TRUSTEESIBEW LOCAL 363 JOINT APPRENTICESHIP TRAINING FUND (EIN 136132505) - 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

1966

Legal Domicile

Principal Officer

PAMELA BROWN

Phone

8457833500

Tax Period

2023-01-01 to 2023-12-31

TRUSTEESIBEW LOCAL 363 JOINT APPRENTICESHIP TRAINING FUND, founded in 1966, is a community nonprofit in the Employment sector that reported $2.0M in total revenue in fiscal year 2023. Revenue surged 106% from the prior year, signaling strong growth momentum. The organization ran a surplus of $569K, a strong 28% operating margin.

Mission

TRAINING OF APPRENTICES & MEMBERS

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,664,935

Investment Income $337,846

Other Revenue $23,860

TOTAL REVENUE $2,026,641

Expense Breakdown

Grants Paid $0

Salaries & Benefits $576,264

Fundraising Expenses $0

Program Expenses $1,140,346

Other Expenses $881,032

TOTAL EXPENSES $1,457,296

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,026,641	$984,836	+1.1%
Expenses	$1,457,296	$1,491,247	0.0%
Net Income	$569,345	$-506,411	-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

Governance

Voting Members

Independent Members

Employees

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

$230,920

Total Directors

$313,700

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAMUEL FRATTO	UNION TRUSTEE	1.00	Director	$0	$59,120	$313,700
KENNETH SUTTON	UNION TRUSTEE	1.00	Director	$0	$0	$0
KRIS SANTINI	UNION TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH DELEONARDIS	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
ROBERT KAEHLER	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
JAMES JOHANNEMANN	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
RICHARD SCHWARZBECK	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
ROBERT METZ	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY SEIDEL	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
CHRIS FISHER	UNION TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY MORETTO	UNION TRUSTEE	1.00	Director	$0	$0	$0
GUISEPPE RUGGIERO	UNION TRUSTEE	1.00	Director	$0	$0	$0
PAMELA BROWN	PLAN ADMINISTRATOR	1.00	Officer	$0	$59,120	$230,920
CLINTON BROWN	TRAINING DIRECTOR	40.00	Highest	$131,240	$66,251	$197,491
WILLIAM EDWARDS	DIRECTOR OF EDUCATION	40.00	Highest	$157,240	$66,251	$223,491

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	No data	No data	No data	No data
2023	$2,026,641	$1,457,296	$7,551,346	$569,345
2022	$984,836	$1,491,247	$6,915,292	$-506,411
2021	$1,271,234	$1,598,787	$8,336,166	$-327,553
2020	$1,139,037	$1,585,679	$11,622,628	$-446,642
2019	$1,913,008	$1,639,692	$13,153,846	$273,316
2018	$1,761,490	$1,530,787	$11,797,129	$230,703

TRUSTEESIBEW LOCAL 363 JOINT APPRENTICESHIP TRAINING FUND