UFCW Northern California Meat Joint Apprenticeship Trust Fund (EIN 371758237) - 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

2014

Legal Domicile

Principal Officer

JOHN BUENO

Phone

5108890870

Tax Period

2024-01-01 to 2024-12-31

UFCW Northern California Meat Joint Apprenticeship Trust Fund, founded in 2014, is a small nonprofit in the Mutual Benefit sector that reported $196K in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $70K, a strong 36% operating margin.

Mission

THE PRIMARY PURPOSE OF THE JOINT APPRENTICESHIP COMMITTEE IS TO PROVIDE TRAINING AND CERTIFICATION OF MEAT APPRENTICES WHOM ARE EMPLOYED BY COMPANIES UNDER A COLLECTIVE BARGAINING AGREEMENT WITH UFCW LOCAL 5.

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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 $74,417

Program Service Revenue $121,120

Investment Income $233

Other Revenue $100

TOTAL REVENUE $195,870

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $55,381

Fundraising Expenses $0

Other Expenses $68,201

TOTAL EXPENSES $125,582

Year-over-Year Comparison

	2024	2023	Change
Revenue	$195,870	$267,693	-0.3%
Expenses	$125,582	$80,798	+0.6%
Net Income	$70,288	$186,895	-0.6%

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

$23,150

Total Directors

$23,150

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN BUENO	CHAIRMAN	16.0	Officer Director	$17,600	$0	$17,600
JAMES CORTEZ	RECORDER	10.0	Officer Director	$5,550	$0	$5,550
MIKE FURSMAN	COMMITTEE MEMBER	8.0	Officer 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	$195,870	$125,582	$809,192	$70,288
2023	$267,693	$80,798	$738,904	$186,895
2022	$156,753	$65,827	$552,009	$90,926
2021	$255,158	$48,222	$461,083	$206,936

UFCW Northern California Meat Joint Apprenticeship Trust Fund