TRANSPORTATION COMMS INT'L UNION-LAMTA H&W TRUST FUND (EIN 956118545) - 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

1976

Legal Domicile

Principal Officer

MICHAEL WINSTON

Phone

5624635000

Tax Period

2024-03-01 to 2025-02-28

TRANSPORTATION COMMS INT'L UNION-LAMTA H&W TRUST FUND, founded in 1976, is a mid-sized nonprofit in the Mutual Benefit sector that reported $30.7M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $28.2M left a modest 8% surplus.

Mission

TO PROVIDE HEALTH BENEFITS TO EMPLOYEES OF THE TRANSPORTATION COMMUNICATIONS INTERNATIONAL UNION - LOS ANGELES METROPOLITAN TRANSPORTATION AUTHORITY FUNDED BY MONTHLY CONTRIBUTIONS FROM THE AUTHORITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $29,429,082

Investment Income $775,676

Other Revenue $492,807

TOTAL REVENUE $30,697,565

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $579,392

TOTAL EXPENSES $28,157,062

Year-over-Year Comparison

	2024	2023	Change
Revenue	$30,697,565	$23,388,295	+0.3%
Expenses	$28,157,062	$23,251,475	+0.2%
Net Income	$2,540,503	$136,820	+17.6%

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
Matt Hollis	TRUSTEE	1.0	Director	$0	$0	$0
JOSHUA OTT	TRUSTEE	1.0	Director	$0	$0	$0
nalini ahuja	TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL WINSTON	TRUSTEE	1.0	Director	$0	$0	$0
Esther Reed-Murphy	TRUSTEE	1.0	Director	$0	$0	$0
DEBRA AVILA	TRUSTEE	1.0	Director	$0	$0	$0
janice olsen	trustee	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	$30,697,565	$28,157,062	$21,854,099	$2,540,503
2024	$23,388,295	$23,251,475	$17,461,939	$136,820
2023	$20,815,934	$20,240,842	$16,320,002	$575,092
2022	$20,008,767	$20,013,217	$15,856,647	$-4,450
2021	$16,715,603	$18,615,842	$15,284,447	$-1,900,239
2020	$22,874,659	$19,961,168	$17,393,051	$2,913,491
2019	$20,659,602	$19,648,369	$14,497,871	$1,011,233
2018	$19,441,973	$18,019,109	$14,140,547	$1,422,864

TRANSPORTATION COMMS INT'L UNION-LAMTA H&W TRUST FUND