Nonprofit · EIN 95-2814788
AMALGAMATED TRANSIT UNION-DIV 1277 SCRTD HEALTH & WELFARE FUND
Tax-exempt · LOS ANGELES, CA 90012
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $106,821,248 | $93,794,568 | $13,026,680 | $118,092,757 | $15,479,591 | $102,613,166 |
| October 31, 2024 | 990 | $99,840,286 | $87,226,575 | $12,613,711 | $101,728,954 | $11,724,774 | $90,004,180 |
| October 31, 2023 | 990 | $79,848,705 | $80,270,647 | -$421,942 | $87,515,430 | $10,237,844 | $77,277,586 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $102,367,225
- Investment income
- $4,454,023
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $93,682,814
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,793
- Accounting fees
- $50,970
Balance sheet and other
- Total assets, start of year
- $101,728,954
- Total assets, end of year
- $118,092,757
- Total liabilities, end of year
- $15,479,591
- Net assets, end of year
- $102,613,166
- Publicly traded securities
- $106,417,542
- Gross receipts
- $106,821,248
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1963
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL MITCHELL | CHAIRMAN Trustee or director | 1 | $0 |
| JAMES LINDSAY | DIRECTOR - ALTERNATE Trustee or director | 1 | $0 |
| NALINI AHUJA | DIRECTOR Trustee or director | 1 | $0 |
| JEFFREY SHAFFER | DIRECTOR Trustee or director | 1 | $0 |
| CRISTIAN LEIVA | DIRECTOR Trustee or director | 1 | $0 |
| MAURO VARELA | DIRECTOR Trustee or director | 1 | $0 |
| JAMES PACHAN | DIRECTOR - ALTERNATE Trustee or director | 1 | $0 |
| ERROL FRAZIER | director Trustee or director | 1 | $0 |
| KENNETH HERNANDEZ | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended October 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL MITCHELL | CHAIRMAN Trustee or director | 1 | $0 |
| JAMES LINDSAY | DIRECTOR - ALTERNATE Trustee or director | 1 | $0 |
| KENNETH HERNANDEZ | DIRECTOR Trustee or director | 1 | $0 |
| NALINI AHUJA | DIRECTOR Trustee or director | 1 | $0 |
| ERROL FRAZIER | DIRECTOR Trustee or director | 1 | $0 |
| JEFFREY SHAFFER | DIRECTOR Trustee or director | 1 | $0 |
| CRISTIAN LEIVA | DIRECTOR Trustee or director | 1 | $0 |
| MAURO VARELA | DIRECTOR Trustee or director | 1 | $0 |
| JAMES PACHAN | DIRECTOR - ALTERNATE Trustee or director | 1 | $0 |
990 for the year ended October 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL MITCHELL | CHAIRMAN Trustee or director | 1 | $0 |
| DANIEL RAMIREZ | DIRECTOR - ALTERNATE - FORMER Trustee or director | 1 | $0 |
| ARTURO AGUILAR | DIRECTOR - FORMER Trustee or director | 1 | $0 |
| JAMES LINDSAY | DIRECTOR Trustee or director | 1 | $0 |
| KENNETH HERNANDEZ | DIRECTOR Trustee or director | 1 | $0 |
| NALINI AHUJA | DIRECTOR Trustee or director | 1 | $0 |
| ERROL FRAZIER | DIRECTOR Trustee or director | 1 | $0 |
| TEYANNA WILLIAMS | DIRECTOR - FORMER Trustee or director | 1 | $0 |
| JEFFREY SHAFFER | DIRECTOR Trustee or director | 1 | $0 |
| CRISTIAN LEIVA | DIRECTOR Trustee or director | 1 | $0 |
| MAURO VARELA | DIRECTOR - ALTERNATE Trustee or director | 1 | $0 |
| JAMES PACHAN | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- ONE GATEWAY PLAZA 99-PL-9, LOS ANGELES, CA 90012-3745
- In care of
- % JANICE OLSEN
- Principal officer (990 for 2024)
- daniel mitchell, ONE GATEWAY PLAZA 99-PL-9, los angeles, CA 90012
- Signed the 990
- JEFFREY SHAFFER, PRESIDENT/BA
- Phone
- (213) 922-7151
- Return prepared by
- MILLER KAPLAN ARASE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-2814788 or by the name AMALGAMATED TRANSIT UNION-DIV 1277 SCRTD HEALTH & WELFARE FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
SEE SCHEDULE O
Program accomplishments
- See Schedule O
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
IRS record
- EIN
- 95-2814788
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Exempt since
- 1900
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $118,092,757
- Income (IRS master file)
- $106,821,248
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $106,821,248 | $93,794,568 | $118,092,757 | IRS |
| 990 | October 2024 | $99,840,286 | $87,226,575 | $101,728,954 | XML |
| 990 | October 2023 | $79,848,705 | $80,270,647 | $87,515,430 | XML |
| 990 | October 2022 | $90,421,297 | $72,813,883 | $84,503,314 | IRS |
| 990 | October 2021 | – | – | – | IRS |
| 990 | October 2020 | – | – | – | IRS |
| 990 | October 2019 | – | – | – | IRS |
| 990 | October 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-2814788).
Questions about AMALGAMATED TRANSIT UNION-DIV 1277 SCRTD HEALTH & WELFARE FUND
- What is the EIN of AMALGAMATED TRANSIT UNION-DIV 1277 SCRTD HEALTH & WELFARE FUND?
- The employer identification number (EIN) of AMALGAMATED TRANSIT UNION-DIV 1277 SCRTD HEALTH & WELFARE FUND is 95-2814788.
- Is AMALGAMATED TRANSIT UNION-DIV 1277 SCRTD HEALTH & WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1900.
- Which annual return does AMALGAMATED TRANSIT UNION-DIV 1277 SCRTD HEALTH & WELFARE FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AMALGAMATED TRANSIT UNION-DIV 1277 SCRTD HEALTH & WELFARE FUND due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AMALGAMATED TRANSIT UNION-DIV 1277 SCRTD HEALTH & WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of AMALGAMATED TRANSIT UNION-DIV 1277 SCRTD HEALTH & WELFARE FUND?
- The 990 for the year ended October 31, 2025 names daniel mitchell.
- Who are the officers and directors of AMALGAMATED TRANSIT UNION-DIV 1277 SCRTD HEALTH & WELFARE FUND?
- The 990 for the year ended October 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does AMALGAMATED TRANSIT UNION-DIV 1277 SCRTD HEALTH & WELFARE FUND have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $106,821,248, expenses of $93,794,568 and total assets of $118,092,757 at year end.
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