SOUTHERN CALIFORNIA OPERATING & MAINTENANCE ENGINEERS APPREN & TNG TRUST (EIN 237061941) - 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

1967

Legal Domicile

Principal Officer

EDWARD CURLY

Phone

6266461079

Tax Period

2023-01-01 to 2023-12-31

SOUTHERN CALIFORNIA OPERATING & MAINTENANCE ENGINEERS APPREN & TNG TRUST, founded in 1967, is a community nonprofit that reported $2.4M in total revenue in fiscal year 2023. Revenue fell 51% from the prior year — a significant decline worth monitoring. Expenses of $2.8M exceeded revenue, resulting in a 15% operating deficit.

Mission

TO PROVIDE TRAINING PROGRAMS FOR EMPLOYEES IN THE ENGINEERING AND MAINTENANCE INDUSTRY

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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 $2,262,055

Investment Income $87,755

Other Revenue $51,796

TOTAL REVENUE $2,401,606

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,777,974

Fundraising Expenses $0

Other Expenses $972,406

TOTAL EXPENSES $2,750,380

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,401,606	$4,879,522	-0.5%
Expenses	$2,750,380	$3,100,567	-0.1%
Net Income	$-348,774	$1,778,955	-1.2%

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
DENISE VUKOJEVICH	TRAINING DIRECTOR	40.0	Highest	$162,416	$75,429	$237,845
Mike Narez	Trustee	1.0	Director	$0	$0	$0
Bryan Cortez	Trustee	1.0	Director	$0	$0	$0
Tom O'Mahar	Trustee	1.0	Director	$0	$0	$0
TOM CROSSER	TRUStee	1.0	Director	$0	$0	$0
WILL WEBSTER	PAST TRUSTEE (THRU 3/17/2023)	1.0	Director	$0	$0	$0
JAMES BUSALACCHI	TRUSTEE	1.0	Director	$0	$0	$0
CURTIS VAN BUSKIRK	TRUSTEE (FROM 3/20/2023)	1.0	Director	$0	$0	$0
PAUL POWELL	TRUSTEE (FROM 11/8/2023)	1.0	Director	$0	$0	$0
Edward Curly	Chairman	1.0	Officer	$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	$2,401,606	$2,750,380	$10,475,701	$-348,774
2022	$4,879,522	$3,100,567	$9,823,558	$1,778,955
2021	$2,269,339	$2,336,313	$11,677,241	$-66,974
2020	$2,425,639	$2,269,560	$8,238,331	$156,079
2019	$2,379,518	$2,077,177	$7,786,604	$302,341
2018	$2,137,689	$1,913,433	$6,906,578	$224,256
2018	$2,242,707	$1,913,433	$6,958,343	$329,274

SOUTHERN CALIFORNIA OPERATING & MAINTENANCE ENGINEERS APPREN & TNG TRUST