BAC LOCAL 3 NY JOINT APPRENTICESHIP AND TRAINING FUND (EIN 161005993) - 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

1975

Legal Domicile

Principal Officer

RICHARD WILLIAMSON

Phone

7168421218

Tax Period

2023-01-01 to 2023-12-31

BAC LOCAL 3 NY JOINT APPRENTICESHIP AND TRAINING FUND, founded in 1975, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year.

Mission

TO PROVIDE TRAINING FOR UNION 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 $632,461

Investment Income $24,819

Other Revenue $364,652

TOTAL REVENUE $1,021,932

Expense Breakdown

Grants Paid $0

Salaries & Benefits $589,833

Fundraising Expenses $0

Other Expenses $514,360

TOTAL EXPENSES $1,104,193

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,021,932	$1,172,020	-0.1%
Expenses	$1,104,193	$1,066,543	+0.0%
Net Income	$-82,261	$105,477	-1.8%

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
KIMBERLY GAYLORD	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN DONNELLY	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD WILLIAMSON	TRUSTEE	1.00	Director	$0	$0	$0
FRANK PIETROWSKI	TRUSTEE	1.00	Director	$0	$0	$0
JAMES LOGAN	TRUSTEE	1.00	Director	$0	$0	$0
TODD FLYNN	TRUSTEE	1.00	Director	$0	$0	$0
BRADLEY WALTERS	TRUSTEE	1.00	Director	$0	$0	$0
JASON REQUA	TRUSTEE	1.00	Director	$0	$0	$0
JAY NIEDZIALKOWSKI	TRUSTEE	1.00	Director	$0	$0	$0
STEVE HARVEY	TRUSTEE	1.00	Director	$0	$0	$0
DENNIS EBERT	TRUSTEE	1.00	Director	$0	$0	$0
GUY DEBACK	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
2024	No data	No data	No data	No data
2023	$1,021,932	$1,104,193	$2,085,919	$-82,261
2022	$1,172,020	$1,066,543	$2,135,659	$105,477
2021	$1,143,830	$1,083,775	$2,148,934	$60,055
2020	$966,460	$995,809	$2,093,319	$-29,349
2019	$1,031,508	$1,050,946	$2,105,069	$-19,438

BAC LOCAL 3 NY JOINT APPRENTICESHIP AND TRAINING FUND