013Revenue 2014: $68,062,377Expenses 2014: $74,531,624Net Income 2014: -$6,469,2472014Revenue 2015: $76,576,686Expenses 2015: $79,657,553Net Income 2015: -$3,080,8672015Revenue 2016: $81,117,675Expenses 2016: $79,421,612Net Income 2016: $1,696,0632016Revenue 2017: $83,023,645Expenses 2017: $78,862,587Net Income 2017: $4,161,0582017Revenue 2018: $85,466,961Expenses 2018: $78,697,250Net Income 2018: $6,769,7112018Revenue 2019: $91,360,048Expenses 2019: $78,834,993Net Income 2019: $12,525,0552019Revenue 2020: $97,667,834Expenses 2020: $78,392,027Net Income 2020: $19,275,8072020Revenue 2021: $100,821,442Expenses 2021: $80,019,042Net Income 2021: $20,802,4002021Revenue 2022: $100,640,295Expenses 2022: $80,488,505Net Income 2022: $20,151,7902022Revenue 2023: $74,757,225Expenses 2023: $85,809,753Net Income 2023: -$11,052,5282023Revenue 2024: $58,938,328Expenses 2024: $93,275,222Net Income 2024: -$34,336,8942024

Highlighted filing

2024

Revenue$58,938,328
Expenses$93,275,222
Net Income-$34,336,894
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$80,536,945
Liabilities
$2,013,603
Net assets
$78,523,342
Revenue
$58,938,328
Expenses
$93,275,222
Net income
-$34,336,894
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.5$2.01$78.5$58.9$93.3$34.3
2023Summary only. Only limited summary data is available for this year.$112$2.87$109$74.8$85.8$11.1
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$120$1.54$119$101$80.5$20.2
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$103$1.41$102$101$80.0$20.8
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$83.3$1.59$81.7$97.7$78.4$19.3
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.3$1.67$61.6$91.4$78.8$12.5
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.8$2.34$48.4$85.5$78.7$6.77
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.2$1.22$42.0$83.0$78.9$4.16
2016Detailed filing. Detailed filing data is available for this year.$40.6$2.72$37.9$81.1$79.4$1.70
2015Detailed filing. Detailed filing data is available for this year.$44.2$7.89$36.3$76.6$79.7$3.08
2014Summary only. Only limited summary data is available for this year.$48.4$8.84$39.5$68.1$74.5$6.47
2013Summary only. Only limited summary data is available for this year.$52.5$6.42$46.1$66.8$71.2$4.41
2012Summary only. Only limited summary data is available for this year.$59.4$6.82$52.5$64.6$71.8$7.22
2011Summary only. Only limited summary data is available for this year.$67.7$9.47$58.2$62.8$65.5$2.77
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 30, 2025
Return Version
2023v6.0
Gross Receipts
$191,375,828
Mission and Program Overview

Mission

To provide health benefits to employees of the metropolitan transit authority (mta).

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$109,155,211$78,523,342▼ $30,631,869
Investments in Publicly Traded Securities$74,672,431$42,475,662▼ $32,196,769
Savings and Temporary Cash Investments$33,897,896$36,145,899▲ $2,248,003
Land, Buildings, and Equipment, Net$900,730$917,702▲ $16,972
Accounts Receivable$2,371,630$718,930▼ $1,652,700
Cash and Non-Interest-Bearing Accounts$178,634$278,752▲ $100,118
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
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$112,021,321$80,536,945▼ $31,484,376
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$2,470,409$1,531,411▼ $938,998
Accounts Payable and Accrued Expenses$395,701$482,192▲ $86,491
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$2,866,110$2,013,603▼ $852,507
Net Assets / Fund Balance
Total Net Assets Fund Balance$109,155,211$78,523,342▼ $30,631,869
Total Liabilities and Net Assets / Fund Balance$112,021,321$80,536,945▼ $31,484,376

