IBEW 139 EDUCATIONAL & TRAINING TRUST (EIN 166056237) - 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

1965

Legal Domicile

Principal Officer

WARREN ROMAN JR

Phone

6077321237

Tax Period

2023-07-01 to 2024-06-30

IBEW 139 EDUCATIONAL & TRAINING TRUST, founded in 1965, is a small nonprofit that reported $578K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $104K, a strong 18% operating margin.

Mission

TO TRAIN OUR APPRENTICES FOR CAREER GOALS AND TO UPGRADE EXISTING MEMBERS SKILL.

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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 $517,865

Investment Income $53,353

Other Revenue $6,395

TOTAL REVENUE $577,613

Expense Breakdown

Grants Paid $0

Salaries & Benefits $235,658

Fundraising Expenses $0

Program Expenses $473,292

Other Expenses $237,634

TOTAL EXPENSES $473,292

Year-over-Year Comparison

	2023	2022	Change
Revenue	$577,613	$489,264	+0.2%
Expenses	$473,292	$479,685	0.0%
Net Income	$104,321	$9,579	+9.9%

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

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

$1,520

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDSAY T MILLS	TRUSTEE TERM ENDED 6/28/24	0.25	Director	$0	$0	$0
MICHAEL J SINCOCK	TRUSTEE	0.25	Director	$0	$0	$0
JOSHUA FITZWATER	TRUSTEE	0.25	Director	$205	$0	$205
JEREMY ACKERMAN	TRUSTEE EFFECTIVE 6/28/24	0.25	Director	$0	$0	$0
MEREDITH KUMPON	TRUSTEE	0.25	Director	$0	$0	$0
WARREN ROMAN JR	TRUSTEE	2.00	Director	$0	$0	$0
BRETT PATTON	TRUSTEE	0.25	Director	$1,315	$0	$1,315

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	$577,613	$473,292	$2,538,050	$104,321
2023	$489,264	$479,685	$1,213,812	$9,579
2022	$498,367	$482,032	$1,241,580	$16,335
2021	$459,167	$422,643	$1,265,416	$36,524
2020	$536,155	$387,764	$1,198,049	$148,391
2019	$470,738	$402,387	$1,027,533	$68,351

IBEW 139 EDUCATIONAL & TRAINING TRUST