PORTLAND ELECTRICAL JOINT APPRENTICESHIP & TRAINING FUND (EIN 010315000) - 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

1947

Legal Domicile

Principal Officer

JUSTIN WALSH

Phone

2077869770

Tax Period

2022-07-01 to 2023-06-30

PORTLAND ELECTRICAL JOINT APPRENTICESHIP & TRAINING FUND, founded in 1947, is a small nonprofit in the Employment sector that reported $740K in total revenue in fiscal year 2022. The organization ran a surplus of $215K, a strong 29% operating margin.

Mission

ELECTRICAL CONSTRUCTION INSTRUCTION AND TRAINING.

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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 (2022)

Revenue Breakdown

Contributions & Grants $29,000

Program Service Revenue $640,337

Investment Income $5,239

Other Revenue $65,636

TOTAL REVENUE $740,212

Expense Breakdown

Grants Paid $420

Salaries & Benefits $316,292

Fundraising Expenses $0

Program Expenses $429,653

Other Expenses $208,365

TOTAL EXPENSES $525,077

Year-over-Year Comparison

	2022	2021	Change
Revenue	$740,212	$703,787	+0.1%
Expenses	$525,077	$475,938	+0.1%
Net Income	$215,135	$227,849	-0.1%

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

Governance

Voting Members

Independent Members

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

$28,196

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS DRISCOLL	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
KRISTEN GOWIN	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
JAMES VALENTE	UNION TRUSTEE	1.00	Director	$0	$8,870	$28,196
MIKE HASKELL	UNION TRUSTEE (P)	1.00	Director	$0	$0	$0
KEN MOULISON	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
DOMINIC DEGIFICO	UNION TRUSTEE	1.00	Director	$0	$0	$0
RYAN CARRIER	UNION TRUSTEE	1.00	Director	$0	$0	$0
NIK KOSTOPOLOUS	UNION TRUSTEE	1.00	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	No data	No data	No data	No data
2023	$740,212	$525,077	$1,049,683	$215,135
2022	$703,787	$475,938	$831,468	$227,849
2021	$619,076	$402,647	$605,452	$216,429
2020	$451,988	$354,065	$444,926	$97,923
2019	$380,947	$326,234	$345,509	$54,713
2018	$347,204	$305,702	$305,206	$41,502

PORTLAND ELECTRICAL JOINT APPRENTICESHIP & TRAINING FUND