UPSTATE NEW YORK ENGINEERS TRAINING FUND (EIN 160954711) - 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

1968

Legal Domicile

Principal Officer

THERON H HOGLE

Phone

3152996104

Tax Period

2020-04-01 to 2021-03-31

UPSTATE NEW YORK ENGINEERS TRAINING FUND, founded in 1968, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2020. The organization ran a surplus of $342K, a strong 24% operating margin.

Mission

TO PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $147,710

Program Service Revenue $1,139,455

Investment Income $88,113

Other Revenue $26,455

TOTAL REVENUE $1,401,733

Expense Breakdown

Grants Paid $0

Salaries & Benefits $594,794

Fundraising Expenses $0

Program Expenses $872,341

Other Expenses $465,303

TOTAL EXPENSES $1,060,097

Year-over-Year Comparison

	2020	2019	Change
Revenue	$1,401,733	$1,459,838	0.0%
Expenses	$1,060,097	$1,118,646	-0.1%
Net Income	$341,636	$341,192	+0.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THERON H HOGLE	UNION TRUSTEE	1.00	Director	$0	$0	$0
DANIEL J MCGRAW	UNION TRUSTEE	1.00	Director	$0	$0	$0
GRANT MALONE	UNION TRUSTEE	1.00	Director	$0	$0	$0
NICKOLAUS OSINSKI - EFF 420	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
MARK PRINTUP - THRU 620	UNION TRUSTEE	1.00	Director	$0	$0	$0
JAMES LOGAN	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
EUGENE D HALLOCK III	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
CARLEY HILL	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
MIKE LYONS - EFF 620	UNION TRUSTEE	1.00	Director	$0	$0	$0
ROBERT HILL - THRU 420	EMPLOYER 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
2021	$1,401,733	$1,060,097	No data	$341,636
2020	$1,459,838	$1,118,646	$3,792,768	$341,192
2019	$1,284,362	$1,287,352	$3,805,733	$-2,990

UPSTATE NEW YORK ENGINEERS TRAINING FUND