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Amalgamated Transit Union Div 1277 Scrtd Health & Welfare Fund

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Summary charts: organization finances over time

Revenue
$99.8M (2024)

Expenses
$87.2M (2024)

Total Assets
$102M (2024)

Total Liabilities
$11.7M (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Oct.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$99,840,286
Expenses
$87,226,575
Net Income
$12,613,711
Net Assets
$90,004,180
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $95,640,819
95.8%
Investment Income $4,199,467
4.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $101,728,954
Total Liabilities $11,724,774
Net Assets $90,004,180
Compensation
Key Employees and Officers Compensation Related Other
Daniel Mitchell (Chairman) $0 $0 $0
James Lindsay (Director Alternate) $0 $0 $0
Kenneth Hernandez (Director) $0 $0 $0
Nalini Ahuja (Director) $0 $0 $0
Errol Frazier (Director) $0 $0 $0
Jeffrey Shaffer (Director) $0 $0 $0
Cristian Leiva (Director) $0 $0 $0
Mauro Varela (Director) $0 $0 $0
James Pachan (Director Alternate) $0 $0 $0

Document Links

Fiscal Year Ending Oct.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$79,848,705
Expenses
$80,270,647
Net Income
-$421,942
Net Assets
$77,277,586
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $76,628,757
96.0%
Investment Income $3,219,948
4.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $87,515,430
Total Liabilities $10,237,844
Net Assets $77,277,586
Compensation
Key Employees and Officers Compensation Related Other
Daniel Mitchell (Chairman) $0 $0 $0
Daniel Ramirez (Director Alternate Former) $0 $0 $0
Arturo Aguilar (Director Former) $0 $0 $0
James Lindsay (Director) $0 $0 $0
Kenneth Hernandez (Director) $0 $0 $0
Nalini Ahuja (Director) $0 $0 $0
Errol Frazier (Director) $0 $0 $0
Teyanna Williams (Director Former) $0 $0 $0
Jeffrey Shaffer (Director) $0 $0 $0
Cristian Leiva (Director) $0 $0 $0
Mauro Varela (Director Alternate) $0 $0 $0
James Pachan (Director) $0 $0 $0

Document Links

Fiscal Year Ending Oct.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$90,421,297
Expenses
$72,813,883
Net Income
$17,607,414
Net Assets
$77,215,489
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $88,789,201
98.2%
Investment Income $304,892
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,327,204
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $84,503,314
Total Liabilities $7,287,825
Net Assets $77,215,489
Compensation
Key Employees and Officers Compensation Related Other
Daniel Mitchell (Chairman) $0 $0 $0
Daniel Ramirez (Director Alternate) $0 $0 $0
Arturo Aguilar (Director) $0 $0 $0
James Lindsay (Director) $0 $0 $0
Kenneth Hernandez (Director) $0 $0 $0
Nalini Ahuja (Director) $0 $0 $0
Errol Frazier (Director) $0 $0 $0
Teyanna Williams (Director) $0 $0 $0
Jeffrey Shaffer (Director Alternate) $0 $0 $0

Document Links

Fiscal Year Ending Oct.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$80,787,185
Expenses
$68,307,659
Net Income
$12,479,526
Net Assets
$59,330,377
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $80,578,400
99.7%
Investment Income $40,742
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $168,043
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $65,023,279
Total Liabilities $5,692,902
Net Assets $59,330,377
Compensation
Key Employees and Officers Compensation Related Other
Daniel Mitchell (Chairman) $0 $0 $0
Daniel Ramirez (Trustee Alternate) $0 $0 $0
Arturo Aguilar (Trustee) $0 $0 $0
James Lindsay (Trustee) $0 $0 $0
Kenneth Hernandez (Trustee) $0 $0 $0
Nalini Ahuja (Trustee) $0 $0 $0
Errol Frazier (Trustee) $0 $0 $0
Teyanna Williams (Trustee) $0 $0 $0
Jeffrey Shaffer (Trustee Alternate Former) $0 $0 $0

Document Links

Fiscal Year Ending Oct.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$66,828,975
Expenses
$68,571,436
Net Income
-$1,742,461
Net Assets
$46,837,657
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $66,218,464
99.1%
Investment Income $610,511
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $49,622,770
Total Liabilities $2,785,113
Net Assets $46,837,657
Compensation
Key Employees and Officers Compensation Related Other
Daniel Mitchell (Chairman) $0 $0 $0
Daniel Ramirez (Trustee Alternate) $0 $0 $0
Arturo Aguilar (Trustee) $0 $0 $0
James Lindsay (Trustee) $0 $0 $0
Kenneth Hernandez (Trustee) $0 $0 $0
Steven Espinoza (Trustee Former) $0 $0 $0
Nalini Ahuja (Trustee) $0 $0 $0
Errol Frazier (Trustee) $0 $0 $0
Teyanna Williams (Trustee) $0 $0 $0
Jeffrey Shaffer (Trustee Alternate) $0 $0 $0

Document Links

Fiscal Year Ending Oct.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$76,493,193
Expenses
$67,501,962
Net Income
$8,991,231
Net Assets
$48,710,649
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $75,239,164
98.4%
Investment Income $996,710
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $257,319
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $48,782,487
Total Liabilities $71,838
Net Assets $48,710,649
Compensation
Key Employees and Officers Compensation Related Other
Daniel Mitchell (Chairman) $0 $0 $0
Gregory Kildare (Trustee Former) $0 $0 $0
Daniel Ramirez (Trustee Alternate) $0 $0 $0
Arturo Aguilar (Trustee) $0 $0 $0
James Lindsay (Trustee) $0 $0 $0
Adolfo Soto (Trustee Former) $0 $0 $0
Steven Espinoza (Trustee) $0 $0 $0
Nalini Ahuja (Trustee) $0 $0 $0
Errol Frazier (Trustee) $0 $0 $0
Teyanna Williams (Trustee) $0 $0 $0
Jeffrey Shaffer (Trustee Alternate) $0 $0 $0

