HEART OF AMERICA CHAPTER ABC APPRENTICES TRUST FUND (EIN 431210117) - 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

1986

Legal Domicile

Principal Officer

PRESTON MOORE

Phone

8169945990

Tax Period

2023-07-01 to 2024-06-30

HEART OF AMERICA CHAPTER ABC APPRENTICES TRUST FUND, founded in 1986, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

PROVIDE TRAINING TO APPRENTICES OF MEMBER COMPANIES.

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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 $5,500

Program Service Revenue $965,790

Investment Income $79,114

Other Revenue $1,000

TOTAL REVENUE $1,051,404

Expense Breakdown

Grants Paid $0

Salaries & Benefits $231,736

Fundraising Expenses $0

Program Expenses $783,909

Other Expenses $867,191

TOTAL EXPENSES $1,098,927

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,051,404	$858,695	+0.2%
Expenses	$1,098,927	$880,791	+0.2%
Net Income	$-47,523	$-22,096	+1.2%

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

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
PRESTON MOORE	CHAIR	2.00	Officer Director	$0	$0	$0
DUSTY BROWN	TRUSTEE	2.00	Director	$0	$0	$0
JASON HEMPHILL	TRUSTEE	2.00	Director	$0	$0	$0
BOYD NOLEN	TRUSTEE	2.00	Director	$0	$0	$0
JEFF WASINGER	TRUSTEE	2.00	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
2025	No data	No data	No data	No data
2024	$1,051,404	$1,098,927	$3,260,329	$-47,523
2023	$858,695	$880,791	$2,112,164	$-22,096
2022	$829,306	$808,323	$2,405,112	$20,983
2021	$815,570	$650,118	$2,435,796	$165,452
2020	$912,241	$644,036	$2,315,601	$268,205
2019	$837,605	$566,191	$1,992,642	$271,414
2018	$798,093	$682,055	$1,320,828	$116,038

HEART OF AMERICA CHAPTER ABC APPRENTICES TRUST FUND