AMALGAMATED TRANSIT UNION-DIV 1277 SCRTD HEALTH & WELFARE FUND (EIN 952814788) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1963

Legal Domicile

Principal Officer

daniel mitchell

Phone

2139227151

Tax Period

2023-11-01 to 2024-10-31

AMALGAMATED TRANSIT UNION-DIV 1277 SCRTD HEALTH & WELFARE FUND, founded in 1963, is a mid-sized nonprofit that reported $99.8M in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $87.2M left a modest 13% surplus.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $95,640,819

Investment Income $4,199,467

Other Revenue $0

TOTAL REVENUE $99,840,286

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $106,668

TOTAL EXPENSES $87,226,575

Year-over-Year Comparison

	2023	2022	Change
Revenue	$99,840,286	$79,848,705	+0.3%
Expenses	$87,226,575	$80,270,647	+0.1%
Net Income	$12,613,711	$-421,942	-30.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL MITCHELL	CHAIRMAN	1.0	Director	$0	$0	$0
JAMES LINDSAY	DIRECTOR - ALTERNATE	1.0	Director	$0	$0	$0
KENNETH HERNANDEZ	DIRECTOR	1.0	Director	$0	$0	$0
NALINI AHUJA	DIRECTOR	1.0	Director	$0	$0	$0
ERROL FRAZIER	DIRECTOR	1.0	Director	$0	$0	$0
JEFFREY SHAFFER	DIRECTOR	1.0	Director	$0	$0	$0
CRISTIAN LEIVA	DIRECTOR	1.0	Director	$0	$0	$0
MAURO VARELA	DIRECTOR	1.0	Director	$0	$0	$0
JAMES PACHAN	DIRECTOR - ALTERNATE	1.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$99,840,286	$87,226,575	$101,728,954	$12,613,711
2023	$79,848,705	$80,270,647	$87,515,430	$-421,942
2022	$90,421,297	$72,813,883	$84,503,314	$17,607,414
2021	$80,787,185	$68,307,659	$65,023,279	$12,479,526
2020	$66,828,975	$68,571,436	$49,622,770	$-1,742,461
2019	$76,493,193	$67,501,962	$48,782,487	$8,991,231
2018	$70,202,091	$65,681,521	$39,728,768	$4,520,570

AMALGAMATED TRANSIT UNION-DIV 1277 SCRTD HEALTH & WELFARE FUND