Document Links

Fiscal Year Ending Oct.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$70,202,091
Expenses
$65,681,521
Net Income
$4,520,570
Net Assets
$39,670,662
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $69,651,268
99.2%
Investment Income $550,823
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $39,728,768
Total Liabilities $58,106
Net Assets $39,670,662
Compensation
Key Employees and Officers Compensation Related Other
Daniel Mitchell (Chairman) $0 $0 $0
Gregory Kildare (Trustee) $0 $0 $0
Daniel Ramirez (Trustee Alternate) $0 $0 $0
Arturo Aguilar (Trustee) $0 $0 $0
James Lindsay (Trustee Alternate) $0 $0 $0
Adolfo Soto (Trustee) $0 $0 $0
Steven Espinoza (Trustee) $0 $0 $0
Nalini Ahuja (Trustee) $0 $0 $0
Errol Frazier (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Oct.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$71,647,977
Expenses
$62,841,374
Net Income
$8,806,603
Net Assets
$35,102,940
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $70,679,379
98.6%
Investment Income $216,448
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $752,150
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $35,134,830
Total Liabilities $31,890
Net Assets $35,102,940
Compensation
Key Employees and Officers Compensation Related Other
Daniel Mitchell (Chairman) $0 $0 $0
Stephanie Wiggins (Trustee) $0 $0 $0
Daniel Ramirez (Trustee Alternate) $0 $0 $0
Arturo Aguilar (Trustee) $0 $0 $0
James Lindsay (Trustee Alternate) $0 $0 $0
Adolfo Soto (Trustee) $0 $0 $0
Steven Espinoza (Trustee) $0 $0 $0
Nalini Ahuja (Trustee) $0 $0 $0
Errol Frazier (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Oct.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$67,322,645
Expenses
$60,353,446
Net Income
$6,969,199
Net Assets
$26,267,893
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $67,248,126
99.9%
Investment Income $72,653
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,866
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $28,970,717
Total Liabilities $2,702,824
Net Assets $26,267,893
Compensation
Key Employees and Officers Compensation Related Other
Daniel Mitchell (Chairman) $0 $0 $0
Stephanie Wiggins (Trustee) $0 $0 $0
Daniel Ramirez (Trustee Alternate) $0 $0 $0
Arturo Aguilar (Trustee) $0 $0 $0
James Lindsay (Trustee Alternate) $0 $0 $0
Adolfo Soto (Trustee) $0 $0 $0
Steven Espinoza (Trustee) $0 $0 $0
Nalini Ahuja (Trustee) $0 $0 $0
Errol Frazier (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Oct.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$61,357,589
Expenses
$54,698,106
Net Income
$6,659,483
Net Assets
$19,289,388
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $60,950,606
99.3%
Investment Income $13,965
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $393,018
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $19,417,119
Total Liabilities $127,731
Net Assets $19,289,388
Compensation
Key Employees and Officers Compensation Related Other
Daniel Mitchell (Chairman) $0 $0 $0
Donald Ott (Trustee) $0 $0 $0
Douglas Kurowski (Trustee) $0 $0 $0
Arturo Aguilar (Trustee) $0 $0 $0
James Lindsay (Trustee) $0 $0 $0
Adolfo Soto (Trustee) $0 $0 $0
Richard Hunt (Trustee) $0 $0 $0
Nalini Ahuja (Trustee) $0 $0 $0
Greg Kildare (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Oct.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$57,743,546
Expenses
$51,942,702
Net Income
$5,800,844
Net Assets
$12,626,781
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $56,287,170
97.5%
Investment Income $5,642
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,450,734
2.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,576,944
Total Liabilities $950,163
Net Assets $12,626,781
Compensation
Key Employees and Officers Compensation Related Other
Daniel Mitchell (Chairman) $0 $0 $0
John Roberts (Trustee Former) $0 $0 $0
Terry Matsumoto (Trustee Former) $0 $0 $0
Donald Ott (Trustee) $0 $0 $0
Douglas Kurowski (Trustee) $0 $0 $0
Arturo Aguilar (Trustee) $0 $0 $0
James Lindsay (Trustee) $0 $0 $0
Adolfo Soto (Trustee) $0 $0 $0
Richard Hunt (Trustee) $0 $0 $0
Nalini Ahuja (Trustee) $0 $0 $0
Greg Kildare (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Oct.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$49,299,328
Expenses
$49,030,723
Net Income
$268,605
Net Assets
$6,825,161
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $47,552,441
96.5%
Investment Income $5,167
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,741,720
3.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,058,293
Total Liabilities $233,132
Net Assets $6,825,161

Document Links

Fiscal Year Ending Oct.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$42,571,772
Expenses
$45,917,152
Net Income
-$3,345,380
Net Assets
$6,556,413
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $42,565,022
100.0%
Investment Income $6,750
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,999,461
Total Liabilities $443,048
Net Assets $6,556,413

Document Links

Fiscal Year Ending Oct.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$39,818,450
Expenses
$42,572,747
Net Income
-$2,754,297
Net Assets
$9,901,913
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $38,280,714
96.1%
Investment Income $17,592
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,520,144
3.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,106,743
Total Liabilities $204,830
Net Assets $9,901,913

Document Links

Fiscal Year Ending Oct.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Oct.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Oct.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Oct.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Oct.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Oct.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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