VENTURA COUNTY ELECTRICAL WORKERS JOINT APPRENTICE TRUST FUND (EIN 237105639) - 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

1994

Legal Domicile

Principal Officer

Steven earhart

Phone

8056041155

Tax Period

2024-07-01 to 2025-06-30

VENTURA COUNTY ELECTRICAL WORKERS JOINT APPRENTICE TRUST FUND, founded in 1994, is a community nonprofit in the Education sector that reported $1.0M in total revenue in fiscal year 2024. The organization ran a surplus of $172K, a strong 17% operating margin.

Mission

to provide apprentice and journeyman training for members of local union 952

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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 $1,343

Program Service Revenue $963,984

Investment Income $26,360

Other Revenue $14,873

TOTAL REVENUE $1,006,560

Expense Breakdown

Grants Paid $0

Salaries & Benefits $398,573

Fundraising Expenses $0

Program Expenses $587,237

Other Expenses $435,507

TOTAL EXPENSES $834,080

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,006,560	$970,980	+0.0%
Expenses	$834,080	$761,707	+0.1%
Net Income	$172,480	$209,273	-0.2%

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

$231,874

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steven earhart	Director	40.00	Officer	$153,701	$78,173	$231,874
jeffrey bode	Chairman	1.00	Director	$0	$0	$0
fabian caballero	Trustee	1.00	Director	$0	$0	$0
joseph herbruck	Trustee	1.00	Director	$0	$0	$0
Tom Lopez	Trustee	1.00	Director	$0	$0	$0
daniel smith	Trustee	1.00	Director	$0	$0	$0
Aaron Miller	Trustee	1.00	Director	$0	$0	$0
alan fletcher	Trustee	1.00	Director	$0	$0	$0
eric cartier	Trustee	1.00	Director	$0	$0	$0
erik estrada	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
2025	$1,006,560	$834,080	$3,299,113	$172,480
2024	$970,980	$761,707	$3,165,616	$209,273
2023	$969,090	$709,275	$2,996,265	$259,815
2022	$855,731	$661,036	$2,786,404	$194,695
2021	$856,556	$728,040	$2,663,743	$128,516
2020	$797,081	$610,496	$1,184,468	$186,585
2019	$686,161	$577,511	$998,856	$108,650
2018	$638,938	$536,206	$890,440	$102,732

VENTURA COUNTY ELECTRICAL WORKERS JOINT APPRENTICE TRUST FUND