Apprenticeship & Journeyman Training Fund Trust (EIN 351696564) - 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

1970

Legal Domicile

Phone

5742886506

Tax Period

2023-01-01 to 2023-12-31

Apprenticeship & Journeyman Training Fund Trust, founded in 1970, is a small nonprofit in the Employment sector that reported $230K in total revenue in fiscal year 2023. Expenses of $196K left a modest 15% surplus.

Mission

Educational and Training The Organization provides financial assistance that supports an educational center with skilled instructors for 30 - 40 apprentice and 80 - 90 journeyman

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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 $228,937

Investment Income $0

Other Revenue $1,545

TOTAL REVENUE $230,482

Expense Breakdown

Grants Paid $0

Salaries & Benefits $84,536

Fundraising Expenses $0

Other Expenses $73,963

TOTAL EXPENSES $196,352

Year-over-Year Comparison

	2023	2022	Change
Revenue	$230,482	$227,997	+0.0%
Expenses	$196,352	$200,812	0.0%
Net Income	$34,130	$27,185	+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
Charles Waddell	President/Treasurer	2.00	Officer Director	$0	$0	$0
Matthew Ginter	Chairman/Secretary	2.00	Officer Director	$0	$0	$0
Stephan Bergenham	Trustee	1.00	Director	$0	$0	$0
Mitch Dudeck	Trustee	1.00	Director	$0	$0	$0
David Yoder	Trustee	1.00	Director	$0	$0	$0
Paul Wezeman	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
2024	No data	No data	No data	No data
2023	$230,482	$196,352	$682,692	$34,130
2022	$227,997	$200,812	$650,756	$27,185
2021	$236,475	$164,494	$623,130	$71,981
2020	$159,216	$200,319	$550,574	$-41,103
2019	$219,904	$170,244	$595,769	$49,660
2018	$202,407	$174,905	$534,980	$27,502

Apprenticeship & Journeyman Training Fund Trust