Portsmouth OH Electrical Joint Appr (EIN 310868458) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Portsmouth OH Electrical Joint Appr, founded in 1977, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2023. The organization ran a surplus of $340K, a strong 22% operating margin.

Mission

TO PROVIDE TRAINING TO APPRENTICES OF IBEW LOCAL 575

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $482,607

Program Service Revenue $1,019,091

Investment Income $967

Other Revenue $11,000

TOTAL REVENUE $1,513,665

Expense Breakdown

Grants Paid $0

Salaries & Benefits $525,792

Fundraising Expenses $0

Program Expenses $890,235

Other Expenses $648,333

TOTAL EXPENSES $1,174,125

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,513,665	$1,459,309	+0.0%
Expenses	$1,174,125	$1,033,856	+0.1%
Net Income	$339,540	$425,453	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$140,434

Total Directors

$151,182

Key Employees

$158,132

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dan Shirey	Treasurer	0.00		$0	$51,967	$178,130
Matthew L Louanglath	Director	50.00	Key Emp	$111,106	$47,026	$158,132
Randy Brown	Trustee	1.00	Director	$0	$46,781	$140,434
Joseph Dillow	SecretaryTreasurer	5.00	Officer	$0	$46,781	$140,434
Rufus Tackett	Trustee	1.00	Director	$7,456	$0	$7,456
Aaron Ward	Trustee	1.00	Director	$2,591	$0	$3,292
Jeremy Ryan	NECA Rep	1.00	Director	$0	$0	$0
Miles Ferguson	Chairman	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	$1,513,665	$1,174,125	$2,082,916	$339,540
2022	$1,459,309	$1,033,856	$1,762,186	$425,453
2021	$1,005,105	$621,295	$1,347,320	$383,810
2020	$691,580	$567,664	$1,037,626	$123,916
2019	$593,736	$590,662	$703,707	$3,074
2018	$459,338	$387,113	$452,189	$72,225

Portsmouth OH Electrical Joint Appr