SMART-MTA TRUST FUND

EIN: 956401105

IRWINDALE, CA

Total Revenue
$58,938,328
Total Expenses
$93,275,222
Total Assets
$80,536,945
Net Assets
$78,523,342
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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
1972
Legal Domicile
CA
Principal Officer
Eddie Gonzalez
Phone
6269621762
Tax Period
2023-10-01 to 2024-09-30

SMART-MTA TRUST FUND, founded in 1972, is a mid-sized nonprofit that reported $58.9M in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $93.3M exceeded revenue, resulting in a 58% operating deficit.

Mission

TO PROVIDE HEALTH BENEFITS TO EMPLOYEES OF THE METROPOLITAN TRANSIT AUTHORITY (MTA).

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $55,950,130
Investment Income $2,618,798
Other Revenue $369,400
TOTAL REVENUE $58,938,328

Expense Breakdown

Grants Paid $0
Salaries & Benefits $714,883
Fundraising Expenses $0
Other Expenses $1,277,013
TOTAL EXPENSES $93,275,222

Year-over-Year Comparison

2023 2022 Change
Revenue $58,938,328 $74,757,225 -0.2%
Expenses $93,275,222 $85,809,753 +0.1%
Net Income $-34,336,894 $-11,052,528 +2.1%
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

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Governance

Voting Members
9
Independent Members
1
Employees
7
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
1
$273,250
Total Directors
15
$12,585
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
EDDIE GONZALEZ ADMINISTRATOR 40.0
Officer
$248,634 $24,616 $273,250
KATHRYNE MCGOWAN TRUSTEE 3.0
Director
$2,785 $0 $2,785
JUAN GONZALEZ TRUSTEE 3.0
Director
$1,400 $0 $1,400
Edgar Menendez TRUSTEE 3.0
Director
$1,400 $0 $1,400
JAIME DELGADILLO TRUSTEE 3.0
Director
$1,400 $0 $1,400
JOHN ELLIS TRUSTEE 3.0
Director
$1,400 $0 $1,400
QUINTIN WORMLEY TRUSTEE 3.0
Director
$1,400 $0 $1,400
ANDY CARTER TRUSTEE 3.0
Director
$1,400 $0 $1,400
JULIO MEJIA TRUSTEE 3.0
Director
$1,400 $0 $1,400
EDNA STANLEY TRUSTEE 3.0
Director
$0 $0 $0
CHRISTIAN LEIVA TRUSTEE 3.0
Director
$0 $0 $0
JESSE SOTO TRUSTEE 3.0
Director
$0 $0 $0
CONAN CHEUNG TRUSTEE 3.0
Director
$0 $0 $0
MELISSA WONG TRUSTEE 3.0
Director
$0 $0 $0
ROMAN ALARCON TRUSTEE 3.0
Director
$0 $0 $0
ROBERT CHAVEZ TRUSTEE 3.0
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
2024 $58,938,328 $93,275,222 $80,536,945 $-34,336,894
2023 $74,757,225 $85,809,753 $112,021,321 $-11,052,528
2022 $100,640,295 $80,488,505 $120,202,249 $20,151,790
2021 $100,821,442 $80,019,042 $103,224,136 $20,802,400
2020 $97,667,834 $78,392,027 $83,324,821 $19,275,807
2019 $91,360,048 $78,834,993 $63,288,833 $12,525,055
2018 $85,466,961 $78,697,250 $50,758,028 $6,769,711
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