Construction Teamsters Apprenticeship Fund For Southern California (EIN 205230351) - 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

2006

Legal Domicile

Principal Officer

ROBERT STANLEY

Phone

6267322150

Tax Period

2024-04-01 to 2025-03-31

Construction Teamsters Apprenticeship Fund For Southern California, founded in 2006, is a small nonprofit in the Education sector that reported $670K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $957K exceeded revenue, resulting in a 43% operating deficit.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $658,880

Investment Income $10,989

Other Revenue $0

TOTAL REVENUE $669,869

Expense Breakdown

Grants Paid $0

Salaries & Benefits $488,412

Fundraising Expenses $0

Program Expenses $615,774

Other Expenses $468,276

TOTAL EXPENSES $956,688

Year-over-Year Comparison

	2024	2023	Change
Revenue	$669,869	$602,912	+0.1%
Expenses	$956,688	$583,190	+0.6%
Net Income	$-286,819	$19,722	-15.5%

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
RAY BACA	TRUSTEE	1.0	Director	$0	$0	$0
Cliff Batham	TRUSTEE	1.0	Director	$0	$0	$0
JOHN CARRILLO	TRUSTEE	1.0	Director	$0	$0	$0
JOHN COOPER	TRUSTEE	1.0	Director	$0	$0	$0
SAMMY GURULE	TRUSTEE	1.0	Director	$0	$0	$0
ROBERT STANLEY	TRUSTEE	1.0	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	$669,869	$956,688	$1,678,966	$-286,819
2024	$602,912	$583,190	$1,965,743	$19,722
2023	$530,892	$505,433	$1,868,888	$25,459
2022	$547,932	$430,006	$1,849,267	$117,926
2021	$566,466	$404,726	$1,724,878	$161,740
2020	$541,875	$440,853	$1,547,717	$101,022
2019	$545,203	$449,780	$1,458,021	$95,423
2018	$526,371	$447,266	$1,363,449	$79,105

Construction Teamsters Apprenticeship Fund For Southern California