SAN DIEGO CHAPTER ABC TRAINING TRUST FUND (EIN 330144680) - 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

1997

Legal Domicile

Principal Officer

KEVIN HARTNETT

Phone

8585134700

Tax Period

2023-01-01 to 2023-12-31

SAN DIEGO CHAPTER ABC TRAINING TRUST FUND, founded in 1997, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2023. Expenses of $2.9M left a modest 3% surplus.

Mission

OPERATES A CONSTRUCTION TRAINING PROGRAM FOR APPRENTICES AND JOURNEYMEN.

🔒

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 $0

Program Service Revenue $2,816,240

Investment Income $203,419

Other Revenue $5,700

TOTAL REVENUE $3,025,359

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,444,120

Other Expenses $2,926,395

TOTAL EXPENSES $2,926,395

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,025,359	$2,905,034	+0.0%
Expenses	$2,926,395	$2,690,523	+0.1%
Net Income	$98,964	$214,511	-0.5%

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

N/A

Volunteers

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

$234,302

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN HARTNETT	CHAIRMAN	1.00	Officer Director	$0	$0	$0
RENEE MOORE	SECRETARY	1.00	Officer Director	$0	$0	$0
VALERIE MCGUIRE	TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL KRZYSIK	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT MASSNER	TRUSTEE	1.00	Director	$0	$0	$0
SHANDON HARBOUR	EXECUTIVE DIRECTOR	20.00	Officer	$0	$24,702	$234,302

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	$3,025,359	$2,926,395	$13,325,452	$98,964
2022	$2,905,034	$2,690,523	$12,474,694	$214,511
2021	$3,418,590	$2,618,214	$13,323,964	$800,376
2020	$2,806,866	$2,401,106	$12,098,791	$405,760
2019	$3,020,068	$2,832,881	$11,179,574	$187,187
2018	$2,908,762	$2,523,481	$10,604,883	$385,281

SAN DIEGO CHAPTER ABC TRAINING TRUST FUND