WHEELING ELECTRICAL JOINT APPRENTICESHIP & TRAINING FUND (EIN 237301410) - 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

1975

Legal Domicile

Principal Officer

MARK DUNFEE

Phone

3042423870

Tax Period

2023-01-01 to 2023-12-31

WHEELING ELECTRICAL JOINT APPRENTICESHIP & TRAINING FUND, founded in 1975, is a small nonprofit that reported $372K in total revenue in fiscal year 2023. Revenue surged 410% from the prior year, signaling strong growth momentum. The organization ran a surplus of $59K, a strong 16% operating margin.

Mission

SCHOOLING FOR APPRENTICES IN THE ELECTRICAL TRADES

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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 $0

Program Service Revenue $195,162

Investment Income $176,946

Other Revenue $20

TOTAL REVENUE $372,128

Expense Breakdown

Grants Paid $0

Salaries & Benefits $112,985

Fundraising Expenses $0

Other Expenses $200,284

TOTAL EXPENSES $313,269

Year-over-Year Comparison

	2023	2022	Change
Revenue	$372,128	$72,896	+4.1%
Expenses	$313,269	$411,537	-0.2%
Net Income	$58,859	$-338,641	-1.2%

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

341

Independent Members

341

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
DAVE CANTRELL	TRUSTEE	1.00	Officer	$0	$0	$0
MARK DUNFEE	SEC./TREAS.(	1.00	Officer	$0	$0	$0
GLENN GIFFIN	TRUSTEE	1.00	Officer	$0	$0	$0
THOMAS KNIGHT	TRUSTEE	1.00	Officer	$0	$0	$0
KURT PAULUS	CHAIRMAN(TRU	1.00	Officer	$0	$0	$0
TOM SCHIFFER	TRUSTEE	1.00	Officer	$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	$372,128	$313,269	$1,889,941	$58,859
2022	$72,896	$411,537	$1,830,788	$-338,641
2021	$202,950	$201,340	$2,169,497	$1,610
2020	$444,762	$268,518	$2,167,826	$176,244

WHEELING ELECTRICAL JOINT APPRENTICESHIP & TRAINING FUND