Civic Intelligence

Smart-Mta Trust Fund

990 • Fiscal year 2016 • EIN 95-6401105

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 10, 2017

Organization ProfileN/A

View Organization Page

15999 Cypress AveIrwindale, CA 91706

(626) 962-1762

Siviq Scores

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

Liabilities / Assets

60th percentile

0.07x

Higher debt load relative to assets than 60% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Liabilities / Revenue

47th percentile

0.03x

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

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Net Margin

51st percentile

2.1%

Higher net margin than 51% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Top Officer Pay

67th percentile

$184,358

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Asset Growth

11th percentile

-8.2%

Faster asset growth than 11% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Revenue Growth

56th percentile

5.9%

Faster revenue growth than 56% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$40,624,143

Down $3,611,049 (-8.2%) from 2015

Net Assets

Up

$37,903,067

Up $1,553,578 (+4.3%) from 2015

Liabilities

Down

$2,721,076

Down $5,164,627 (-65%) from 2015

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin51st percentile

Revenue

Up

$81,117,675

Up $4,540,989 (+5.9%) from 2015

Expenses

Down

$79,421,612

Down $235,941 (-0.3%) from 2015

Net Income

Up

$1,696,063

Up $4,776,930 (+155%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$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

2016

Assets$40,624,143
Liabilities$2,721,076
Net Assets$37,903,067
Open 2016 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$81,117,675
Expenses$79,421,612
Net Income$1,696,063
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 10, 2017
Return Version
2015v3.0
Gross Receipts
$156,703,624
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$36,349,489$37,903,067▲ $1,553,578
Investments in Publicly Traded Securities$36,414,771$31,633,206▼ $4,781,565
Savings and Temporary Cash Investments$4,245,984$5,348,919▲ $1,102,935
Prepaid Expenses and Deferred Charges$2,009,565$2,031,042▲ $21,477
Land, Buildings, and Equipment, Net$1,308,525$1,152,606▼ $155,919
Accounts Receivable$129,180$341,990▲ $212,810
Cash and Non-Interest-Bearing Accounts$127,167$116,380▼ $10,787
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
Total Assets$44,235,192$40,624,143▼ $3,611,049
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$7,097,703$2,047,076▼ $5,050,627
Other Liabilities$788,000$674,000▼ $114,000
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$7,885,703$2,721,076▼ $5,164,627
Net Assets / Fund Balance
Total Net Assets Fund Balance$36,349,489$37,903,067▲ $1,553,578
Total Liabilities and Net Assets / Fund Balance$44,235,192$40,624,143▼ $3,611,049

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$160,822$829,745$990,567
Land$850,000-$850,000
Equipment$141,784$588,995$730,779
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John L TatmanAdministratorFT$157,217$27,141$184,358
Gilbert CamachoTrustee-$1,400-$1,400
John EllisTrustee-$1,400-$1,400
Marco GudinoChairman of the Board-$1,400-$1,400
Robert GonzalezTrustee-$1,400-$1,400
Ulysses JohnsonTrustee-$1,400-$1,400

Board Members and Trustees

NameTitle
Gregory KildareTrustee
richard huntTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
miller kaplan arase llpaudit & accounting4123 lankershim blvd, North Hollywood, CA 91602$107,865
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$79,726,494
Investment Income
$1,256,981
Other Revenue
$134,200
Change in Net Assets
$1,696,063

Audited Revenue Reconciliation

Revenue per Audited Statements
$81,117,675
Revenue Not Reported on Form 990
$-142,485
Total Revenue per Audited Statements
$80,975,190
Total Revenue per Form 990
$81,117,675
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,563,591
Salaries, Compensation, and Employee Benefits$667,838
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$77,190,183
Fees for Services Other---$683,815
Other Salaries and Wages---$414,311
Current Officers, Directors, Trustees, and Key Employees---$173,641
Depreciation Depletion---$162,619
Conferences and Meetings---$136,505
Fees for Services Accounting---$107,865
Office Expenses---$86,522
Fees for Service Investment Mgmnt Fees---$79,951
Other Expenses---$74,277
Information Technology---$72,700
Fees for Services Legal---$49,583
Payroll Taxes---$41,644
Pension Plan Contributions---$38,242
Insurance---$29,340
Occupancy---$21,471
Travel---$7,305
Total Functional Expenses$0$0$0$79,421,612

