IBEW Joint Apprenticeship Fund (EIN 237087998) - 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

Legal Domicile

Principal Officer

Kevin McGill

Phone

4178697251

Tax Period

2024-01-01 to 2024-12-31

IBEW Joint Apprenticeship Fund is a small nonprofit that reported $388K in total revenue in fiscal year 2024. The organization ran a surplus of $95K, a strong 24% operating margin.

Mission

Training Union Electrical Workers

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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 $70,000

Program Service Revenue $299,686

Investment Income $18,020

Other Revenue $0

TOTAL REVENUE $387,706

Expense Breakdown

Grants Paid $0

Salaries & Benefits $155,269

Fundraising Expenses $0

Other Expenses $137,596

TOTAL EXPENSES $292,865

Year-over-Year Comparison

	2024	2023	Change
Revenue	$387,706	$363,400	+0.1%
Expenses	$292,865	$218,772	+0.3%
Net Income	$94,841	$144,628	-0.3%

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
Joseph Vinyard	Trustee	1.00	Director	$0	$0	$0
Kevin McGill	Trustee	1.00	Director	$0	$0	$0
Jayden Hopkins	Trustee	1.00	Director	$0	$0	$0
Don Stilley	Trustee	1.00	Director	$0	$0	$0
Joshua Pritchett	Trustee	1.00	Director	$0	$0	$0
Dan Nelson	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	$387,706	$292,865	$596,254	$94,841
2023	$363,400	$218,772	$502,362	$144,628
2022	$249,561	$206,818	$354,948	$42,743
2021	$218,673	$187,702	$312,196	$30,971

IBEW Joint Apprenticeship Fund