INSULATORS JOINT APPRENTICESHIP AND TRAINING COMMITTEE TRUST FUND (EIN 341666877) - 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

2005

Legal Domicile

Principal Officer

JASON PERRY

Phone

2166213522

Tax Period

2023-09-01 to 2024-08-31

INSULATORS JOINT APPRENTICESHIP AND TRAINING COMMITTEE TRUST FUND, founded in 2005, is a small nonprofit that reported $395K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $78K, a strong 20% operating margin.

Mission

APPRENTICE SCHOOL

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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 $358,685

Investment Income $18,154

Other Revenue $18,308

TOTAL REVENUE $395,147

Expense Breakdown

Grants Paid $0

Salaries & Benefits $203,099

Fundraising Expenses $0

Program Expenses $316,939

Other Expenses $113,840

TOTAL EXPENSES $316,939

Year-over-Year Comparison

	2023	2022	Change
Revenue	$395,147	$365,350	+0.1%
Expenses	$316,939	$230,944	+0.4%
Net Income	$78,208	$134,406	-0.4%

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

N/A

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

$34,609

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JOHN SURTZ	TRUSTEE/INST	Director	$16,428	$129	$16,557
JASON PERRY	TRUSTEE/INST	Director	$13,790	$1,882	$15,672
ANDREW J SOMERVILLE	TRUSTEE/INST	Director	$1,468	$912	$2,380

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	$395,147	$316,939	$1,384,903	$78,208
2023	$365,350	$231,970	$1,281,736	$133,380
2023	$365,350	$231,970	$1,270,328	$133,380
2022	$346,826	$251,521	$1,165,570	$95,305
2021	$269,115	$163,577	$1,131,872	$105,538
2020	$261,927	$128,622	$989,007	$133,305
2019	$288,765	$145,179	$839,498	$143,586
2018	$257,181	$89,073	$695,181	$168,108

INSULATORS JOINT APPRENTICESHIP AND TRAINING COMMITTEE TRUST FUND