FLORIDA WEST COAST OPERATING ENGINEERS APPRENTICESHIP TRUST FUND (EIN 237090197) - 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

1970

Legal Domicile

Principal Officer

WALLY UTRERAS

Phone

4106836500

Tax Period

2024-04-01 to 2025-03-31

FLORIDA WEST COAST OPERATING ENGINEERS APPRENTICESHIP TRUST FUND, founded in 1970, is a small nonprofit in the Education sector that reported $880K in total revenue in fiscal year 2024. Net assets of $2.4M represent 33 months of operating reserves.

Mission

TO PROVIDE UP-TO-DATE TRAINING FOR APPRENTICES IN THE FIELD OF HEAVY EQUIPMENT OPERATION.

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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 $798,893

Program Service Revenue $0

Investment Income $34,639

Other Revenue $46,296

TOTAL REVENUE $879,828

Expense Breakdown

Grants Paid $0

Salaries & Benefits $482,868

Fundraising Expenses $0

Program Expenses $763,508

Other Expenses $371,029

TOTAL EXPENSES $880,562

Year-over-Year Comparison

	2024	2023	Change
Revenue	$879,828	$819,392	+0.1%
Expenses	$880,562	$780,105	+0.1%
Net Income	$-734	$39,287	-1.0%

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

$317,626

Total Directors

$476,613

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES JUNECKO	VICE CHAIRMAN	5.00	Officer Director	$0	$49,720	$152,575
PRESTON TAYLOR	SECRETARY-TREASURER	5.00	Officer Director	$0	$0	$0
BRYAN C ROBISON	VICE SECRETARY-TREASURER	5.00	Officer Director	$0	$0	$0
DYLAN SHERMAN	TRUSTEE	5.00	Director	$0	$50,675	$158,987
JASON DIXON	TRUSTEE	5.00	Director	$0	$0	$0
WALBERTO UTRERAS	CHAIRMAN	5.00	Officer Director	$0	$51,578	$165,051
MARK SCHAUNAMAN	FORMER CHAIRMAN	5.00		$0	$56,749	$199,774

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	$879,828	$880,562	$2,459,811	$-734
2024	$819,392	$780,105	$2,452,987	$39,287
2023	$700,036	$787,773	$2,411,512	$-87,737
2022	$528,756	$797,702	$2,516,214	$-268,946
2021	$574,145	$603,043	$2,798,246	$-28,898
2020	$700,804	$648,591	$2,816,044	$52,213
2019	$441,501	$466,473	$2,774,848	$-24,972
2018	$573,079	$270,554	$2,851,948	$302,525

FLORIDA WEST COAST OPERATING ENGINEERS APPRENTICESHIP TRUST FUND