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$83,425,752
Total Expenses per Form 990$79,421,612
Expenses per Audited Statements$76,734,993
Expenses Not Reported on Form 990$6,690,759
Expenses Not Reported on Financial Statements$2,686,619
Other Expense Adjustments$2,686,619
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Not Paid$674,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
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
Utu-mta Trust Fund
EIN
95-6401105
In Care Of
% JOHN L TATMAN
Phone
6269621762
Address
15999 CYPRESS AVE, IRWINDALE, CA 91706

Signing Officer

Name
Marco Gudino
Title
general chairman
Phone
6269621762
Signed
2017-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John L Tatman
Formed
1972
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
8
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Douglas Waite
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 9/30/15 = $6,690,759 PART XII, LINE 4B: BENEFIT OBLIGATIONS AT 9/30/16 = $2,686,619”

Raw XML AppendixShowing 400 of 454 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/LegalDomicileStateCd0CA
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IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH BENEFITS TO EMPLOYEES OF THE METROPOLITAN TRANSIT AUTHORITY (MTA).
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IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
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IRS990/NetAssetsOrFundBalancesEOYAmt037903067
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-112938
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0130200
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0130200
IRS990/NetUnrlzdGainsLossesInvstAmt0-142485
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IRS990/OccupancyGrp/TotalAmt021471
IRS990/OfficeExpensesGrp/TotalAmt086522
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MAINTENANCE AND REPAIRS
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/TotalAmt051638
IRS990/OtherExpensesGrp/TotalAmt174277
IRS990/OtherLiabilitiesGrp/BOYAmt0788000
IRS990/OtherLiabilitiesGrp/EOYAmt0674000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04000
IRS990/OtherRevenueTotalAmt04000
IRS990/OtherSalariesAndWagesGrp/TotalAmt0414311
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt041644
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt038242
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02009565
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02031042
IRS990/PrincipalOfficerNm0JOHN L TATMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt073464769
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16261725
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt073464769
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16261725
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt077479620
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0559475
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01520954
IRS990/PYOtherRevenueAmt0117561
IRS990/PYProgramServiceRevenueAmt075899650
IRS990/PYRevenuesLessExpensesAmt0-3080867
IRS990/PYSalariesCompEmpBnftPaidAmt0656979
IRS990/PYTotalExpensesAmt079657553
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt076576686
IRS990/QuidProQuoContributionsInd0false
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01696063
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt0130200
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt036349489
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt037903067
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04245984
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05348919
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0160822
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0829745
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0990567
IRS990ScheduleD/EquipmentGrp/BookValueAmt0141784
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0588995
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0730779
IRS990ScheduleD/ExpensesNotReportedAmt06690759
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt02686619
IRS990ScheduleD/ExpensesSubtotalAmt076734993
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0850000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0850000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-142485
IRS990ScheduleD/OtherExpensesIncludedAmt06690759
IRS990ScheduleD/OtherExpensesNotIncludedAmt02686619
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0674000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NOT PAID
IRS990ScheduleD/RevenueNotReportedAmt0-142485
IRS990ScheduleD/RevenueSubtotalAmt081117675
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting 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 9/30/15 = $6,690,759 PART XII, LINE 4B: BENEFIT OBLIGATIONS AT 9/30/16 = $2,686,619
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01152606
IRS990ScheduleD/TotalExpensesPerForm990Amt079421612
IRS990ScheduleD/TotalLiabilityAmt0674000
IRS990ScheduleD/TotalRevenuePerForm990Amt081117675
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt080975190
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt083425752
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0157217
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount010000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt017141
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOHN L TATMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0184358
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 11b:
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LOS ANGELES SMSA LP DBA VERIZON WIREL
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0true
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0106200
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt08,850 MO. RENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UNITED TRANSPORTATION UNION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0J
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt044235192
IRS990/TotalAssetsEOYAmt040624143
IRS990/TotalAssetsGrp/BOYAmt044235192
IRS990/TotalAssetsGrp/EOYAmt040624143
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IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/TotalAmt079421612
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07885703
IRS990/TotalLiabilitiesEOYAmt02721076
IRS990/TotalLiabilitiesGrp/BOYAmt07885703

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,624,143
Liabilities
$2,721,076
Net assets
$37,903,067
Revenue
$81,117,675
Expenses
$79,421,612
Net income
$1,696,063
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