TRUST FUND FOR EDUCATION TECHNICAL ENGINEERING DIVISION LOCAL 130 UA (EIN 367004811) - 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

1992

Legal Domicile

Principal Officer

JAMES F COYNE

Phone

3122265000

Tax Period

2024-06-01 to 2025-05-31

TRUST FUND FOR EDUCATION TECHNICAL ENGINEERING DIVISION LOCAL 130 UA, founded in 1992, is a small nonprofit that reported $517K in total revenue in fiscal year 2024. Net assets of $1.1M represent 26 months of operating reserves.

Mission

APPRENTICE AND JOURNEYMEN TRAINING

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $454,989

Investment Income $61,612

Other Revenue $0

TOTAL REVENUE $516,601

Expense Breakdown

Grants Paid $0

Salaries & Benefits $317,350

Fundraising Expenses $0

Other Expenses $244,703

TOTAL EXPENSES $562,053

Year-over-Year Comparison

	2024	2023	Change
Revenue	$516,601	$529,975	0.0%
Expenses	$562,053	$452,547	+0.2%
Net Income	$-45,452	$77,428	-1.6%

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

N/A

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

$246,476

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES F COYNE	CO-CHAIRMAN	2.00	Director	$0	$0	$0
BRIAN M DUNN	TRUSTEE	2.00	Director	$0	$0	$0
PAUL A HINTERLONG	TRUSTEE - PAST	2.00	Director	$0	$0	$0
PAUL A TRAN	TRUSTEE / INSTRUCTOR	48.00	Director	$187,746	$58,730	$246,476
CRAIG S NAGDEMAN	CO-CHAIRMAN	2.00	Director	$0	$0	$0
DEREK PATTON	TRUSTEE - PAST	2.00	Director	$0	$0	$0
PATRICK O'NEIL	TRUSTEE	2.00	Director	$0	$0	$0
BRIAN HEALY	TRUSTEE	2.00	Director	$0	$0	$0
SARA FLETCHER	TRUSTEE - NEW	2.00	Director	$0	$0	$0
BART HOLZHAUSER	TRUSTEE - NEW	2.00	Director	$0	$0	$0
JOSEPH OHM	FUND ADMINISTRATOR	2.00	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
2025	$516,601	$562,053	$1,186,769	$-45,452
2024	$529,975	$452,547	$1,200,294	$77,428
2023	$501,996	$450,535	$1,088,302	$51,461
2022	$462,834	$397,677	$1,021,875	$65,157
2021	$439,945	$393,760	$1,068,627	$46,185
2020	$430,108	$336,001	$999,213	$94,107
2019	$425,642	$275,568	$831,228	$150,074
2018	$351,475	$232,668	$679,647	$118,807

TRUST FUND FOR EDUCATION TECHNICAL ENGINEERING DIVISION LOCAL 130 UA