MONTEREY BAY CALIFORNIA CHAPTER NECA (EIN 237231395) - 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

1973

Legal Domicile

Principal Officer

JERRI CHAMPLIN

Phone

8312361393

Tax Period

2025-01-01 to 2025-12-31

MONTEREY BAY CALIFORNIA CHAPTER NECA, founded in 1973, is a small nonprofit that reported $488K in total revenue in fiscal year 2025. Expenses of $570K exceeded revenue, resulting in a 17% operating deficit.

Mission

REPRESENT, PROMOTE AND ENHANCE THE CONTRACTORS' INTERESTS THROUGH LABOR RELATIONS, EDUCATION, training AND THE CREATION OF A BETTER BUSINESS ENVIRONMENT.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $437,875

Investment Income $26,345

Other Revenue $23,870

TOTAL REVENUE $488,090

Expense Breakdown

Grants Paid $0

Salaries & Benefits $178,569

Fundraising Expenses $0

Other Expenses $391,808

TOTAL EXPENSES $570,377

Year-over-Year Comparison

	2025	2024	Change
Revenue	$488,090	$452,131	+0.1%
Expenses	$570,377	$509,816	+0.1%
Net Income	$-82,287	$-57,685	+0.4%

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

$168,208

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERRI CHAMPLIN	SECRETARY/EXEC. MGR	40.0	Officer	$128,490	$39,718	$168,208
ERIC TONNESEN	PRESIDENT AND GOVERNOR(FORMER)	1.0	Director	$0	$0	$0
TONY KULICH	TREASURER	1.0	Director	$0	$0	$0
MARK CLOUGH	PRESIDENT	1.0	Director	$0	$0	$0
CHRIS JENSEN	GOVERNOR	1.0	Director	$0	$0	$0
JON MATT FURRER	VICE-PRESIDENT	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	$488,090	$570,377	$888,593	$-82,287
2024	$452,131	$509,816	$964,799	$-57,685
2023	$498,628	$542,132	$1,027,123	$-43,504
2022	$568,695	$550,150	$1,067,396	$18,545
2021	$394,197	$394,598	$1,075,968	$-401
2020	$419,338	$262,488	$1,076,166	$156,850
2019	$409,703	$342,036	$919,393	$67,667
2018	$454,004	$319,897	$852,275	$134,107

MONTEREY BAY CALIFORNIA CHAPTER NECA