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$49,713$1,019,642$1,069,355
Land$850,000-$850,000
Equipment$17,989$166,257$184,246
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eddie GonzalezAdministratorFT$248,634$24,616$273,250
Kathryne McgowanTrustee-$2,785-$2,785
Andy CarterTrustee-$1,400-$1,400
Edgar MenendezTrustee-$1,400-$1,400
Jaime DelgadilloTrustee-$1,400-$1,400
John EllisTrustee-$1,400-$1,400
Juan GonzalezTrustee-$1,400-$1,400
Julio MejiaTrustee-$1,400-$1,400
Quintin WormleyTrustee-$1,400-$1,400

Board Members and Trustees

NameTitle
Christian LeivaTrustee
Conan CheungTrustee
Edna StanleyTrustee
Jesse SotoTrustee
Melissa WongTrustee
Robert ChavezTrustee
Roman AlarconTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Health Services Benefit AdministrClaims Processing4160 DUBLIN BLVD STE 400, Dublin, CA 94568$232,887
Miller Kaplan Arase LLPaudit & accounting3900 W ALAMEDA AVE STE 2400, Burbank, CA 91505$176,055
Bush GottliebLegal Fees801 N BRAND BLVD STE 950, Glendale, CA 91203$155,555
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$55,950,130
Investment Income
$2,618,798
Other Revenue
$369,400
Change in Net Assets
$-34,336,894

Audited Revenue Reconciliation

Revenue per Audited Statements
$58,938,328
Revenue Not Reported on Form 990
$3,705,025
Total Revenue per Audited Statements
$62,643,353
Total Revenue per Form 990
$58,938,328
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,277,013
Salaries, Compensation, and Employee Benefits$714,883
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$91,283,326
Other Salaries and Wages---$328,520
Fees for Services Other---$311,697
Current Officers, Directors, Trustees, and Key Employees---$289,354
Fees for Services Legal---$183,095
Fees for Service Investment Mgmnt Fees---$176,978
Fees for Services Accounting---$176,055
Office Expenses---$142,334
Occupancy---$68,897
Payroll Taxes---$63,931
Information Technology---$53,580
Conferences and Meetings---$39,116
Pension Plan Contributions---$33,078
Insurance---$29,774
Other Expenses---$15,441
Total Functional Expenses$0$0$0$93,275,222

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$94,214,220
Total Expenses per Form 990$93,275,222
Expenses per Audited Statements$91,743,811
Expenses Not Reported on Form 990$2,470,409
Expenses Not Reported on Financial Statements$1,531,411
Other Expense Adjustments$1,531,411
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
But Not Paid$1,531,411
Estimated Claims Incurred$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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
CEO compensation reviewed
Yes
Other officer compensation reviewed
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:

“Form 990 is available to all trustees prior to filing.”

PART VI, LINE 15:

“The board of trustees reviews and approves the compensation of all top management officials.”

PART VI, LINE 19:

“All governing documents and financial statements are available to the public upon request, at the trust's place of business.”

Part VII, Section A, Column (F) - Trustees or Directors Compensation From

“Related organizations: any trusteesdirectors' compensation and/or benefits from related tax exempt organizations is available on those organization's forms 990.”

Filing and Contact Details

Filer

Filer Name
Smart-mta Trust Fund
EIN
95-6401105
In Care Of
% EDDIE GONZALEZ
Phone
6269621762
Address
15999 CYPRESS AVE, IRWINDALE, CA 91706

Signing Officer

Name
Eddie Gonzalez
Title
Administrator
Phone
6269621762
Signed
2025-07-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eddie Gonzalez
Formed
1972
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
1
Employees
7
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
3900 W ALAMEDA AVE STE 2400, BURBANK, CA 91505-4302
Preparer
Gustavo Valle
Phone
8187692010
Supplemental Narrative

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 Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. PART XII, LINE 2D: BENEFIT OBLIGATIONS AT 9/30/23 = $2,470,409 PART XII, LINE 4B: BENEFIT OBLIGATIONS AT 9/30/24 = $1,531,411”

Raw XML AppendixShowing 400 of 578 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/AccountsReceivableGrp/EOYAmt0718930
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH BENEFITS TO EMPLOYEES OF THE METROPOLITAN TRANSIT AUTHORITY (MTA).
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt091283326
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IRS990/BooksInCareOfDetail/PhoneNum06269621762
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IRS990/ContractorCompensationGrp/CompensationAmt2155555
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