Local Union 1399 Apprenticeship Training and Education Fund (EIN 330375533) - 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

2008

Legal Domicile

Tax Period

2020-01-01 to 2020-12-31

Local Union 1399 Apprenticeship Training and Education Fund, founded in 2008, is a small nonprofit that reported $340K in total revenue in fiscal year 2020. The organization ran a surplus of $136K, a strong 40% operating margin.

Mission

The organization operates as a non-profit trust training apprentices in the industrial skills of glazing and floor laying with the goal of providing certification in meeting the apprenticeship standards set by the State of California.

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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 (2020)

Revenue Breakdown

Contributions & Grants $60,175

Program Service Revenue $276,175

Investment Income $3,455

Other Revenue $0

TOTAL REVENUE $339,805

Expense Breakdown

Grants Paid $0

Salaries & Benefits $137,547

Fundraising Expenses $8,841

Program Expenses $173,377

Other Expenses $65,861

TOTAL EXPENSES $203,408

Year-over-Year Comparison

	2020	2019	Change
Revenue	$339,805	$336,365	+0.0%
Expenses	$203,408	$231,121	-0.1%
Net Income	$136,397	$105,244	+0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Barry Swaim	Co-Chairman	1.00	Director	$0	$0	$0
Jackson R Witte	Mgmt Trustee	1.00	Director	$0	$0	$0
Pat Davidson	Labor Trustee	1.00	Director	$0	$0	$0
Matt Kriz	Labor Trustee	1.00	Director	$0	$0	$0
Mark Bartlett	Chairman	1.00	Director	$0	$0	$0
Steve Landreth	Mgmt Trustee	1.00	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
2020	$339,805	$203,408	$873,213	$136,397
2019	$336,365	$231,121	$738,459	$105,244
2018	$343,592	$212,757	$633,055	$130,835

Local Union 1399 Apprenticeship Training and Education Fund