Stationary Engrs No CA and No NV Apprenticeship and Training Trust Fund (EIN 237241520) - 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

1972

Legal Domicile

Principal Officer

MARC INTERMAGGIO

Phone

4152853939

Tax Period

2023-01-01 to 2023-12-31

Stationary Engrs No CA and No NV Apprenticeship and Training Trust Fund, founded in 1972, is a community nonprofit in the Employment sector that reported $5.3M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.1M, a strong 21% operating margin.

Mission

APPRENTICESHIP AND JOURNEYMAN EDUCATION

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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 $918,850

Program Service Revenue $4,184,370

Investment Income $147,470

Other Revenue $0

TOTAL REVENUE $5,250,690

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,983,161

Fundraising Expenses $0

Program Expenses $3,917,829

Other Expenses $2,141,102

TOTAL EXPENSES $4,124,263

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,250,690	$4,639,972	+0.1%
Expenses	$4,124,263	$3,730,234	+0.1%
Net Income	$1,126,427	$909,738	+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

$287,155

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Thomas Crane	Training Coordinator	40.0	Highest	$218,243	$78,458	$296,701
Shane Mortensen	Director of Training	40.0	Officer	$215,796	$71,359	$287,155
James Anderson	Training Coordinator	40.0	Highest	$175,180	$66,030	$241,210
Rebecca Rodriguez	Training Coordinator	40.0	Highest	$114,282	$78,458	$192,740
Bart Florence	Trustee	0.1	Director	$0	$0	$0
Marc Intermaggio	Trustee	0.1	Director	$0	$0	$0
Jim Johnson	Trustee	0.1	Director	$0	$0	$0
TIMOTHY EGGEN	TRUSTEE	0.1	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	No data	No data	No data	No data
2023	$5,250,690	$4,124,263	$10,072,781	$1,126,427
2022	$4,639,972	$3,730,234	$9,190,191	$909,738
2021	$4,772,138	$3,529,468	$6,184,399	$1,242,670
2020	$4,067,631	$3,218,359	$5,192,552	$849,272
2019	$4,014,445	$3,516,254	$4,045,254	$498,191
2018	$3,704,258	$3,506,749	$3,527,269	$197,509

Stationary Engrs No CA and No NV Apprenticeship and Training Trust Fund